又有超百亿资金跑步入场！宽基ETF获爆买 券商主题遭弃 记者据Wind数据统计，股票型ETF的净流入额已连续两日在100亿元以上。全市场1037只可统计的股票 型ETF基金，在9月26日、9月29日的合计净流入额分别为193.93亿元、122.69亿元。其中，宽基ETF已 连续两日包揽净流入额前三。在周一资金净流入前十的ETF中，更是有9只为宽基ETF，剩余1只行业主 题ETF则为电池板块。值得一提的是，在周一券商板块大幅拉升的情况下，不少资金选择获利了结，多 只券商ETF净流出额居前。不过整体来看，月内以来，券商、机器人、电池是最吸金的三大板块。（澎 湃） 香港隔夜Hibor升破5% 创下今年来首次 香港隔夜借贷成本今年来首次跃升至5%以上。香港隔夜银行同业拆息(Hibor)周二大涨130个基点至 5.018%，为去年12月以来的最高水准。这使得截至9月的三个月内，累计上涨近500个基点。（同花 顺） 硅片企业Q4确定减产 电池片整体库存水平降至3-4GW 部分硅片企业国庆节后才公布排产计划，激进预期下硅片企业10月减产幅度或很小，后续仍需观察原料 价格以及下游传导情况。整体Q4根据协会配额，硅片企业基本确 ...

9月市场走出先扬后抑走势，总体呈现震荡上行态势，三大指数月线均收涨，其中创业板指本月累计涨超12%创三年多新高，科创50指数涨超11% 创近四年新高。从板块来看，本月市场热点主要集中在芯片产业链、机器人、储能方向。芯片产业链中，德明利本月股价翻倍，中芯国际、华虹 公司、张江高科等多只芯片概念股本月创新历史高。机器人股中，首开股份本月走出12天11板。储能方向，宁德时代、阳光电源续创历史新高， 并且宁德时代在月中A+H股总市值超越贵州茅台。 （原标题：A股9月收官！创业板指本月涨超12%） 9月30日，盘面上，沪深两市成交额2.18万亿，较上一个交易日放量200亿。市场热点题材反复活跃，有色金属、存储芯片板块涨幅居前，白酒、 大金融等板块跌幅居前。截至收盘，沪指涨0.52%，深成指涨0.35%，创业板指涨0.00%。 ...

【收评：A股9月收官！创业板指本月涨超12% 科创50指数本月涨超11%创近4年新高】智通财经9月30 日电，本月市场走出先扬后抑走势，总体呈现震荡上行态势，三大指数月线均收涨，其中创业板指本月 累计涨超12%创三年多新高，科创50指数涨超11%创近四年新高。从板块来看，本月市场热点主要集中 在芯片产业链、机器人、储能方向。芯片产业链中，德明利本月股价翻倍，中芯国际、华虹公司、张江 高科等多只芯片概念股本月创新历史高。机器人股中，首开股份本月走出12天11板。储能方向，宁德时 代、阳光电源续创历史新高，并且宁德时代在月中A+H股总市值超越贵州茅台。今日盘面上，沪深两 市成交额2.18万亿，较上一个交易日放量200亿。市场热点题材反复活跃，有色金属、存储芯片板块涨 幅居前，白酒、大金融等板块跌幅居前。截至收盘，沪指涨0.52%，深成指涨0.35%，创业板指涨 0.00%。 转自：智通财经 ...

凤凰网财经讯 9月30日，本月市场走出先扬后抑走势，总体呈现震荡上行态势，三大指数月线均收涨， 其中创业板指本月累计涨超12%创三年多新高，科创50指数涨超11%创近四年新高。从板块来看，本月 市场热点主要集中在芯片产业链、机器人、储能方向。芯片产业链中，德明利本月股价翻倍，中芯国 际、华虹公司、张江高科等多只芯片概念股本月创新历史高。机器人股中，首开股份本月走出12天11 板。储能方向，宁德时代、阳光电源续创历史新高，并且宁德时代在月中A+H股总市值超越贵州茅 台。今日盘面上，沪深两市成交额2.18万亿，较上一个交易日放量200亿。市场热点题材反复活跃，有 色金属、存储芯片板块涨幅居前，白酒、大金融等板块跌幅居前。截至收盘，沪指涨0.52%，深成指涨 0.35%，创业板指涨0.00%。 ...

【导读】上午A股三大股指收涨，芯片产业链爆发，半导体、存储芯片等概念板块走强 来看具体情况—— 伙伴们，国庆中秋长期马上就到了，今天是节前最后一个交易日，基金君和你一起关注今天上午的市场行情。 9月30日上午，A股三大股指在小幅开盘后持续攀升，创业板指盘中涨超1%，随后涨幅收窄。截至午间收盘，沪指报3878.13点，涨0.4%，深证成指涨 0.31%，创业板指涨0.06%。 沪深两市半日成交额为1.36万亿元，较上个交易日放量763亿元。个股涨多跌少，市场共2977只个股上涨，48只个股涨停，2331只个股下跌。 从板块看，大科技普涨，存储芯片板块高开高走，光刻机概念板块表现活跃，航天军工、有色金属板块大幅上涨；大金融板块出现回调，通信设备板块走 弱。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 存储器 | 锂电电解液 | ASIC芯片 | 钻矿 | 锂电正极 | 教育 | 航天军工 | 基本金属 | 半导体 | 综合类 | | 5.81% ...

【导读】上午 A 股三大股指收涨，芯片产业链爆发，半导体、存储芯片等概念 板块 走强 中国基金报记者 张舟 伙伴们，国庆中秋长期马上就到了，今天是节前最后一个交易日，基金君和你一起关注今天 上午的市场行情。 9 月 30 日上午， A 股三大股指在小幅开盘后持续攀升，创业板指盘中涨超 1% ，随后涨幅 收窄。截至午间收盘，沪指报 3878.13 点，涨 0.4% ，深证成指涨 0.31% ，创业板指涨 0.06% 。 | 今开:3869.70 | 成交量: 3.45亿手 | | --- | --- | | 昨收:3862.53 | 成交额：6040.56亿 | | 上涨:784 | 振幅: 0.39% | | 下跌： 841 | 总市值:62.35万亿 | 来看具体情况 —— 沪深两市半日成交额为 1.36 万亿元，较上个交易日放量 763 亿元。个股涨多跌少，市场共 2977 只个股上涨， 48 只个股涨停， 2331 只个股下跌。 从板块看，大科技普涨，存储芯片板块高开高走，光刻机概念板块表现活跃，航天军工、有 色金属板块大幅上涨；大金融板块出现回调，通信设备板块走弱。 | | | Wind热门概念指数 ...

9月30日，华虹公司AH股齐涨，截至午间收盘，A股华虹公司涨超15%，股价一度升至116元/股，再创 历史新高，市值逼近2000亿元；截至发稿，港股华虹半导体涨超11%。 | 夏权 超级叠加 画线 工具 (2 >> | | | | | | 华虹公司 0 立即 | | --- | --- | --- | --- | --- | --- | --- | | 1.24万 换7.66% 振20.08% ... 图 2025/05/14-2025/09/30(99日)▼ | | | 114.01 +15.01 +15.16% | | 688347 交易 | | | | | SSE CNY 11:30:00 交易中 | | | FO V @ @ 女 勉強共製 好 好 ! | | | 116.88- | | | 80.950(+12.27%)H/A:-35.18% Wind ESG语级 | | 详情 | | | 115 | | 委比 64.70% 委差 | 233 | | 今年 145.34% 120日163.91% | | | | 可有 | 114.27 | 6 | 5日 | 39.21% 250日314.43% | | ...

Market Overview - The A-share market experienced a volatile upward trend on September 25, with the ChiNext Index reaching a three-year high [1] - The Shanghai Composite Index closed at 3853.30, down 0.34%, while the Shenzhen Component Index rose by 89.75 points, or 0.67% [2] - The total market capitalization of Ningde Times exceeded that of Kweichow Moutai, with Ningde Times valued at 1.81 trillion yuan and Kweichow Moutai at 1.8 trillion yuan [2] Company Highlights - Xiaomi Group's stock price increased by over 5% ahead of Lei Jun's annual speech and the launch of new products, including the Xiaomi 17 series [3] - JD Group's stock price rose nearly 7% after announcing plans to invest in an AI ecosystem worth one trillion yuan over the next three years [3] - Upwind New Materials (688585.SH) saw its stock price hit a historical high of 132.1 yuan per share, following an announcement of a planned buyout by Shanghai Zhiyuan Hengyue Technology [5][7] Financial Data - The total balance of ETF margin trading in the two markets reached 115.43 billion yuan, an increase of 337 million yuan from the previous trading day [8] - The financing balance was 107.40 billion yuan, up by 171 million yuan, while the securities lending balance increased by 166 million yuan [8] Cryptocurrency Market - Ethereum fell below $4000 for the first time since August 8, with a 24-hour decline of over 4% [10] - Bitcoin and other major cryptocurrencies also experienced declines, with a total of nearly 130,000 liquidations globally, amounting to over $400 million [11]

Market Performance - The A-share market showed a strong performance with the Shanghai Composite Index closing at 3853.64, up by 0.83%, and the Shenzhen Component Index closing at 13356.14, up by 1.80% [2] - The ChiNext Index reached a new three-year high, closing at 3185.57, with a gain of 2.28% [4] - The STAR 50 Index saw a significant increase, rising by 3.49% to close at 1456.47 [2] Sector Analysis - The top-performing sectors included Electric Equipment (up 2.88%), Electronics (up 2.76%), and Media (up 2.59%) [3] - Conversely, the Banking sector experienced a decline of 0.36%, and the Coal sector fell by 0.29% [3] - Notable concept stocks such as those in the chip industry and real estate showed strong performance, while sectors like Food & Beverage and Communications lagged behind [4][5] Future Outlook - The market is expected to continue its upward trend, with a focus on whether the Shanghai Composite Index can maintain above the 3850-point level [6] - The technology sector is anticipated to play a crucial role in driving market sentiment, with ongoing capital market vitality expected post-holiday [6] - Investment opportunities are likely to emerge from sectors such as TMT (Technology, Media, and Telecommunications), public utilities, and non-ferrous metals [6]

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.80%, and the ChiNext Index gained 2.28%. The total trading volume in the Shanghai and Shenzhen markets reached 2.33 trillion yuan, with over 4,400 stocks rising across the market [1]. Sector Performance - The semiconductor, photolithography, and energy metal sectors experienced significant gains, while the tourism sector saw the largest declines [1]. Focus Stocks - The entire chip industry chain saw a surge, with notable performances from Huasoft Technology (4 consecutive gains), Sunflower (20% increase for 3 consecutive days), and Changchuan Technology (20% increase for 2 consecutive days) [3]. - The robotics concept stocks were also active, with Hongdou Co. achieving 5 gains in 4 days, Lianmei Holdings with 3 consecutive gains, and Yingfeng Co. with 2 consecutive gains [3]. Key Stock Data - Notable stocks included: - Sunflower (20.03% increase, price 8.57 yuan) with plans to acquire semiconductor assets [4] - Shenkong Fanfang (20.01% increase, price 44.51 yuan) focusing on large-diameter silicon materials [4] - Shangwei New Materials (20% increase, price 110.08 yuan) involved in strategic asset transfers [4] - United Chemical (20% increase, price 104.40 yuan) specializing in photolithography and material etching [4] - Jiangfeng Shenzi (20% increase, price 98.82 yuan) recognized as a leader in target materials [4] Trading Dynamics - The top net buying stocks on the day included Tongfu Microelectronics, Hongdou Co., and Enjie Co., with net purchases of 515 million yuan, 273 million yuan, and 252 million yuan respectively [5]. - The top net selling stocks included Kaimeite Gas, Changchuan Technology, and Heertai, with net sales of 197 million yuan, 193 million yuan, and 158 million yuan respectively [6]. Institutional Activity - Institutional net buying was significant in stocks like Huicheng Co. (+15.84%), Northern Huachuang (+10%), and Lixing Co. (+14.78%) [8]. - Conversely, stocks like Changchuan Technology and Kaimeite Gas saw substantial net selling from institutions [9]. Summary of Key Stocks - Tongfu Microelectronics closed at 37.72 yuan, with a 10% increase and a trading volume of 35.43 billion yuan [10]. - Hongdou Co. closed at 3.83 yuan, with a 10.06% increase and a trading volume of 9.66 billion yuan [11]. - Enjie Co. closed at 44.59 yuan, with a 9.99% increase and a trading volume of 16.47 billion yuan [13].