以下文章来源于财经图解 ，作者十字路口 | AI 芯片设计制造 | | AI 端侧芯片 | | | --- | --- | --- | --- | | 其武纪 | 瑞丽尔微 | 全志科技 | 恒玄科技 | | 海光信息 | 晶晨股份 | 星宸科技 | 炉不科技 | | 芯原股份 | 乐器科技 | 中科监讯 | 北京君正 | | 翱捷科技 | | | | | 龙芯中科 | AI 端侧存储 | AI 服务器 | 配套技术服务 | | If 云天励飞 | 东心股份 | 工业富联 | 华大九天 | | | 北易创新 | 浪潮信息 | 芯原股份 | | 参股控股 | | | | | 昆仑万维 | 聚辰股份 | 航锦科技 | ·· | | 科德教育 | 普申股份 | 华勤技术 | 拓尔思 | | 艾布鲁 | 恒炼股份 | Agon 中科曙光 | 博彦科技 | 财经图解 . 财经大事早知道，关注东方财富股票！ 周五AI芯片概念突然井喷，寒武纪、海光信息、云天励飞等20CM涨停，恒烁股份涨超13%，航锦科技等涨停，瑞芯微、炬芯科技等跟涨。 消息面上，据证券时报，AI芯片概念板块总计有三大利好。 第一是，DeepSeek8月2 ...

8月22日，A股主要指数集体走高，沪指突破3800点续创十年新高。 全天成交额2.58万亿元，较前一交易日增量1185亿元，两市成交额已连续第8个交易日突破2万亿，打破A股历史纪录。全市场超2800股上涨。 市场热点方面，AI芯片、半导体及存储芯片板块爆发，多模态AI板块、CPO概念活跃；燃气、页岩气板块走低，生态农业、化肥行业、乳业及银行等板块 跌幅居前。 下面我们来看下今日龙虎榜情况： | | 龙 龙虎榜 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 云天励飞 20.00% | 海光信息 20.00% | 寒武纪 20.00% 成都华徽 20.00% | | 盛美上海 20.00% | 电子城 -9.96% | 美思得 | | | 华升股份 5.21% | 万通发展 10.05% | 體欣資源 10.06% | 海立B股 8.21% | 金煤B股 9.64% | 浙大网新 10.04% | 浦东建 | | 沪市 | 方正科技 10.04% | 云远股份 -4.50% | 天富龙 0.68% | 塞力医疗 10.02% ...

Market Overview - On May 27, A-shares experienced a collective adjustment, with the Shanghai Composite Index down 0.18% to 3340.69 points, the Shenzhen Component Index down 0.61% to 10029.11 points, and the ChiNext Index down 0.68% to 1991.64 points [1] Sector Performance - The best-performing sectors included recombinant proteins, glycyrrhizin, and weight loss drugs, while sectors such as Chiplet concept, AI chips, and gold concepts saw declines [1] - Specific net inflows and performance for sectors included: - Recombinant proteins: net inflow of 150 million with a rise of 4.79% - Chiplet concept: net outflow of 770 million with a decline of 2.93% - AI chips: net outflow of 1.124 billion with a decline of 2.25% [2] Fund Manager Changes - In the past 30 days (April 27 to May 27), 473 fund managers changed positions, with 10 announcements made on May 27 alone. Five of these changes were due to job transitions [3] - Notable fund managers include: - Tong Li from Huashang Fund, managing assets of 9.313 billion, with a top-performing fund returning 142.98% over nearly three years [3] - Ai Chong from CITIC Construction Investment Fund, managing assets of 145 million, with a top-performing fund returning 53.51% over just over a year [3] Fund Research Activity - In the last month, the most active fund in terms of company research was Bosera Fund, which conducted 107 company surveys, followed by Huaxia Fund with 95 and Harvest Fund with 91 [5] - The most researched industry was specialized equipment, with 525 surveys, followed by medical devices with 415 [5] Individual Stock Focus - The most researched stock in the past month was Zhaowei Electromechanical, with 88 fund management companies participating in the survey, followed by Anji Technology and Weir Shares with 82 and 73, respectively [5][6] - In the last week (May 20 to May 27), the most researched company was Anjisi, with 32 fund institutions conducting surveys [6]

Market Performance - Major global stock markets showed a mixed adjustment trend, with A-shares and Hong Kong stocks primarily declining and trading volume slightly shrinking compared to the previous day [1] A-share Market - The Shanghai Composite Index closed at 3340.69 points, down 0.18% - The Shenzhen Component Index closed at 10029.11 points, down 0.61% - The ChiNext Index experienced the largest decline, falling 0.68% to 1991.64 points - Total trading volume in both markets was 998.9 billion yuan, falling below the 1 trillion yuan mark, with a relatively balanced number of rising and falling stocks: 2539 up and 2410 down [2] Strong Performing Sectors - **Consumer Sector**: - Cultivated diamonds and jewelry led the gains, benefiting from a recovery in wedding demand and expectations of luxury consumption revival - Food and beverage (dairy and sugar substitute concepts) performed actively, likely due to early preparations for the summer consumption peak - Cosmetics sector continued to rise, with stocks like Qingdao Kingking and Liren Lizhuang increasing over 4% [3] - **Textiles and Apparel**: - Jin Hong Group hit the daily limit, with Xinhua Jin and Mercury Home Textiles also rising, possibly due to improved export orders and heightened interest in domestic brands [4] - **Banking and Energy**: - The banking sector maintained its strength, with Hangzhou Bank and Shanghai Rural Commercial Bank leading the gains, driven by policy support for increased credit issuance and high dividend yields attracting risk-averse funds [5] - **Nuclear Energy Concept**: - The nuclear energy sector was boosted by expectations of a surge in global uranium demand, with stocks like Hahuan Huadong rising significantly, supported by policies from the Trump administration promoting nuclear power capacity expansion [6] Market Volatility Analysis - **Automotive Industry**: - The automotive supply chain faced significant setbacks, with the depreciation rate of electric vehicles accelerating (used car prices dropping 30%-50% within a year), and new car promotions leading to a collapse in the used car market, compounded by intensified competition among companies like Tesla and BYD [7] - **Technology Sector**: - Technology stocks, including robotics, CPO, and AI chips, continued to face adjustment pressure, as institutional funds shifted towards defensive sectors, exacerbating selling pressure on growth stocks [8] - **Macroeconomic Risk Factors**: - Long-term interest rates are rising, with the US 30-year Treasury yield approaching 6%, creating a high-interest environment that suppresses risk asset valuations - Signs of consumer contraction were evident, as retail giant Target reported a decline in first-quarter sales, reflecting weakened consumer capacity among the middle class and negatively impacting global market sentiment [9] Future Outlook - The market is expected to continue its volatile pattern in the short term, with a focus on sectors and stocks with improving performance over the next month to month and a half. Attention should also be paid to potential impacts from rising US Treasury rates, escalating geopolitical conflicts, and changes in industry policies [10]