9月4日，A股市场整体呈现回调态势，全天成交额攀升至2.58万亿元，较前一交易日显著放量超过1800 亿元。尽管市场波动，但仍有超过2200只个股收盘上涨，涨停个股数量达到44只。 从板块表现来看，乳业、免税店、预制菜等概念板块引领市场上涨，而国家大基金持股、共封装光学、 光刻机等概念则表现不佳，跌幅居前。 在个股方面，机构研报数据显示，当日共有174条买入型评级记录发布，覆盖160只股票。长城汽车成为 市场焦点，获得了3次机构的买入型评级记录。值得注意的是，在给出预测目标价的64条评级记录中， 有43只股票的上涨空间超过20%。 其中，中兴通讯的上涨空间最为显著，国泰海通预计其目标价为67.37元/股，意味着上涨空间高达 64.96%。中航光电和比亚迪也展现出较高的上涨潜力，分别上涨空间为63.44%和54.81%。 从行业分布来看，电力设备行业受到机构的青睐，亿纬锂能、天赐材料等15只股票上榜机构买入评级 榜。汽车和机械设备行业也备受关注，分别有14只和12只股票上榜。 | 001267 | 汇绿生态 | -9.83 | 8.89 | -2614.93 | | --- | --- | --- | --- ...

资金流入比率方面，通富微电、长电科技、燕东微等流入比率居前，主力资金净流入率分别为 14.83%、13.93%、12.93%。（数据宝） 国家大基金持股概念资金流入榜 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中国AI 50 | 5.31 | 毛发医疗 | -1.01 | | 国家大基金持股 | 5.00 | 大豆 | -0.94 | | 中芯国际概念 | 3.67 | 高压氧舱 | -0.76 | | MCU芯片 | 3.64 | 动物疫苗 | -0.72 | | 汽车芯片 | 3.46 | 乳业 | -0.63 | | 存储芯片 | 3.44 | 草甘膦 | -0.62 | | 新质50 | 3.18 | 玉米 | -0.60 | | Sora概念(文生视频) | 3.17 | 人造肉 | -0.59 | | 云游戏 | 3.10 | 染料 | -0.58 | | 先进封装 | 2.94 | 农业种植 | -0.57 | 资金面上看，今日国家大基金持股概念板块获主力资金净流入75.70亿元，其中，38股获主力资金净流 入，1 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 4.15 | 兵装重组概念 | -4.64 | | 高压氧舱 | 1.55 | 海南自贸区 | -4.19 | | 互联网保险 | 0.56 | 中船系 | -2.76 | | 细胞免疫治疗 | 0.56 | 成飞概念 | -2.50 | | 基因测序 | 0.44 | 特高压 | -2.38 | | CRO概念 | 0.43 | 柔性直流输电 | -2.30 | | 国家大基金持股 | 0.33 | 水泥概念 | -2.21 | | MLOps概念 | 0.33 | 国产航母 | -2.11 | | 智谱AI | 0.33 | 房屋检测 | -1.83 | | DRG/DIP | 0.27 | 军民融合 | -1.80 | 截至7月23日收盘，国家大基金持股概念上涨0.33%，位居概念板块涨幅第7，板块内，24股上涨，拓荆 科技、中微公司、中科飞测等涨幅居前，分别上涨6.49%、5.87%、5.38%。跌幅居前的有深南电路、灿 勤科技、有研新 ...

Group 1 - The concept of China-South Korea Free Trade Zone has seen a rise of 2.30%, ranking second among concept sectors, with 8 stocks increasing in value, including Lianyungang which hit the daily limit, and Huaguang Yuanhai, Qingdao Jinwang, and Rizhao Port showing notable gains of 26.88%, 3.41%, and 1.87% respectively [1][2] - The main inflow of funds into the China-South Korea Free Trade Zone concept sector amounted to 147 million yuan, with Lianyungang leading the net inflow at 180 million yuan, followed by Qingdao Jinwang, Qingdao Shuangxing, and Langzi Co., which received net inflows of 68.51 million yuan, 15.67 million yuan, and 14.28 million yuan respectively [2][3] - In terms of fund inflow ratios, Lianyungang, Chunxue Food, and Liaogang Co. had the highest net inflow rates of 11.08%, 5.63%, and 3.36% respectively [3] Group 2 - The stocks with the largest declines included Xinhua Jin, Haicheng Bangda, and Haodangjia, which fell by 9.34%, 3.27%, and 0.85% respectively [1][4] - The trading volume and turnover rates for the stocks in the China-South Korea Free Trade Zone concept varied, with Lianyungang showing a turnover rate of 18.09% and Qingdao Jinwang at 35.94% [3]

Group 1 - The National Big Fund holding concept declined by 2.61%, ranking among the top declines in concept sectors, with companies like Huahong Semiconductor, Chipone Technology, and Sitai Technology experiencing significant drops [1][2] - The concept sector saw a net outflow of 2.657 billion yuan, with 46 stocks experiencing net outflows, and five stocks seeing outflows exceeding 100 million yuan, led by SMIC with a net outflow of 1.001 billion yuan [2][4] - The top net outflow stocks included Chipone Technology, Northern Huachuang, and Zhongwei Company, with net outflows of 189 million yuan, 165 million yuan, and 141 million yuan respectively [2][3] Group 2 - The top gainers in the concept sectors included ST stocks with a gain of 1.11%, while storage chips saw a decline of 2.67% [2] - The trading volume for the top outflow stocks showed significant turnover rates, with SMIC at 2.93%, Chipone Technology at 2.29%, and Northern Huachuang at 0.73% [2][3] - The net inflow stocks included Canqin Technology and Aisen Technology, with net inflows of 1.3454 million yuan and 602,300 yuan respectively [2][4]