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资产配置日报:且行且看-20250925
HUAXI Securities· 2025-09-25 15:23
| [Table_Summary] | | --- | | [Table_Title2] | 9 月 25 日,股市分化,债市反转。权益市场放量上涨。万得全 A 上涨 0.17%,全天成交额 2.39 万亿元,较 昨日(9 月 24 日)放量 446 亿元。尽管科技概念依旧强势,带动科创 50、创业板指上涨 1.24%、1.58%,但从全 市场个股表现来看,上涨、持平、下跌个数分别为 1474、80、3875 只,股市赚钱效应有所减弱。 证券研究报告|宏观点评报告 [Table_Date] 2025 年 09 月 25 日 [Table_Title] 资产配置日报:且行且看 1 从日内行情来看,市场四次尝试向上突破前高,但均面临兑现压力而回落。这指向 9 月的行情特征仍然明 确,波动放大,轮动加快。从这一角度看,当行情来到高位时,我们需要有短暂回调的心理预期。但这并不意味 着看空,若稳市&科技&反内卷逻辑不动摇,短暂回调后加仓时机将显现。 半导体设备板块的获利资金兑现,流动方向暂不统一。近期强势的半导体设备行情回落,对应 Wind 指数下跌 1.43%。同时,新能源、工业有色、AI(算力设施和应用)和核聚变板 ...
Google Dives Deeper Into Bitcoin Mining by Backstopping AI Hosting Deal
Yahoo Finance· 2025-09-25 15:11
Group 1 - Google is increasing its involvement in the Bitcoin mining sector by acquiring a more than 5% stake in Nasdaq-listed miner Cipher through a deal that includes a 10-year high-performance computing colocation agreement with Fluidstack [1][2] - The agreement will enable Cipher to deliver 168 MW of critical IT load, supported by a maximum of 244 MW of gross capacity at its Barber Lake site in Texas [1] - Google will backstop $1.4 billion of Fluidstack's lease obligations, which will facilitate project-related debt financing, and in return, Google will receive warrants to acquire approximately 24 million shares of Cipher common stock, equating to a 5.4% pro forma equity ownership stake [2] Group 2 - Cipher's CEO expressed enthusiasm about collaborating with Fluidstack and welcomed Google as an investor, highlighting the transformative nature of the transaction for their high-performance computing (HPC) momentum [2][3] - The Bitcoin mining industry is increasingly linked with HPC data centers due to the high energy demands of both sectors, prompting some miners to adapt their infrastructure to meet AI demands when Bitcoin prices decline [4] - Last month, Google also provided a $1.4 billion backstop to Bitcoin miner TeraWulf, raising its total stake to $3.2 billion, which included warrants for 32.5 million shares of the company [5]
CoreWeave expands OpenAI pact with new $6.5 billion contract
Yahoo Finance· 2025-09-25 12:58
By Krystal Hu (Reuters) -AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, bringing the total value of their agreements to $22.4 billion, the latest in a series of billion-dollar deals OpenAI has signed to secure computational power. The agreement marks the third major expansion of the partnership between the two companies this year. The company behind ChatGPT struck an initial cloud deal with CoreWeave in March worth up to $11.9 billion, followe ...
外资青睐A股背后:AI、硬科技为主要因素|全球财经连线
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 12:46
Core Insights - The technology sector has become a significant driving force for market trends, with hard technology, AI, and new energy sectors showing active performance [1] - The ChiNext Index has recently surpassed the 3200-point mark for the first time in years, indicating a robust market sentiment [1] - Both institutional and individual investors are closely monitoring opportunities in these sectors, contributing to a more stable slow bull market foundation in A-shares [1] Industry Dynamics - In the short term, corporate earnings are experiencing a mild recovery, and capital inflows remain rational, supporting steady market growth [1] - In the medium to long term, technological innovation and structural reforms are expected to provide broader opportunities for the stock market [1] - There is a growing interest from overseas investors in China's large-cap technology stocks and the AI industry chain, indicating an acceleration of international capital entering the Chinese market [1]
Dow Jones Futures Fall As Astera Labs, Credo, Other Hot Stocks Continue Slide
Investors· 2025-09-25 11:45
9/24/2025Small caps led a broad decline across the stock market.... BREAKING: Futures Fall As Many Hot Stocks Continue Slide Dow Jones futures fell modestly early Thursday, along with S&P 500 futures and Nasdaq futures. Several hot stocks, including Astera Labs (ALAB), Oklo (OKLO) and Credo Technology (CRDO), extended selling before the open. The stock market rally saw modest losses Wednesday for the major indexes. Micron Technology (MU) fell despite strong earnings and guidance. Alibaba (BABA) soared on AI ...
尾盘爆发!603083,涨停!
Zheng Quan Shi Bao· 2025-09-25 09:50
Market Overview - The A-share market continued its strong performance on September 25, with the Shanghai Composite Index experiencing slight fluctuations, while the ChiNext Index rose over 2%, reaching a new high in over three years [1][2] - The Shanghai Composite Index closed at 3853.3 points, down 0.01%, while the Shenzhen Component Index rose 0.67% to 13445.9 points, and the ChiNext Index increased by 1.58% to 3235.76 points [1] Sector Performance - The real estate sector faced declines, with major stocks like Longfor Group hitting the daily limit down [2] - The metals sector saw significant gains, particularly in copper and cobalt stocks, with companies like Luoyang Molybdenum and Tongling Nonferrous Metals rising over 7% [3][4] - AI application stocks were active, with companies like Pinming Technology and Inspur Information hitting the daily limit up [2][7] Copper and Cobalt Market Dynamics - A significant incident at Freeport McMoRan's Grasberg mine in Indonesia has led to a substantial increase in global copper prices, with production expected to be disrupted until at least 2027 [5] - The Democratic Republic of Congo has extended its cobalt export ban until October 15, 2023, implementing a quota system that will limit exports to 44% of annual production from 2026 to 2027, which is expected to drive cobalt prices higher [6] AI Industry Developments - The AI sector is witnessing robust growth, with major companies like JD.com and Alibaba making significant investments in AI infrastructure, projected to exceed $350 billion in 2023 [9] - The AI application concept stocks are experiencing heightened activity, with several companies reaching new highs [7][9] Controlled Nuclear Fusion Sector - The controlled nuclear fusion sector is gaining momentum, with companies like Hanhua Huatong and Shanghai Electric seeing substantial stock price increases [10][12] - The global race for fusion energy is intensifying, with various countries advancing their fusion energy strategies and commercial agreements being established [12]
尾盘爆发!603083,涨停!
证券时报· 2025-09-25 09:32
A股今日(9月25日)延续强势,沪指窄幅震荡整理,创业板指盘中涨超2%,续创阶段新高;港股方面,恒生科技指数走高涨近1%。 剑桥科技(603083)尾盘涨停。 具体来看,沪指盘中维持窄幅震荡上扬态势,创业板指盘中涨超2%,续创逾3年新高。截至收盘,沪指微跌0.01%报3853.3点,深证成指涨0.67%报13445.9 点,创业板指涨1.58%报3235.76点,科创50指数涨1.24%;沪深北三市合计成交23920亿元,较此前一日增加445亿元。 场内近3900股飘绿,地产板块下挫,两连板的大龙地产跌停;农业、石油、银行、酿酒等板块均走弱;有色板块拉升,洛阳钼业逼近涨停,铜陵有色、北方 铜业涨超7%;AI应用概念活跃,品茗科技、天下秀、浪潮信息等涨停;此外,剑桥科技(603083)尾盘涨停,中科曙光盘中涨近9%,均创出新高。可控核 聚变概念崛起,哈焊华通、上海电气、合锻智能等涨停;值得注意的是,宁德时代盘中大涨近6%突破400元大关,续创历史新高,总市值超过贵州茅台。此 外,今日上市的建发致新、联合动力、锦华新材集体走高,收盘分别上涨418.6%、147.6%、133%。 港股方面,洛阳钼业涨近12%,创历 ...
小米港股大涨,虚拟货币近13万人爆仓
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 07:59
9月25日,A股市场震荡上行,创业板指续创3年多新高。 京东集团港股股价盘中一度涨近7%。今天京东宣布,未来三年将持续投入,带动形成万亿规模的人工智能生态。 富时中国A50指数期货午后涨幅明显。 | ( | 富时中国A50期货 | | | | | --- | --- | --- | --- | --- | | | CN.SG | | | | | 15213 | 昨结 | 15119 | 开盘 | 15116 | | +94 | +0.62% 总手 | 58.14万 | 现手 | 54 | | 最高价 | 持 仓 15291 | 80.42万 | 外 | 27.01万 | | 最低价 | 15076 增 仓 -31.89万 | | 전 | 31.13万 | | 结算价 | 15119 估结值 | 0 | 喜 差 | 0.00 | | स्त्रेष | 五日 日K 周K 月K 更多 | | | | | ෆ加 | | | | | | | | | | 참□ | | 15291 | 1.14% 卖1 15213 | | 买1 15212 | 10 38 | | | | | 15:02 15213 | 1 | | | ...
算力硬件股回暖,浪潮信息涨停,股价创历史新高,云计算50ETF(516630)强势上扬
Mei Ri Jing Ji Xin Wen· 2025-09-25 04:40
9月25日早盘,A股三大指数集体走强。盘面上,算力硬件股回暖,游戏短剧、可控核聚变、有色 金属等方向涨幅居前。近期热度较高的云计算50ETF(516630)一度涨超4%,持仓股中,浪潮信息、 用友网络双双涨停,浪潮信息盘中股价创历史新高,总市值突破1100亿。 招银国际指出,本次云栖大会进一步印证了中国 AI 及云行业相关需求持续起量的趋势,行业发展 呈现出模型能力持续提升、基础设施能力持续优化、应用生态逐步繁荣的态势。 【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 公开信息显示,云计算50ETF(516630)跟踪云计算指数(930851)。该指数的AI算力含量较高, 覆盖了光模块&光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF (516630)为跟踪该指数合计费率最低的ETF。 每日经济新闻 (责任编辑:张晓波 ) 消息面上,9月24日,在2025年云栖大会上,阿里巴巴 ...
午评:创业板指涨2.22%续创三年多新高,AI应用概念股爆发
Feng Huang Wang· 2025-09-25 03:41
Core Viewpoint - The market experienced fluctuations in early trading, with the Shanghai Composite Index showing narrow movements while the ChiNext Index rebounded to reach a three-year high [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion, an increase of 134.8 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index rose by 0.16%, the Shenzhen Component Index increased by 1.14%, and the ChiNext Index surged by 2.22% [1] Sector Performance - AI hardware and applications saw a collective surge, with Inspur Information hitting the daily limit and reaching a historical high, while Huajin Technology also touched the daily limit and set a new high [1] - The non-ferrous metal sector was active, with several stocks, including Northern Copper Industry, reaching the daily limit [1] - Controlled nuclear fusion concept stocks experienced fluctuations, with Hezhong Intelligent achieving two daily limits in four days, and Haheng Huaton hitting the daily limit [1] Declining Sectors - The port and shipping sector collectively declined, with Ningbo Port dropping over 8% during the session [1] - Sectors such as gaming, AI applications, and controlled nuclear fusion showed significant gains, while the port and shipping, precious metals, and tourism sectors faced notable declines [1]