再说说"易中天"，这三天跟踩了轻刹车似的，一天接着一天往下走，估计不少兄弟心里犯嘀咕：这是要"掉头"还是"歇脚"？我倒觉得，你回头看看它前段时 间的走势，跟爬小坡似的一步步往上赶，现在连着调三天，更像是把之前攒的那点"虚火"泄一泄。就跟咱家里养的花，浇多了水得透透气，不然根容易闷 着；这票涨快了，也得让短期的资金"换个岗"，后面才能走得更稳当。 做财经记者那20年，我没学会盯着K线"猜涨跌"，反倒摸清了一个理儿：盘面再晃，心里的"秤"不能晃。不管是英伟达链的调整，还是"易中天"的连杀，本 质上都不是"天塌下来"的事儿，就是市场里的资金在"换个姿势走路"。咱做中长线的，就像种庄稼，不能刚撒完种子就天天扒土看，得等它慢慢扎根、长 叶，急不来。 所以今儿个跟大家唠这些，不是给咱打气，是想多说一句：盘面里的"风吹草动"多着呢，咱跟着慌没用。记住，看清楚背后的逻辑，比盯着分时图里的"红 绿色"管用；沉住气等趋势，比跟着短期资金"追涨杀跌"踏实。后面盘面再有啥动静，咱接着唠，咱做投资，求的就是个"心里有数，手里不慌"。 兄弟们，早盘盯着盘面的时候，是不是跟我一样，眼睛黏在"英伟达链"那串票上，越看越有点发紧？不是咱慌，是 ...

Group 1 - The A-share market showed mixed performance on September 11, with the Shanghai Composite Index rising by 1.12%, the Shenzhen Component Index increasing by 2.63%, and the ChiNext Index gaining 4.31% to surpass 3000 points, with a total trading volume of 1.5 trillion yuan [1] - The AI industry chain stocks experienced a significant surge, with sectors such as CPO, PCB, and copper-clad laminates leading the gains [2] - The Nvidia industry chain index rose over 4%, with notable individual stock performances including Industrial Fulian reaching a historical high with a market cap exceeding 1.17 trillion yuan, and other companies like Huagong Technology and Cambrian Technologies also seeing substantial gains [4] Group 2 - OpenAI reportedly signed a deal to purchase $300 billion worth of computing power from Oracle over approximately five years, leading to a 36% surge in Oracle's stock price and a market cap increase of about $250 billion in one day [4] - The growth potential of the computing power industry chain is being re-evaluated in the A-share market, with leading companies showing a positive correlation between performance and stock prices, indicating a robust demand driven by global AI infrastructure expansion [4][5] - Domestic internet giants, including Alibaba, Tencent, and Baidu, reported a combined capital expenditure of 55.012 billion yuan in Q1 2025, reflecting a year-on-year growth rate of 99.38%, as they increase investments in AI-related businesses [6]

作者 | 金珊 倪雨晴 万倩倩 编辑 | 陈思颖 包芳鸣 梁明 9月11日，A股三大指数开盘涨跌不一，截至午间收盘，沪指翻红涨1.12%，深成指涨2.63%，创业板指涨4.31%站上3000点。沪深两市半日成 交额1.5万亿。 全市场超3300股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3855.10 | 12887.73 | 1633.74 | | +42.88 +1.12% +330.05 +2.63% +23.93 +1.49% | | | | 科创50 | 创业板指 | 万得全A | | 1326.34 | 3029.58 | 6196.10 | | +67.25 +5.34% +125.31 +4.31% +103.79 +1.70% | | | | 沪深300 | 中证500 | 中证A500 | | 4524.16 | 7069.86 | 5421.66 | | +78.79 +1.77% +137.75 +1.99% +95.85 +1.80% | | | | 中证1000 | 深证100 | 中证红利 | | 7361.91 | 565 ...

Core Viewpoint - Industrial Fulian's stock surged to its limit due to the launch of Apple's new iPhone models, particularly the iPhone Air, which is touted as the "thinnest iPhone ever" [2][5][6] Stock Performance - On September 10, Industrial Fulian opened at 51.60 CNY per share, reaching a high of 5.76% before hitting the limit up at 9:48 AM, and closing at 53.67 CNY with a total trading volume of 183.1 billion CNY [3][4] - The company's market capitalization increased by 969.17 billion CNY, surpassing 1 trillion CNY again [4] Partnership with Apple - Industrial Fulian has a long-standing and stable partnership with Apple, being a key player in the production of iPhones and AI servers [5][6] - The company has been expanding its workforce to meet the production demands for the iPhone 17 series, indicating a strong operational capacity [5] Research and Development Investment - Industrial Fulian has consistently invested over 10 billion CNY annually in R&D from 2020 to 2024, with specific figures of 100.38 billion CNY, 108.35 billion CNY, 115.88 billion CNY, 108.11 billion CNY, and 106.31 billion CNY [7][8] - In the first half of 2025, R&D investment reached 50.95 billion CNY, reflecting a year-on-year increase of 4.49% [8] Financial Performance - In the first half of 2025, Industrial Fulian reported a revenue of 360.76 billion CNY and a net profit of 121.13 billion CNY, marking a year-on-year growth of 35.58% and 38.61% respectively [9] - The company's AI server revenue in the cloud computing sector is steadily increasing, with overall server revenue growing over 50% and AI server revenue increasing by over 60% in the second quarter [9]

Core Insights - Industrial Fulian's stock surged, increasing its market value by 78.6 billion yuan in a single day, surpassing 860 billion yuan and reaching a historical high, ranking eighth in A-share market capitalization [1] - The company's market value has increased by 142.5 billion yuan this week and has risen by 109% since the beginning of the year [1] - Strong partnerships with Apple and Nvidia have positioned Industrial Fulian as a leader in AI computing power, driving its stock price to new heights [1] Group 1: Partnership with Apple - Industrial Fulian has a long-term and stable partnership with Apple, which has established a strong foundation of trust [2] - The collaboration has allowed Industrial Fulian to develop core capabilities in precision manufacturing, quality stability, and rapid delivery [2] - The company has adapted to technological advancements and is now extending its business into AI servers and other cutting-edge products [2] Group 2: AI Server Growth - Industrial Fulian's core business includes cloud computing, communication equipment, and industrial internet, with cloud computing becoming a new growth engine due to the AI wave [4] - The market perceives the growth path of Industrial Fulian's cloud computing business in three stages: short-term production delivery, mid-term capacity release, and long-term AI computing penetration [4] - AI server revenue is expected to account for about 70% of total server revenue, with strong demand and new customer development ongoing [4] Group 3: Financial Performance - Industrial Fulian reported impressive financial results, achieving revenue of 360.76 billion yuan in the first half of the year, a year-on-year increase of 35.6% [5] - The net profit attributable to shareholders reached 12.11 billion yuan, growing by 38.6% year-on-year, both marking historical highs for the period [5] - The company's strategic positioning in core industry sectors and deep ties with major players have been key drivers of its performance [5]

Group 1 - The article discusses the U.S. President Trump's announcement to place the Washington D.C. police under federal control and deploy the National Guard to restore law and order in the capital [1] - Trump declared a public safety emergency in Washington D.C. and emphasized the need to remove homeless individuals from the area, offering them housing away from the capital [1] - The Mayor of Washington D.C. countered Trump's claims, stating that the crime rate in the area has significantly decreased and there is no current surge in criminal activity [1] Group 2 - The article mentions the emergence of a competitive market for GLP-1 drugs, projected to reach a market size of $100 billion [2] - It highlights the impressive performance of Industrial Fulian, which reported record high earnings, contributing to the "Apple chain" and "NVIDIA chain" [2] - The article notes a significant increase in visits to real estate projects in Beijing, with some projects experiencing a 200% surge in inquiries following new housing policies [2]