↑点击上面图片 加雪球核心交流群 ↑ 芯片股今天彻底爆发了，科创50指数爆拉超5%！ 截至午间收盘，沪指涨0.67% ， 深成指涨1.32% ， 创业板指涨2.56% 。 创业板指 、 科创50指数均创三年新高 。 沪深两市半日成交额1.51万亿 ， 较上个交易日缩量569亿 。板块方面 ， 半导体 、 CPO 、 算力 、 证券等板块涨幅居前 ， 油气 、 乳业 、 中 药 、 银行等板块跌幅居前 。 01 芯片产业链全线井喷 寒武纪盘中涨超12% 科创50指数暴力拉升，盘中涨超5%。中芯国际、寒武纪、海光信息、芯原股份等成份股纷纷飙涨。 海光信息盘中涨超19%，截至午盘涨17%，最新市值4223亿元。 | 母光信息 | | | | --- | --- | --- | | 688041 休盘中08-22 11:29:59 北京 | | | | 181.70 +26.65 +17.19% | | 8.09万人加自选 > 科 | | 高 185.00 开 159.18 | 量 5773.64万股 | 总市值 4223.32亿 | | 低 159.18 换 2.48% | 额 100.74亿 | 市盈TTM 18 ...

午后，沪指强势翻红上扬，现涨0.6%，上探3750点，续刷近10年新高！ "牛市旗手"券商随之V型转阳，A股顶流券商ETF（512000）场内价格迅速回升，现涨0.32%，午盘一度跌近1.5%，实时成交额超11亿元，高人气延续。 有行情，买券商！公开资料显示，券商ETF（512000）及其联接基金（A类 006098；C类007531）被动跟踪中证全指证券公司指数，一键囊括49只上市券商 股，其中近6成仓位集中于十大龙头券商，"大资管"+"大投行"龙头齐聚；另外4成仓位兼顾中小券商的业绩高弹性，吸收了中小券商阶段性高爆发特点，是 集中布局头部券商、同时兼顾中小券商的高效率投资工具。 | 分时 多日 1分 5分 = | F9 盘前盘后 叠加 九转 画线 工具 @ 2 » | 0 6 19 +0.002 +0.32% | 512000[券商ETF] 14:17 价 0.619 涨跌 0.002(0.32%) 均价 0.614 | WE | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - The A-share market is experiencing a strong upward trend, with the Shanghai Composite Index rising by 0.6% and reaching a nearly 10-year high, indicating a bullish sentiment in the market [1] Group 1: Market Performance - The A-share market is led by brokerage stocks, with the top brokerage ETF (512000) recovering quickly after a brief decline, currently up by 0.32% and achieving a trading volume exceeding 1.1 billion yuan [1] - Individual stocks such as Harbin Investment Group have surged over 6%, while Guotai Junan and Guoxin Securities have increased by over 2% [3] - The trading volume of Dongfang Caifu reached 13.776 billion yuan, maintaining its position as the top performer in the A-share market [3] Group 2: Market Trends and Analysis - According to Xinda Securities, the current phase may still be the early stage of a bull market, with market turnover rates expected to reach previous highs seen at the beginning of the bull market [3] - The market style is currently favoring small-cap stocks, but a shift towards large-cap stocks may occur as the bull market progresses [3] - Historical data shows that during bull market phases, equity financing typically increases significantly, yet current levels remain low compared to past bull markets [3] Group 3: ETF Insights - The brokerage ETF (512000) has seen significant inflows, with a total of 1.453 billion yuan over two days, bringing its total fund size to over 28 billion yuan [4] - The ETF tracks the CSI All Share Securities Companies Index, encompassing 49 listed brokerage stocks, with a focus on top-tier brokerages while also including smaller firms for potential high returns [6]

大涨后震荡整理，8月19日，沪指微跌0.02%收于3727.29点，两市成交额2.59万亿，为连续第5个交易日 超2万亿。 "牛市旗手"券商全天回调整固，午后加速下行。A股顶流券商ETF（512000）场内价格一度跌逾2%，收 跌1.91%，单日成交额14.84亿元。 | 分时 参日 1分 ▼ | | | | | F9 盘前盘后 叠加 九转 画线 工具 @ 2 > | | | | | 等融ETF (1) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.64 | | | 512000(药商ETF) 1500 价 0.617 涨跌 -0.012(-1.91%) 均价 | | | 207 % | | 0.677 -0.012 -1.91% | | 512000 ~ | | | | | | | | | | | SSE CNY 15:00:15 闭曲 | | | 通政府口中 | | 0.636 | | | | | | 1,0375 | | 净值走势 华宝中证全指证券公 | | ੈਣ | 10.18% 12 ...

新高，爆量、普涨…昨日（8月18日），A股迎来历史性时刻。沪指盘中一度上探3741.29点，创近10年 新高；两市全天成交额超2．7万亿元，刷新年内新高；全市场超4000只个股上涨。 "牛市旗手"券商板块全天活跃，A股顶流券商ETF（512000）场内价格一度涨近3%，收涨1．13%，盘 中续刷年内新高；全天成交额32.29亿元，同步刷新阶段新高。 在市场连续突破的同时，各路资金密集涌入券商板块，单日主力资金净流入38.91亿元，为连续5日净流 入，区间合计净流入超317亿元，居所有申万二级行业第二位。 | 全部股票 | | Wind概念板块 | Wind主题行业 | 申万一级行业 | 申万二级行业 | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | | | | 涨跌幅 主力净流入额 5日主力净流入: 5日主力净流入额▼ | | | 801104 软件开发(申万) | | | 0.00% | 100.25亿 | | 320.50亿 | | 801193 证券II(中万) | | | 0.00% | 38.91亿 | | 317.52亿 | E ...

Core Viewpoint - The A-share market has reached a historic moment with the Shanghai Composite Index surpassing 3731.69 points, marking the highest level since August 2015, and the total market capitalization exceeding 100 trillion yuan for the first time [1][5][6]. Market Performance - The A-share market saw significant gains, with the ChiNext Index rising over 2% and total trading volume exceeding 2.76 trillion yuan, a year-to-date high [1][3]. - The market experienced a broad rally, with sectors such as military, consumer electronics, semiconductors, and brokerage firms leading the gains [4]. Historical Records - Three major records were broken: the Shanghai Composite Index reached a new high, total market capitalization surpassed 100 trillion yuan, and daily trading volume hit a near ten-year high [5][8]. - Notably, major banks like Agricultural Bank of China and Industrial and Commercial Bank of China led the market capitalization rankings, with several stocks exceeding 1 trillion yuan in market value [8]. Market Drivers - Multiple factors are driving the market's upward momentum, including supportive policies and external events, such as the recent political bureau meeting emphasizing the stabilization of the capital market [11]. - Strong fundamentals are indicated by the recovery in earnings growth across the A-share market, alongside a significant increase in deposits in non-bank financial institutions, suggesting a shift of funds towards equity markets [12]. Investment Outlook - Analysts suggest that the current phase may represent the early stage of a bull market, with expectations of increased trading volume and potential shifts in market style from small-cap to large-cap stocks as the market matures [13][15]. - Recommendations for investors include maintaining a balanced portfolio, controlling positions, and avoiding emotional trading, with a focus on core and satellite strategies for fund investments [23][28]. Sector Focus - The market is expected to continue benefiting from a dual-driven model of technology and finance, with over 4400 stocks rising, indicating a broadening profit effect [10]. - Suggested sectors for investment include non-bank financials, AI applications, and cyclical stocks, with specific funds highlighted for potential allocation [22][26].

板块方面，液冷服务器、影视、CPO、稀土永磁等板块涨幅居前，煤炭、有色金属、钢铁等板块跌幅居 前。 全市场超4000只个股上涨。沪深两市全天成交额2.76万亿元，较上个交易日放量5196亿，成交额再创年 内新高。 今天盘中，"A股"早早登上热搜，沪指"十年新高"、"A股总市值破百万亿"也在各大媒体、各种平台传 了个遍。 爆量、普涨、关键点位突破，即便午后有所回落，今天的市场也还是无可争议地强。这一突破（指沪指 盘中站上3731.69点），甚至比我们昨日推送中预测时间更早。 实际上，当下市场情绪的狂热程度，仍不及去年10月8日开盘前；但在这样一个喜庆的日子，想必还是 有不少新股民跃跃欲试，想进入市场，开启"股神"之路。 那么，炒股这件事，究竟是"老带新"，还是"干中学"更好呢？ 今天的收评，我们暂时不谈哪些板块为什么涨，就专门聊聊—— 新股民现在应该注意什么？ 首先，请牢记—— 8月18日，市场全天冲高回落，沪指创近10年新高，北证50创历史新高，深成指、创业板指均突破去年 10月8日高点。截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%。 不要相信任何付费加群、加v、加各种渠道，自称可以" ...

Market Performance - A-shares indices opened high and rose, with the Shanghai Composite Index breaking the 2021 high of 3731 points, reaching a ten-year high since late August 2015, closing at 3740.5 points, up 1.18% [2] - The Shenzhen Component Index increased by 2.25% to 11896.38 points, while the ChiNext Index rose by 3.63% to 2626.29 points [2] - All 31 first-level industry sectors in the market saw collective gains, with telecommunications, comprehensive, and computer sectors leading the rise, while oil, real estate, and banking sectors lagged [2] Bull Market Analysis - Current market conditions may indicate the early stage of a bull market's main upward wave, supported by three key reasons [4] - Firstly, the turnover rate (total transaction amount/total market value) typically reaches a peak during the main upward wave of a bull market. Although trading volume has increased since April, the turnover rate remains significantly lower than the peak observed in early October 2024 [5] - Secondly, there is often a significant change in market style between the early and late stages of a bull market. Since April 2025, small-cap stocks have been dominant, suggesting that if the current phase is indeed the early stage of a bull market, a shift towards large-cap stocks may occur in the later stage [5] - Thirdly, during the main upward wave of a bull market, equity financing typically surges to historical highs. Previous bull markets from 2005-2007 and 2013-2015 saw rapid increases in equity financing during their main upward phases, while current levels remain low [5]

业内人士认为交易活跃度全面提升，牛市主升浪有望全面开启，投资者要注意热点的高低切换，当前证 券融资规模依然不高，印证了当前更可能是升浪前期。 慧研智投科技有限公司投资顾问李谦向第一财经记者表示，上证指数创了10年来的新高，一举突破2021 年2月18号的3731点，目前市场上方的压力在2015年的5178点了，后续投资者要关注市场在不同板块之 间的高低切换，指数继续看高一线。 信达证券策略分析师樊继拓表示，当下可能是牛市主升浪的前期，主要有三点理由：牛市主升浪，市场 换手率（总成交额/总流动市值）往往会再次达到牛初高点。而今年4月以来上涨，虽然交易量有所回 升，但换手率比牛市初期的高点（出现在2024年10月8日）依然低；牛市主升浪前期和后期风格往往会 有较大的变化。2025年4月以来，一直是小盘风格占优，这说明如果当下是牛市主升浪，那很有可能是 主升浪前期，而一旦进入主升浪后期，风格可能会快速转向大盘股领涨。牛市主升浪期间，证券融资规 模大多会快速放量到历史高位，证券融资规模均是在牛市主升浪期间快速回升，目前依然不高。 8月18日上午A股高开高走，上证指数突破了2021年2月18日3731点，创出10年新高 ...

8月18日，三大指数盘中震荡走高，沪指站上3700点；创业板指盘中越过2576.22点，突破2024年10月8 日的高点，为2023年2月15日以来的新高。盘面上，通信、传媒、计算机等板块领涨。 相关ETF方面，创业板ETF天弘（159977）涨2.02%，成交额突破2200万元，溢折率0.06%。成分股方 面，芒果超媒涨超17%，锐捷网络、协创数据、新宙邦等个股上涨。 值得关注的是，天弘基金上周发布公告称，自8月15日起创业板ETF天弘（159977）及联接基金（A 类：001592；C类：001593）的管理费、托管费将分别下调至0.15%、0.05%。此次降费后，上述两只基 金的管理费、托管费均已调至全市场指数基金最低一档费率。 创业板ETF天弘（159977）紧密跟踪创业板指数（399006.SZ），该指数是深交所多层次资本市场的核 心指数之一，由最具代表性的100家创业板上市企业股票组成，反映创业板市场层次的运行情况。创业 板指数新兴产业、高新技术企业占比高，成长性突出。截至最新，创业板指前十大权重股中包含宁德时 代、东方财富、中际旭创、新易盛、迈瑞医疗、汇川技术、胜宏科技等。创业板ETF天弘（15 ...