具体来看： 8月20日，A股主要指数集体上涨，沪指续创10年新高。截至收盘，沪指涨1.04%报3766点，深证成指涨0.89%，创业 板指涨0.23%，科创50指数涨3.23%创年内新高。全天成交额2.45万亿元，超3600股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3766.21 | +38.92 | +1.04% | | 399001 | 深证成指 | 11926.74 | +105.11 | +0.89% | | 399006 | 创业板指 | 2607.65 | +5.91 | +0.23% | | 000688 | 科创50 | 1148.15 | +35.88 | +3.23% | 盘面上，半导体、AI芯片板块午后大幅拉升，寒武纪再创历史新高；白酒板块走强，酒鬼酒涨停；小金属板块活跃， 东方锆业、云南锗业涨停；消费电子、AI眼镜、旅游餐饮、汽车等板块涨幅居前。另外，化学制药板块下挫，辰欣药 业、诚意药业及福元医药等多股跌停；影视院线板块调整，慈文传媒跌超7%；电源设备、创新药、多 ...

（责任编辑：魏京婷） 中国经济网北京8月20日讯 A股三大指数今日集体上涨，截至收盘，上证指数报3766.21点，涨幅 1.04%，成交额10175.00亿元；深证成指报11926.74点，涨幅0.89%，成交额13907.34亿元；创业板指报 2607.65点，涨幅0.23%，成交额6435.39亿元。 | 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 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 日酒 | 3.73 | 536.44 | 317.40 | 19.83 | 19 | 1 | | 2 | 小我屋 | 3.11 | 1941.11 | 510.31 | -6.12 | 21 | 5 | | 3 | 化学纤维 | 3.04 | 886.66 | 74.64 | 5.98 | 25 | 2 | | 4 | 厨卫电器 | 2.84 | 127.28 | 15.69 | 1.98 | 8 | 0 | | ਦੇ | 未含体 | 2.79 | ...

(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，国务院会议强调要抓住关键着力点做强国内大循环，持续激发消费潜力，刺激白酒板块连续第 三日上涨，食品饮料、旅游等大消费板块跟涨，酒鬼酒(000799)2连板，全聚德(002186)、西安饮食 (000721)涨停。小金属板块涨幅居前，东方锆业(002167)、云南锗业(002428)涨停，华锡有色涨超9%。 银行股普涨，中国银行(601988)、厦门银行涨超2%，邮储银行创历史新高。 另外，影视院线板块跌幅居前，慈文传媒(002343)跌近9%，华策影视(300133)跌近8%；医药板块集体走 低，新天药业(002873)跌停，舒泰神(300204)、诺诚健华跌超8%；液冷服务器概念回调，康盛股份 (002418)跌超8%，科华数据跌超7%。(格隆汇) 格隆汇8月20日｜A股主要指数集体收跌，截至午盘，沪指跌0.05%报 ...

老铁们，上午这行情是不是看得有点迷糊？沪指微跌0.05%，创业板却跌超1.7%，两市成交额缩了1400多亿，超3400只个股翻绿，但白酒、小金属居然逆势 走强。我是帮主郑重，20年财经老记者多年中长线投资，来帮大家捋一捋这盘面到底啥情况。 另一方面，华为盘古概念和影视院线表现疲软，北信源、慈文传媒跌幅较大。华为概念主要是前期涨幅较大需要消化，影视板块则与近期部分大片票房不及 预期有关。 对我们中长线投资者来说，上午的行情其实传递了一个重要信号：市场风格正在从之前的科技热点，向消费、资源等更具确定性的板块切换。操作上不建议 追涨杀跌，如果手中持有低位的消费、资源类个股，可以耐心持有；如果想新建仓位，最好等待回调至支撑位再考虑介入。 总之，午盘的分化不是风险，反而是看清资金动向的好机会。关注帮主郑重，下午咱们继续跟踪资金动向。 最抢眼的是白酒板块，酒鬼酒强势涨停，舍得酒业大涨超7%。这背后既有消费数据逐渐回暖的支撑，也反映出资金在寻找避风港，白酒作为传统防御型板 块，再次受到青睐。不过提醒大家，别一看到涨停就冲动追高，白酒股更适合稳步布局，急躁容易被套。 小金属板块也表现强势，东方锆业、云南锆业双双涨停。这主要与 ...

| 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 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 白酒 | 3.87 | 412.56 | 233.57 | 20.37 | 20 | 0 | | 2 | 小我展 | 2.85 | 1437.62 | 370.36 | -3.79 | 21 | 5 | | 3 | 饮料制造 | 2.40 | 728.96 | 97.17 | 10.80 | 42 | 2 | | 4 | 旅游及酒店 | 2.14 | 725.99 | 72.47 | 3.31 | 31 | 3 | | 5 | 厨卫电器 | 1.62 | 95.55 | 11.10 | 1.37 | 6 | 1 | | 6 | 化学纤维 | 1.45 | 586.34 | 46.08 | 2.03 | 16 | 12 | | 7 | 食品加工制造 | 1.19 | 66.685 | 78.57 | 5.02 | 57 | 9 | | B | 工业等 ...

Market Overview - Major A-share indices collectively declined, with the Shanghai Composite Index down 0.05% at 3725.22 points, the Shenzhen Component down 0.66%, the ChiNext Index down 1.71%, and the Northbound 50 Index down 0.39% [1] - The trading volume in the Shanghai and Shenzhen markets was 15,350 billion yuan, a decrease of 1,430 billion yuan compared to the previous day, with over 3,400 stocks declining [1] Sector Performance - The State Council emphasized strengthening domestic circulation and stimulating consumption, leading to a third consecutive day of gains in the liquor sector, with stocks like Guojiao Liquor and Xian Restaurant hitting the daily limit [1] - The small metals sector performed well, with stocks such as Dongfang Zirconium and Yunnan Germanium hitting the daily limit, and Huaxi Nonferrous Metals rising over 9% [1] - Bank stocks saw widespread gains, with China Bank and Xiamen Bank rising over 2%, and Postal Savings Bank reaching a historical high [1] Underperforming Sectors - The film and television sector faced significant declines, with Ciweng Media down nearly 9% and Huace Film & TV down nearly 8% [1] - The pharmaceutical sector collectively fell, with Xintian Pharmaceutical hitting the daily limit down, and Shutai Shen and Nuo Cheng Jianhua down over 8% [1] - The liquid cooling server concept experienced a pullback, with Kangsheng Co. down over 8% and Kehua Data down over 7% [1]

三大指数集体收跌，截至午盘，沪指跌0.05%，深成指跌0.66%，创业板指跌1.71%，北证50指数跌 0.39%，沪深京三市半日成交额15350亿元，较上日缩量1430亿元。全市场超3400只个股下跌。板块题 材上，白酒、小金属、旅游及酒店概念走高，华为盘古、影视院线板块调整。盘面上，白酒板块持续走 强，酒鬼酒涨停，舍得酒业涨超7%。小金属板块走强，东方锆业、云南锗业涨停封板。旅游及酒店板 块走高，全聚德涨停封板。华为盘古板块调整，北信源、阳光诺和跌超5%。影视院线板块调整，慈文 传媒逼近跌停，华策影视跌超7%。 ...

Core Viewpoint - The A-share market has reached significant milestones, with the Shanghai Composite Index breaking through 3731.69 points, marking a nearly ten-year high, and the total market capitalization exceeding 100 trillion yuan, indicating a strong bullish trend in the market [3][4][7]. Market Performance - The Hang Seng Index reached a year-to-date high of 25680 points before experiencing a slight pullback, with a cumulative decline of 1.8% over two days, yet market enthusiasm remains high [2]. - A-share market recorded a trading volume of 2.76 trillion yuan, the third-largest in history, with 4034 stocks rising and 123 hitting the daily limit [3][4]. - The North Star 50 Index surged by 6.79%, closing at 1576 points, also a historical high [3]. Sector Analysis - Key sectors attracting significant capital inflow include software, communication equipment, electronic components, and cultural media, each with net inflows exceeding 10 billion yuan [4][5]. - The liquid cooling concept and film industry stocks saw substantial gains, with several stocks hitting the daily limit [6]. - The military equipment sector has regained investor interest, with multiple stocks experiencing significant price increases [7]. Historical Context - Over the past decade, the A-share market has experienced significant volatility, with at least four instances of declines exceeding 20% [12]. - Since the low point in September last year, the Shanghai Composite Index has risen over 35%, while the ChiNext Index has increased by 70% [12]. Future Investment Opportunities - Potential sectors for investment over the next decade include AI, robotics, renewable energy, semiconductor chips, biomedicine, the silver economy, and low-altitude economy [21][22][20][23]. - The AI industry is projected to reach a market demand of 5.6 trillion yuan by 2030, with significant growth potential in related sectors [21]. - The renewable energy sector is expected to see substantial growth due to global climate initiatives, with the electric vehicle market alone projected to exceed 2 trillion yuan by 2030 [21]. - The silver economy, driven by the growing elderly population, is estimated to reach a market size of 25 trillion yuan by 2030 [22]. Institutional Confidence - Institutional funds have shown strong confidence in the market, with net inflows of 800.5 billion yuan recorded, indicating a bullish sentiment among investors [24]. - Analysts predict that the Shanghai Composite Index could potentially reach 5000 points within the next year, reflecting growing optimism about the market's future [26].

Core Insights - A-shares reached a historic milestone with a total market capitalization exceeding 100 trillion yuan, marking a new high in history [3][7] - The Shanghai Composite Index closed at 3728 points, the highest level in nearly a decade [3][12] - The North Shenzhen 50 Index surged by 6.79%, also achieving a historical peak [3] - Both the Shenzhen Component Index and the ChiNext Index surpassed their previous highs from October 8 of the previous year [3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.76 trillion yuan, the highest for the year and the third highest in history [3][7] Market Performance - A-shares experienced a broad-based rally, with the Shanghai Composite Index briefly breaking through the key resistance level of 3745 points [7] - The market saw significant upward movement, with 4034 stocks rising and a strong market sentiment reflected in a rise-to-fall ratio of 213.2 [7] - High-volatility small-cap stocks were favored, particularly in sectors like liquid cooling servers, film and television, consumer electronics, and rare earth permanent magnets, while coal, precious metals, oil and gas extraction, and steel sectors saw declines [7] Investor Sentiment - Investor sentiment is a crucial indicator of market confidence, with 33,235 users participating in a survey on August 18 [5] - The survey indicated a mixed sentiment among retail investors, with a high entry enthusiasm but a cautious approach towards high-volatility small-cap stocks [9] - Institutional investors displayed a dual strategy of maintaining core assets while exploring growth sectors, with insurance funds increasing allocations to technology stocks [9] Trading Dynamics - The trading volume has significantly increased, with margin financing balances exceeding 2.06 trillion yuan, the highest in a decade [7] - If trading volumes continue to exceed 2.5 trillion yuan, there is potential for the index to challenge the 3800-point mark [7] - Retail investors showed a strong inclination to enter the market, contributing to heightened market activity, although there were notable signs of capital diversion [9]

Market Performance - The film and cinema sector saw a rise of 4.42% on August 18, with Huazhi Shumedia leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Individual Stock Performance - Huazhi Shumedia (300426) closed at 11.57, up 20.02% with a trading volume of 588,300 shares and a transaction value of 665 million [1] - Huace Film & TV (300133) closed at 9.30, up 20.00% with a trading volume of 3,980,400 shares [1] - Other notable performers include: - Baida Qiancheng (300291) at 7.01, up 14.36% [1] - Ciweng Media (002343) at 8.70, up 9.99% [1] - Huanrui Century (000892) at 5.32, up 9.92% [1] Capital Flow Analysis - The film and cinema sector experienced a net inflow of 931 million from institutional investors, while retail investors saw a net outflow of 84.94 million [2] - The main capital inflow and outflow for selected stocks include: - Huace Film & TV had a net inflow of 475 million from institutional investors [3] - Ciweng Media had a net inflow of 231 million from institutional investors [3] - Huanrui Century had a net inflow of 153 million from institutional investors [3]