2025.09. 04 本文字数：1022，阅读时长大约2分钟 作者 | 一财阿驴 9月4日，三大股指集体收跌，上证指数报收3765.88点，跌1.25%；深成指报收12118.7点，跌2.83%；创业板指报收2776.25点，跌4.25%；科创50 指数跌超6%。沪深两市全天成交额2.54万亿，全市场近3000只个股下跌，超2200只个股上涨。 | 全A | 涨 2295 | 平 140 | 跌 2990 | | --- | --- | --- | --- | | | | A股重要指数 | | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3765.88 | -47.68 | -1.25% | | 深证成指 | 12118.70 | -353.30 | -2.83% | | 北证20 | 1538.98 | -12.46 | -0.80% | | 创业板指 | 2776.25 | -123.12 | -4.25% | 盘面上，半导体、贵金属、CPO、液冷服务器概念跌幅居前，零售、银行、旅游板块活跃。 | 板块名称 | 涨幅� | 主力金额 | 板块名称 | 涨幅晶 | 主力金额 | | -- ...

Market Overview - The Shanghai Composite Index fell by 1.97% to 3738.32 points, while the Shenzhen Component Index decreased by 2.37% to 12176.9 points, and the ChiNext Index dropped by 3.2% to 2806.63 points [2][3] - Over 2600 stocks in the market experienced declines, indicating a broad market downturn [2] Sector Performance - The tourism and hotel sector showed resilience with a gain of 3.21%, while the battery sector increased by 2.27% [4] - Conversely, the semiconductor sector faced significant losses, contributing to the overall market decline [2][7] Trading Volume - The total trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan, marking an increase of over 160 billion yuan compared to the previous day [8] Gold and Silver Prices - Spot gold prices fell below $3520 per ounce, reflecting a daily decrease of 1.27% [5] - Spot silver also saw a decline of 1%, trading at $40.78 per ounce [9] Futures Market - The FTSE China A50 Index futures dropped by over 2% during the trading session [6] Notable Stocks - Significant movements were observed in stocks such as Zhengye Technology, which hit a 20% limit up, and Shengli Precision, which rose by 10.09% [15][16]

Wind统计显示，两市及北交所共2295只股票上涨，2990只股票下跌，平盘有140只股票。 A股三大股指9月4日开盘涨跌互现。早盘两市单边下行，指数跌幅明显，但个股涨跌互半。午后震荡下行局面未改，银行股尾盘拉升收窄了指数 的跌幅。 从盘面上看，科技股大面积下挫，CPO指数跌幅超10%，芯片、小金属、军工板块同步杀跌；零售、旅游等大消费题材逆势走强，银行股午后发 力，农业银行大涨5%创历史新高。 至收盘，上证综指跌1.25%，报3765.88点；科创50指数跌6.08%，报1226.98点；深证成指跌2.83%，报12118.7点；创业板指跌4.25%，报2776.25 点。 中原证券认为，当前A股市场正处于内外政策利好交织、流动性充裕的有利环境。市场资金面呈现明显改善迹象，银行间市场资金利率平稳，两 市成交金额连续多日突破2万亿元。全球配置资金净流入A股市场，居民储蓄正在加速向资本市场转移，形成持续的增量资金来源。美联储释放降 息信号，全球流动性预期宽松，美元走弱利于外资回流A股。预计短期市场以稳步震荡上行为主，仍需密切关注政策面、资金面以及外盘的变化 情况。 东莞证券认为，美联储降息预期为后续增量货币政策 ...

新华财经北京9月4日电（王媛媛）市场全天震荡调整，创业板指领跌，科创50指数跌超6%。截至收 盘，沪指报3765.88点，跌1.25%，成交11079亿元；深证成指报12118.70点，跌2.83%，成交14364亿 元；创业板指报2776.25点，跌4.25%，成交7163亿元。沪深两市全天成交额2.54万亿元，较上个交易日 放量1802亿元。 板块方面，零售、食品、造纸、光伏等板块涨幅居前，CPO、半导体、元件、军工等板块跌幅居前。 盘面热点 盘面上，大消费股逆势走强，国光连锁等多股涨停。银行股探底回升，农业银行再创历史新高。光伏、 储能概念股一度冲高，安彩高科涨停。下跌方面，算力硬件、芯片股集体大跌，新易盛等多股跌超 10%。 个股涨多跌少，个股跌多跌少，全市场近3000只个股下跌，上涨股票数量接近2300只，逾40只股票涨 停。 机构观点 消息面上 两部门：加强CPU、高性能人工智能服务器、软硬件协同等攻关力度开展人工智能芯片与大模型适应 性测试 工业和信息化部、市场监督管理总局印发《电子信息制造业2025－2026年稳增长行动方案》，方案指 出，加力推进电子信息制造业大规模设备更新、重大工程和重大项 ...

| 75 | 9.4 : | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 宏裕包材 | 4 | 锂电池 | | 安正时尚 | 3 | 纺织服装 | | ST景峰 | 2 | 创新药 | | 置兴纸业 | 2 | 机器人 | | 通润装备 | 2 | 储能+光伏 | | 美邦服饰 | 2 | 新零售 | | 首开股份 | 2 | 房地产 | | 欧亚集团 | 2 | 零售+黄金 | | *ST正平 | 2 普了加尔 | 光伏 | 光伏板块通润装备2连板。一图速览今日连板股>> 9月4日，Wind数据显示，A股市场共计44只个股涨停。其中锂电池板块宏裕包材收获4连板，光伏板块 通润装备2连板。一图速览今日连板股>> ...

半导体股集体下跌，东芯股份跌超17%，寒武纪跌超14%，长光华芯、赛微电子、海光信息、华虹公司跌超10%。 | 代码 | 名称 | 现价 . | 涨跌 | 涨幅◆ | | --- | --- | --- | --- | --- | | 688110 | 东芯股份 | 99.04 | -20.34 | -17.04% | | 688167 炬光科技 | | 112.50 | -20.17 | -15.20% | | 688526 | 寒武纪-U | 1202.00 | -203.00 | -14.45% | | 688048 | 长光华芯 | 69.48 | -10.33 | -12.94% | | 300456 | 赛微电子 | 22.71 | -2.97 | -11.57% | | 688041 | 海光信息 | 173.28 | -21.70 | -11.13% | | 688347 | 华虹公司 | 69.35 | -8.54 | -10.96% | | 688286 | 敏芯股份 | 93.27 | -11.43 | -10.92% | | 688135 利扬芯片 | | 26.80 | -3.23 ...

Market Overview - The three major stock indices in A-shares collectively declined, with the Shanghai Composite Index closing at 3765.88 points, down 1.25% [1][2] - The Shenzhen Component Index closed at 12118.7 points, down 2.83%, and the ChiNext Index closed at 2776.25 points, down 4.25% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.54 trillion yuan, with nearly 3000 stocks declining and over 2200 stocks rising [1] Sector Performance - Semiconductor, precious metals, CPO, and liquid-cooled server concepts experienced significant declines, while retail, banking, and tourism sectors were active [4] - The retail sector led the gains, with stocks like Huijia Times, Guofang Group, Baida Group, and Guoguang Chain hitting the daily limit [5] Banking Sector - The banking sector showed strong performance towards the end of the trading session, with Agricultural Bank of China rising over 5% to reach a new historical high, and Postal Savings Bank increasing nearly 3% [6] - Other major banks such as CITIC Bank, Industrial and Commercial Bank of China, and Bank of China also saw gains [6] Capital Flow - Main capital flows showed net inflows into power equipment, commercial retail, and light industry manufacturing sectors, while there were net outflows from electronics, communications, and computing sectors [7] - Specific stocks like Agricultural Bank of China, Pacific, and China Shipbuilding received net inflows of 1.47 billion yuan, 1.439 billion yuan, and 947 million yuan respectively [7] Institutional Insights - CITIC Securities noted that the significant decline in heavyweight stocks indicates a short-term market adjustment, with expectations for the index to fluctuate between 3600 and 3900 points [8] - China Galaxy Securities identified support for the Shanghai Index around 3731 points, with potential rebounds near 3674 points [8] - Guodu Securities observed a return to rationality in market sentiment, suggesting a slow bull market with opportunities for dynamic portfolio optimization [8]

Market Overview - The three major stock indices collectively declined, with the Shanghai Composite Index falling over 1%, the Shenzhen Component Index down nearly 3%, and the ChiNext Index dropping over 4% [2][3] - The overall market saw nearly 3,000 stocks decline, indicating a bearish sentiment [2] Sector Performance - The consumer sector was active, with food and beverage, retail, and beauty care leading the gains, including stocks like Huanlejia and Yiyi Co. hitting the daily limit [2] - The financial sector also showed strength in the afternoon session [2] - Conversely, computing hardware stocks fell sharply, with semiconductor stocks like Cambrian Technology dropping over 13% [2] - The military industry continued to adjust, with stocks like Beifang Longzhong hitting the daily limit down [2] Notable Hot Sectors 1. **Photovoltaic Equipment** - Tongrun Equipment hit the daily limit, with other stocks like Shuneng Electric and JA Solar also rising [5] - The new energy storage capacity in China reached a record high of over 100 GW in the first half of the year, with expectations to reach 291 GW by 2030 [5] 2. **Retail** - Stocks such as Huijia Times and Guofang Group hit the daily limit [6] - Several cities have initiated new rounds of consumer vouchers, including a 60 million yuan automotive consumption voucher in Ningbo and additional retail and dining vouchers in Jinan [6] Institutional Insights - CITIC Securities highlighted the ongoing preference for high-dividend "redemption assets" in the mechanical sector, with 24 companies meeting cash flow criteria for potential dividend increases [9] - China Galaxy Securities anticipates a continuation of structural market trends driven by liquidity, with a focus on sectors showing high profitability or positive trends [9]

A股市场板块涨跌幅排行 板块方面，零售、美容护理、饮料制造等涨幅居前，半导体、通信设备、元件等跌幅居前。 中国经济网北京9月4日讯 A股三大指数集体下跌，截至收盘，上证指数报3765.88点，跌幅1.25%，成交 额11078.92亿元；深证成指报12118.70点，跌幅2.83%，成交额14363.65亿元；创业板指报2776.25点，跌幅 4.25%，成交额7117.29亿元。 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手) ▼ | 总成交额(亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 零售 | 2.89 | 6139.04 | 357.49 | 16.78 | ਦਰ | | | 2 | 美容护理 | 2.52 | 316.22 | 73.91 | 0.71 | 26 | | | 3 | 饮料制造 | 2.42 | 861.54 | 131.26 | 3.59 | 38 | | | র্ব | 食品加工制造 | 2.41 | 1052.53 | 130.96 | 8 ...

今日市场震荡走低，科创50指数跌超6%，沪指一度跌超2%。市场全天成交2.5万亿，较前一交易日放量 超1800亿，两市下跌股近3000只。 盘面上看，前期强势的科技股大幅走弱，算力和半导体产业链跌幅居前，寒武纪大跌超10%；而处于相 对低位的新能源赛道和大消费表现活跃，银行板块逆势拉升，农业银行创出历史新高。 对于当前市场走势，东方证券认为，总体来看，近期大市值科技龙头股推动指数快速冲高，随着市场风 格由极度一致到再平衡，市场短期进入高位震荡，波动幅度有所扩大，但调整更多体现为结构化控制， 高低切换与行业轮动特征明显，预计回落幅度有限，但上行同样乏力。 从个股看，两市上涨2297家，下跌2990家，140家涨幅持平。两市共44股涨停，共48股跌停。 截至收盘，沪指跌1.25%报3765.88点，成交11079亿元；深成指跌2.83%报12118.70点，成交14364亿 元。创业板指下跌4.25%，报2776.25点。 资金动向 今日主力资金重点抢筹零售、电池、光伏设备等板块，主力净流入居前的个股包括步步高、胜利精密、 天通股份等。 要闻回顾 1、两部门印发《电子信息制造业2025－2026年稳增长行动方案》 ...