9月17日，A股三大指数集体收涨，深成指、创业板指创阶段新高。 截至收盘，沪指涨0.37%报3876点，深证成指涨1.16%创2022年3月以来新高，创业板指涨1.95%创2022年1月以来新高。 全天成交额2.4万亿元，较前一交易日增量359亿元，全市场超2500股上涨，超2700股下跌。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | MM | 3876.34 | +14.48 | +0.37% | | 000001 | Print | | | | | 创业板指 | mirra | 3147.35 | +60.31 | +1.95% | | 399006 | mf | | | | | 深证成指 | into | 13215.46 | +151.48 +1.16% | | | 200001 | mil | | | | 具体来看： 光刻机、半导体芯片股股大涨，波长光电、奥普光电、永新光学涨停，赛微电子涨超8%，中芯国际大涨近7%。消息面上，有报道援引知情人士 透露，中芯国际正在测试由上海初创公司宇量升制造的首款国产深紫外光 ...

具体来看，光刻机板块领涨，截至收盘，波长光电20%涨停，苏大维格涨超14%，鸿利智汇涨超10%，永新 光学涨停。 风电设备板块涨幅居前，金雷股份涨超12%，金风科技涨超7%，天顺风能、大金重工、运达股份等跟涨。 贵金属板块走弱，西部黄金跌超5%，赤峰黄金、晓程科技跌超3%。 9月17日，三大股指集体收涨，上证指数报收3876.34点，涨0.37%；深成指报收13215.46点，涨1.16%；创业 板指报收3147.35点，涨1.95%。沪深两市成交额2.38万亿，较上一个交易日放量353亿。全市场超2500只个 股上涨，超2700只个股下跌。 | 全A | 涨 2504 | 平 168 | 跌 2754 | | --- | --- | --- | --- | | | | A股重要指数 | | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3876.34 | +14.47 | +0.37% | | 深证成指 | 13215.46 | +151.49 | +1.16% | | 北证50 | 1607.44 | -9.69 | -0.60% | | 创业板指 | 3147.35 | +60.31 | ...

2025.09. 17 本文字数：909，阅读时长大约1.5分钟 作者 | 第一财经 陈杨园 9月17日，Wind数据显示，光刻机指数大幅上涨，截至发稿，涨幅达4.87%。其中，波长光电（301421）涨超20%，苏大维格（300331）、奥普光 电（002338）、福晶科技（002222）涨超10%。 此外，半导体指数涨幅也达到1.39%，峰岹科技（688279）涨幅达20%，中巨芯-U（688549）、利扬芯片（688135）等涨超10%，中芯国际A股 （688981）跟涨。 光刻机指数(8841237) < w Q 09-17 13:08:15 4553. 昨收 4341.99 成交额 213.69亿 47 5.6亿 成交量 今开 4454.72 211.42 4.87% 26 呼 智 下 跌 上 涨 0 1 最高价 93.3 4603.53 市盈率 近20日 6.77% 最低价 4443.04 市净率 5.55 47.93% 今年来 五日 周K 月K 更多 ⊙ 分时 日K 叠加 4603.53 6.02% 0.00% 4080.45 -6.02% 11:30/13:00 9:30 15:00 额:21 ...

Group 1 - A-shares saw significant activity with 57 stocks hitting the daily limit up and 3 stocks hitting the limit down on September 17 [1] - The photolithography machine concept stocks were particularly active, with companies like Fuzhijing Technology and Aopu Optoelectronics reaching the limit up [1] - The diversified financial sector strengthened, highlighted by Jianyuan Trust achieving two consecutive limit up days and COFCO Capital also hitting the limit up [1] Group 2 - ST Gaohong and ST Zhongji experienced four consecutive limit down days, while ST Dongtong faced three consecutive limit down days [2]

9月17日早盘，创业板指突破3100点整数关口，涨0.43%。光刻机、芯片等板块涨幅居前。 ...

Core Viewpoint - The A-share market opened with slight declines across the three major indices, indicating a cautious market sentiment at the start of the trading day [1] Market Performance - The Shanghai Composite Index opened down 0.2% at 3854.07 points [1] - The Shenzhen Component Index opened down 0.01% [1] - The ChiNext Index opened down 0.04% [1] Sector Highlights - The photolithography machine concept stocks were active at the beginning of the trading session, with Wave Optoelectronics hitting the daily limit up and Yongxin Optical also reaching the daily limit up [1] - SMIC reportedly tested China's first domestically produced DUV photolithography machine [1] - The tourism and hotel sector opened high, with Yunnan Tourism hitting the daily limit up and Lijiang Shares rising over 4% [1] - The Ministry of Commerce and eight other departments released policies to expand service consumption [1] - Gold stocks continued to retreat, with Xiaocheng Technology and Western Gold both falling over 3% [1] Technical Indicators - A MACD golden cross signal has formed, indicating a positive trend for certain stocks [1]

Market Overview - The three major indices closed higher, with the ChiNext Index rising over 6% and the North Securities 50 Index increasing over 5% [1][2] - The Shanghai Composite Index closed at 3812.51 points, up 1.24%, while the Shenzhen Component Index ended at 12590.56 points, up 3.89% [2] Sector Performance - The solid-state battery sector continued to strengthen, with multiple stocks hitting the daily limit, including Patel and Jin Yinhe [1] - The photovoltaic equipment sector saw significant gains, with companies like Jinlang Technology and Deyue Shares also reaching the daily limit [1] - Wind power equipment stocks rose, with Yunda Shares hitting the daily limit, alongside other companies like Jixin Technology and Goldwind Technology [1] - The photolithography machine concept was active, with Tengjing Technology and Su Da Weige reaching the daily limit [1] - Precious metals saw an afternoon rally, with Western Gold hitting the daily limit [1] Declining Sectors - The banking sector weakened, with Postal Savings Bank experiencing the largest decline [1] - The dairy sector adjusted, with Junyao Health showing the most significant drop [1] - Overall, there were more gainers than losers, with over 4800 stocks rising [1]

Market Overview - On September 5, the Shanghai Composite Index fell by 0.11% to 3761.88 points, while the Shenzhen Component Index rose by 0.18% to 12140.76 points. The ChiNext Index increased by 0.49% to 2789.91 points, and the STAR 50 Index gained 0.43% to 1232.21 points. The ice and snow industry, duty-free shops, and sports industry saw significant gains, while precious metals, military restructuring concepts, and cultivated diamond sectors experienced declines [1] Company News - Xian Dao Intelligent has successfully established a complete production line for solid-state batteries, capable of flexibly adapting to various electrolyte material systems [2] - Guoguang Chain's controlling shareholder plans to reduce holdings by up to 12.506 million shares, accounting for no more than 2.49% of the total share capital [2] - Shiyun Circuit's AI glasses have entered mass production for a major overseas client, and the company has achieved mass production of various AI server-related products [2] Hot Topics - The upcoming National Day and Mid-Autumn Festival holiday is expected to peak domestic tourism, with over 2.08 million domestic flight tickets booked as of September 1, marking a 23% increase compared to the same period last year [3] Industry Insights - The Ministry of Industry and Information Technology has issued an action plan for the electronic information manufacturing industry, focusing on high-quality development in the photovoltaic and lithium battery sectors [4] - After securing a significant order, UBTECH has received a 250 million yuan contract for humanoid robots, enhancing its application capabilities in real-world scenarios [5] AI and Technology Developments - D.A. Davidson analysts noted that Alphabet has significantly narrowed the gap with Nvidia, with Google TPU gaining attention and developer activity increasing by approximately 96% from February to August [7] - Tesla has opened its Robotaxi application to the public, expanding its autonomous driving service beyond initial testing phases [7] Semiconductor Equipment - SK Hynix has introduced the industry's first mass-produced high numerical aperture extreme ultraviolet lithography machine, improving optical performance by 40% and expected to significantly enhance circuit pattern precision [8] AI Agents - According to IDC, AI agents are rapidly penetrating the enterprise application software market, with expectations of transforming a market valued at $650 billion by 2031 [9]

Market Overview - The A-share market has experienced a continuous adjustment for three days, with significant declines in major indices on September 4, 2023 [2][3][4] - The Shanghai Composite Index and Shenzhen Component Index fell by 1.25% and 2.83% respectively, while the ChiNext Index and STAR Market Index saw even larger declines of 4.25% and 5.19% [2][4] Sector Performance - The technology sectors, particularly the optical module (CPO), optical chip, and optical communication industries, faced the largest declines, with the CPO index dropping by 11.04% [4] - A total of 2990 stocks declined on September 4, with notable stocks like Beifang Changlong (301357.SZ) hitting the daily limit down, and others like Dongxin Co. (688110.SH) and Xinyi Sheng (300502.SZ) seeing declines exceeding 15% [4][5] Market Sentiment - Analysts suggest that the market's downturn is primarily due to profit-taking after a rapid increase in stock prices, rather than any substantial negative news [3][4] - The market is currently characterized by a shift in funds from high-valuation technology sectors to lower-valuation defensive sectors, indicating a risk-averse sentiment among investors [7][8] Future Outlook - Analysts predict that the market may enter a phase of sideways trading, potentially building momentum for the next upward movement [3][7] - There is a focus on sectors with higher value, such as new energy, new consumption, and innovative pharmaceuticals, as potential areas for investment in the upcoming market phase [8]

格隆汇9月4日｜A股主要指数深度回调，其中，创业板指跌超5%，深成指跌超3.6%，沪指跌近2%。 CPO、光刻机、半导体板块跌幅居前。沪深京三市下跌个股近4000只，近160股跌超9%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...