7月3日，上证指数早盘一度上扬，随后快速回落，之后探底回升，午后小幅上扬；深证成指、创业板指 早盘震荡上扬，午后持续走强；科创50指数早盘冲高回落，随后窄幅震荡，午后震荡回升，尾盘有所回 落。截至收盘，上证指数报3461.15点，涨0.18%，成交额5002.12亿元；深证成指报10534.58点，涨 1.17%，成交额8095.45亿元；创业板指报2164.09点，涨1.9%，成交额3820.06亿元；科创50指数报 984.95点，涨0.24%，成交额197.04亿元。沪深两市合计成交13097.57亿元，成交额较上一交易日减少 672.24亿元。 沪深两市主力资金净流出24.75亿元 10个行业主力资金呈现净流入 统计显示，沪深两市主力资金今日净流出24.75亿元。其中，创业板主力资金净流出12.37亿元；沪深300 成份股主力资金净流入66.99亿元，科创板主力资金净流出8.1亿元。 电子、医药生物等行业走强诚邦股份6连板 盘面上来看，行业板块、概念涨多跌少。其中，电子、医药生物、电力设备、通信、建筑材料、纺织服 饰、美容护理、汽车等行业涨幅靠前；PCB、创新药、重组蛋白、复合集流体、混合现实、AI手 ...

截至7月3日收盘，同花顺果指数概念上涨4.73%，位居概念板块涨幅第1，板块内，20股上涨，工业富 联、鹏鼎控股等涨停，蓝思科技、东山精密、领益智造等涨幅居前，分别上涨11.40%、9.34%、 6.75%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 601138 | 工业富 联 | 10.02 | 1.72 | 202301.45 | 25.90 | | 002475 | 立讯精 密 | 5.45 | 2.65 | 59711.78 | 8.81 | | 002384 | 东山精 密 | 9.34 | 10.06 | 56003.62 | 9.67 | | 300433 | 蓝思科 技 | 11.40 | 3.67 | 42692.55 | 10.03 | | 002600 | 领益智 造 | 6.75 | 4.42 | 36691.79 | 13.19 | | 002938 | 鹏鼎控 ...

Group 1 - The AI PC concept sector rose by 2.85%, ranking 6th among concept sectors, with 33 stocks increasing in value, including stocks like Bomin Electronics, Zhongjing Electronics, and Pengding Holdings reaching their daily limit [1] - Leading gainers in the AI PC sector included Huqin Technology, Aoshikang, and Lingyi Zhi Zao, with increases of 8.55%, 7.62%, and 6.75% respectively [1] - The sector saw a net inflow of 1.708 billion yuan from main funds, with 20 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stock was Lingyi Zhi Zao, with a net inflow of 367 million yuan, followed by Pengding Holdings and Bomin Electronics, each with a net inflow of 268 million yuan [2] - In terms of net inflow ratios, Bomin Electronics, Lingyi Zhi Zao, and Changying Precision led with rates of 26.38%, 13.19%, and 11.78% respectively [3] - The AI PC concept sector's performance was supported by significant trading volumes, with stocks like Lingyi Zhi Zao and Bomin Electronics showing high turnover rates of 4.42% and 15.60% respectively [3]

Group 1 - PCB concept index rose by 3.27%, ranking second among concept sectors, with 111 stocks increasing, including Yihau New Materials and Zhongyi Technology hitting the 20% limit up [1][2] - Notable gainers in the PCB sector included Fangzheng Technology, Bomin Electronics, and Jin'an Guoji, all reaching the limit up, while Guangxin Materials, Hezhuan Intelligent, and Guangyang Co. saw significant declines [1][2] Group 2 - The PCB sector attracted a net inflow of 3.832 billion yuan, with 82 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow, led by Fangzheng Technology with 643 million yuan [2][3] - The top three stocks by net inflow ratio were Dawi Co., Jin'an Guoji, and Fangzheng Technology, with net inflow ratios of 49.27%, 29.65%, and 27.86% respectively [3][4]

截至7月3日收盘，低辐射玻璃(Low-E)概念上涨2.38%，位居概念板块涨幅第8，板块内，7股上涨，亚 玛顿、耀皮玻璃等涨停，万顺新材、新赛股份、旗滨集团等涨幅居前，分别上涨7.18%、1.37%、 1.10%。跌幅居前的有南玻A、三峡新材、安彩高科等，分别下跌0.83%、0.30%、0.20%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 同花顺果指数 | 4.73 | 兵装重组概念 | -1.49 | | PCB概念 | 3.27 | 可燃冰 | -1.21 | | PET铜箔 | 3.01 | 国产航母 | -0.79 | | AI手机 | 2.92 | 可控核聚变 | -0.77 | | 重组蛋白 | 2.85 | 中船系 | -0.76 | | AI PC | 2.85 | 海工装备 | -0.66 | | 创新药 | 2.49 | 核污染防治 | -0.56 | | 低辐射玻璃(Low-E) | 2.38 | 中韩自贸区 | -0.48 | | 苹果概念 | 2.38 | 赛马概念 | -0 ...

一、行情回顾 市场全天震荡反弹，创业板指领涨。算力硬件股再度大涨，PCB等方向领涨，中京电子、博敏电子、金安国纪等涨停。创新药概念延续强势，塞力医疗、未 名医药、神州细胞等十余股封板。固态电池板块午后拉升，大东南、洪田股份、中一科技涨停。下跌方面，海洋经济概念股展开调整，克莱特跌超10%。个 股涨多跌少，沪深京三市近3300股飘红，今日成交1.33万亿。 二、当日热点 1.PCB板 PCB板今日大涨，中京电子再度涨停，博敏电子、金安国纪等多股涨停。胜宏科技大涨6%，再创历史新高。 | 股票名称 | | 最新价 ◆ | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值⇒ | | | --- | --- | --- | --- | --- | --- | --- | --- | | 中京电子 | 12天7板 | 15.60 | +10.01% | 13:53:33 | 38.49% | 90.72亿 | 公司主 | | 002579.SZ | | | | | | | 形机器 | | | | | | | | | 1、公 开拓国 | | 博敏电子 | 3天2板 | 10.41 | +10.04% | 09: ...

本文字数：495，阅读时长大约1分钟 作者 | 一财资讯 7月3日，A股三大指数集体上涨。截至收盘，沪指涨0.18%，深证成指涨1.17%，创业板指涨 1.90%。全市场超3200只个股上涨。 | 全A | 涨 3270 | | 平 284 | 跌 1863 | | | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | 000001 | 上证指数 | www | 3461.15c | 6.36 | 0.18% | | 399001 | 深证成指 | min | 10534.58 c | 121.96 | 1.17% | | 399006 | 创业板指 | A CAN CONSULTION CONSULTION OF | 2164.09c | 40.37 | 1.90% | 2025.07. 03 具体来看，固态电池板块午后拉升，大东南、洪田股份、中一科技涨停。 PCB概念股集体爆发，中京电子、博敏电子、金安国纪等8股涨停。 | 代码 | 名称 | 张唱� | 现价 | | --- | --- | --- | --- ...

Group 1 - The PCB concept has seen a continuous rise, with stocks such as Fangzheng Technology hitting the daily limit [1] - Other companies like Jin'an Guoji, Bomin Electronics, and Dongshan Precision also reached their daily limit, while Jinlu Electronics, Pengding Holdings, Jingwang Electronics, Shenzhen South Circuit, and Aoshikang increased by over 6% [1] - According to a report from Tianfeng Securities, the market space for M8 PCB boards corresponding to AI servers and switches is estimated to be between 50-60 billion by 2026 [1]

PCB概念股午后持续走强，中一科技（301150）20cm涨停，铜冠铜箔（301217）涨超10%，传艺科技 （002866）、大为股份（002213）此前涨停，深南电路（002916）、嘉元科技涨幅居前。 暗盘资金正涌入这些股票，点击速看>>> ...

创业板整体走强。 A股市场今天（7月3日）上午整体窄幅震荡，创业板指涨超1%，创新药概念、商业航天概念表现活跃。个股方面，有不少个股连续涨停，相关公司普遍 进行风险提示。 港股市场整体小幅下跌。港股市场大幅波动的个股中，多点数智股价大涨，盘中涨幅一度接近90%。 创业板走强 A股市场今天上午窄幅震荡。截至中午收盘，上证指数上涨0.07%，深证成指上涨0.75%，创业板指上涨1.36%。 创业板指成份股中，蓝思科技（300433）涨超8%，华利集团（300979）、天孚通信（300394）涨超5%，宁德时代（300750）涨近4%，长盈精密 （300115）等涨超3%，爱美客（300896）、新易胜、中际旭创（300308）等涨超2%。 主要行业板块和赛道中，通信设备、元器件、公共交通等板块涨幅居前，船舶、煤炭、矿物制品等板块领跌。 概念板块方面，创新药概念大幅上涨，神州细胞盘中"20cm"涨停，九芝堂（000989）、未名医药（002581）、华海药业（600521）、塞力医疗 （603716）等多股盘中涨停。 商业航天概念强势拉升，开盘不到1分钟，西测测试（301306）直线拉升20%涨停。截至中午收盘，雷 ...