港股今日震荡走弱，三大指数午后跌幅显著扩大，其中，恒科指表现最差，尾盘一度跌超3%。截止收 盘，恒生指数跌1.35%或356.48点，报26128.2点，全日成交额为3236.74亿港元；恒生国企指数跌 1.49%，报9303.1点；恒生科技指数跌2.89%，报6195.11点。全周来看，恒指累跌1.57%，国指累跌 1.79%，恒科指累跌1.58%。 2. 风电股逆市上涨。中国高速传动(00658)涨5.45%，报1.74港元；金风科技(02208)涨4.13%，报13.36港 元；大唐新能源(01798)涨2.29%，报2.68港元；龙源电力（001289）(00916)涨1.68%，报7.87港元。 摩根士丹利指出，经过近三年的下行周期后，中国风电价值链通过行业自律成功实现了反内卷，在2025 年初实现了价格和整体盈利能力的转机。该投行预计国内风电装机需求将保持韧性，并看好关键零部件 供应商和海缆企业的投资机会。报告显示，中国风电行业在经历了2022-2024年的困难时期后，通过内 部自我调节机制成功扭转了恶性竞争局面。摩根士丹利预计"十五五"规划期间，年均新增装机容量将超 过110GW，2028-20 ...

Group 1 - Wind power equipment sector increased by 2.26% on September 26, with Weili Transmission leading the gains [1] - Shanghai Composite Index closed at 3828.11, down 0.65%, while Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Notable stock performances include Weili Transmission up 20.00% to 79.27, Jixin Technology up 10.10% to 5.67, and Mingyang Smart Energy up 9.99% to 15.53 [1] Group 2 - The wind power equipment sector saw a net inflow of 717 million yuan from main funds, while retail investors experienced a net outflow of 483 million yuan [2] - Key stocks with significant main fund inflows include Mingyang Smart Energy with 340 million yuan and Jixin Technology with 132 million yuan [3] - Retail investors showed notable outflows in stocks like Weili Transmission and Jixin Technology, with outflows of 396 million yuan and 814 million yuan respectively [3]

智通财经APP获悉，港股今日震荡走弱，三大指数午后跌幅显著扩大，其中，恒科指表现最差，尾盘一 度跌超3%。截止收盘，恒生指数跌1.35%或356.48点，报26128.2点，全日成交额为3236.74亿港元；恒 生国企指数跌1.49%，报9303.1点；恒生科技指数跌2.89%，报6195.11点。全周来看，恒指累跌1.57%， 国指累跌1.79%，恒科指累跌1.58%。 光大证券指出，美联储降息周期开启，港股未来或继续震荡上行。港股整体盈利能力相对较强，同时互 联网、新消费、创新药等资产相对稀缺。此外，尽管港股已经连续多月上涨，但是整体估值仍然偏低， 长期配置性价比仍较高。在AI产业趋势持续发展，以及美联储降息周期开启背景下，港股市场未来或 许将继续震荡上行。 蓝筹股表现 小米集团-W(01810)领跌蓝筹。截至收盘，跌8.07%，报54.65港元，成交额233.47亿港元，拖累恒指 137.07点。9月25日晚，全新小米17系列手机发布，起售价4499元；小米17Pro系列手机，起售价4999 元；小米17Pro Max系列手机，起售价5999元。此外，雷军谈及造芯时表示，芯片是小米走向成功的必 由之路， ...

Core Viewpoint - The A-share market experienced a downturn on September 26, with all three major indices closing lower, while the wind power equipment index rose by 2.67%, indicating a divergence in sector performance amid broader market challenges [1] Industry Summary - On September 24, China announced a new round of national contribution targets, aiming for wind and solar power generation capacity to exceed six times the 2020 levels by 2035, targeting a total of 3.6 billion kilowatts [1] - As of the end of August this year, China's total installed capacity for wind and solar power surpassed 1.69 billion kilowatts, creating new growth opportunities for the wind power industry [1]

↑点击上面图片 加雪球核心交流群 午后跳水，三大指数震荡走跌，截至收盘， 沪指跌0.65% ， 深成指跌1.76% ， 创业板指跌2.60% 。 沪深两市成交额2.15万亿 ， 较上一个交易日缩量2242亿， 全市场超3400只个股下跌 。 板块方面 ， 风电 、 保险等板块涨幅居前 ， 游戏 、 算力硬件 、 光刻机等板块跌幅居前。 港股也走低，恒生指数跌超1%，恒生科技指数跌近3%，小米集团、金山云跌超7%等。 特朗普，突发重磅！ AI、半导体大跌 以AI为主线的科技股今天集体走弱，工业富联大跌5%，寒武纪跌超3%，立讯精密大跌超6%，瑞芯微、芯原股份、 领益智造、景旺电子等 跌超6 %。 9月26日午后，突然传来重磅消息。据路透社报道，消息人士称，特朗普政府正在考虑一项新的半导体政策，要求芯片公司在国内制造的半导体数 量与其客户从海外生产商进口的半导体数量相同，如果公司未能长期保持这种1:1的比例，将面临大约100%的关税。 美国商务部长霍华德·卢特尼克与半导体行业高管讨论了这一概念，理由是美国科技公司严重依赖海外芯片生产，容易受到多重因素影响，对经济 安全形成威胁。 知情人士表示，根据新制度，如果一家 ...

Market Overview - On September 26, A-share indices weakened, with the ChiNext index dropping over 2.5%. The total trading volume in the Shanghai and Shenzhen markets was 2.17 trillion yuan, a decrease of 225.7 billion yuan from the previous trading day, with over 3,400 stocks declining [1] Sector Performance - Wind power equipment, chemical fiber, agricultural chemical products, soybeans, and textile manufacturing sectors saw the highest gains, while gaming, computing hardware, photolithography machines, and consumer electronics sectors experienced the largest declines [1] Semiconductor Industry - The semiconductor industry chain continued to rise, with equipment and wafer foundry sectors leading the gains. Huahong Semiconductor surged to a historical high. The semiconductor equipment sector experienced explosive growth, rising over 16% in three days, over 30% in half a month, and over 50% in three months [2] Factors Driving Semiconductor Growth - The establishment of Changcun Phase III Integrated Circuit Co., Ltd. on September 5 is a significant marker for the expansion of semiconductor equipment domestic production rates [3] - The price increase of memory chips exceeded market expectations, likely driving global memory chip capacity expansion [4] - Recent exhibitions of photolithography machines at the Industrial Expo positively influenced market sentiment [5] - The demand for catch-up growth in semiconductor equipment is also a key factor for the recent surge in the semiconductor equipment index [6] Market Correction and Future Outlook - On September 25, the semiconductor equipment index experienced a correction, viewed as a temporary pause in a strong upward trend. The long-term growth trajectory remains clear, driven by AI demand [7] - Analysts believe that the current adjustment in the semiconductor equipment sector is a rational correction after an overheated sentiment, with expectations of a rebound after short-term fluctuations [7] - The long-term trend of increasing domestic production rates and capital expenditure expansion is expected to benefit the profitability of related companies [7] - The semiconductor sector's recent rise is attributed to a combination of surging demand, mid-term technological breakthroughs, and long-term ecosystem development [8] Investment Opportunities - The semiconductor industry is a key focus of national policy support, with a positive development outlook. Significant adjustments may present a good investment opportunity [8] - Companies involved in high-performance testing machines, advanced packaging equipment, bonding equipment, and semiconductor etching equipment are recommended for attention [8] - The growth potential in the semiconductor equipment sector remains strong, particularly in areas with core technologies, supported by AI computing demand and downstream capacity expansion [8]

9月26日，A股指数走弱，创业板指盘中跌超2.5%。 沪深两市成交额2.17万亿元，较上一个交 易日缩量2257亿元，全市场超3400只个股下跌。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3828.11 | 13209.00 | 1528.98 | | -25.20 -0.65% -236.90 -1.76% -28.24 -1.81% | | | | 科创50 | 创业板指 | 万得全A | | 1450.82 | 3151.53 | 6224.91 | | -23.66 -1.60% -84.23 -2.60% -75.74 -1.20% | | | | 沪深300 | 中证500 | 中证A500 | | 4550.05 | 7240.91 | 5497.73 | | -43.44 -0.95% -100.41 -1.37% -63.41 -1.14% | | | | 中证1000 | 深证100 | 中证红利 | | 7397.59 | 5827.23 | 5455.01 | | -108.92 -1.45% -100.18 -1.69% +14.51 ...

9月26日，市场全天震荡调整。截至收盘，沪指跌0.65%，深成指跌1.76%，创业板指跌2.6%。 板块方面，风电、保险等板块涨幅居前，游戏、算力硬件、光刻机等板块跌幅居前。 全市场超3400只个股下跌。沪深两市成交额2.15万亿元，较上一个交易日缩量2242亿。 近期，A股股民中流传着"登"系投资划分，大体分为三种： "小登"喜欢投资当下涨幅最大的科技题材——AI、云计算、半导体、算力、机器人、电子、软件、动漫 游戏、传媒等； "中登"则关注——医药、军工、券商、汽车、新能源车、电池、光伏、黄金、有色、化工、家电、运输 等； 而"老登"资产作为这个梗的起源，主要指——白酒、地产、煤炭、电力、畜牧、石油、银行、保险、钢 铁、基建、建材等方向。 | Q 名称 | | 涨幅% | 年初至令1 | 5日涨幅% | | --- | --- | --- | --- | --- | | 1 | 高金属 | -0.11% | +82.83% | 5.17% | | 2 | 共封装光学(CPO) | -3.67% | +76.64% | -2.24% | | 3 | PET铜箔 | -2.97% | +76.40% | -2 ...

2025.09. 26 本文字数：859，阅读时长大约1分钟 9 月 26 日 ， 三 大 股 指 集 体 收 跌 ， 沪 指 报 收 3828.11 点 ， 跌 0.65%； 深 成 指 报 收 13209.0 点 ， 跌 1.76%；创业板指报收3151.53点，跌2.6%。沪深两市成交额2.15万亿，较上一个交易日缩量2242 亿。全市场下跌个股超3400只，超1800只个股上涨。 | 1 全A T. 801 | | | | | --- | --- | --- | --- | | 25 | 216 | RH ILA | 34 | | | A股重要指数 | | | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3828.11 -25.19 | | -0.65% | | 深证成指 | 13209.00 -236.90 | | -1.76% | | 北证50 | 1528.98 | -28.24 | -1.81% | | 创业板指 | 3151.53 | -84.23 | -2.60% | 第 刚经 两市近5日成交额 (单位:亿元) 2494 ...

Market Overview - The Chinese stock market experienced a day of volatility with all three major indices closing lower. The Shanghai Composite Index closed at 3828.11 points, down 0.65%, with a trading volume of 927.87 billion yuan. The Shenzhen Component Index closed at 13209.00 points, down 1.76%, with a trading volume of 1219.02 billion yuan. The ChiNext Index closed at 3151.53 points, down 2.60%, with a trading volume of 567.08 billion yuan [1]. Sector Performance - Sectors that performed well included wind power equipment, chemical fibers, and agricultural chemicals, with wind power equipment leading with a gain of 3.10% and a total trading volume of 1760.17 million hands, translating to a total transaction value of 233.85 billion yuan [2][3]. - Conversely, sectors that saw declines included gaming, components, and consumer electronics, with gaming experiencing the largest drop of 3.73%, a trading volume of 1281.93 million hands, and a total transaction value of 255.75 billion yuan [2][3]. Detailed Sector Analysis - **Top Gaining Sectors:** - Wind Power Equipment: +3.10%, 1760.17 million hands, 233.85 billion yuan, net inflow of 5.70 billion yuan, 24 stocks up, 0 stocks down [3]. - Chemical Fibers: +2.38%, 1062.48 million hands, 86.64 billion yuan, net inflow of 5.58 billion yuan, 21 stocks up, 6 stocks down [3]. - Agricultural Chemicals: +1.11%, 1035.57 million hands, 113.47 billion yuan, net inflow of 3.66 billion yuan, 47 stocks up, 10 stocks down [3]. - **Top Declining Sectors:** - Gaming: -3.73%, 1281.93 million hands, 255.75 billion yuan, net outflow of 37.98 billion yuan, 1 stock up, 23 stocks down [3]. - Components: -3.31%, 1321.90 million hands, 556.17 billion yuan, net outflow of 59.84 billion yuan, 4 stocks up, 19 stocks down [3]. - Consumer Electronics: -3.17%, 3051.51 million hands, 978.07 billion yuan, net outflow of 100.08 billion yuan, 7 stocks up, 91 stocks down [3].