一、行情回顾 市场全天震荡走强，沪指在时隔210个交易日后，突破去年924行情高点3674点，创出2021年12月13日以来新高，创业板指大涨超3%。CPO、液冷服务器等 AI硬件股持续爆发，工业富联等多股涨停。券商股集体走强，国盛金控等封板。个股涨多跌少，全市场超2700只个股上涨，今日成交2.18万亿，较上日放量 2700亿。 二、当日热点 1.机器人 机器人概念今日继续大涨，北纬科技、中马传动、福日电子等多股涨停。 催化上，8月14日至17日，全球首个以人形机器人为核心的综合性盛会——2025 世界人形机器人运动会将在北京国家速滑馆举行。 | 北纬科技 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股票名称 002148.SZ | 8天7板 | 最新价 = 12.60 | 涨跌幅 ◆ +10.04% | 涨停时间 ◆ 13:41:06 | 换手率 = 49.58% | 流通市值令 56.61亿 | 参股公 | | 中马传动 | 11天7板 | 35.09 | +10.00% | 13:59:03 | 17.50% ...

Market Overview - The Shanghai Composite Index closed at 3683.46 points, up 0.48%, while the Shenzhen Component Index rose 1.76% to 11551.36 points, and the ChiNext Index increased by 3.62% to 2496.50 points [2]. Sector Performance - The liquid cooling server concept saw significant gains, with stocks like Jintian Co. and Feilong Co. hitting the daily limit [1]. - The CPO concept also performed well, with stocks such as Guangku Technology and Robot Co. both reaching the daily limit of 20cm [1]. - Brokerage stocks were active, with Changcheng Securities and Guosheng Jin控 hitting the daily limit [1]. - Conversely, the shipping and logistics sector experienced adjustments, with Hengji Daxin and Tianshun Co. leading the declines [1]. - Bank stocks fell in the afternoon, with Jiangsu Bank and Nanjing Bank leading the losses [1]. - Coal stocks weakened, with Meili Ecology and Lu'an Environmental Energy showing significant declines [1]. Hot Sectors 1. **CPO Concept** - Stocks such as Guangku Technology, Robot Co., Sanhuan Group, and Xinyi Sheng saw increases. - The market was buoyed by news that Zhongji Xuchuang's net profit for the first half of the year is expected to increase by 52%-86%, while Xinyi Sheng is projected to surge by 327%-385%, significantly boosting market confidence. - Institutions predict that global demand for 800G optical modules will exceed 12 million units by 2025, tripling from the previous year [4]. 2. **Liquid Cooling Servers** - Stocks like Nanfang Pump Industry, Fangsheng Co., Oulu Tong, and Sulian Co. experienced gains. - According to IDC, the market size for liquid cooling servers in China is expected to reach $2.37 billion in 2024, representing a 67.0% year-on-year growth, with cold plate solutions gaining market share. - The market is projected to have a compound annual growth rate of 46.8% from 2024 to 2029, reaching $16.2 billion by 2029 [4].

2025.08. 13 本文字数：957，阅读时长大约2分钟 作者 | 一财资讯 8月13日，沪指突破3674.4点，日线八连阳，创近4年新高。截至收盘，沪指涨0.48%，深成指涨 1.76%，创业板指涨3.62%。 | 代码 | 现价 涨跌 涨跌幅 | | --- | --- | | 000001 上证指数 | 3683.46c 17.55 0.48% | | 399001 深证成指 >> | 11551.36c 199.73 1.76% | | 899050 北证50 | 1461.86c 12.23 0.84% | | 881001 万得全A | 5801.59c 58.53 1.02% | | 000688 科别20 | 1077.70c 7.89 0.74% | | 399006 创业板指 | 2496.50c 87.11 3.62% | | 000300 沪深300 | 4176.58c 32.75 0.79% | 沪深两市全天成交额2.15万亿元，较昨日大幅放量。 个股涨多跌少，全市场超2700只个股上涨。 盘面上看，液冷服务器、工业金属、PEEK材料、CPO、光刻机等板块涨幅居前，煤炭、银行、 ...

沪深两市全天成交额2.15万亿元，较昨日大幅放量。 8月13日，沪指突破3674.4点，日线八连阳，创近4年新高。截至收盘，沪指涨0.48%，深成指涨1.76%， 创业板指涨3.62%。 | 代码 | 现价 涨跌 涨跌幅 | | --- | --- | | 000001 上证指数 | 3683.46c 17.55 0.48% | | 399001 深证成指 >> | 11551.36c 199.73 1.76% | | 899050 北证50 | 1461.86c 12.23 0.84% | | 881001 万得全A | 5801.59c 58.53 1.02% | | 000688 科创20 | 1077.70c 7.89 0.74% | | 399006 创业板指 | 2496.50c 87.11 3.62% | | 000300 沪深300 | 4176.58c 32.75 0.79% | 沪深两市全天成交额2.15万亿元，较昨日大幅放量。 具体来看，液冷服务器板块大涨，金田股份、飞龙股份、博杰股份等逾10股涨停或涨超10%。其中，大 元泵业3连板，工业富联涨停成交额超百亿元。 券商股震荡走高，国盛金 ...

机构观点方面，中信建投指出，医疗器械行业拐点已至，关注业绩有望迎来拐点、国际化能力较强、中 长期增长逻辑较好的各细分赛道龙头，二季度或三季度有望业绩高增长或逐步迎来拐点的标的；短期业 绩承压，但长期增长稳健、26年有希望加速增长的公司；集采优化政策相关潜在业绩和估值修复；医疗 新科技方向如脑机接口、AI医疗、手术机器人、外骨骼机器人等。 长江证券湖南分公司首席分析师王振怀表示，昨天液冷服务器概念持续活跃，消息面上，根据浙商证券 测算，英伟达GPU，及云厂商自研ASIC芯片共同驱动液冷市场快速增长，2025至2027年液冷市场规模 大约分别为354亿元、716亿元、1082亿元，2027年有望突破千亿市场空间。另外，根据IDC（国际数据 公司）发布的数据，预计2025年至2029年，中国液冷服务器市场年复合增长率将达到约48%，2028年市 场规模将达到约162亿美元。中信证券表示，谷歌、Meta、微软、AWS等定制ASIC芯片及英伟达GPU的 AI服务器热设计功率密度提升，对液冷的需求明确。随着ASIC芯片及英伟达GB300的持续放量，液冷 渗透率将大幅提升，市场空间扩容。国内液冷企业在技术、产品质量、成本、 ...

格隆汇8月13日｜A股三大指数集体收涨，截至午盘，沪指涨0.56%报3686.34点，盘中创下2021年12月 以来新高，深成指涨1.47%，创业板指涨2.81%，北证50指数涨0.94%。沪深京三市半日成交额13283亿 元，较上日放量1181亿元，全市场超2600只个股上涨。 另外，养殖业板块走低，晓鸣股份跌超5%，民和股份(002234)跌超3%；港口航运股普跌，连云港 (601008)跌超4%，国航远洋、宁波海运(600798)跌超3%。(格隆汇) (责任编辑：宋政 HN002) 【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 盘面上，证券板块全线上涨，长城证券(002939)、国盛金控(002670)涨停；液冷服务器板块持续走强， 飞龙股份(002536)、淳中科技、大元泵业(603757)涨停；医药板块集体上涨，首药控股20cm涨停，美迪 西涨超11%，"医保双目录"申报药品首次亮相；军工股普 ...

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.56% to 3686.34 points, reaching a new high since December 2021 [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.81% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13,283 billion yuan, an increase of 1,181 billion yuan compared to the previous day, with over 2,600 stocks rising [1] Sector Performance - The securities sector saw a comprehensive increase, with Changcheng Securities and Guosheng Financial Holdings hitting the daily limit [1] - The liquid cooling server sector continued to strengthen, with Feilong Co., Zhunchong Technology, and Dayuan Pump Industry also hitting the daily limit [1] - The pharmaceutical sector collectively rose, with Shouyao Holdings hitting the daily limit and Meidi West rising over 11%, marking the first appearance of drugs under the "dual directory" of medical insurance [1] - The military industry stocks experienced a broad increase, with Changcheng Military Industry achieving seven consecutive limits in ten days and Fenghuo Electronics hitting the daily limit [1] Declining Sectors - The breeding industry sector declined, with Xiaoming Co. falling over 5% and Minhe Holdings dropping over 3% [1] - The port and shipping stocks generally fell, with Lianyungang dropping over 4%, and both China National Offshore and Ningbo Maritime falling over 3% [1]

Market Overview - The A-share market continues to rise, with the Shanghai Composite Index recording a seven-day winning streak and reaching a new high for the year, closing up 0.5% [2] - A total of 2,084 stocks rose, while 3,167 stocks fell, indicating a broad market movement [2][3] Sector Performance - Brain-computer interface concept stocks surged, with Innovative Medical hitting the daily limit up, following the release of implementation opinions from multiple government departments aimed at promoting the brain-computer interface industry [3] - Semiconductor stocks collectively strengthened, with Cambricon Technologies hitting a new high, driven by positive rumors surrounding multiple companies [6][7] Notable Stocks - Cambricon Technologies (688526) and other related stocks saw significant gains, with Cambricon rising by 20% to a price of 848.88 [4][7] - Other notable gainers included Shanghai Heyuan (688584) and Shengke Communication (688702), both experiencing substantial increases [7] Policy Impact - The U.S. administration has extended the tariff suspension on China for an additional 90 days, which is expected to alleviate market concerns regarding technology competition and supply chain disruptions [8] - The extension of the tariff truce is seen as a positive development, reducing uncertainty ahead of U.S. inflation data releases [8] Investment Trends - Analysts suggest that the current market rally is supported by various sources of incremental capital, including institutional funds and individual investors, indicating a shift towards equity assets [9] - The recent surge in margin trading balances to a ten-year high reflects a rising risk appetite among individual investors [9] Company Developments - Fosun International experienced a sharp increase of approximately 20% in its stock price, following reports of its application for a stablecoin license in Hong Kong [9][10]

智通财经8月12日讯，市场全天震荡走高，沪指录得7连阳，三大指数均再创年内新高。沪深两市全天成交额1.88万亿，较上个交易日放量545亿。盘面上， 市场热点较为杂乱，个股跌多涨少，全市场超3100只个股下跌。从板块来看，芯片股午后爆发，寒武纪涨停创历史新高。AI硬件股震荡走强，胜宏科技等 多股再创历史新高。新疆本地股维持强势，新疆交建等多股3连板。下跌方面，军工股展开调整，捷强装备等跌超5%。截至收盘，沪指涨0.5%，深成指涨 0.53%，创业板指涨1.24%。 板块方面 板块上，半导体芯片板块全线走强，寒武纪20CM涨停创历史新高，盛科通信、飞凯材料、芯原股份、富满微、华海诚科涨幅居前。 随着大型科技公司加大对人工智能数据中心的投资，SK海力士、美光等半导体制造商的HBM芯片的订单激增，该公司股价周一涨超4%，对于A股形成了一 定映射。此外国盛证券也于近期研报中表示，AI引领新一轮半导体市场强增长周期，谷歌、Meta、亚马逊分别上调2025年资本开支至850亿、660亿—720 亿、1200亿美元，预计HPC/AI终端市场的市场份额将在2030年占据半导体市场的45%。 市场角度来看，此前算力硬件方向，领涨 ...

A股继续大涨 8月12日，A股震荡走强，沪指录得7连阳，再度刷新年内新高。截至收盘， 沪指涨0.5%，深成指涨0.53%，创业板指涨1.24%。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | | --- | --- | --- | --- | --- | --- | | 688584 | 一海合品 | K | 20.00 | 22.86 | 3.81 | | 288526 | 寒武纪-U | K | 20.00 | 848.88 | 141.48 | | 688702 | 盛科通信-U | K | 19.27 | 78.00 | 12.60 | | 300398 | 飞凯材料 | R | 11.81 | 23.19 | 2.45 | | 688498 | 源杰科技 | ાર | 10.71 | 270.03 | 26.13 | | 688621 | 元原股份 | ાર | 9.24 | 107.93 | a.13 | | 300671 | 富洒微 | R | 9.10 | 42.78 | 3.57 | | 688362 | 角矽电子 | ાર | 8.79 | 35.90 | 2.90 | | ...