第二个反常更明显，板块简直"冰火两重天"。存储芯片、CPO这些科技股涨停一片，游戏、油气却在跌，看着乱，其实资金在找方向。我查了下数据，电子 元件板块一天就进了65亿，高股息蓝筹尾盘也稳得住，这是"科技求弹性、红利求稳健"的双主线成型了。 依我20年的经验看，这哪是见顶？分明是主力在洗盘。4000点是近十年的关键关口，套牢盘多，不把没耐心的散户洗出去，直接冲关肯定被砸下来。现在政 策有"十五五"规划托底科技，资金有央行放水和北向资金增持，业绩有三季报撑着，这是实打实的结构牛，跟2007年、2015年的泡沫不一样。 各位老铁，我是帮主郑重，干了20年财经记者，见过两次4000点的起落，今儿这盘面看得我特有感触——指数就差一口气摸到4000点，却冒出俩反常现象， 不少人慌了神，其实这里面藏着大机会。 昨儿碰到个老股民朋友，蹲在院门口叹气，说指数来回晃，自己手里的科技股涨得挺好，油气股却跌得揪心，想着要不要全卖了。巧了，下午我见着个基金 经理老伙计，他说正趁着震荡捡筹码，散户在卖，他们机构资金净流进700多亿呢。这一卖一买，正好戳中了第一个反常：指数"卡壳"，成交量反倒冲到 2.34万亿，比上周还多两成。 咱中长线 ...

今日，半导体、CPO、PCB等AI硬件方向集体走强，科创板系列指数高开回落后，午后再度上扬。截至收盘，科创成长指数上涨2.5%，科创板50指数上涨 1.5%，科创100指数、科创综指均上涨1.4%，科创板50ETF（588080）全天成交额超18亿元，较前三个交易日明显放量。 科创板系列指数基本情况] (2025年10月27日) 科创板50ETF 跟踪上证科创板50成份指数 该指数由科创板中市值大、流动性 好的50只股票组成,"硬科技"龙 头特征显著,半导体占比超65%, 与医疗器械、软件开发、光伏设备 行业合计占比近80% | 今日 | 该指数 | | --- | --- | | 该指数涨跌 | 滚动市盈 | | 1.5% | 182. 4 | 科创100ETF易方达 跟踪上证科创板100指数 科创综指ETF易方达 跟踪上证科创板综合指数 该指数由科创板全市场证券组成, ▽日 该指数 | 全面覆盖大、中、小盘风格,聚焦 人工智能、半导体、新能源、创新 | 该指数涨跌 | 滚动市盔 | | --- | --- | --- | | 药等核心前沿产业,覆盖科创板上 | | | | 市的全部17个一级行业,兼具高成 ...

周一开门红！A股今日震荡走强，再创十年新高，沪指盘中最高达3999.07点。 截至收盘，沪指报收3996.94，涨1.18%，深成指涨1.51%，创业板指涨1.98%。 | L | w A股 | | | | --- | --- | --- | --- | | A股 港股 美股 | 全球 | 商品 | 外汇 】三 | | 已为您生成昨日市场智评 | | | 查看 | | 内地股票 △ | | | | | 行情 | 资金净流入 | | 涨跌分布 | | 上证指数 | 深证成指 | | 北证50 | | 3996.94 | 13489.40 | | 1469.15 | | +46.63 +1.18% | +200.22 +1.51% | | -2.92 -0.20% | | 科创50 | 创业板指 | | 万得全A | | 1484.21 | 3234.45 | | 6395.73 | | +21.98 +1.50% | +62.89 +1.98% | | +75.32 +1.19% | | 沪深300 | 中证500 | | 中证A500 | | 4716.02 | 7379.39 | | 5658.85 | | ...

A股主要指数今日高开高走，上证指数逼近4000点大关，再创近10年新高，中证A500指数、创业板指 数、科创板50指数一并走强。全市场成交额再次回到2万亿元上方，较前一交易日大幅放量。盘面上， 存储芯片、光刻胶、CPO、先进封装等科技板块领涨，A500ETF易方达（159361）全天净申购近4亿 份。 兴业证券表示，随着国内进入重要会议、三季报景气验证等积极因素密集催化的阶段，市场风险偏好有 望抬升，对于科技成长景气主线的共识也有望再一次凝聚，同时，随着美联储降息预期升温，这一趋势 有望继续强化。后续仍应以我为主、围绕"十五五"战略性布局，积极挖掘科技成长产业机会。 中证A500指数由各行业市值较大、流动性较好的500只股票组成，行业分布均衡，其中信息技术、医药 卫生等新兴产业权重较高，兼顾"核心资产"与"新质生产力"；创业板指数由创业板中市值大、流动性好 的100只股票组成，战略性新兴产业含量高；科创板50指数由科创板中市值大、流动性好的50只股票组 成，半导体行业占比超过65%。 A500ETF易方达（159361）、创业板ETF（159915）、科创板50ETF（588080）均实行ETF中最低一档 0 ...

Market Overview - The market experienced a strong upward trend, with the Shanghai Composite Index rising over 1% and reaching a ten-year high, approaching 4000 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.34 trillion, an increase of 365.9 billion compared to the previous trading day [1] Sector Performance - Leading sectors included storage chips, CPO, and controllable nuclear fusion, while gaming and wind power equipment sectors saw declines [2] - Notable stocks in the storage chip sector, such as Demingli and Jiangbolong, reached new highs, with several stocks in the computing hardware sector also performing strongly [2] Stock Movement - A total of 3361 stocks rose, while 217 remained unchanged, and 63 stocks hit the daily limit up [5] - The market heat index was recorded at 56, indicating a moderate level of market activity [5] Limit-Up Performance - The limit-up performance showed a sealing rate of 63%, with a high opening rate of 74% and a profit rate of 2.73% [6] - The number of stocks hitting limit-up included 38 on the first board, 6 on the second, and 3 on the third [6]

行业方面，近期海外大厂资本开支动作密集，谷歌与Anthropic达成数百亿美元合作，为后者的AI模型 训练与推理提供大规模算力支持；Oracle收获OpenAI5年3000亿美元的协议，并分别向英伟达和AMD采 购GPU；OpenAI则合计与英伟达、AMD、博通达成26GW数据中心部署协议，并与CoreWeave累计达成 224亿美元的算力租赁合作协议。中信建投证券认为，上述进展反映AI领域持续高景气，有望引领国内 外大厂持续上修资本开支。建议关注：1）国产化板块；2）工业软件及智能体板块；3）AI应用相关标 的。 CPO概念27日盘中走势强劲，截至发稿，东田微涨超13%，盘中一度涨停；仕佳光子涨超12%，景旺电 子、生益科技、德明利等均涨停；生益电子涨约9%，新易盛涨逾8%，中际旭创涨近3%，盘中均创出新 高。 ...

Group 1: CPO Concept Stocks Performance - CPO index experienced a significant rise, with an intraday increase of over 4.70% on October 27, following a previous gain of 5% [1][2] - Several CPO-related stocks reached historical highs, including New Yisheng, Shengyi Technology, and Dongtian Micro, among others [1][2] - The overall A-share market showed strength, with the Shanghai Composite Index nearing the 4000-point mark, reflecting a robust trading environment [1] Group 2: Government Support for AI and Technology - The Chinese government emphasized the importance of artificial intelligence (AI) and innovation during a press conference on October 24, highlighting plans for continued support and development in this area [2] - The Ministry of Science and Technology aims to enhance the foundational research and key technology breakthroughs in AI, focusing on high-performance computing chips and new model algorithms [2] Group 3: Light Machine Sector Activity - The light machine sector also saw substantial gains, with the index rising over 5% and individual stocks like Wanrun and Jingrui Materials experiencing significant increases [4] - A new EUV photoresist standard was announced, indicating ongoing advancements in the semiconductor manufacturing process [5] Group 4: Advances in Photoresist Technology - Recent research revealed the micro-structural behavior of photoresist molecules, which could lead to improved manufacturing processes and reduced defects in chip production [5][6] - The development of photoresist technology is crucial for the semiconductor industry, impacting the performance and yield of chips [6]

今日A股早间震荡走强，再创十年新高，逼近4000点。沪深两市半日成交额1.57万亿，较上个交易日放量3372亿。 板块方面， 钢铁、CPO、福建等板块涨幅居前， 风电、游戏等板块跌幅居前。截至收盘，沪指涨1.04%，深成指涨1.26%，创业板指涨 1.54%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 盘面上热点快速轮动， 算力硬件方向早盘表现强势， 东田微触及20cm涨停，新易盛、汇绿生态、中际旭创盘中均创历史新高。 可控核聚变 概念股反复活跃， 东方钽业3天2板创历史新高。福建本地股爆发，海峡创新20cm涨停，平潭发展7天5板。煤炭板块局部回暖，郑州煤电6天 3板。下跌方面，游戏、风电板块集体调整，游族网络、海力风电大跌。 ...

Core Viewpoint - The A-share market is experiencing a positive trend, with major indices opening higher, driven by sectors such as storage chips, CPO, and photolithography machines [1]. Group 1: Market Outlook - Huaxi Securities indicates that short-term risk appetite is expected to boost the A-share market, maintaining a "slow bull" trend, with "big technology" as the long-term focus [2]. - CITIC Securities suggests that the market is returning to an earnings-driven structure, with recent adjustments in active funds and a shift in understanding trade disputes [3]. - Zhongtai Securities notes that important meeting announcements are overall favorable for A-shares, particularly in technology, manufacturing, and consumption sectors, with potential for unexpected policies [4]. Group 2: Sector Focus - Huaxi Securities highlights that the upcoming earnings reports from A-share companies and US tech giants will be crucial, especially in the context of the global AI arms race [2]. - CITIC Securities identifies two emerging trends: the safety of industrial chains benefiting Chinese manufacturing firms and the expansion of AI from cloud to edge [3]. - Zhongtai Securities emphasizes the importance of focusing on technology stocks, particularly in AI and sectors related to "anti-involution" such as polysilicon and photovoltaic components [4].

亚洲市场受政治与政策双重影响波动明显。日本股市在新首相预期推动下情绪高涨，日经225指数本周 一度暴涨逾1600点，突破49000点整数关口。中国A股在前期调整后出现企稳迹象，主要股指普遍回 升。中美同意重启经贸磋商的消息有效缓解了市场担忧，提振资金信心。板块方面，煤炭、CPO和培育 钻石等题材表现突出，其中煤炭板块周涨幅接近5%。 本周焦点集中在美国延迟公布的9月CPI数据。数据显示，核心CPI环比上涨0.2%，同比上涨3%，均低 于市场预期，显示通胀压力明显减轻。数据公布后，市场迅速调高对美联储降息的押注。芝加哥商品交 易所（CME）"美联储观察工具"显示，市场预计10月降息25个基点的概率接近100%，对12月再次降息 的概率接近98.5%。虽然通胀仍高于2%的目标，但近期官员密集暗示就业市场趋缓，市场普遍认为，美 联储有充分理由启动降息周期。 外汇市场表现谨慎，美元指数在多数时间保持强势，但CPI公布后出现整理迹象，波动区间有限，反映 交易员在FOMC会议前的观望态度。日元则成为全周焦点。日本前经济安全保障担当大臣高市早苗当选 自民党总裁，或将成为日本首位女首相。市场认为"高市经济学"可能延续甚至强化 ...