每经讯，2025年8月18日，北交所上市公司曙光数创（872808，收盘价：99.09元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日收盘价涨幅达到29.99%，成交数量1705.22万股，成交金额15.55亿元。买一席位为东方证券股份有限公司上海浦东新区张 杨路证券营业部，买入2.25亿元；卖一席位为国泰海通证券股份有限公司贵州贵阳中华中路营业部，卖出1766.01万元。 （记者 张喜威） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 | | 2025-08-18曙光数创（872808） 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਵ ਹ | 东方证券股份有限公司上海浦东新区张杨路证券营业部 | 224604127.1 | 335185 | | 买2 | 国金证券股份有限公司深圳分公司 | 26547367.71 | 3910873.1 | | 买3 | 国泰海通证券股份有限公司上海江苏路营业部 | 23398230.28 | 19602 | ...

Core Viewpoint - ST Yalian (002316.SZ) has announced its compliance with the conditions for applying to revoke the other risk warning on its stock, indicating a potential improvement in its market status [1] Group 1 - The company submitted an application to the Shenzhen Stock Exchange on August 18, 2025, to revoke the other risk warning on its stock [1] - The application is subject to review by the Shenzhen Stock Exchange, and there is uncertainty regarding whether it will be approved [1] - The company will fulfill its information disclosure obligations based on the progress of the application [1]

Group 1 - The core viewpoint of the article highlights that 瑞和数智 (Rehui Shuzhi) has seen its stock price double in the past month, with a current increase of 6.91% to HKD 2.63, and a trading volume of HKD 14.4166 million [1] - The company plans to hold a board meeting on August 22 to consider and approve its interim performance, with a positive earnings forecast indicating a turnaround in revenue for the first half of 2025, estimated at approximately RMB 43 million to 44 million [1] - The anticipated revenue growth is attributed to substantial returns from forward-looking investments, significant improvements in management efficiency, and ongoing cost reduction and efficiency enhancement initiatives [1] Group 2 - In July, the company announced plans to invest HKD 80 million in the cryptocurrency and Web 3.0 sectors, aligning with the Hong Kong government's push for virtual asset industry development [1] - The investment strategy includes focusing on digital assets and cultivating on-chain financial resources to accelerate the transformation of traditional financial services to on-chain models, particularly in the Greater China region [1] - Additionally, the company is collaborating with Shanghai Yuanlu Jiajia Information Technology Co., Ltd. to develop an integrated solution centered around domestic GPUs, combining hardware, software, and industry capabilities [1]

数据统计显示，上证信息技术行业指数近一个月上涨13.50%，近三个月上涨16.80%，年至今上涨 15.63%。 金融界8月18日消息，上证指数高开高走，上证信息技术行业指数 (上证信息，000039)上涨1.81%，报 4426.75点，成交额1191.36亿元。 从上证信息技术行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证信息技术行业指数持仓样本的行业来看，信息技术占比100.00%。 据了解，上证行业指数系列将沪市的全部样本按照行业分类标准划分为能源、原材料、工业等一级行 业，并选择各个行业对应的上市公司证券编制相应的行业指数，以反映上证行业指数在二级市场的整体 表现。该指数以2003年12月31日为基日，以1000.0点为基点。 从指数持仓来看，上证信息技术行业指数十大权重分别为：寒武纪（8.56%）、中芯国际（8.11%）、 工业富联（7.91%）、海光信息（6.35%）、中科曙光（4.78%）、澜起科技（4.73%）、豪威集团 （4.68%）、中微公司（3.77%）、兆易创新（3.62%）、金山办公（2.99%）。 ...

人民财讯8月18日电，8月18日，A股市场成交额达到2.81万亿元，创近10个月以来新高。12只股票单日 成交破百亿元，其中东方财富（300059）成交450.4亿元，高居榜首。成交额靠前的还有指南针 （300803）、中兴通讯、新易盛（300502）等。 A股市场核心指数中，北证50指数表现最火爆。截至收盘，北证50指数大涨6.79%，年内累计上涨 51.92%，最新指数创历史新高。共5只北交所股票录得30%的涨停板，分别是戈碧迦、海能技术、海达 尔、曙光数创、晶赛科技。 ...

Group 1 - A-shares experienced significant activity on August 18, with 122 stocks hitting the daily limit up and only 2 stocks hitting the limit down [1] - The securities IT concept was notably active, with stocks like Dazhihui achieving consecutive limit ups [1] - The CPO concept saw strong performance, with stocks such as Ruijie Network and Cambridge Technology reaching limit up [1] - The liquid cooling IDC concept also rose, with Dayuan Pump Industry achieving 6 consecutive limit ups, and other stocks like Jintian and Feilong achieving 4 consecutive limit ups [1] Group 2 - Longcheng Military Industry achieved 8 limit ups in 13 days, while *ST Aowei had 8 limit ups in 9 days [1] - Jishi Media recorded 7 limit ups in 11 days, and *ST Huahong had 6 consecutive limit ups [1] - Other notable stocks include Huasheng Tiancai with 5 limit ups in 8 days and Tongzhou Electronics with 5 limit ups in 6 days [1] Group 3 - *ST Gaohong faced a continuous decline with 6 consecutive limit downs, and Wantong Development also hit the limit down [2]

Core Viewpoint - The "Chuang Series" index has experienced a significant surge, with the ChiNext Index rising by 3.63%, reaching a new high since February 2023, and surpassing the peak from October 2024 [3] Group 1: Index Performance - The top ten weighted stocks in the ChiNext Index, except for Wens Foodstuff Group, all saw gains in early trading, with notable increases such as Tonghuashun up 15.74% and Zhongji Xuchuang up 10.65% [3] - Multiple broad-based indices also reached new highs for 2023, including the ChiNext 50 which rose by 4%, and the ChiNext Composite Index which increased by 3% [3][4] Group 2: Key Company Highlights - Ningde Times, the largest weighted stock in the ChiNext Index, saw a 1.33% increase in early trading, with a 5-day gain of 7.87%. The company reported a revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.485 billion yuan, up 33.33% year-on-year [3] - Ningde Times plans to distribute a cash dividend of 10.07 yuan per 10 shares to all shareholders [3] Group 3: ETF Performance - The leading ETFs in the "Chuang Series" also performed well, with the ChiNext Artificial Intelligence ETF rising by 6.36% and the ChiNext Growth ETF increasing by 4.28% [4]

Group 1 - The "Chuang Series" indices experienced a significant surge, with the ChiNext Index rising by 3.63%, reaching a new high since February 2023 [1] - Among the top ten weighted stocks in the ChiNext Index, all except Wens Foodstuff Group saw gains, with Tonghuashun up by 15.74% and Zhongji Xuchuang up by 10.65% [1] - Ningde Times, the largest weighted stock in the ChiNext Index, increased by 1.33% in the morning session, with a five-day gain of 7.87%. The company reported a revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.485 billion yuan, up 33.33% year-on-year [1] Group 2 - Multiple broad-based indices also reached new highs for 2023, including the ChiNext 50, which rose by 4%, and the ChiNext Composite Index, which increased by 3% [1] - The strategy indices showed growth, with the Chuang Growth Index up by 4.18% and the Chuang Value Index up by 2.02% [2] - The leading ETFs in the "Chuang Series" also performed well, with the ChiNext Artificial Intelligence ETF rising by 6.36% and the ChiNext Growth ETF increasing by 4.28% [2]

Group 1 - The core viewpoint emphasizes that developing new productive forces is a crucial policy direction for the domestic economy, with a focus on excess returns for technology and innovation companies under a backdrop of liquidity easing [1] - Key sectors identified for growth include artificial intelligence, innovative pharmaceuticals, robotics, low-altitude economy, deep-sea technology, and controllable nuclear fusion [1] - The transformation and upgrading of industries are driving a year-on-year price recovery in related sectors, with positive price changes observed in emerging fields such as caustic soda, aircraft manufacturing, wearable smart devices, microwave communication equipment, and servers [1] Group 2 - The expansion of overseas AI data center construction is driving demand for high-speed optical modules, with global tech giants increasing their computing power layout, which is expected to boost the optical communication equipment market [1] - The demand for 800G Ethernet optical modules is strong, and 1.6T products are beginning to emerge, with an anticipated growth rate of around 50% for the global Ethernet optical module market by 2025 [1] - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation 50 Index (931643), which selects 50 large-cap emerging industry companies from the Sci-Tech Board and the ChiNext to reflect the overall performance of representative emerging industries [1]

Core Insights - The job market for new graduates, particularly in computer science, is increasingly challenging due to the rise of AI and a preference for "plug-and-play" employees, leading to a significant reduction in entry-level positions [5][9][11] Group 1: Employment Challenges - Kenneth Kang, a computer science graduate with a near-perfect GPA, applied for over 2500 jobs but only received 10 interview opportunities, highlighting the harsh reality faced by many graduates [3][9] - The overall employment landscape is grim, with California's unemployment rate rising to 5.5%, the highest in the U.S., driven by a weak tech sector and a surplus of job seekers [6][8] - The tech industry has seen a more than 50% decrease in hiring for entry-level positions since 2019, with the proportion of new graduates in large tech companies dropping from 15% to 7% [9][12] Group 2: Impact of AI on Job Market - AI is automating entry-level tasks, further diminishing the availability of these positions and creating a skills gap as companies seek more experienced candidates [5][11] - The number of entry-level job postings in traditional sectors decreased by approximately 15% last year, and the conversion rate from internships to full-time positions has also declined [11][12] - AI has been identified as a major factor in job market contraction, with over 10,000 AI-related positions cut in the first seven months of 2025 [12] Group 3: Future Implications - The reduction of entry-level roles may lead to a talent pipeline disruption, affecting the future leadership and skill development within companies [11][12] - Experts express concern that companies focusing solely on immediate efficiency may overlook the long-term value of nurturing future talent [12][14] - There is a call for societal support in reskilling individuals to adapt to the changing job landscape influenced by AI [13][14]