液冷技术受益于AI算力需求与数据中心绿色转型，成为高成长赛道。年内液冷概念涨幅达69%，多只个 股涨幅超150%。 在AI算力需求爆发与数据中心绿色转型的双重驱动下，液冷技术正从"小众方案"跃升为高成长赛道。 近期，液冷板块内多只股票强势涨停，市场热度持续攀升，成交量也呈现出明显的放大态势，引发了市 场的广泛关注。 数据显示，截至8月18日，液冷概念（BK1138）年内累计涨幅高达69%，思泉新材（301489）、飞龙股 份（002536）等龙头股年内涨幅超250%，多只个股频现涨停潮。 随着英伟达GB200液冷机柜大规模商用及ASIC芯片加速渗透，分析机构ResearchNester预计，全球液冷 市场规模或从2024年的30亿美元激增至2030年的213亿美元。 这场由技术迭代与业绩兑现共同推动的资本盛宴，能否持续点燃投资者热情？ 板块飙涨 今年以来，A股液冷板块整体表现强劲，呈现显著上涨趋势。 记者调查获悉，自7月下旬起，便有券商投顾在荐股交流群中频繁提示液冷领域的投资机会，将其定位 为"确定性较强的细分赛道"。 相关分析指出，该板块的市场热度已逐步传导至企业基本面，相关上市公司的业绩表现亦得到实质性支 ...

以封单金额计算，今日34股封单资金超1亿元。爱丽家居、北方稀土、华胜天成排名前三，封单资金依 次为7.43亿元、5.49亿元、3.34亿元；利欧股份、深圳华强、诺德股份、川润股份等近10股封单资金在2 亿元以上。 爱丽家居专业从事中高端弹性地板研发与生产，该股炒作核心仍是液冷概念。公司此前在投资者互动平 台表示，浸没式液冷目前主流冷却液为化学类介质，与屏蔽式产品有较强的适配性，目前公司已有小批 量出货。 （原标题：揭秘涨停丨液冷概念，超20股涨停） 34股封单资金超1亿元。 据证券时报·数据宝统计，8月18日，从收盘涨停板封单量看，利欧股份、雅博股份、爱丽家居、诺德股 份排名前四，依次为64.74万手、58.01万手、44.07万手、34.66万手；红豆股份、凯撒旅业、欢瑞世纪和 吉视传媒随后，封单量均在20万手以上。 从连续涨停天数看，大元泵业斩获6连板，7月31日至今累计涨幅高达120.45%，成为近期A股市场大牛 股之一；*ST华嵘实现5连板；爱丽家居、长城证券、金田股份和飞龙股份4连板。 涨停战场：爱丽家居封单资金居首 华策影视：公司影视剧产量、全网全平台播出量、影视版权库数量、国际国内奖项数量等持续 ...

Market Performance - On August 18, A-shares experienced a significant rally, with the Shanghai Composite Index reaching a nearly ten-year high, closing up 0.85% at 3728.03 points [1][3] - The Shenzhen Component Index and the ChiNext Index also saw substantial gains, closing up 1.73% and 2.84% respectively, marking their highest levels in over two years [1][3] - The North Exchange 50 Index surged by 6.79%, reaching a historical high of 1576.63 points, with several stocks hitting the daily limit [1][3] Trading Volume - The trading atmosphere was robust, with a total trading volume of approximately 2.76 trillion yuan across both the Shanghai and Shenzhen exchanges, setting a new annual record [2][3] - The trading volume has exceeded 2 trillion yuan for four consecutive trading days, indicating strong market activity [2] Individual Stock Performance - Oriental Fortune led individual stock trading with a turnover of about 450.44 million yuan, closing up 4.07% at 27.85 yuan per share, reaching a new annual high [4] - Other notable stocks with trading volumes exceeding 100 million yuan included ZTE Corporation, New Yisheng, and others, reflecting widespread investor interest [4] Market Sentiment and Outlook - The current market is transitioning from a localized bull market to a more comprehensive bull market, with expectations of sustained growth over the next two to three years [2][5] - The increase in market confidence is attributed to supportive policies and a significant influx of capital into the A-share market [5]

8月18日，A股液冷概念再度上涨，带动相关概念股大幅上涨。其中，曙光数创（872808）30CM涨停，方盛股份 （832662）上涨22.07%、冠龙节能（301151.SZ）、高澜股份（300499.SZ）、锐捷网络（301165.SZ）、润和材 料（300727.SZ）实现20CM涨停，银轮股份（002126.SZ）、英维克（002837.SZ）等实现10CM涨停。 此外，储能领域成为液冷技术第二增长曲线，2025年中国液冷储能市场规模突破700亿元；新能源汽车充电桩液 冷模块价格降至3000元/kW，推动通信领域应用增长189%；边缘计算场景中，5G基站液冷改造项目招标量同比 增长217%，液冷技术有效解决高温高湿环境下的散热难题。 竞争优势显著 中国液冷企业已建立全球竞争优势。 在技术方面，中国液冷企业在浸没式液冷、冷板式液冷等关键领域实现突破，技术指标达到国际顶尖水平。在 全球液冷专利TOP20榜单中，华为、浪潮、中科曙光等7家中国企业上榜，占比35%，尤其在浸没式液冷领域占 据55%的专利份额。 从市场表现看，液冷概念持续活跃，中证报指出，随着算力密度的不断提升，数据中心及算力设备的散热问题 日益 ...

Market Performance - On August 18, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.85% to 3728.03 points, the Shenzhen Component Index rising by 1.73% to 11835.57 points, and the ChiNext Index climbing by 2.84% to 2606.2 points [1] Fund Manager Changes - In the past 30 days (July 19 to August 18), a total of 510 fund managers have left their positions across various funds, with 52 announcements made on August 18 alone [3] - The reasons for the departures include 10 fund managers leaving due to job changes from 26 funds, 2 due to personal reasons from 14 funds, and 5 due to product expirations from 12 funds [3] Fund Manager Profiles - Zhang Xiaonan, managing assets totaling 35.397 billion yuan, has achieved a return of 126.27% on the Invesco Nasdaq Technology ETF during his tenure of 2 years and 190 days [4] - Zhang Shenyuan, with a total asset management of 41.087 billion yuan, has achieved a return of 369.76% on the Fortune CSI Military Industry Index Fund during his tenure of 1 year and 34 days [5] Fund Research Activity - In the past month, Penghua Fund conducted the most company research, engaging with 50 listed companies, followed by Huaxia Fund and Bosera Fund, each with 46 companies [7] - The most researched industry was specialized equipment, with 183 instances, followed by chemical products with 170 instances [7] Recent Stock Research - The most focused stock in the past month was Defu Technology, with 79 fund management companies participating in its research, followed by Zhongchong Co. and Baiya Co. with 71 and 65 companies, respectively [9] - In the past week (August 11 to August 18), Baiya Co. was the most researched stock, with 65 fund institutions involved [8]

/0 全市场超4000只个股上涨 沪深两市成交额超2.7万亿再创年内新高 液冷概念 麒麟电池 CPO概念 + 7.05% + 6.06% + 5.82% 为速度和交易而生 上海报业集团主管主办 制图:孙罕颖 策划:周颖 下载财联社APP获取更多资讯 C UTERT 一图看懂 今日创多项纪录 H 北证 10年新高 历史新高 沪指 50 版指 流让 2023年5月以来新高 2023年2月以来新高 同花信 总和突破100万亿元,创历史新高。 A股 TTE 这也是A股历史上首次突破100万亿元大关。 8.18 A股行情总览 截至收盘。 创业板指涨 沪指涨 深成指涨 0. 35% 1 73% 2 :3406 实时盯盘 7x24h电报 头条新闻 VIP资讯 准确 快速 权威 专业 ...

Market Performance - A-shares opened higher on August 18, with the Shanghai Composite Index stabilizing above 3700 points and reaching a peak of 3745.94 points, marking a nearly 10-year high [1] - By the end of the trading day, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rose by 0.85%, 1.73%, and 2.84% respectively, closing at 3728.03 points, 11835.57 points, and 2606.2 points, with both the Shenzhen Component Index and ChiNext Index hitting new highs for the year [1] - The North Stock 50 Index surged by 6.79%, closing at 1576.63 points, achieving a historical high [1] Sector Performance - Sectors that saw significant gains included liquid cooling concepts, Kirin batteries, and CPO concepts, while the coal industry, precious metals, and low-carbon metallurgy sectors experienced declines [1] Individual Stock Performance - Out of 4037 A-shares, 122 stocks hit the daily limit up, while 1222 stocks declined, with only 2 stocks hitting the daily limit down [2] - The trading volume reached approximately 2.76 trillion yuan, setting a new high for the year, with the Shanghai market recording a turnover of 11339.42 billion yuan and the Shenzhen market 16302.21 billion yuan [2]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盘面上，液冷概念爆发，曙光数创、高澜股份(300499)及强瑞技术等十余股涨停；CPO概念走高，德科 立、锐捷网络等多股涨停；军工、船舶制造板块大幅上涨，长城军工(601606)、中天火箭及国机精工等 十余股涨停；短剧概念拉升，华策影视(300133)涨停；华为海思概念走强，晶赛科技30%涨停；F5G概 念、消费电子及AI语料等板块涨幅居前。另外，煤炭、贵金属、磷化工等少数板块录得下跌。(格隆汇) 格隆汇8月18日｜A股主要指数今日高开高走，沪指盘中创10年新高；截至收盘，沪指涨0.85%报3728 点，深证成指涨1.73%创2023年4月以来新高，创业板指涨2.84%创2023年2月以来新高，北证50指数涨 6.79%创历史新高。全天成交额2.81万亿元，较前一交易日增量5363亿元，创2024年10月10日以来新 高，全市 ...

（原标题：A股收评：放量逾5300亿元！沪指创10年新高，北证指数涨6.79%创历史新高，全市场超 4000股上涨） A股主要指数今日高开高走，沪指创10年新高；截至收盘，沪指涨0.85%报3728点，深证成指涨1.73%创 2023年4月以来新高，创业板指涨2.84%创2023年2月以来新高，北证50指数涨6.79%创历史新高。全天 成交额2.81万亿元，较前一交易日增量5363亿元，创2024年10月9日以来新高，全市场超4000股上涨。 盘面上，液冷概念爆发，曙光数创、高澜股份及强瑞技术等十余股涨停；CPO概念走高，德科立、锐捷 网络等多股涨停；军工、船舶制造板块大幅上涨，长城军工、中天火箭及国机精工等十余股涨停；短剧 概念拉升，华策影视涨停；华为海思概念走强，晶赛科技30%涨停；F5G概念、消费电子及AI语料等板 块涨幅居前。另外，煤炭、贵金属、磷化工等少数板块录得下跌。(格隆汇) ...

A股主要指数今日高开高走，沪指创10年新高；截至收盘，沪指涨0.85%报3728点，深证成指涨1.73%创2023年4月以来新高，创业板指涨2.84%创2023年2月 以来新高，北证50指数涨6.79%创历史新高。全天成交额2.81万亿元，较前一交易日增量5363亿元，创2024年10月10日以来新高，全市场超4000股上涨。 盘面上，液冷概念爆发，曙光数创、高澜股份及强瑞技术等十余股涨停；CPO概念走高，德科立、锐捷网络等多股涨停；军工、船舶制造板块大幅上涨，长 城军工、中天火箭及国机精工等十余股涨停；短剧概念拉升，华策影视涨停；华为海思概念走强，晶赛科技30%涨停；F5G概念、消费电子及AI语料等板块 涨幅居前。另外，煤炭、贵金属、磷化工等少数板块录得下跌。(格隆汇) | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3728.03 | 11835.57 | 1576.6 | | +31.26 +0.85% +200.90 +1.73% +100.30 +6 | | | | 科创50 | 创业板指 | 万得全/ | | 1124.82 | 2606.20 | 591 ...