2025年9月18日A股三大指数集体低开，震荡上扬；创业板指盘中最高报3168.68点，创年内新高！拉长 时间看，截至2025年9月17日，创业板指近一月涨幅24.19%，领跑主要宽基指数。盘面上，半导体板块 强势拉升，中芯国际盘中股价创新高；CPO概念走强，人形机器人概念持续活跃。 开源证券指出，随着科创板和北交所的崛起，创业板已不再单纯代表"新资产"，而是形成更均衡的产业 格局，当前创业板彻底的权重更迭尚未出现，反而其估值处于低位，在AI硬件波动放大后，新能源或 成为主线。 规模方面，截至2025年9月17日，创业板ETF广发最新规模达150.37亿元，创成立以来新高。份额方 面，创业板ETF广发最新份额达78.98亿份，创近3月新高。从资金净流入方面来看，创业板ETF广发近4 天获得连续资金净流入，最高单日获得3.60亿元净流入，合计"吸金"10.07亿元。 近期，新能源产业链迎多项利好：（1）固态电池新技术突破，推动行业快速发展；（2）国内外储能需 求景气度向上，电芯涨价利好头部厂商；（3）反内卷积极推进，助力价格稳定。 创业板ETF广发(159952)，紧密跟踪创业板指数，由创业板中市值大、流动性好 ...

Market Overview - On September 18, A-shares saw all three major indices turn positive after a low opening, with the Shanghai Composite Index rising by 0.45% to 3893.95 points, the Shenzhen Component Index increasing by 0.79% to 13319.70 points, and the ChiNext Index up by 0.49% to 3162.90 points, all reaching new highs since 2015 and 2022 [1][2]. Semiconductor Sector - The semiconductor industry chain experienced significant gains, with multiple stocks hitting the daily limit. Notable performers included Dekoli and Huicheng Co., both achieving a 20% increase, while several other stocks rose over 10% [4][5]. - The semiconductor sector also saw strong performance in the Hong Kong market, with companies like SMIC and Hua Hong Semiconductor showing robust gains [4]. Robotics Sector - The humanoid robot concept stocks have been in high demand, with several stocks experiencing limit-up trading. Companies like Lihengxing and Jilun Intelligent achieved a 20% increase, while others like Wuzhou Xinchun and Langdi Group saw gains of 10% [11][12]. - Tesla's Optimus robot is making significant progress, with plans for AI chip design evaluations and upcoming meetings regarding AI and autonomous driving systems [13]. CPO Concept - The CPO concept stocks surged again, with Dekoli achieving a 20% increase, while companies like Zhongtian Technology and Hengtong Optic-Electric rose by 10% [15][16]. AI and Computing Power - Huawei's recent reports predict a 100,000-fold increase in total computing power by 2035, driven by the exponential growth in AI applications. The global AI server market is expected to reach $125.1 billion by 2024 and grow to $222.7 billion by 2028 [17]. - The optical module industry is experiencing unprecedented growth due to the surge in AI computing power demand, with 800G optical modules being widely deployed and 1.6T modules entering the market [17].

Group 1 - The A-share market saw a strong performance in CPO concept stocks, with Dekoli hitting the daily limit up of 20% [1] - Guangku Technology increased by over 18%, while Fenghuo Communication, Zhongtian Technology, and Hengtong Optic-Electric all reached the daily limit up of 10% [1] - Other notable performers included Zhongbei Communication and Changxin Bochuang, which rose by over 8%, and Guangxun Technology, Huamao Technology, Unisplendour, and Tongfu Microelectronics, which increased by over 6% [1]

东莞证券表示，海外流动性环境趋于宽松，与此同时，国内8月经济延续边际放缓态势，市场对政策 端"适时加力"的预期持续升温，两大因素叠加，有望为A股后续行情蓄积更多上行动能。不过需注意的 是，当前主要指数已运行至阶段性高位，震荡整理过程中资金分歧正逐步加大，盘中波动加剧的风险不 容忽视。因此，投资者在操作上建议灵活控制仓位，避免盲目追高，同时结合板块景气度与估值水平， 积极优化持仓结构。 校对： 苏焕文 （文章来源：证券时报网） 18日早盘，两市股指强势上扬，沪指逼近3900点，科创50指数大涨超3%，场内超2700股飘红。 截至午间收盘，沪指涨0.45%报3893.95点，深证成指涨0.79%，创业板指涨0.49%，科创50指数涨 3.4%，沪深北三市合计成交17205亿元。 盘面上看，有色、煤炭、券商、保险、酿酒、银行等板块走低，半导体板块再爆发，CPO概念、人形机 器人概念等活跃。 ...

视频丨倪雨晴 杨浩凯 9月18日，A股三大指数集体低开，截至中午收盘，沪指涨0.45%，深成指涨0.79%，创业板指涨0.49%。 科创50指数扩大涨幅至3%，站上1400点，再创3年多新高。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3893.95 | 13319.70 | 1624.34 | | +17.61 +0.45% +104.24 +0.79% +16.90 +1.05% | | | | 科创50 | 创业板指 | 万得全A | | 1417.05 | 3162.90 | 6344.93 | | +46.62 +3.40% +15.55 +0.49% +47.24 +0.75% | | | | 沪深300 | 中证500 | 中证A500 | | 4565.64 | 7341.75 | 5523.51 | | +14.62 +0.32% +81.71 +1.13% +31.10 +0.57% | | | | 中证1000 | 深证100 | 中证红利 | | 7655.38 | 5810.49 | 5486 ...

记者丨 张嘉钰 李香香 编辑丨江佩佩 视频丨倪雨晴 杨浩凯 9月18日，A股三大指数集体低开， 截至中午收盘，沪指涨0.45%，深成指涨0.79%，创业板指涨0.49%。 科创50指数扩大涨幅至3%，站上1400点，再创3年多新高。 全市场半日成交额约1.72万亿元，超2700只个股上涨。 盘面上，半导体板块强势拉升，中芯国际盘中股价创新高；CPO概念走强，德科立涨停；人形机器人概念持续活跃，均胜电子涨停。此外，电 脑硬件、通信设备等板块涨幅居前；大金融、煤炭、贵金属等板块走弱。热门个股方面，天普股份复牌一字涨停，走出12连板。 | | Wind热门概念指数 | | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 光模块(CPO) | 半导体设备 中芯国际产业 | | ASIC芯片 | 宇树机器人 | 半島体 | 电脑硬件 | 通信设备 | 工业机械 | 汽车零部件 | | 5.09% | 4.77% | 3.99% | 3.97% | 3.77% | 3.91% | 3.36% ...

转自：新华财经 新华财经北京9月18日电（罗浩）沪深两市三大股指9月18日普遍低开，各股指盘初整理，9时50分后开 始震荡上扬，至午间收盘时普遍上涨。 沪指、深成指、创业板指、沪深300指数、科创50指数、科创综指等A股主要股指在9月18日早盘期间均 创下了阶段盘中新高。 板块方面，纺织制造、重组蛋白、汽车拆解等板块在开盘时涨幅靠前。半导体、酒店餐饮、汽车等板块 在盘初表现强势，CPO概念、存储芯片、EDA概念、液冷服务器、人形机器人、光刻机、华为海思、量 子科技等多板块在盘中波动上扬，铜缆高速连接、通信设备、6G概念、毫米波雷达等板块在午间收盘 前进一步拉升。至午间收盘时，通信设备、半导体、CPO概念等板块涨幅靠前，多元金融、煤炭、猪肉 等板块跌幅靠前。 至午间收盘时，上证指数报3893.95点，涨幅0.45%，成交额约7456亿元；深证成指报13319.70点，涨幅 0.79%，成交额约9564亿元；创业板指报3162.90点，涨幅0.49%，成交额约4535亿元；科创综指报 1689.32点，涨幅3.09%，成交额约2113亿元；北证50指数报1624.34点，涨幅1.05%，成交额约185亿 元。 " ...

Core Viewpoint - A-shares experienced a positive trend with the Shanghai Composite Index rising by 0.45%, driven primarily by a surge in the semiconductor sector and notable performances from specific stocks [1] Market Performance - The three major A-share indices opened lower but rebounded, with the Shanghai Composite Index nearing 3900 points during the session [1] - The Shenzhen Component Index increased by 0.79%, while the ChiNext Index rose by 0.49% and the Sci-Tech 50 Index surged by 3.4% [1] - The total market turnover for the half-day session reached approximately 1.72 trillion yuan [1] Sector Highlights - The semiconductor sector showed strong performance, with stocks like SMIC hitting new highs [1] - The CPO concept stocks gained traction, exemplified by Dekeli's stock reaching the daily limit [1] - The humanoid robot concept remained active, with Junsheng Electronics also hitting the daily limit [1] - Other sectors such as computer hardware and communication equipment saw significant gains, while large financials, coal, and precious metals sectors underperformed [1] Notable Stocks - Tianpu Co. resumed trading with a limit-up increase, marking its 12th consecutive trading day of gains [1]

【午评：科创50指数一度涨超4% 中芯国际、工业富联均创历史新高】智通财经9月18日电，沪指早间 震荡走强，创业板指探底回升，科创50盘中一度涨超4%创3年多新高。沪深两市半日成交额1.7万亿， 较上个交易日放量1574亿。盘面上热点轮番活跃，机器人概念股延续强势，板块内超20只个股涨停，首 开股份12天11板，万向钱潮4连板。芯片产业链快速走高，天普股份复牌后12连板，中芯国际、海光信 息、北方华创大涨创历史新高。算力概念股持续回暖，工业富联涨停再创历史新高。下跌方面，有色金 属板块集体下跌，晓程科技大跌。板块方面，芯片产业链、风电、CPO等板块涨幅居前，有色金属、大 金融等板块跌幅居前。截至收盘，沪指涨0.45%，深成指涨0.79%，创业板指涨0.49%。 转自：智通财经 ...

Group 1 - The CPO concept is experiencing a resurgence, with significant stock price increases observed in several companies [1] - Dekoli and Guangku Technology both reached a 20% limit up, indicating strong market interest and investor confidence [1] - Lingyun Optics saw an increase of over 10%, while other companies such as Tengjing Technology, Yuanjie Technology, Changfei Optical Fiber, Changxin Bochuang, and Robot Technology also experienced gains [1]