"等了好几天终于能交易了，开门红了！"10月9日，一名老股民激动地表示。 10月9日，A股节后的首个交易日，三大指数集体高开高走，截至收盘，上证指数上涨1.32%，收于3933.97点，创下2015年8月以来近十年的高点。 同日，深证成指涨1.47%，收于13725.56点，创业板指涨0.73%，收于3261.82点。深证成指、创业板指也创下2022年2月以来的新高点。全市场3115只股上 涨。 其中，发电设备板块，融发核电（002366.SZ）、东方电气（600835.SH）等涨停。科技股亦走强，电脑硬件概念涨幅为2.66%；半导体概念涨幅为2.58%， 其中，灿芯股份（688691.SH）涨停，芯原股份（688521.SH）等集体涨超10%。 有色金属板块集体爆发则更吸睛。10月9日，黄金、铜产业、镍矿、稀土、锂矿、钴矿等概念齐齐拉升。 Wind数据显示，截至10月9日收盘，有色金属板块涨幅为6.67%，其中西部超导（688122.SH）、北方稀土（600111.SH）、洛阳钼业（603993.SH）等涨停。 多只黄金概念股涨停，山东黄金（600547.SH）、中金黄金（600589.SH）、四川黄金（0 ...

证券日报网讯 超频三（300647）9月25日在互动平台回答投资者提问时表示，公司目前的电脑散热器产 品可广泛兼容市面主流的CPU，用户可根据实际需求按需选择。 ...

| 涨幅榜 | 资金净流入 | ５日涨幅を | | --- | --- | --- | | 电脑硬件 | 发电设备 | 综合类 | | +3.59% | +3.20% | +2.519 | | 通信设备 | 贵金属 | 互联网 | | +2.35% | +1.77% | +1.709 | 近期因一位资深投资人质疑光模块龙头中际旭创(300308)盈利预测，被年轻分析师回怼"买你的白酒去吧，老登！"，使得"老登"一词迅速出圈，成为偏好白 酒、能源等高股息板块，对科技成长股持保守态度的投资者代名词。 格隆汇9月25日｜中国政法大学商学院教授刘纪鹏近日在谈及资产配置策略时直言不讳地指出："中国的发展要靠高科技，你就不能再老买白酒了吧。" 白酒 板块虽在过去五年间占据市场主导地位，但"靠酒能振兴中国吗？""美国的七姊妹里边也没有酒啊。"刘纪鹏同时承认，投资高科技必然伴随高风险属 性。"资本市场特点就是追求高风险高收益，那你得玩得起也得赔得起。" 他建议投资者在高科技领域内部也需精挑细选，理性参与。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3853.30 | 13445 ...

超频三(300647)9月25日在互动平台表示，公司目前的电脑散热器产品可广泛兼容市面主流的CPU。 ...

Market Overview - The A-share market showed mixed results, with the Shanghai Composite Index down 0.01% to 3853 points, while the Shenzhen Component Index rose by 0.67% and the ChiNext Index increased by 1.58%, reaching a three-year high [1][2] - The total market turnover was 2.39 trillion yuan, an increase of 446 billion yuan compared to the previous trading day, with over 3800 stocks declining [1] Index Performance - Shanghai Composite Index: 3853.30, down 0.01% [2] - Shenzhen Component Index: 13445.90, up 0.67% [2] - ChiNext Index: 3235.76, up 1.58% [2] - The total turnover of the market was 2.39 trillion yuan [1] Sector Performance - The gaming sector saw a boost with 145 domestic online games approved in September, leading to a nearly 7% increase in Ice Glacier Network (300533) [3] - The power equipment sector performed well, with Shanghai Electric (601727) and Jinshi Technology both hitting the daily limit [3] - The superconducting concept was active, with Wolong Nuclear Material (002130) rising nearly 8% [3] - Other sectors with notable gains included holographic technology, blind box economy, and copper cable high-speed connections [3] - Conversely, the precious metals sector declined, with Shandong Gold (600547) leading the losses [3] - The shipping and port sector fell, with Nanjing Port (002040) dropping over 6% [3] - Gas stocks also faced declines, with Dazhong Public Utilities (600635) hitting the daily limit down [3] - Other sectors that saw declines included titanium dioxide, jewelry, and automotive services [3]

格隆汇9月25日丨超频三(300647.SZ)在投资者互动平台表示，公司目前的电脑散热器产品可广泛兼容市 面主流的CPU，用户可根据实际需求按需选择。 ...

Core Viewpoint - The consumer electronics sector has experienced a significant surge, with multiple stocks hitting the daily limit up, indicating strong market interest and potential investment opportunities in this area [8][9]. Market Overview - As of the midday close on September 22, the Shanghai Composite Index reported 3822.59 points, up 0.07%, while the Shenzhen Component Index rose by 0.17%, and the ChiNext Index fell by 0.09% [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.34 trillion yuan, a decrease of 151.1 billion yuan compared to the previous trading day [5]. Sector Performance - The consumer electronics sector led the market with a notable increase of 4.04% in the consumer electronics index [9]. - Key concepts such as GPU, memory, AI computing, liquid cooling servers, and ASIC chips saw significant gains, while sectors like photovoltaic concepts experienced a noticeable pullback [5][6]. Notable Stocks - Luxshare Precision opened with a limit up, closing at 60.95 yuan per share, with a market capitalization of 442 billion yuan [10]. - Industrial Fulian surged by 8.25%, closing at 71.55 yuan per share, with a market capitalization of 1.42 trillion yuan [12]. - Chipmaker Chipone Technology saw a nearly 19% increase, while other companies like GoerTek, Lianyi Intelligent Manufacturing, and Lens Technology all rose over 7% [13]. Automotive Parts Sector - The automotive parts sector also showed significant gains, with stocks like Fosa Technology rising by 11% and several others hitting the daily limit up [22]. Precious Metals Sector - The precious metals sector experienced a strong performance in the morning, with notable increases in stocks such as Hunan Gold and Zhongjin Gold [24][25]. Upcoming Events - The Shanghai Stock Exchange will hold a listing review meeting on September 26 to discuss the IPO of Moore Threads, a company focused on GPU and related products, which plans to raise approximately 8 billion yuan for various projects [19].

Group 1 - Company shares fell nearly 6% at the close, trading at 5.95 HKD with a transaction volume of 35.43 million HKD [1] - The company submitted an application to voluntarily withdraw its shares from the Hong Kong Stock Exchange on September 12, retaining its primary listing status on the Singapore Exchange [1] - The company is currently dual-listed on both the Hong Kong and Singapore exchanges [1] Group 2 - The company is the world's second-largest GPU graphics card manufacturer, focusing on the design, development, and manufacturing of graphics display cards [1] - The company provides manufacturing services for well-known computer brands globally, with its Zotac brand being a core AIC partner of NVIDIA [1] - For the first half of the year, the company reported revenue of 6.355 billion HKD, a year-on-year increase of 28.5%, and a profit attributable to shareholders of 250.4 million HKD, up 29.0% year-on-year [1]

Core Viewpoint - A-shares experienced a positive trend with the Shanghai Composite Index rising by 0.45%, driven primarily by a surge in the semiconductor sector and notable performances from specific stocks [1] Market Performance - The three major A-share indices opened lower but rebounded, with the Shanghai Composite Index nearing 3900 points during the session [1] - The Shenzhen Component Index increased by 0.79%, while the ChiNext Index rose by 0.49% and the Sci-Tech 50 Index surged by 3.4% [1] - The total market turnover for the half-day session reached approximately 1.72 trillion yuan [1] Sector Highlights - The semiconductor sector showed strong performance, with stocks like SMIC hitting new highs [1] - The CPO concept stocks gained traction, exemplified by Dekeli's stock reaching the daily limit [1] - The humanoid robot concept remained active, with Junsheng Electronics also hitting the daily limit [1] - Other sectors such as computer hardware and communication equipment saw significant gains, while large financials, coal, and precious metals sectors underperformed [1] Notable Stocks - Tianpu Co. resumed trading with a limit-up increase, marking its 12th consecutive trading day of gains [1]

Group 1 - Forbes China recently released the "Top 30 Chinese Enterprises in Global Operations" list for 2025, with Lenovo Group (00992) recognized for its large-scale overseas revenue, technology-driven growth model, and global collaboration capabilities in branding, supply chain, and R&D [1] - The average overseas revenue of the 30 listed companies increased by 63.2%, with a median contribution ratio of 45.5%. Lenovo's overseas revenue for the fiscal year 2024 reached 381.67 billion RMB, accounting for 77% of its total revenue, with a year-on-year growth rate of nearly 21.5% [1] - Lenovo's overseas revenue is significantly higher than many listed companies, being 56 times that of high-growth companies like NewEase (300502) and showing a notable advantage compared to BYD (002594) [1] Group 2 - Lenovo's global competitiveness is supported by its core business areas, with a global market share of 23.7% in the PC business for fiscal year 2024, maintaining industry leadership. Lenovo's AI PCs have become the top seller in the Windows AI PC category, driving overseas consumer revenue growth [2] - Lenovo's multinational operations are not reliant on a single product but are based on a "hybrid AI" strategy that encompasses a global business ecosystem covering consumer terminals and enterprise services, distinguishing it from other listed companies [2] - Lenovo's strategy aligns with the Forbes list's focus on companies advancing globally in branding, supply chain, and R&D, with AI PC sales enhancing its global recognition as a "smart terminal leader" [2] Group 3 - By deepening its overseas market presence, Lenovo effectively integrates global resources while benefiting the domestic market, with approximately 80% of its manufacturing, 70% of R&D personnel, and 60% of employees based in China, while over 70% of its revenue comes from overseas [3] - Lenovo has been recognized 11 times on the Gartner Top 25 global supply chain list, ranking eighth globally and remaining the only high-tech manufacturing company from Asia-Pacific in the top ten for four consecutive years [3] - Lenovo's inclusion in the list provides a new reference path for the globalization of Chinese tech companies, showcasing its unique approach of transitioning from "scale expansion" to "value cultivation" through a closed loop of "technology iteration - product innovation - ecosystem collaboration" [3] Group 4 - Looking ahead, Lenovo's multinational operations have significant expansion potential as global AI technology transitions from a "competition phase" to a "implementation phase." The demand for AI PCs is expected to continue growing, with IDC predicting that AI PC shipments will account for over 40% of total PC shipments by 2025 [4] - Lenovo's first-mover advantage positions it well to further expand its overseas market share, while the hybrid AI applications in various sectors such as industry, healthcare, and education will allow Lenovo to replicate its domestic technology implementation experience overseas [4]