消费电子新品发布旺季

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工业富联总市值突破1万亿元,5G通信ETF(515050)强势翻红,最新规模超80亿元
Mei Ri Jing Ji Xin Wen· 2025-09-02 06:17
Group 1 - A-share Apple supply chain stocks showed strong performance, with Industrial Fulian's market capitalization exceeding 1 trillion yuan, and other companies like Dongshan Precision, Huagong Technology, and GoerTek also gaining strength [1] - Apple announced a media event scheduled for September 9, 2023, in Cupertino, California, with the theme "Awe dropping," indicating the likely unveiling of the new generation iPhone [1] Group 2 - Guosheng Securities noted that the consumer electronics sector is entering a peak season for new product launches, with expectations for valuation restructuring as major terminals release AI smartphones and AR glasses [2] - As of August 21, 2025, the TTM PE of the Shenwan consumer electronics sector was 36.9 times, a 46.9% increase from April 7, 2025, with a valuation premium of 71.2% relative to the entire A-share market [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a latest scale exceeding 8 billion yuan, focusing on key players in the AI computing power and 6G industry chains [2]
A股收评 | A股震荡盘整 沪指收跌0.39%!科技股回调 微盘股表现活跃
智通财经网· 2025-08-26 07:20
8月26日,A股震荡盘整,市场风格突变,科创50跌超1%,科技股回调,微盘股表现活跃,截至收盘,沪指跌0.39%,深 成指涨0.26%,创业板指跌0.75%。 华泰证券认为,此前成交放出巨量,市场短期内分歧加大。不过下跌调整对于当下的行情而言是降温,有利于慢牛行情的 发展。目前牛市行情还是结构性的,而随着未来投资者把积极的预期从行业上升到整个社会经济发展后,牛市才能进入到 普涨格局。 盘面上,热点较为杂乱且轮动较快,消费电子板块午后走强,歌尔股份等多股涨停;国产操作系统概念异动,麒麟信安一 度大涨10%;游戏板块走强,三七互娱涨停;猪肉等养殖股走高,傲农生物等涨停;华为产业链冲高,拓维信息等涨停; 此外,算力、商业航天、光伏、化工、数字货币等方向均有所表现。下跌方面,芯片股集体调整,寒武纪跌超4%;稀 土、钢铁等反内卷概念走弱,大金融、军工、地产、医药等板块跌幅居前。 展望后市,东方证券认为,沪指3900-4000点有较大压力,市场难免宽幅震荡。 热门板块 点评:消息面上,华为将于8月27日发布新品AI SSD(固态硬盘),这种硬盘并非用于个人电脑中的消费级SSD,而是用在 大模型训练和推理的数据中心中。华西 ...