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今日沪指创4年新高 未来有望延续强势表现
Qi Huo Ri Bao· 2025-08-13 09:04
期货日报网讯(记者 曲德辉 见习记者 肖佳煊)8月13日,股票市场全天震荡走高,沪指突破去年10月8 日高点,创近4年新高。A股全天成交额2.18万亿元,较上个交易日放量2699.99亿元,全市场超2700只 个股上涨。截至收盘,沪指涨0.48%,深成指涨1.76%,创业板指涨3.62%。 中邮证券指出,PEEK材料耐磨、耐热、抗腐蚀、密度较低质量较小,在性能、商业价值上都处于工程 塑料的"皇冠"位置,目前在汽车制造业、航空航天业、工业制造业、医疗行业得到了广泛的应用。 从板块来看,AI硬件股持续爆发,工业富联等多股续创历史新高。券商股一度冲高,国盛金控2连板。 有色金属概念股震荡走强,紫金矿业、洛阳钼业双双创历史新高。板块方面,有色金属、PEEK材料、 CPO、光刻机等板块涨幅居前,煤炭、银行、港口、物流等板块跌幅居前。 中金公司认为,算力是后GPT-5时代的"硬通货",在"DeepSeek创新热"过后,全球各大模型厂商在2025 正以更快的节奏将更强能力的产品推向市场;用户侧,token的加速消耗也推动着算力需求持续提升。 银河证券也表示,AI应用强赋能推动算力硬件高成长可期,通信行业在系统协同优化趋势下 ...
沸腾!A股,重回2万亿
Zheng Quan Shi Bao· 2025-08-13 08:56
13日,A股全线走高,沪指8连阳续创阶段新高,创业板指大涨近4%;全A成交额突破2万亿元,为2月 27日以来,时隔114个交易日首次。全市场超2700只个股上涨,百股涨停再现。港股亦大幅拉升,恒生 指数涨超2%,恒生科技指数涨超3%。 创新药概念拉升 具体来看,沪指盘中强势拉升,一度逼近3700点,创2021年12月以来新高;深证成指、创业板指均创近 一年新高。截至收盘,沪指涨0.48%报3683.46点,深证成指涨1.76%报11551.37点,创业板指涨3.62%报 2496.5点,沪深北三市合计成交21756亿元,较此前一日增加约2700亿元。 市场整体活跃,券商板块拉升,长城证券、国盛金控涨停;创新药概念活跃,首药控股20%涨停,昭衍 新药、美迪西涨超9%,药明康德涨逾7%;人形机器人概念热度不减,杰克股份、内蒙一机、中大力德 等续创新高;AI产业链股飙升,市值超8000亿元的工业富联尾盘涨停,光库科技、新易盛、中际旭创 均创出历史新高。值得注意的是,宁德时代反弹涨约4%。 港股方面,腾讯音乐盘中大涨近18%,股价突破100港元大关,创历史新高;鸿腾精密盘中涨超17%, 阿里巴巴、哔哩哔哩等涨超6%, ...
沸腾!A股,重回2万亿!
证券时报· 2025-08-13 08:23
Market Overview - A-shares experienced a significant rally, with the Shanghai Composite Index achieving an 8-day winning streak and reaching a new high since December 2021, closing at 3683.46 points, up 0.48% [1] - The total trading volume in the A-share market exceeded 2 trillion yuan for the first time since February 27, indicating increased market activity [1] - The Hong Kong stock market also saw substantial gains, with the Hang Seng Index rising over 2% and the Hang Seng Tech Index increasing by more than 3% [1] AI Industry - Stocks in the AI industry chain surged, with notable gains including Guangku Technology and Robotech both hitting the 20% limit up, and Industrial Fulian also reaching the limit up [3][4] - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, a year-on-year increase of 35.58%, and a net profit of 12.113 billion yuan, up 38.61% [5] - The company attributed its growth to breakthroughs in AI technology and an expected increase in capital expenditure from major North American cloud service providers, which will drive demand for high-end AI servers [5][6] Innovative Drug Sector - The innovative drug sector saw strong performance, with Shouyao Holdings hitting the 20% limit up and other companies like Microchip Biotech and WuXi AppTec also experiencing significant gains [8][9] - The National Medical Insurance Administration has established a "new drug pricing mechanism," which is expected to provide innovative drug manufacturers with greater pricing flexibility and efficiency [10][11] Humanoid Robot Sector - The humanoid robot sector showed renewed activity, with companies like Shenglan Co. and Jieke Co. seeing substantial increases in stock prices, with several stocks hitting the limit up [13][14] - The World Robot Conference held in Beijing highlighted advancements in embodied intelligent robots, with local governments offering subsidies for robot purchases to stimulate the market [15]
中国资产全线暴涨 CPO、液冷服务器等AI硬件股持续爆发
Zhong Guo Ji Jin Bao· 2025-08-13 08:06
兄弟姐妹们啊,今天的市场太牛了!中国资产全线暴涨,上证指数负责慢,创业板跟港股负责牛! 券商股集体走强,国盛金控涨停。 | mt | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | --- | | | 002939 | 长城证券 | R | 10.06 | 9.96 | | | 002670 | 国盛金控 | R | 86'6 | 19.51 | | | 801 222 | 东吴证券 | R | 7.38 | 10.33 | | | 601696 | 中银证券 | R | 6.32 | 16.31 | | | 002926 | 华西证券 | R | 3.91 | 10.37 | | | 601 456 | 国联民生 | R | 3.29 | 11.61 | | | 601688 | 华泰证券 | R | 3.18 | 21.12 | | | 601377 | 兴业证券 | R | 3.17 | 6.84 | | | 000783 | 长江证券 | R | 2.86 | 7.92 | | | 601162 | 天风证券 | R | 2.59 | 5. ...
A股爆了,成交额超2.1万亿
财联社· 2025-08-13 07:13
Market Overview - The A-share market experienced a strong upward trend, with the Shanghai Composite Index breaking the high point from October 8 of last year, reaching a nearly four-year high [1] - The total trading volume for the Shanghai and Shenzhen markets was 2.15 trillion, an increase of 269.4 billion compared to the previous trading day, marking a return to above 2 trillion after 114 trading days [1][6] - The market saw a broad increase, with over 2,700 stocks rising, indicating a generally positive sentiment among investors [1] Sector Performance - AI hardware stocks continued to surge, with companies like Industrial Fulian reaching historical highs [1] - The brokerage sector showed strong performance, with Guosheng Jin控 achieving two consecutive trading limit ups [1] - The non-ferrous metal sector also performed well, with Zijin Mining and Luoyang Molybdenum both hitting historical highs [1] - Other sectors that saw significant gains included non-ferrous metals, PEEK materials, CPO, and photolithography machines, while coal, banking, ports, and logistics sectors faced declines [2] Index Performance - At the close, the Shanghai Composite Index rose by 0.48%, the Shenzhen Component Index increased by 1.76%, and the ChiNext Index surged by 3.62% [3]
创业板指涨近3%,沪指创“924”行情以来新高!证券、军工装备板块走强
Xin Hua Cai Jing· 2025-08-13 05:27
新华财经北京8月13日电周三A股三大指数集体收涨,创业板指领涨,沪指突破去年10月8日高点。截至 午间收盘,沪指报3686.34点,涨0.56%,成交5333亿元;深证成指报11518.83点,涨1.47%,成交7799 亿元;创业板指报2476.99点,涨2.81%,成交3933亿元。 板块方面,证券、CPO、光刻机、CRO等板块涨幅居前,养鸡、煤炭、港口、新疆等板块跌幅居前。 盘面上,AI硬件股再度大涨,新易盛等多股续创历史新高。券商股盘中拉升,国盛金控2连板。创新药 概念股再度活跃,海思科涨停。 机构发声:A股市场进入政策与资金双轮上行周期 多家头部券商发布研报指出,当前市场已摆脱底部震荡,进入"政策驱动+资金推动"的双轮上行周期。 分析师普遍认为,随着居民储蓄向权益市场转移的趋势加速,叠加养老金、保险资金等长期资金入市比 例提升,A股有望走出持续健康发展的慢牛行情。更有机构乐观预测,此轮上涨或将突破近年高点,开 启全新投资时代。 国金证券:7月A股迎来自下而上的牛市氛围,市场的火热是流动性宽松与政策预期共振的结果,情绪 改善来自外部环境的积极变化。将市场资金分成四类——国家队、机构、散户、外资,散户是 ...
A股午评:创业板指涨2.81%,AI硬件股持续爆发
Market Overview - The market showed a strong upward trend in the early session, with the ChiNext Index leading the gains and the Shanghai Composite Index breaking above the high point from October 8 of the previous year [1] - By the end of the morning session, the Shanghai Composite Index rose by 0.56%, the Shenzhen Component Index increased by 1.47%, and the ChiNext Index surged by 2.81% [1] Sector Performance - AI hardware stocks experienced significant gains, with companies like New Yisheng reaching new historical highs [1] - Brokerage stocks saw a mid-session rally, with Guosheng Jin控 achieving two consecutive trading limits [1] - Innovative drug concept stocks became active again, with Haishi Ke hitting the daily limit [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.31 trillion yuan, an increase of 118.6 billion yuan compared to the previous trading day [1] - Individual stock performance included Dongfang Caifu with a trading volume exceeding 11.635 billion yuan, leading the market, followed by New Yisheng, Zhongji Xuchuang, and Hanwujing with high trading volumes [1]
A股,大涨
财联社· 2025-08-13 03:42
Market Overview - The A-share market experienced a volatile upward trend in the morning session, with the ChiNext Index leading the gains and the Shanghai Composite Index breaking through the high point from October 8 of the previous year [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.31 trillion yuan, an increase of 118.6 billion yuan compared to the previous trading day [1] Sector Performance - AI hardware stocks surged again, with companies like Xinyi Technology reaching new historical highs [3] - Brokerage stocks saw a mid-session rally, with Guosheng Jin控 achieving two consecutive trading limits [3] - Innovative drug concept stocks became active again, with Haishi Ke hitting the daily limit [3] - The sectors with the highest gains included securities, CPO, photolithography machines, and CRO, while sectors with the largest declines included poultry, coal, ports, and Xinjiang [3] - By the end of the session, the Shanghai Composite Index rose by 0.56%, the Shenzhen Component Index increased by 1.47%, and the ChiNext Index climbed by 2.81% [3]
万和财富早班车-20250813
Vanho Securities· 2025-08-13 01:59
Core Insights - The report highlights a positive trend in the A-share market, indicating a "systematic slow bull" phase, driven by increased risk appetite and declining risk-free interest rates [7] - It suggests a focus on "big finance + pan-technology" sectors for investment opportunities, emphasizing a diversified approach to enhance success rates [7] - The report identifies specific sectors poised for growth, including the intelligent robotics industry, storage sector, and liquid cooling industry, with notable companies mentioned for potential investment [5][6] Macro News Summary - A joint statement from China and the U.S. has resulted in a 90-day suspension of the implementation of 24% tariffs, retaining 10% tariffs [4] - The Central Clearing Company has simplified the account opening materials for foreign central bank-like institutions [4] - The Ministry of Finance and the State Taxation Administration are seeking public opinions on the draft implementation regulations for the Value-Added Tax Law [4] Industry Dynamics - The intelligent robotics industry in Hangzhou is set to release development regulations, highlighting investment opportunities in the supply chain, with related stocks including Zhejiang Rongtai and Xiangxin Technology [5] - A structural shortage is anticipated in the second half of the year, with the storage sector expected to see continued price increases, involving companies like Dawi Co. and Baiwei Storage [5] - The liquid cooling industry is experiencing explosive growth in market demand, with companies such as Chuanrun Co. and Feilong Co. expected to benefit [5] Company Focus - Juxin Technology is developing a low-power AI computing platform, expanding its applications beyond audio [6] - Chengzhi Co. is advancing its "2.0 version development strategy," with steady revenue growth in the first half of 2025 [6] - Yueda Investment is achieving transformation results, exploring new paths in zero-carbon park construction [6] - Wolong Electric Drive reported a 36.76% year-on-year increase in net profit in the first half of the year, advancing its "going global + technology leadership" strategy [6]
AI电源+PCB+CPO+机器人,这家公司获净买入!
摩尔投研精选· 2025-08-12 10:28
Market Overview - The market experienced significant fluctuations, with the Shanghai Composite Index recording a seven-day consecutive rise, and all three major indices reaching new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.88 trillion, an increase of 54.5 billion compared to the previous trading day [1] - Despite the overall market rise, more than 3,100 stocks declined, indicating a mixed performance among individual stocks [1] Sector Performance - Chip stocks surged in the afternoon, with Cambrian Technology hitting a historical high [1] - AI hardware stocks showed strong performance, with companies like Shenghong Technology also reaching historical highs [1] - Local stocks from Xinjiang maintained their strength, with Xinjiang Communications Construction and others achieving three consecutive trading gains [1] - On the downside, military stocks underwent adjustments, with companies like Jieqiang Equipment dropping over 5% [1] - The semiconductor, port, CPO, and Xinjiang sectors led the gains, while PEEK materials, rare earth permanent magnets, military, and lithium mining sectors saw declines [1] Institutional Activity - Institutional participation decreased compared to the previous day, with 25 stocks having a net buy/sell amount exceeding 10 million [2] - There were 8 net purchases and 17 net sales among these stocks, with notable net purchases in Shengke Communication (91.51 million), Aerospace Science and Technology (66.40 million), and Innovation Medical (64.32 million) [2] - Significant net sales were recorded for Yingweike (421 million), Hewei Electric (262 million), and Cambrian Technology (233 million) [2]