今天，A股再次迎来超重磅历史时刻！ A股电子板块市值达到11.54万亿元，登顶第一！ 很多人都不了解这个时刻，到底有多重磅。 | | 板块名称 | | 涨幅+ 主力金额 | | --- | --- | --- | --- | | 1 | 中国AI 50 | +5.31% | +126.7 乙 | | 2 | 国家大基金持股 | +5.00% | +72.89 Z | | 3 | 存储芯片 | +3.44% | +67.78 Z | | 4 | 同花顺新质50 | +3.18% | +30.41 乙 | | 5 | Sora概念[文生视频] | +3.17% | +15.03 乙 | | 6 | 石游戏 | +3.10% | +10.59 乙 | | 7 | 先进封装 | +2.94% | +51.90 乙 | | 8 | 共封装光学(CPO) | +2.79% | +52.16 乙 | | ਰੇ | 华为异腾 | +2.71% | +25.32 乙 | | 10 | 智谱AI | +2.61% | +35.65 Z | | 11 | AI手机 | | +2.60% +23.28 Z | | 12 | 东数西算 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 今天，A股再次迎来超重磅历史时刻！ A股电子板块市值达到11.54万亿元，登顶第一！ 很多人都不了解这个时刻，到底有多重磅。 这或许是中国股市有史以来，首次有板块的市值，超越银行业。 它的背后，不仅反映了以科技为先锋的新经济已经超越以银行为代表的传统经济，更意味着中国股市增长的主引擎，被真正切换。 从今天开始，A股的上涨引擎，将有望向美股对标—— 由科技巨头来驱动。 01 史诗级大爆发 8月22日，A股主要指数集体走高，沪指涨1.45%报3825点，续创十年新高；深证成指涨2.07%，创业板指涨3.36%，科创50指数涨8.59% 创逾3年新高。 沪深两市全天成交额2.55万亿，较上个交易日放量1227亿，市场情绪再次显著提升。 表现最强势的无疑是芯片半导体产业链，从芯片、封装、CPO到服务器、算力、AI应用等几乎所有板块，都出现了全面大爆发。 | | | 8月22日A股AI产业链全面大涨 | | | --- | --- | --- | --- | | | 板块名称 | | 涨幅� 主力金额 | | 1 | 中国AI 50 | ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from Northbound trading, with a total net buy of HKD 51.66 billion on August 22, 2023, indicating strong investor interest in certain stocks while others faced net sell-offs [1]. Group 1: Stock Performance - Kuaishou-W (01024) received the highest net buy of HKD 11.72 billion, supported by its strong Q2 earnings report showing a revenue of HKD 350.5 billion, a year-on-year increase of 13.1%, and an adjusted net profit of HKD 56.2 billion, up 20.1% [4]. - Semiconductor stocks showed mixed results, with SMIC (00981) and ZTE Corporation (00763) gaining net buys of HKD 10.92 billion and HKD 3.16 billion respectively, while Hua Hong Semiconductor (01347) faced a net sell of HKD 7.5 billion [5]. - Meituan-W (03690) attracted a net buy of HKD 10.08 billion, bolstered by its international expansion efforts, including the launch of its food delivery brand Keeta in Qatar [5]. Group 2: Notable Transactions - Tencent (00700) saw a net buy of HKD 4.61 billion, driven by a 17% year-on-year increase in domestic game revenue to HKD 404 billion in Q2 [6]. - Xiaopeng Motors-W (09868) experienced a significant net sell of HKD 13.08 billion, following a 13% surge in its stock price, as investors took profits [7]. - Alibaba-W (09988) recorded a net buy of HKD 3.85 billion, while Xiaomi Group-W (01810) faced a net sell of HKD 9.02 billion [7].

东吴证券此前指出，H20生存空间压缩为国产算力打开市场空间。一方面，美国的出口许可伴随营收分 成与"后门"机制，限制其在华竞争力；另一方面，中国政策与舆论环境明确指向H20安全审查与性能不 足的局限性。该行认为H20限售为国产算力打开市场空间，是本轮国产GPU行情的"底座"，维持对国产 算力板块的推荐观点不变。建议后续密切关注：国内先进制程产能扩产节奏、互联网厂商算力需求指引 带动国产算力芯片预期提升。看好本轮国产算力持续性行情。 消息面上，DeepSeek发布DeepSeek-V3.1，并称此次升级是迈向Agent时代的第一步。DeepSeek称， DeepSeek-V3.1使用了UE8M0 FP8 Scale参数精度，并表示UE8M0 FP8是针对即将发布的下一代国产芯片 而设计。财信证券认为，DeepSeek 针对下一代国产芯片设计 UE8M0 FP8 Scale 的参数精度，有望推动 国产算力自主化进程。 芯片股涨幅进一步扩大，截至发稿，华虹半导体(01347)涨17.53%，报55.85港元；中兴通讯（000063） (00763)涨14.69%，报35.92港元；中芯国际(00981)涨10.06 ...