8月22日A股不负众望，稳稳站上3800点。 当天，A股市场延续上攻态势，沪指突破3800点，续创十年新高。 沪指上一次见到"3800"在2015年8月19日，距今已十年整。 大盘涨了，成交爆了，股民热搜刷屏了。 但问题也来了：是赚到钱了，还是"只赚指数不赚钱"？ 面对这轮强势上攻，散户该追？该等？还是该跑？ 续创新高，你在大A中赚到钱了吗？ 稳赚的 亏着呢基本持平提交 芯片领涨 券商异动 截至8月22日收盘，上证指数报3825.76点，涨1.45%；深成指报12166.06点，上涨2.07%；创业板指报2682.55，上涨3.36%。两市成交额2.58万亿元，较昨日 放量1185亿元。全市场2803只股上涨，芯片产业链领涨。 8月22日，寒武纪20%涨停，市值突破5200亿，股价达1243.20元，创下历史新高。寒武纪是国内主要的AI芯片公司之一，产品芯片应用于云服务器、数据中 心等。 | | | 芯片概念 | | | | --- | --- | --- | --- | --- | | | | 6582.22 +2.45% | | | | 成分股 | 基金 | 资讯 | 资金 | 评论 | | 名称/代码 ...

Market Overview - The A-share market experienced a strong upward trend on August 22, with the Shanghai Composite Index successfully breaking through the 3,800-point mark, closing at 3,825.76 points, marking a ten-year high [2] Sector Performance - Chip concept stocks became the focus of capital attention, with 22 stocks, including Kede Education, Kunlun Wanwei, and Haiguang Information, hitting the daily limit [2] - Cambricon Technologies achieved a 20% limit increase, with a total market value of 520.1 billion yuan, ranking first in the STAR Market by market capitalization [2] Technological Developments - The DeepSeek-V3.1 model was officially released, utilizing UE8M0FP8 technology, which injects new momentum into the development of domestic chips [2] - Technological advancements are accelerating the domestic chip's computing power process, leading to increased capital interest in related companies [2] Investment Sentiment - Investors are showing a positive attitude towards the future development of the semiconductor industry chain, driving up the prices of related stocks [2] - CITIC Securities believes that the domestic computing power sector is experiencing a series of catalysts, with the DeepSeek model update and the release of DeepSeek V3.1 clearly supporting FP8 precision and the upcoming next-generation domestic chips [2]

Market Performance - The Shanghai Composite Index rose further, breaking the 3800-point mark for the first time since August 19, 2015, when it reached a high of 3811.43 points [1] - At the close, the Shanghai Composite Index increased by 1.45%, the Shenzhen Component Index by 2.07%, the ChiNext Index by 3.36%, and the North 50 Index by 0.69% [3] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets was 25,788 billion yuan, an increase of 872 billion yuan compared to the previous day [3] Sector Performance - The semiconductor sector showed strong performance, with companies like Shengmei Shanghai, Haiguang Information, and Cambrian Technology hitting the daily limit [3] - The securities sector also saw gains, with Everbright Securities and Xinda Securities reaching the daily limit [3] - The CPO sector performed well, with Fangzheng Technology and Xuguang Electronics hitting the daily limit [3] - Conversely, the dairy sector weakened, with Keta Bio falling nearly 4%, and the gas sector also declined, with Hongtong Gas dropping over 2% [3] Stock Highlights - Within the chip concept sector, 22 companies hit the daily limit, with two stocks achieving consecutive limit-ups, including Wantong Development and Tianrongxin [3] - In the Huawei concept sector, 22 companies also hit the daily limit, with seven stocks achieving consecutive limit-ups, the highest being six consecutive days, including Kosen Technology and Huaguang Huaneng [3] - The artificial intelligence sector had 22 companies hitting the daily limit, with two stocks achieving consecutive limit-ups, the highest being four consecutive days, including Tianrongxin and Cambrian Technology [3]

此外，中芯国际早间也持续走强，一度涨10.77%，现报98.59元/股，涨8.28%。 本文系观察者网独家稿件，未经授权，不得转载。 板块方面，半导体、CPO、算力、证券等板块涨幅居前，油气、乳业、中药、银行等板块跌幅居前。 其中，芯片概念股集体爆发，寒武纪、海光信息、中芯国际、芯原股份、龙芯中科、盛美上海等权重股领 涨。算力股也集体大涨，云天励飞等多股涨停。 具体来看，寒武纪盘中一度涨超15%，股价最高上探至1198.7元/股，随后涨幅有所回落。目前，寒武纪涨 12.40%，报1164.45元/股。海光信息盘中19.98%，冲击20cm涨停。午间收盘时涨超17%，现报181.7元/股。 8月22日，A股三大股指开盘涨跌不一，随后集体飘红。截至11点30分，沪指涨0.67%，报3797.91点，向3800 点发起冲击，深证成指涨1.32%，创业板指、科创50指数大涨均创三年新高。沪深两市半日成交额1.51万亿， 较上个交易日缩量569亿。 ...

Group 1 - The core viewpoint of the news is that Liandong Technology has shown significant stock performance and financial growth in recent months, indicating a positive market sentiment towards the company [1][2] - As of August 22, Liandong Technology's stock price increased by 31.35% year-to-date, with a 39.66% rise over the past 60 days [1] - The company has a total market capitalization of 4.825 billion yuan and a trading volume of 82.668 million yuan on August 22 [1] Group 2 - As of March 31, the number of shareholders for Liandong Technology decreased by 9.52% to 11,800, while the average circulating shares per person increased by 10.53% to 2,064 shares [2] - For the first quarter of 2025, Liandong Technology reported a revenue of 64.8916 million yuan, reflecting a year-on-year growth of 12.59% [2] - The company has distributed a total of 182 million yuan in dividends since its A-share listing [2]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Yingjixin Technology Co., Ltd., indicating a positive trend in stock price and revenue growth [1][2] - As of August 22, Yingjixin's stock price increased by 2.07% to 20.74 CNY per share, with a total market capitalization of 8.904 billion CNY [1] - The company has seen a year-to-date stock price increase of 17.97%, with notable gains of 5.33% over the last five trading days and 11.81% over the last twenty days [1] Group 2 - For the first quarter of 2025, Yingjixin reported a revenue of 306 million CNY, reflecting a year-on-year growth of 17.25% [2] - The company has distributed a total of 171 million CNY in dividends since its A-share listing, with 155 million CNY distributed over the past three years [2] - As of March 31, 2025, the number of shareholders decreased slightly to 14,600, while the average number of circulating shares per person increased to 20,528 shares [2]

Group 1 - The core viewpoint of the news is that Juguang Technology has shown significant stock price growth and positive financial performance in recent months [1][2] - As of August 22, Juguang Technology's stock price increased by 94.16% year-to-date, with a 24.24% rise in the last five trading days and a 50.43% increase over the past 20 days [1] - The company has a total market capitalization of 11.114 billion yuan and reported a trading volume of 76.8691 million yuan on August 22 [1] Group 2 - Juguang Technology's main business involves high-power semiconductor lasers, and it is classified under the electronics-semiconductors sector [1] - As of March 31, the number of shareholders decreased by 3.40% to 11,700, while the average circulating shares per person increased by 3.52% to 7,700 shares [2] - For the first quarter of 2025, Juguang Technology achieved a revenue of 170 million yuan, reflecting a year-on-year growth of 23.75% [2]

Group 1 - The core viewpoint of the news is that Anker Innovations has shown significant stock performance, with a year-to-date increase of 53.70% and a recent rise of 4.82% over the last five trading days [1][2] - As of August 22, Anker Innovations' stock price reached 147.77 yuan per share, with a total market capitalization of 79.228 billion yuan [1] - The company has a diverse business focus, including sectors such as 3D printing, consumer electronics, security, artificial intelligence, and chip concepts [1] Group 2 - For the first quarter of 2025, Anker Innovations reported a revenue of 5.993 billion yuan, reflecting a year-on-year growth of 36.91% [2] - The company has distributed a total of 3.067 billion yuan in dividends since its A-share listing, with 2.417 billion yuan distributed over the past three years [2] - As of March 31, 2025, the number of shareholders increased by 1.23% to 18,200, while the average circulating shares per person decreased by 1.22% to 16,258 shares [2]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Changchuan Technology, indicating a positive trend in stock price and trading volume [1][2] - As of August 22, Changchuan Technology's stock price increased by 2.01%, reaching 49.74 CNY per share, with a total market capitalization of 31.36 billion CNY [1] - The company has seen a year-to-date stock price increase of 12.97%, with significant gains over the past 5 days (8.98%), 20 days (9.78%), and 60 days (19.40%) [1] Group 2 - As of June 30, the number of shareholders for Changchuan Technology decreased by 8.80% to 75,700, while the average number of circulating shares per person increased by 9.65% to 6,411 shares [2] - For the first half of 2025, Changchuan Technology reported a revenue of 2.167 billion CNY, reflecting a year-on-year growth of 41.80% [2] - The company has distributed a total of 305 million CNY in dividends since its A-share listing, with 187 million CNY distributed over the past three years [2]

Core Viewpoint - The stock of Qingyi Optoelectronics has shown significant growth in 2023, with a year-to-date increase of 43.77%, indicating strong market performance and investor interest [3]. Group 1: Stock Performance - As of August 22, Qingyi Optoelectronics' stock price rose by 2.03% to 32.68 CNY per share, with a total market capitalization of 10.288 billion CNY [1]. - The stock has experienced a 2.86% increase over the last five trading days, an 11.50% increase over the last 20 days, and a 29.16% increase over the last 60 days [3]. Group 2: Financial Metrics - For the period from January to March 2025, Qingyi Optoelectronics reported a revenue of 299 million CNY, reflecting a year-on-year growth of 9.83% [3]. - The company has distributed a total of 189 million CNY in dividends since its A-share listing, with 128 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of July 31, 2023, the number of shareholders for Qingyi Optoelectronics reached 10,300, an increase of 4.55% from the previous period [3]. - The average number of circulating shares per shareholder decreased by 4.35% to 26,021 shares [3]. - As of March 31, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 1.2335 million shares, an increase of 325,600 shares from the previous period [4]. Group 4: Market Position - Qingyi Optoelectronics is classified under the semiconductor materials sector within the electronics industry, with key concepts including OLED, chip concepts, third-generation semiconductors, mid-cap, and flexible electronics [3].