Group 1 - The stock of LianTe Technology experienced a significant decline of 15.52% on the trading day, with a turnover rate of 24.60% and a trading volume of 1.821 billion yuan, indicating high volatility with an amplitude of 31.56% [1] - Institutional investors net sold 60.8868 million yuan, while the Shenzhen Stock Connect saw a net sell of 40.8310 million yuan, despite the overall net buying from brokerage seats amounting to 25.7329 million yuan [1] - The top five trading departments accounted for a total transaction of 554 million yuan, with a net sell of 75.985 million yuan, highlighting a trend of selling pressure [1][2] Group 2 - As of September 3, the margin trading balance for LianTe Technology stood at 491 million yuan, with a financing balance of 490 million yuan and a securities lending balance of 1.2537 million yuan, reflecting a decrease in financing balance by 65.4002 million yuan over the past five days, a drop of 11.78% [2] - The major buying and selling activities were dominated by institutional seats, with the top buying seat being the Shenzhen Stock Connect, which bought 90.4591 million yuan and sold 131.2902 million yuan, resulting in a net sell of 40.8310 million yuan [2]

四川九洲9月4日大宗交易平台共发生2笔成交，合计成交量72.51万股，成交金额1279.08万元。成交价格 均为17.64元，相对今日收盘价溢价11.29%。 | 成交 量 | 成交金 额（万 | 成交价 格 | 相对当日收 盘折溢价 | | | | --- | --- | --- | --- | --- | --- | | | | | | 买方营业部 | 卖方营业部 | | （万 股） | 元） | （元） | （%） | | | | 60.29 | 1063.52 | 17.64 | 11.29 | 中信证券（山东）有限责任公 司青岛西海岸新区长江中路证 | 招商证券股份有限公司青岛金 | | | | | | 券营业部 | 家岭金融区证券营业部 | | | | | | 中信证券（山东）有限责任公 | 中信证券（山东）有限责任公 | | 12.22 | 215.56 | 17.64 | 11.29 | 司青岛西海岸新区长江中路证 | 司青岛西海岸新区庐山路证券 | | | | | | 券营业部 | 营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报· ...

进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为1.91亿元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营业部 | 卖方营 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | | 业部 | | 0.60 | 221.48 | 369.14 | 0.00 | 中国中金财富证券有限公司福州 | 机构专 | | | | | | 五四路证券营业部 | 用 | 证券时报·数据宝统计显示，中际旭创今日收盘价为369.14元，下跌13.39%，日换手率为8.49%，成交额 为367.32亿元，全天主力资金净流出20.03亿元，近5日该股累计上涨2.82%，近5日资金合计净流出20.49 亿元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为140.74亿元，近5日增加45.22亿元，增幅为47.34%。 机构评级来看，近5日共有7家机构给予该股评级，预计目标价最高的是招银国际证券，9月1日招银国际 证券发布的研报预计公司目标价为415.00元。（ ...

新易盛今日下跌15.58%，全天换手率11.77%，成交额349.70亿元，振幅27.41%。龙虎榜数据显示，机构 净买入4.09亿元，深股通净买入4.01亿元，营业部席位合计净卖出529.13万元。 深交所公开信息显示，当日该股因日收盘价跌幅达-15.58%上榜，机构专用席位净买入4.09亿元，深股 通净买入4.01亿元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（9月3日）两融余额为142.75亿元，其中，融资余额为141.95亿元，融券 余额为8041.19万元。近5日融资余额合计增加41.23亿元，增幅为40.94%，融券余额合计增加1040.87万 元，增幅14.87%。 机构评级来看，近5日共有4家机构评级买入。预计目标价最高的是华泰证券，8月31日华泰证券发布的 研报给予公司目标价位392.77元。 新易盛9月4日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 271385.44 | 231282.98 | | 买二 | 中国中金财富证券有限公司简阳金融街证 ...

摘要2025年9月4日，实物黄金周大生黄金报价1060元/克，相比昨日上涨了7元/克。铂金价格今天报价 575元/克，相比昨日上涨了3元/克。 基本面： 市场消息显示富士通计划在美国开启面向数据中心的先进光网络试点项目。 周大生 黄金价格 铂金价格 金条价格 单位 2025年9月4日 1060 575 - 元/克 2025年9月3日 1053 572 - 元/克 金投网提示：以上报价仅供参考，据此交易，风险自担。 2025年9月4日，实物黄金周大生黄金报价1060元/克，相比昨日上涨了7元/克。铂金价格今天报价575元/ 克，相比昨日上涨了3元/克。 附表： 新浪合作大平台期货开户 安全快捷有保障 ...

Market Overview - The A-share market experienced a significant decline on September 4, with major indices dropping collectively. The Shanghai Composite Index fell by 1.25% to 3765.88 points, the Shenzhen Component Index dropped by 2.83% to 12118.7 points, and the ChiNext Index decreased by 4.25% to 2776.25 points. The STAR 50 Index saw a decline of over 6% [2]. Market Correction - The recent downturn is characterized as a normal short-term technical correction, with an expected decline of less than 10% and a brief duration. The primary reason for this correction is attributed to the rapid increase in the market, which rose over 700 points from 3200 to nearly 3900 points [4][5]. - The market's previous surge led to a significant accumulation of profit-taking positions, particularly in popular stocks, which contributed to the current sell-off [5][6]. Investor Sentiment - The market's rapid rise created an environment of heightened investor enthusiasm, leading to increased leverage and a record high margin balance of 2.3 trillion yuan. This situation also raised concerns about potential risks associated with such rapid gains [5][6]. - The current market sentiment reflects a collective expectation of a correction, resulting in panic selling across various indices [6]. Sector Analysis - The technology sector, particularly semiconductor and communication equipment stocks, is experiencing significant sell-offs due to previous speculative trading without solid earnings support. This has led to a sharp decline in stock prices as market sentiment shifts [8]. - Conversely, the photovoltaic sector is showing resilience, driven by expectations of "capacity reduction and anti-involution" policies aimed at addressing overcapacity issues and reducing competition within the industry [10]. Investment Strategy - Investors holding speculative stocks are advised to take profits during this correction and consider reallocating to more stable, undervalued blue-chip stocks. Those who are currently at a loss should remain patient and wait for the market to stabilize before making further adjustments [9]. - The photovoltaic sector's rebound is seen as a potential opportunity, although caution is advised as overall market adjustments could still impact this sector [10].

长飞光纤公告，持股15.82%的股东武汉长江通信产业集团股份有限公司计划于2025年9月26日至2025年 12月26日，采取集中竞价方式减持公司IPO前取得的A股不超过110万股，占公司总股本0.15%。 ...

Group 1 - The company, Guangxun Technology (002281.SZ), has indicated that it possesses technology and product layouts related to OCS (Optical Communication System) [1] - Currently, the company is in the market and customer expansion phase for its OCS-related offerings [1]

Market Overview - On September 4, the market experienced a significant decline, with the ChiNext index dropping over 5 points and the Shenzhen index falling over 4 points, indicating a panic sell-off across the board [3][4] - The "Cold King" (Hanwang Technology) led the decline with a drop of 14.45%, closing at 1202 yuan, down nearly 200 yuan from its intraday high of 1389 yuan [3] Trading Data - The trading day saw 2297 stocks rise and 2990 stocks fall, with a total trading volume of 25.819 trillion yuan, an increase of approximately 1.862 trillion yuan compared to the previous day [4] - Despite the increase in trading volume, there was a net outflow of 122.9 billion yuan, indicating that profit-taking was still prevalent among investors [4] Technical Analysis - The Shanghai Composite Index broke below the 20-day moving average, suggesting a potential for further declines, while the ChiNext index fell below the 10-day moving average [3][4] - The market is currently experiencing a normal adjustment phase, with the potential for a short-term bottoming period if the downward trend can be halted [5] Investor Sentiment - The current market sentiment is cautious, with investors advised to protect their capital and wait for new market leaders to emerge [5] - The overall market liquidity remains good, with a trading volume exceeding 2.5 trillion yuan, indicating that there is still money in the market despite the recent downturn [5]

其二，今天比较关键的是创业板的两大核心标的，一个是中际旭创，一是新易盛，昨天强势了一天，结果今天就直接出现大幅度跳水，两者盘中的最大跌幅 都逼近15%，如此可见对创业板指数的助跌作用就非常明显了； 这还仅仅是对创业板指数的影响，最关键的是这两大标的是近期整个A股市场的核心龙头，我觉得除了寒武纪，接下来就是这两个品种在影响市场人气，昨 天沪指调整的时候，创业板很强势，这两大品种涨幅超过了10%，看似跟市场相比形成了逆势，但是昨天我就坚信，只要沪指调整，创业板指数的龙头也会 扛不住的，这是资金的趋势效应所决定，结果今天这一幕就发生了，我此前的预期也实现了，应该说创业板这两大品种今天的下挫，让资金看到了某种不好 的信号，才引发了市场的羊群效应。 其三，寒武纪今天的低开下挫可以说对之前的上涨走势有明显的破坏效应，尤其是对沪指的影响比较明显； 创业板指数昨天还很强势，结果今天就突然之间转向了，到10点52分时跌幅达到了3.8%，以一根大阴线的方式几乎吞吃了过去四个交易日的上涨，这种走 法不可谓强悍； 再来看看科创板，真是应了那句话，上涨有多猛、下跌就有多犀利，之前持续大涨的科创50指数今天直接跳水5.38%，科创100 ...