半导体芯片方向再度走强，博通集成、瑞芯微、斯达半导、大港股份等个股涨停，寒武纪、中芯国际、复旦微电、东芯股份、上海新阳等个股涨超10%。 智通财经8月28日讯，市场午后V型反弹，三大指数全线收红，科创50指数涨超7%，寒武纪、中芯国际双双创历史新高。沪深两市全天成交额2.97万亿，较 上个交易日缩量1948亿。盘面上，市场热点集中在算力和芯片方向，个股涨多跌少，全市场超2800只个股上涨。从板块来看，CPO等算力硬件股维持强势， 天孚通信等多股续创历史新高。芯片股集体大涨，张江高科等10余股涨停。下跌方面，医药股展开调整，南新制药等多股跌超5%。截至收盘，沪指涨 1.14%，深成指涨2.25%，创业板指涨3.82%。 板块方面 板块上，算力硬件方向延续强势，天孚通信、长飞光纤、沃格光电涨停，东田微、德科立、生益电子、中际旭创、鹏鼎控股等个股涨幅居前。消息面上，财 报显示，英伟达2026财年Q2营收为467.4亿美元，同比增长56%；净利润为264.2亿美元，同比增长59%，并且第三季度的指引也较为稳健。 机构研报表示，CPO 概念的持续走强并非短期炒作，而是AI算力需求爆发与技术迭代共振的必然结果。当前行业正 ...

【8月28日连板股分析：科技大票行情延续 算力硬件端强者恒强】今日共58股涨停，连板股总数13只， 其中三连板及以上个股4只，上一交易日共12只连板股，连板股晋级率33.33%（不含ST股、退市股）。 个股方面，科技大票行情延续，全市场共17只个股成交额超百亿，其中除北方稀土、东方财富、指南针 外，其余均为AI产业链的科技权重，寒武纪、中芯国际、新易盛、胜宏科技均涨超15%，股价续创历史 新高。连板方面，除去一字涨停晋级5连板的天普股份外，仅剩启明信息、德创环保、国光连锁3只3连 板个股。板块方面，算力硬件端强者恒强，新易盛、中际旭创无惧英伟达美股盘后下跌影响，开盘后快 速拉升翻红，奠定板块强势氛围。午后铜缆高速连接细分补涨，奕东电子、鼎通科技20CM涨停，胜蓝 股份、华丰科技涨超15%；芯片产业链全线走强，中芯国际大涨超17%，光刻机、光刻胶细分表现不 俗，张江高科率先涨停，钢研纳克20CM涨停，芯碁微装、茂莱光学、上海新阳等涨超10%。 转自：智通财经 ...

（原标题：V型反弹！创业板指领涨，寒武纪、中芯国际双双创历史新高） 8月28日，市场午后V型反弹，创业板指领涨，科创50指数涨超7%，寒武纪、中芯国际双双创历史新高。沪深两市全天成交额2.97万亿，较上个交 易日缩量1948亿。盘面上，市场热点集中在算力和芯片方向，个股涨多跌少，全市场超2800只个股上涨。从板块来看，CPO等算力硬件股维持强 势，天孚通信等多股续创历史新高。芯片股集体大涨，张江高科等10余股涨停。下跌方面，医药股展开调整，南新制药等多股跌超5%。板块方 面，CPO、半导体、铜箔、PCB等板块涨幅居前，农业、减肥药、服装、白酒等板块跌幅居前。截至收盘，沪指涨1.14%，深成指涨2.25%，创业 板指涨3.82%。 ...

Group 1 - The market experienced a V-shaped rebound on August 28, with the ChiNext Index leading the gains and the STAR 50 Index rising over 7%, while companies like Cambrian and SMIC reached historical highs [2] - The total trading volume in the Shanghai and Shenzhen markets was 2.97 trillion yuan, a decrease of 194.8 billion yuan compared to the previous trading day [2] - Market hotspots were concentrated in computing power and chip sectors, with over 2,800 stocks rising, while sectors like pharmaceuticals saw declines [2] Group 2 - According to a report from Galaxy Futures, the market is expected to experience fluctuations in the short term, as recent rapid increases in stock indices may require consolidation [6] - The report noted that trading volume has significantly increased, indicating intense buying and selling activity, leading to greater market divergence [6] - The report suggests that after a rapid decline in volume, a rebound may occur, but stock indices are likely to transition into a period of volatility [6]

市场午后V型反弹，创业板指领涨，科创50指数涨超7%，寒武纪、中芯国际双双创历史新高。截至收 盘，沪指涨1.14%，深成指涨2.25%，创业板指涨3.82%。 下跌方面，医药股展开调整，南新制药等多股跌超5%。 沪深两市成交额合计2.97万亿元，较上一交易日缩量约1947.62亿元。其中，沪市成交额1.27万亿元，深 市成交额1.71万亿元。 中芯国际成交额居首，为271.19亿元。其后是北方稀土、寒武纪-U、新易盛、胜宏科技，成交额分别为 260.39亿元、260.24亿元、240亿元、232.74亿元。 | 序号 | 代码 | 名称 | 现价 | 湖珠 | 新浪帽 | - 振馨 | 最高 | 最低 | 土盘比 | 换手率 | 成交量 | 成交额 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 688981 | 中的国际 | 119.22 c | 17.71 | 17.45% | 16.97% | 119.22 | 101,99 | 1.80 | 12.17% | 2.42亿 | ...

Core Viewpoint - The market experienced a significant rebound, with the Sci-Tech 50 Index rising by 7.23%, driven by strong performances from companies like Cambrian and SMIC, both reaching historical highs [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets was 2.97 trillion, a decrease of 194.8 billion compared to the previous trading day [1] - The overall market saw over 2,800 stocks rise, indicating a broad-based rally [1] Sector Highlights - The focus of market activity was on computing power and semiconductor sectors, with hardware stocks like CPO maintaining strong momentum [1] - Notable stocks such as Tianfu Communication reached historical highs, while semiconductor stocks collectively surged, with over 10 stocks hitting the daily limit [1] Declining Sectors - The pharmaceutical sector faced adjustments, with companies like Nanxin Pharmaceutical seeing declines of over 5% [1] - Sectors that underperformed included agriculture, weight loss drugs, clothing, and liquor [1] Index Performance - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index gained 3.82% [1]

Market Overview - The market experienced a V-shaped rebound in the afternoon, with the ChiNext Index leading the gains, and the STAR 50 Index rising over 7% [1] - By the close, the Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.97 trillion yuan, a decrease of 194.8 billion yuan compared to the previous trading day [1][7] Sector Performance - The market focus was on computing power and semiconductor sectors, with over 2,800 stocks rising across the market [2] - Key sectors that performed well included CPO, semiconductors, copper foil, and PCB, while agriculture, weight loss drugs, clothing, and liquor sectors saw declines [3] - Notable stocks in the computing hardware sector maintained strong performance, with Tianfu Communication and others reaching historical highs [2] Stock Movement - A total of 2,868 stocks rose, while 2,402 stocks declined, with 66 stocks hitting the daily limit up [5] - The limit-up performance rate was 73%, with a high opening rate of 52% and a profit rate of 62% [9]

Market Overview - The market experienced a volatile rebound in the early session, with the ChiNext index leading the gains, rising over 3% [1] - As of the early session close, the Shanghai Composite Index increased by 0.07%, the Shenzhen Component Index rose by 0.56%, and the ChiNext Index was up by 1.26% [1] Sector Performance - The focus of the market was on computing power and chip sectors, with more stocks declining than rising; over 4,100 stocks fell [1] - CPO and other computing hardware stocks surged again, with Tianfu Communication and several others reaching historical highs [1] - Chip stocks collectively strengthened, with SMIC rising over 10% to set a new historical high [1] Notable Declines - Pharmaceutical stocks underwent a collective adjustment, with Nanxin Pharmaceutical dropping over 10% [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.79 trillion yuan, an increase of 61.7 billion yuan compared to the previous trading day [1] Top Performing Stocks - Northern Rare Earth had a trading volume of over 19.2 billion yuan, leading the market [2] - SMIC saw a significant increase of 13.17%, closing at 114.88 yuan, with a trading volume of 18.54 billion yuan [2] - Other notable stocks included Cambrian Technology, which rose by 7.13%, and New Yisheng, which increased by 6.98% [2]

Market Overview - On August 27, the market experienced a significant drop in the afternoon, with both the Shanghai Composite Index and Shenzhen Component Index falling over 1% [1] - The total trading volume for the day reached 3.17 trillion yuan, an increase of 486.5 billion yuan compared to the previous trading day [1] - More than 4,700 stocks in the market declined, indicating a broad-based sell-off [1] Sector Performance - The CPO (Chip Packaging and Optical) sector maintained strong performance, with stocks like New Yi Sheng reaching historical highs [1] - The Shanghai Composite Index closed down 1.76%, while the Shenzhen Component Index rose by 1.43%, and the ChiNext Index fell by 0.69% [1]

Market Overview - The A-share market experienced a significant drop in the afternoon, with the Shanghai Composite Index falling by 1.76%, the Shenzhen Component Index by 1.43%, and the ChiNext Index by 0.69% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 3.17 trillion yuan, an increase of 486.5 billion yuan compared to the previous trading day [1] Sector Performance - CPO and computing hardware stocks maintained strong performance, with companies like New Yisheng (300502) reaching new historical highs [1][3] - Semiconductor stocks showed volatility, with companies like Changchuan Technology (300604) hitting the daily limit [3] - The rare earth permanent magnet sector was active, with North Mining Technology (600980) also reaching the daily limit [1][4] - Real estate stocks underwent adjustments, with Shen Shen Fang A hitting the daily limit down [1] Key Drivers - Analysts attribute the market's adjustment to increasing external risks, particularly related to long-term bonds, and signs of overheating in certain sectors [2] - The State Council's issuance of guidelines for the "Artificial Intelligence +" initiative aims for deep integration of AI with six key areas by 2027, which is expected to boost the AI industry [3] Earnings Reports - Several companies in the AI sector reported strong half-year earnings, with Cambrian Technology achieving a net profit of 1.038 billion yuan, a significant turnaround from losses [3] - Shenghong Technology (300476) reported a net profit growth of 366.89%, while Zhongji Xuchuang (300308) and Inspur Information (000977) reported net profit increases of 69.40% and 34.87%, respectively [3] Rare Earth Sector - The rare earth sector saw a rebound, with North Rare Earth (600111) experiencing a net profit increase of 1951.52% in the first half of the year [4] - The demand for permanent magnets remains strong, with companies like Jieli Permanent Magnet (300748) and Ningbo Yunsheng (600366) reporting net profit increases of 154.81% and 179.83%, respectively [4] Investment Insights - The market is showing clear structural differentiation, with a focus on selecting the right sectors for investment [4] - The eight key indicators for assessing the liquidity-driven bull market include turnover rate, leverage, financing transactions, trading volume, and financing balance, among others [5][6][8][9] - The overall sentiment indicates that while the market has risen significantly, it is not yet in a state of overheating [10][11]