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【A股收评】沪指盘中超3700点,寒武纪继续新高!
Sou Hu Cai Jing· 2025-08-14 07:53
8月14日,三大指数调整,截至收盘,沪指跌0.46%,盘中触及3700点上方,深成指跌0.87%,创业板跌1.08%,科创50指数涨0.75%,两市超700只个股上 涨,沪深两市今日成交额约2.28万亿元。 AI算力概念今日表现不俗,寒王寒武纪(688256.SH)涨超10%,再创历史新高,市值逼近4000亿大关。此外,中科曙光(603019.SH)、海光信息 (688041.SH)、瑞芯微(603893.SH)大涨。 浙商证券最新研报表示,2025年年初,DeepSeek等国产大模型密集发布,掀起新一轮AI浪潮,显著推高算力需求。AI芯片作为上游核心环节,因技术壁垒 高、验证周期长、客户黏性强,呈现寡头格局,具备研发积累和系统集成能力的企业优势显著。寒武纪作为少数具备云端AI芯片量产交付能力的厂商,已 构建涵盖芯片架构、训练推理软件平台、整机系统的全栈方案,产品在互联网、运营商、金融等多个重点行业中落地。2025年一季度,公司营收同比增长 4230.22%,归母净利润实现扭亏为盈,凭借成熟产品矩阵和自研架构,正逐步构筑国产AI"硬件底座"。 脑机接口概念走强,南京熊猫(600775.SH)、创新医疗(002 ...
收评:沪指跌0.46%终结八连涨走势,创业板指跌超1%,全市场超4600只个股下跌
Sou Hu Cai Jing· 2025-08-14 07:34
Market Overview - The A-share market experienced a narrow fluctuation in the morning, followed by a significant drop in the afternoon, with the Shanghai Composite Index closing down 0.46% at 3666.44 points, ending an eight-day winning streak [1] - The Shenzhen Component Index fell 0.87% to 11451.43 points, and the ChiNext Index decreased by 1.08% to 2469.66 points, while the Sci-Tech Innovation 50 Index rose 0.75% to 1085.74 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 22792.09 billion yuan, marking the second consecutive day of over 20 trillion yuan in trading volume [1] Sector Performance - The digital currency sector saw a strong performance, with stocks like Hengbao Co., Ltd. and Zhongke Jin Cai hitting the daily limit [1][2] - The insurance sector also showed strength, with China Pacific Insurance rising over 5% [1][3] - The brain-computer interface sector continued to perform well, with stocks such as Innovation Medical and Nanjing Panda also hitting the daily limit [1] - Conversely, the military equipment sector declined, with several stocks dropping over 7% [1] Institutional Insights - Dongguan Securities noted that the current market rally has shown strong underlying support without the typical sharp fluctuations, indicating a mature market with low volatility [4] - The firm expects the A-share market to maintain a strong trend, supported by increasing margin financing and improving market confidence [4] - Zhongyuan Securities anticipates a steady upward trend in the short term, driven by a loose domestic liquidity environment and the potential for foreign capital inflow due to a weakening dollar [5] - Dongguan Securities also highlighted the potential for a gradual increase in the market index amid supportive funding and fundamental recovery [4] - Oriental Securities emphasized the liquidity-driven characteristics of the current market and the positive impact of government policies on capital markets, suggesting a slow bull market is emerging [6]
收盘丨沪指一度突破3700点,创业板指2500点得而复失
Di Yi Cai Jing· 2025-08-14 07:33
沪深两市成交额连续两日突破2万亿元。 8月14日,A股冲高回落,沪指一度突破3700点,创业板指2500点得而复失。截至收盘,沪指跌0.46%终结8连阳,深成指跌0.87%,创业板指跌1.08%。 | 代码 | 现价 涨跌 | | --- | --- | | 000001 上证指数 | 3666.44c -17.02 -0.46% | | 399001 深证成指 | 11451.43c -99.93 -0.87% | | 899050 北证50 | 1432.80c -29.06 -1.99% | | 881001 万得全A | 5751.93c -49.66 -0.86% | | 000688 转载20 | 1085.74c 8.04 0.75% | | 399006 创业板指 | 2469.66c -26.85 -1.08% | | 000300 沪深300 | 4173.31 c -3.26 -0.08% | 沪深两市成交额连续两日突破2万亿元。 个股跌多涨少,全市场超4600只个股下跌。 | | | 盘面上看,行业板块呈现普跌态势,军工、CPO、医疗器械、钢铁等板块跌幅居前,保险、脑机接口、数字货币、 ...
收评:沪指跌0.46%终结8连阳 全市场超4600只个股下跌
Sou Hu Cai Jing· 2025-08-14 07:28
Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline, and the Shanghai Composite Index losing the 3700-point mark, ending an 8-day winning streak [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.28 trillion, an increase of 128.3 billion compared to the previous trading day [1] - Overall, more than 4600 stocks declined, indicating a broad market downturn [1] Sector Performance - The brain-computer interface concept stocks showed strong fluctuations, with Innovation Medical achieving five consecutive trading limits in eight days [1] - Digital currency concept stocks surged at one point, with Jida Zhengyuan hitting the daily limit [1] - Robotics concept stocks were partially active, with Wolong Electric Drive reaching a historical high [1] - On the downside, military industry stocks collectively adjusted, with Tianqin Equipment dropping over 10% [1] Leading and Lagging Sectors - Sectors with notable gains included insurance, brain-computer interface, digital currency, and electric motors [1] - Sectors that experienced significant declines included military industry, CPO, copper foil, and lithium mining [1] Closing Statistics - At the close, the Shanghai Composite Index fell by 0.46%, the Shenzhen Component Index decreased by 0.87%, and the ChiNext Index dropped by 1.08% [1]
A股收评 | 沪指3700点得而复失!创业板指收跌1.08% 全市逾4600股下跌
智通财经网· 2025-08-14 07:22
数字货币概念活跃,中科金财、恒宝股份、京北方等涨停,北信源、四方精创、天阳科技跟涨。 8月14日,A股冲高回落,市场逾4600股下跌。全天成交2.3万亿,较上个交易日放量约1283亿。截至收 盘,沪指跌0.46%,深成指跌0.87%,创业板指数跌1.08%。 从资金动向来看,主力资金净流出汽车零部件、通信设备、地面兵装、通用设备、元件等行业。 盘面上,保险板块护盘,中国太保一度涨超5%,跨境支付、数字货币概念同步活跃,中科金财涨停;半 导体板块一度大幅冲高,寒武纪股价再创新高;机器人概念股一度拉升,卧龙电驱涨停创新高。此外, 游戏、电机等板块有所表现。下跌方面,长城军工闪崩拖累军工股大跌,AI硬件端集体回调,光伏、 钢铁、能源金属、医疗器械等板块跌幅居前。 值得关注的是,沪指盘中一度突破3700点关口,为2021年12月以来首次。 展望后市,中原证券认为,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。 热门板块 1、数字货币概念拉升 点评:消息面上,中信建投证券表示,数字资产发展政策宣言2.0标志香港数字产市场从"试验计划"阶 段,正式进入"实施推进"阶段。政策视野从以加密货 ...
A股三大指数集体收跌,创业板指跌超1%
Feng Huang Wang Cai Jing· 2025-08-14 07:11
涨停表现 从板块来看,脑机接口概念股震荡走强,创新医疗8天5板。数字货币概念股一度冲高,吉大正元涨停。机器人概念股局部活跃,卧龙电驱涨停创历史新高。 下跌方面,军工股集体调整,天秦装备跌超10%。 | 上涨 735家 | 持平 41家 | 下跌 46483 | | | --- | --- | --- | --- | | 涨停 52家 | 停牌 11家 | 跌停 | 153 | | 市场热度:13 0 | | 两市成交额: 2.28万亿 较上一日: +1283亿 | | | . | | | | | 0 50 | 100 | 今日预测量能: | | | | | 2.28万亿 +1283亿 | | 凤凰网财经讯 8月14日,市场全天震荡调整,创业板指领跌,沪指3700点得而复失,终结8连阳。沪深两市全天成交额2.28万亿,较上个交易日放量1283亿。 盘面上,市场热点较为杂乱,个股跌多涨少,全市场超4600只个股下跌。截至收盘,沪指跌0.46%,深成指跌0.87%,创业板指跌1.08%。 板块方面,保险、脑机接口、数字货币、电机等板块涨幅居前,军工、CPO、铜箔、锂矿等板块跌幅居前。 | 1 | 881427 体育 ...
荣顺鑫汇:寒武纪,股价直奔1000元,市值接近4000亿!
Sou Hu Cai Jing· 2025-08-14 06:54
今日早盘,A股冲高回落,上证指数一度打破3700点,再创阶段性新高;科创50指数打破1100点,创近半年新高后震动调整;创业板指2500点亦得而复 失。到午间收盘,全商场超4300只个股下跌,成交呈现温文扩大趋势。 数字钱银概念早间高开高走,板块指数一度放量大涨近3%,创前史新高,半日成交挨近昨日全天成交。恒宝股份接连第3日涨停,创10年来新高,今年以 来累计飙涨299.7%;中科金财则在开盘后仅约1分钟就垂直涨停,国投智能、吉大正元、京北方等也纷繁强势涨停或涨超10%。 | 分时 5日 v 5分 15分 30分 60分 日K 周K 月K 更多 v 筹码 叠加 √前复权 · 其他 · 国 √ ℃ | | | 中科金财 (002657) 西藏 | | | | | --- | --- | --- | --- | --- | --- | --- | | 中科金财 均线 × MA5: 31.26↑ MA10: 29.99↑ MA20: 30.12↑ MA30: 30.09↑ MA60: 27.31↑ MA12 . | 00 * 0 | 34.12 13.10 | +9.99% | | | 4 买卖 | | . . · ...
国诚投顾:数字货币与数据资产创新引领金融科技新趋势
Sou Hu Cai Jing· 2025-08-14 06:54
Core Viewpoint - The Shanghai State-owned Assets Supervision and Administration Commission (SASAC) held a study meeting focusing on the development trends and response strategies of cryptocurrencies and stablecoins, indicating a growing interest in digital currencies [2] - SASAC Secretary and Director He Qing emphasized the need to enhance research on digital currencies and explore the application of blockchain technology in cross-border trade, supply chain finance, and asset digitization [2] - The upcoming implementation of Hong Kong's Stablecoin Regulation on August 1, 2025, is expected to shift industry focus towards exploring and expanding application scenarios [2] Summary by Sections Digital Currency and Blockchain - The meeting highlighted the increasing "heat" around digital currencies, with a focus on technological innovation and application scenarios [2] - The Shanghai Data Exchange introduced RDA (Real Data Assets), which emphasizes the value of real data assets and the integration of data with physical assets [2] RDA and Data Value - RDA is structured into three phases: asset preparation, asset issuance, and asset trading, utilizing trusted technologies like blockchain and privacy protection [2] - RDA is seen as crucial for unlocking data value, enabling companies to comply with regulations while efficiently and cost-effectively realizing data monetization [3] Investment Strategy - The study on cryptocurrencies and stablecoins by Shanghai SASAC, along with the introduction of RDA, suggests that companies with data resource reserves will see further release of data value [4] - Trustworthy technology service providers and data merchants with state-owned backgrounds are expected to play a key role in building financial innovation solutions in China [4] - Two investment directions are recommended: stablecoins and data products and operations [4]
恒宝股份、寒武纪:数字货币热,寒武纪逼近千元大关
Sou Hu Cai Jing· 2025-08-14 06:43
本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 【今日早盘A股冲高回落,数字货币、寒武纪等表现活跃】今日早盘,A股冲高回落,上证指数一度突 破3700点创阶段新高,科创50指数突破1100点创近半年新高后调整,创业板指2500点得而复失。午间收 盘,超4300只个股下跌,成交温和放大。 盘面上,数字货币、半导体等板块涨幅居前,国防军工、元 器件等板块跌幅居前。 数字货币概念高开高走,板块指数放量涨近3%创历史新高,半日成交接近昨日 全天。恒宝股份连涨3日涨停创10年新高,今年累计涨299.7%;中科金财开盘约1分钟涨停,多股涨停 或涨超10%。 比特币昨夜突破123500美元创历史新高,标准普尔比特币指数今年涨超30%,两年半累计 涨逾640%。 数字人民币发展迅速,截至2025年6月末,个人钱包达8.2亿个,较2024年同期增37.5%,商 户钱包超2500万个,年交易额5.8万亿元,增长62%。 支付宝和微信支付市场份额降至78%,数字人民 币占15%。数字人民币活跃用户超4.5亿,25岁以下年轻用户使用率达62%。中信证券建议关注相关产业 链服务商。 寒武纪早盘涨逾12%,午盘股价突破90 ...
数字货币概念活跃,恒宝股份3连板,四方精创等大涨
Sou Hu Cai Jing· 2025-08-14 06:25
Core Viewpoint - The digital currency sector is experiencing significant activity, with several companies seeing substantial stock price increases, indicating a growing interest and investment in this area [1] Industry Summary - The digital currency sector's influence has risen to a national strategic level, presenting new opportunities for the internationalization of the Renminbi [1] - Global attention on digital currencies is increasing, and regulatory frameworks are being rapidly developed, signaling a new phase of robust growth for the industry [1] - With ongoing improvements in policy, the use of digital currency in China is expected to become more standardized and normalized over time [1] Company Summary - Guotou Intelligent is nearing a trading limit increase, while Sifang Jingchuang has risen nearly 18%, and Hengbao Co. has achieved three consecutive trading limit increases [1] - Other companies such as Zhongke Jincai and Jida Zhengyuan have also reached trading limits, reflecting the overall positive sentiment in the digital currency market [1]