午评：创业板指半日涨2.25% 光伏、算力硬件等板块集体大涨 智通财经7月8日电，市场早盘震荡反弹，创业板指领涨。沪深两市半日成交额8730亿，较上个交易日放 量1012亿。盘面上热点较为杂乱，个股涨多跌少，全市场超3900只个股上涨。从板块来看，算力硬件股 集体走强，PCB方向领涨，工业富联等10余股涨停。消费电子概念股表现活跃，福蓉科技涨停。下跌方 面，电力股展开调整，迪森股份跌超5%。板块方面，光伏、PCB、游戏、CPO等板块涨幅居前，保 险、银行、电力、可控核聚变等板块跌幅居前。截至收盘，沪指涨0.58%，深成指涨1.27%，创业板指 涨2.25%。 ...

算力硬件股震荡走强 工业富联涨超7% 智通财经7月8日电，工业富联涨超7%，金安国纪、博敏电子涨停，逸豪新材、科翔股份、中一科技涨 超5%，胜宏科技、景旺电子等跟涨。消息面上，工业富联昨晚公告，上半年净利润同比预增 36.84%-39.12%。 ...

Core Viewpoint - The A-share computing hardware sector is experiencing strong performance, driven by the rapid development of artificial intelligence technology and positive market expectations from overseas markets like Nvidia [1][2]. Group 1: Market Performance - The A-share computing hardware sector has shown robust performance, with companies like Huadian and Jingwang Electronics reaching historical highs [1]. - Yihua New Materials' stock surged over 10%, while Jin'an Guoji successfully hit the daily limit [1]. - Several other stocks, including Aoshikang and Dongcai Technology, also recorded gains exceeding 5% [1]. Group 2: Industry Drivers - The computing hardware industry is benefiting from the rapid growth of AI technology, with PCB playing a crucial role in AI servers and high-performance computing systems [1]. - The demand for high-end PCBs is surging, leading to increased demand for upstream high-end materials, creating a supply-demand imbalance [1]. Group 3: Supply Chain Dynamics - There is a growing scarcity of high-layer and high-density interconnect (HDI) capacity, as well as a shortage of high-end material supply in the industry chain [1]. - This supply-demand imbalance presents opportunities for related companies to achieve explosive growth in performance [1]. Group 4: Infrastructure Demand - The demand for computing infrastructure is continuously increasing, with leading domestic and international manufacturers ramping up efforts to meet the surging demand for computing power [2]. - The ASIC market's growth expectations are being continuously revised upward, supporting the high prosperity of the PCB industry chain [2].

算力硬件股反复活跃 沪电股份、景旺电子双双创历史新高 智通财经7月4日电，PCB、铜缆高速连接等算力硬件方向持续活跃，沪电股份、景旺电子双双创历史新 高，逸豪新材涨超10%，金安国纪涨停，奥士康、东材科技、中一科技、神宇股份、沃尔核材等涨超 5%。消息面上，美股英伟达昨晚再创历史新高。 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 非农数据意外好于预期，交易员不再押注美联储7月降息，9月降息概率也下降 美国财长贝森特：预计约有100个国家将获得至少10%的对等关税 特朗普最早将于当地时间周五发函告知贸易伙伴单方面关税税率 美国"大而美"法案在两名共和党议员反水的情况下获众议院通过 特朗普与普京通话，讨论中东局势、俄乌谈判等 据悉美国中东问题特使威特科夫计划下周会见伊朗外长，重启核谈判 据与会代表透露，欧佩克+讨论8月增产41.1万桶/日 外交部部长王毅表态：稀土不会成为中欧之间的问题 工信部召开第十五次制造业企业座谈会，强调依法依规、综合治理光伏行业低价无序竞争 美国取消全球三大芯片设计软件供应商对华出口限制 市场盘点 | 07月03日收盘情况 | | | | --- | --- | --- | | 品种 | 报价 | 涨跌幅 | | 现货黄金 | 3325.50美元/盎司 | -0.94% | | 现货自银 | 36.82美元/盎司 | 0.78% | | WTI原油 (1) | 66. ...

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

智通财经7月3日电，市场全天震荡反弹，创业板指领涨，宁德时代涨近5%。沪深两市全天成交额1.31 万亿，较上个交易日缩量672亿。盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3200只个股上 涨。从板块来看，算力硬件股再度大涨，PCB等方向领涨，中京电子等多股涨停。创新药概念股震荡走 强，神州细胞等涨停。固态电池概念股展开反弹，大东南上演"地天板"。下跌方面，海洋经济概念股展 开调整，克莱特跌超10%。板块方面，PCB、消费电子、创新药、固态电池等板块涨幅居前，可控核聚 变、海洋经济、油气、游戏等板块跌幅居前。截至收盘，沪指涨0.18%，深成指涨1.17%，创业板指涨 1.9%。 收评：创业板指高开高走涨1.9% 算力硬件股再度爆发 ...

7月3日早盘，算力硬件板块再度展现强劲势头。胜宏科技延续上涨态势，涨幅超过4%，股价再次刷新 历史高点，总市值成功突破1200亿元大关。 与此同时，工业富联表现同样亮眼，涨幅接近8%。德科立、广合科技、中京电子、新亚电子、立讯精 密等相关个股纷纷跟随上涨，整个板块呈现出集体走强的态势。 消息层面显示，英伟达GB200芯片量产已进入关键阶段。下一代AI服务器核心芯片GB300计划于2025年 下半年正式推向市场。广达电脑方面透露，GB300项目目前严格按照既定计划推进，相关测试工作正在 进行中，同时与客户的验证程序也在同步开展。 据广达电脑预计，GB300产品将于9月开始出货。这一时间节点的确定，为整个产业链提供了明确的发 展预期。 技术规格方面，GB300相较于前代产品实现了显著提升。推理性能较HopperH100架构提升1.7倍，内存 配置增加至1.5倍，网络带宽实现翻倍增长。单个节点的算力可达到40petaflops的惊人水平。 这一技术进步将推动AI服务器功耗大幅提升。传统铅蓄电池方案已无法满足更高功率密度的需求。 GB300AI服务器有望采用超级电容BBU解决方案，为相关产业带来新的增长机遇。 德福科 ...

报告导读： 2025 年 7 月十大转债组合聚焦政策支持和产业创新共同推动的高成长方向， 包括科技成长、新消费成长、周期成长和金融创新。 报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称：成长为矛，业绩为锚——2025年7月转债策略展望 报告日期：2025.07.01 报告作者： 顾一格 （分析师），登记编号： S 0880522120006 2025 年 7 月十大转债组合聚焦政策支持和产业创新共同推动的高成长方向， 包括：（ 1 ）以业绩确定 性较强的算力硬件、受益于国产替代加速的半导体产业链和国内外需求共振的军工为代表的科技成长板 块；（ 2 ）提振消费的新引擎、新消费的典型代表——情绪消费；（ 3 ）兼具周期性与成长性，短期有 涨价催化的方向；（ 4 ）无风险利率下降叠加稳定币创新推动的金融板块。 跟踪评级披露完毕，转债评级下调对低价转债的制约解除，银行转债加速退出，高 YTM 和双低转债有望 成为底仓替代。 6 月评级下调影响可控，反映出市场对弱资质转债的评级下调已有心理准备，且在权益市 场相对强势环境下，对信用风险并不担忧。随着评级披露完毕，低价转债有望迎来反弹。银行转债加速退 ...

A股三大指数今日集体下跌，截至收盘，沪指跌0.09%，深成指跌0.61%，创业板指跌1.13%，北证50指 数跌1.23%。全市场成交额14051亿元，较上日缩量914亿元。全市场超3200只个股下跌。板块题材上， 光伏、钢铁、养殖、代糖、煤炭、海工装备板块涨幅居前；算力硬件、半导体、军工装备、脑机接口、 数字货币、多元金融板块跌幅居前。盘面上，光伏板块集体大涨，双良节能（600481）、亿晶光电 （600537）、凯盛新能（600876）多股封板涨停。钢铁板块午后强势拉升，柳钢股份（601003）、重庆 钢铁（601005）、首钢股份（000959）涨停。海工装备板块集体爆发，深水海纳（300961）、大连重工 （002204）、巨力索具（002342）等10余股涨停。算力硬件板块集体走低，博敏电子（603936）、科翔 股份（300903）、旭光电子（600353）跌幅居前。军工板块午后低迷，内蒙一机（600967）跌停，北方 长龙（301357）、恒宇信通（300965）跌超10%。脑机接口板块集体调整，翔宇医疗、爱朋医疗 （300753）、创新医疗（002173）纷纷下挫。 ...