8月5日，上证指数早盘高开高走，午后持续上扬，再度站上3600点；深证成指早盘冲高回落，午后震荡 上扬；创业板指早盘冲高回落，午后探底回升；科创50指数早盘窄幅震荡，午后震荡回升。截至收盘， 上证指数报3617.60点，涨0.96%，成交额6563.83亿元；深证成指报11106.96点，涨0.59%，成交额 9396.98亿元；创业板指报2343.38点，涨0.39%，成交额4784.81亿元；科创50指数报1053.65点，涨 0.4%，成交额268.02亿元。沪深两市合计成交15960.81亿元，成交额较上一交易日增加975.3亿元。 银行、保险等行业走强 *ST亚振5连板 盘面上来看，行业板块、概念涨多跌少。其中，银行、保险、钢铁、传媒、通信、证券、汽车、房地产 等行业涨幅靠前；PEEK材料、铜缆高速连接、人脑工程、空间站、3D玻璃、复合集流体、液冷、轮毂 电机、汽车热管理等概念走势活跃。玻璃玻纤、珠宝首饰、生物制品等行业跌幅居前；重组蛋白、肝 炎、智谱AI、创新药、财税数字化等概念走势较弱。涨停个股主要集中在机械设备、汽车、通信、化 工、医药生物等行业。 个股涨跌情况，截至收盘，沪深两市合计3767 ...

（来源同花顺，以上信息为南都·湾财社AI大数据自动生成） A股三大指数5日集体收涨，截至收盘，沪指涨0.96%，重回3600点，深成指涨0.59%，创业板指涨 0.39%，北证50指数涨0.25%，沪深京三市成交额16158亿元，较上日放量976亿元。两市超3900只个股 上涨。 板块题材上，PEEK材料、兵装重组、铜缆高速连接板块走高，医药板块调整。 盘面上，PEEK 材料全线走强，中欣氟材涨停封板，新瀚新材、华密新材、南京聚隆涨超10%。兵装重组概念持续走 强，长城军工、湖南天雁涨停封板。铜缆高速连接板块午后走高，长飞光纤涨停，长芯博创、奕东电子 涨超10%。医药板块集体调整，奇正藏药触及跌停，昂利康跌超9%。 ...

Group 1 - The PEEK materials concept increased by 4.11%, ranking second among concept sectors, with 32 stocks rising, including Xinhan New Materials which hit a 20% limit up [1][2] - Major gainers in the PEEK materials sector included Zhongxin Fluorine Materials, Fuchun Dyeing and Weaving, with respective increases of 12.41%, 9.71%, and 8.44% [1][2] - The sector saw a net inflow of 494 million yuan from main funds, with 20 stocks receiving net inflows, and 14 stocks exceeding 10 million yuan in net inflow [2][3] Group 2 - Zhongxin Fluorine Materials led the net inflow with 281 million yuan, followed by Xinhan New Materials and Jintian Co., with net inflows of 142 million yuan and 41.34 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 25.29%, Fuchun Dyeing and Weaving at 12.94%, and Hailide at 11.30% [3][4] - The trading volume and turnover rates for key stocks in the PEEK materials sector were significant, with Xinhan New Materials showing a turnover rate of 34.85% [3][4]

Market Performance - The Shanghai Composite Index closed at 3617.60, up by 0.96%, while the Shenzhen Component Index rose by 0.59% to 11106.96, and the ChiNext Index increased by 0.39% to 2343.38 [2][3] - Over 3900 stocks in the market experienced gains, with total trading volume nearing 1.6 trillion yuan [3] Sector Performance - PEEK materials, brain-machine interfaces, copper cable high-speed connections, and banking sectors showed significant gains, while sectors like Tibet, traditional Chinese medicine, film, and AI saw declines [5] - PEEK materials led the rally, with companies like Xinhan New Materials and Zhongxin Fluorine Materials hitting the daily limit of 20% [5] Individual Stock Highlights - Companies such as Langte Intelligent and Furi Electronics achieved a 20% increase, while Awei New Materials saw a year-to-date increase of 1560% after resuming trading [5] - Notable net inflows were observed in stocks like Dongxin Peace, Innovation Medical, and Zhangjiang Hi-Tech, with net inflows of 4.82 billion yuan, 4.65 billion yuan, and 4.60 billion yuan respectively [8][9] Fund Flow - Main capital inflows were directed towards the automotive, banking, and electronics sectors, while there were outflows from the computer, pharmaceutical, and media sectors [8] - Stocks such as Shanhe Intelligent, Hanyu Pharmaceutical, and Aerospace Electronics faced significant sell-offs, with net outflows of 9.41 billion yuan, 9.36 billion yuan, and 5.91 billion yuan respectively [10] Institutional Insights - According to Caitong Securities, the A-share market is in a consolidation phase, but the long-term upward trend remains intact, supported by improving performance and inflows of new capital [11] - Qianhai Bourbon Fund noted that most indices, except for the Sci-Tech Innovation Board, have reached new highs since October 8 of last year, suggesting a need for adjustment despite recent support at moving averages [11]

Market Performance - The three major A-share indices continued to rise, with the Shanghai Composite Index surpassing 3600 points, closing at 3617 points, up 0.96% [1] - The Shenzhen Component Index increased by 0.59%, and the ChiNext Index rose by 0.39% [1] - Total trading volume reached 1.62 trillion yuan, an increase of 976 billion yuan compared to the previous trading day, with over 3900 stocks rising across the market [1] Sector Highlights - PEEK materials saw significant gains, with stocks like Xinhan New Materials and Zhongxin Fluorine Materials hitting the daily limit [1] - The consumer electronics sector also performed well, with stocks such as Furi Electronics and Yidelong reaching the daily limit [1] - The communication equipment sector strengthened, with companies like Dongxin Peace and Changfei Optical Fiber also hitting the daily limit [1] - The automotive parts sector was active, with stocks like Xinquan Co., Hunan Tianyan, and Zhongma Transmission reaching the daily limit [1] - Other notable sectors with strong performance included copper cable high-speed connections, brain-computer interfaces, space station concepts, and plastic products [1] Declining Sectors - The traditional Chinese medicine sector experienced a downturn, with Qizheng Tibetan Medicine hitting the daily limit down [1] - The Kimi concept saw declines, with Wanxing Technology leading the drop [1] - Other sectors with significant declines included recombinant proteins, hepatitis concepts, and chemical pharmaceuticals [1]

来源：新浪证券-红岸工作室 8月5日，兆龙互连涨4.93%，成交额13.75亿元，换手率10.50%，总市值163.58亿元。 异动分析 铜缆高速连接+光纤概念+5G+机器视觉+人民币贬值受益 1、2024年1月25日互动易，公司高速组件系列产品（DAC）主要运用于大型数据中心交换机与服务器 的连接，包括25G、100G、200G、400G等不同速率的产品，并已成功开发了800G传输速率的高速电缆 组件。 2、根据2025年5月29日投资者关系活动记录表：公司光产品涵盖光纤跳线、MPO/MTP预端接、LC光纤 连接器等。目前国内主要服务于金融系统（如银行）、高等院校、医疗、展馆等中高端项目；同时正进 一步拓展海外市场，逐步形成小批量业务阶段。 3、招股说明披露：公司是国内少数有能力设计制造超六类、七类、超七类乃至八类数据电缆的企业， 能够满足 5G 时代新的数据传输需求。 4、2025年2月27日互动易：公司机器视觉产品已经批量运用于多种机器视觉连接系统解决方案，包含 CoaXPress、GigE、10GigE、Camera Link、光跳线等。 资金分析 今日主力净流入3555.69万，占比0.03%，行业 ...

个股方面，A股3903股飘红，其中68股涨停。此外，1327股飘绿，其中2股跌停。 北京商报讯（记者 马换换 实习记者 李佳雪）8月5日，A股三大股指集体高开，早盘期间保持震荡态 势，其中，上证综指重回3600点。午后开盘，三大股指集体走高。截至收盘，上证综指、深证成指、创 业板指分别收涨0.96%、0.59%、0.39%，分别报3617.6点、11106.96点、2343.38点，上证综指再创年内 收盘新高。 盘面上，PEEK材料概念、麒麟电池、铜缆高速连接等板块涨幅居前，中药、西藏板块、重组蛋白等板 块跌幅居前。 成交金额方面，沪市成交金额6563.83亿元，深市成交金额9396.98亿元，两市合计成交金额约1.6万亿 元。 ...

8月5日，截至收盘，沪指涨0.96%重回3600点上方，深成指涨0.59%，创业板指涨0.39%。 主力资金净流入汽车、银行、电子等板块，净流出计算机、医药生物、传媒等板块。 | 代码 名称 | 现价 涨跌 | | --- | --- | | 000001 上证指数 | 3617.60c 34.29 0.96% | | 399001 深证成指 | 11106.96c 65.40 0.59% | | 899050 北班50 | 1436.78c 3.54 0.25% | | 881001 万得全A | 5645.26c 43.59 0.78% | | 000688 科创50 | 1053.65 c 4.24 0.40% | | 399006 创业板指 | 2343.38c 9.05 0.39% | 个股涨多跌少，全市场超3900只个股上涨。 沪深两市全天成交额近1.6万亿元。 盘面上看，PEEK材料、脑机接口、铜缆高速连接、银行等板块涨幅居前，西藏、中药、影视、智谱AI等板块跌幅居前。 具体来看，PEEK材料强势领涨，新瀚新材20%涨停，中欣氟材、富春染织涨停，华密新材涨超10%。 消费电子板块走高，朗特智能2 ...

今日，A股三大指数继续上涨，沪指再次站上3600点。 | ■◎码 | 名称 | 现价 | 涨跌 | 涨幅% | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3617.60 | +34.29 | +0.96 | | 399001 | 深证成指 | 11106.96 | +65.40 | +0.59 | | 399006 | 创业板指 | 2343.38 | +9.06 | +0.39 | | 000688 | 科创50 | 1053.65 | +4.24 | +0.40 | | 899050 | 北证50 | 1436.78 | +3.54 | +0.25 | 全天成交1.62万亿元，较前一交易日增量976亿元，全市场超3900股上涨。 盘面上，PEEK材料爆发，新瀚新材、中欣氟材等多股涨停；消费电子板块走高，福日电子、易德龙涨 停；通信设备板块走强，东信和平、长飞光纤等多股涨停；汽车零部件板块活跃，新泉股份、湖南天雁 及中马传动等多股涨停；铜缆高速连接、脑际接口、空间站概念及塑料制品等板块涨幅居前。 具体来看： 军工股涨幅居前，长城军工4天3板，湖南天雁 ...

今日，A股三大指数继续上涨，沪指再次站上3600点。 截至收盘，沪指涨0.96%报3617点，深证成指涨0.59%，创业板指涨0.39%。 | ■◎码 | 名称 | 现价 | 涨跌 | 涨幅% | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3617.60 | +34.29 | +0.96 | | 399001 | 深证成指 | 11106.96 | +65.40 | +0.59 | | 399006 | 创业板指 | 2343.38 | +9.06 | +0.39 | | 000688 | 科创50 | 1053.65 | +4.24 | +0.40 | | 899050 | 北证50 | 1436.78 | +3.54 | +0.25 | 全天成交1.62万亿元，较前一交易日增量976亿元，全市场超3900股上涨。 脑机接口板块表现活跃，翔宇医疗涨超13%，创新医疗涨停，爱朋医疗、倍益康、荣泰健康涨超7%， 普利特（维权）涨超5%。 | 代码 名称 | 现价 涨幅量 | | --- | --- | | 688626 翔宇医疗 | 53.43 +13. ...