8月18日消息，沪指收涨近1%，创指涨近3%。板块方面，液冷服务器概念爆发，曙光数创30cm涨停，高澜股份、强瑞技术等20cm涨停；短剧游戏概念强 势，华智传媒、中科金财等盘中涨停；稀土永磁板块走高，天通股份、英威腾、盛和资源等午后涨停；软件开发板块走强，科创信息20cm涨停；下跌方 面，黄金概念多股调整，盛屯矿业（维权）、衢州发展领跌；煤炭股走弱，电投能源跌幅居前；油气股走低，海油发展领跌。总体来看，个股呈普涨态势， 上涨个股超4000只。 截至收盘，沪指报3728.03点，涨0.85%；深成指报11835.57点，涨1.73%；创指报2606.20点，涨2.84%。 盘面上，液冷服务器、影视院线、科创次新股板块涨幅居前，煤炭开采加工、贵金属、工业金属板块跌幅居前。 热点板块： 1、液冷服务器 消息面上，据网络平台数据，截至8月18日，2025年暑期档电影总票房（含预售）破100亿。《南京照相馆》《浪浪山小妖怪》《长安的荔枝》分列前三位。 消息面： 1、 【IDC：华为重夺二季度中国智能手机市场榜首】IDC最新研究显示，2025年第二季度全球智能手机市场出货量总计2.97亿台，同比增长1.4%。二季度 中国 ...

2025.08.18 创业板指数盘中突破2600点整数关口，并突破2576.22点（2024年10月高点），刷新2023年2月以来新 高。 本文字数：963，阅读时长大约2分钟 作者 |一财资讯 8月18日，A股三大指数盘中齐创多年新高。 其中，沪指盘中突破2021年2月曾触及的3731.69点的高点，刷新近十年来新高； 深证成指盘中突破11864.11点（2024年10月高点），创出最近两年新高； A股市值总和突破100万亿元，创历史新高，这也是A股历史上首次突破100万亿元大关。 截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%。 | 全A | 涨 4034 | 平 165 | 跌 1220 | A股时 | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 1 | 000001 上证指数 | 3728.03 c | 31.26 0.85% | | | 2 | 399001 深证成指 | 11835.57c | 200.90 1.73% | | | 3 | 899050 北证50 | 1576.63 c | ...

Market Performance - The Shanghai Composite Index reached a nearly 10-year high, while the North Stock 50 hit a historical peak, and both the Shenzhen Component Index and the ChiNext Index surpassed their October 8, 2022 highs [1][2] - The total trading volume across Shanghai, Shenzhen, and Beijing markets was 28,091 billion yuan, an increase of 5,363 billion yuan from the previous day, marking a new annual high [1] Sector Performance - Financial sectors, including brokerage and fintech stocks, experienced significant gains, with companies like Zhihui and Tonghuashun reaching historical highs [2] - AI hardware stocks, particularly liquid cooling servers, saw a strong surge, with over 20 stocks hitting the daily limit [2] - Rare earth permanent magnet stocks were active, with companies like Northern Rare Earth also hitting the daily limit [2] Investment Strategies - Galaxy Securities noted that market liquidity has improved, with margin trading balances continuing to grow, indicating increased investor participation and a positive market sentiment [3] - Caixin Securities highlighted that the market is currently in a "volume and price rising" trend, suggesting potential structural opportunities for investors while cautioning about increased market differentiation due to the upcoming mid-year report disclosures [3]

Market Overview - The market experienced a significant rise on August 18, with the Shanghai Composite Index reaching a nearly 10-year high and the North Stock 50 hitting an all-time high. The Shenzhen Component and ChiNext Index also surpassed their previous highs from October 8 of last year. The Shanghai Composite Index rose by 0.85%, the Shenzhen Component by 1.73%, and the ChiNext Index by 2.84% [2] - Over 4,000 stocks in the market saw gains, with total trading volume in the Shanghai and Shenzhen markets reaching 2.76 trillion yuan, an increase of 519.6 billion yuan compared to the previous trading day, marking a new high for the year [2] Investor Sentiment - The current market sentiment is described as strong, although not as fervent as the sentiment observed before October 8 of last year. New investors are showing interest in entering the market [2] - A seasoned investor advises new investors to avoid listening to experienced investors, as their risk aversion may lead to missed opportunities in a bull market [4] Investment Strategies - New investors are encouraged to focus on the current market dynamics, which favor a "buy and hold" strategy rather than a defensive approach. The prevailing market logic is driven by capital and emotional premiums, making it less critical to focus on fundamentals [4] - Common investment principles for new investors include adhering to trading discipline, avoiding emotional trading, and being cautious with leverage [5] Sector Analysis - According to research reports, the current market may be in the early stages of a bull market, with three key indicators: 1. Market turnover rates are still below the highs seen at the beginning of previous bull markets [7] 2. The style of stocks favored in the market may shift from small-cap to large-cap as the bull market progresses [7] 3. Historical data shows that equity financing typically increases significantly during bull market phases, which has not yet occurred [7] - Industry focus includes sectors that have previously lagged, such as machinery and power equipment, as well as sectors expected to show improved mid-year performance, including steel, construction materials, telecommunications, electronics, and light manufacturing [9] - Long-term investment themes include consumer sectors benefiting from policy support, technology sectors focusing on AI, robotics, semiconductors, and military applications, as well as high-quality dividend stocks [8][9]

Core Viewpoint - The A-share market has reached significant milestones, with major indices hitting multi-year highs and the total market capitalization surpassing 100 trillion yuan for the first time in history [3][10]. Market Performance - The Shanghai Composite Index broke through the previous high of 3731.69 points set in February 2021, marking a nearly ten-year high [4]. - The Shenzhen Component Index surpassed 11864.11 points, achieving a new high in the last two years [6]. - The ChiNext Index crossed the 2600-point mark, reaching its highest level since February 2023 [8]. - The total market capitalization of A-shares exceeded 100 trillion yuan, a historic milestone [10]. - As of the market close, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 1.73%, and the ChiNext Index gained 2.84% [11]. Sector Performance - Key sectors that saw significant gains included liquid cooling servers, film and television, consumer electronics, rare earth permanent magnets, and AI [13]. - The liquid cooling server sector was particularly strong, with over 20 stocks hitting the daily limit or rising more than 10%, including Shuguang Digital Creation with a 30% limit up [13]. Institutional Insights - According to Citic Securities, the current A-share market is characterized by a structural slow bull trend, with a focus on technology growth (AI computing power, robotics, innovative pharmaceuticals) and financial sectors (brokerage, insurance) [17]. - CICC noted that the recent upward trend in the A-share market reflects positive changes in market liquidity, with improved capital structure and increased market participation [17]. - Zhongxin Securities identified four characteristics of the current slow bull market, emphasizing structural prosperity as the main driving force and cautioning against potential overheating in investor sentiment [17].

沪深两市成交额合计2.76万亿元，较上一交易日放量约5195.51亿元。其中，沪市成交额1.13万亿元，深 市成交额1.63万亿元。 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%。 盘面上，市场热点集中在AI硬件和大金融方向，个股涨多跌少，全市场超4000只个股上涨。 从板块来看，券商、金融科技等大金融股一度冲高，指南针、同花顺双双续创历史新高。 液冷服务器等AI硬件股持续爆发，强瑞技术等20余股涨停。 稀土永磁概念股表现活跃，北方稀土等涨停。 个股方面，东方财富成交额居首，为450.44亿元。其后是指南针、中兴通讯、新易盛、同花顺，成交额 分别为157.94亿元、147.03亿元、120.45亿元、120.36亿元。 | 序号 | 14083 | 名称 | 现价 | 865 | 涨跌幅 | 提醒 | 最高 | 最低 | 盘比 | 预定率 | 成交量 | 成交換 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

液冷服务器、CPO等AI硬件股延续强势，飞龙股份、剑桥科技等多股涨停。影视股集体走强，吉视传 媒、华策影视等封板。机器人概念股活跃，宁波东力、祥明智能等涨停。券商等金融股拉升，长城证券 4连板，指南针涨超10%创新高。 沪深京三市超4000股飘红，成交额2.81万亿元，为历史第三高，连续4个交易日破2万亿。 行业板块方面，CPO、证券IT、液冷IDC，影视院线、电子化学品、电子等行业以及概念涨幅居前；煤 炭、贵金属、钢铁等行业以及概念跌幅居前。 8月18日，A股三大指数集体上涨，截至收盘，上证指数涨0.85%创近10年新高，深证成指涨1.73%，创 业板指涨2.84%；北证50涨6.79%创历史新高。 ...

8月18日消息，沪指收涨近1%，创指涨近3%。板块方面，液冷服务器概念爆发，曙光数创30cm涨 停，、强瑞技术等20cm涨停；短剧游戏概念强势，华智传媒、等盘中涨停；稀土永磁板块走高，、、 等午后涨停；软件开发板块走强，20cm涨停；下跌方面，黄金概念多股调整，（维权）、衢州发展领 跌；煤炭股走弱，电投能源跌幅居前；油气股走低，领跌。总体来看，个股呈普涨态势，上涨个股超 4000只。 截至收盘，沪指报3728.03点，涨0.85%；深成指报11835.57点，涨1.73%；创指报2606.20点，涨2.84%。 盘面上，液冷服务器、影视院线、科创次新股板块涨幅居前，煤炭开采加工、贵金属、工业金属板块跌 幅居前。 热点板块： 消息面上，据网络平台数据，截至8月18日，2025年暑期档电影总票房（含预售）破100亿。《南京照相 馆》《浪浪山小妖怪》《长安的荔枝》分列前三位。 机构观点： 1、液冷服务器 消息面： 1、【IDC：华为重夺二季度中国智能手机市场榜首】IDC最新研究显示，2025年第二季度全球智能手 机市场出货量总计2.97亿台，同比增长1.4%。二季度中国市场前五名厂商为华为、vivo、OPPO、小米 ...

Group 1 - A total of 108 stocks reached the daily limit up today, with 26 stocks on consecutive limit up boards [1] - 43 stocks failed to maintain their limit up status, resulting in a sealing rate of 71% (excluding ST and delisted stocks) [1] - Notable stocks include Jishi Media in the film and television sector with 7 limit up boards in 11 days, and Dayuan Pump Industry in the liquid cooling server concept with 6 consecutive limit up boards [1] Group 2 - Feilong Co. achieved 5 limit up boards in 9 days, while Guojijinggong in the commercial aerospace sector had 6 limit up boards in 11 days [1] - Tongzhou Electronics in the server power supply sector recorded 5 limit up boards in 6 days [1]

A股三大指数盘中齐创多年新高。 8月18日，A股三大指数盘中齐创多年新高。 其中，沪指盘中突破2021年2月曾触及的3731.69点的高点，刷新近十年来新高； 深证成指盘中突破11864.11点（2024年10月高点），创出最近两年新高； 创业板指数盘中突破2600点整数关口，并突破2576.22点（2024年10月高点），刷新2023年2月以来新高。 截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%。 | 全A | 涨 4034 平 165 | 跌 1220 A股成 | | --- | --- | --- | | 序号 代码 | 名称 | 现价 涨跌 涨跌幅 | | 1 | 000001 上证指数 | 3728.03 c 31.26 0.85% | | 2 | 399001 深证成指 | 11835.57c 200.90 1.73% | | ന | 899050 北班50 | 1576.63c 100.30 6.79% | | ব | 881001 万得全A | 5916.34c 81.42 1.40% | | 5 | 000688 科创50 | 1124.82c 23.53 2.14% ...