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市场震荡拉升,创业板指半日涨2.13%,游戏、储能板块爆发
Feng Huang Wang Cai Jing· 2025-09-15 03:44
凤凰网财经讯 9月15日,市场早盘震荡拉升,深成指和创业板指高开高走,大小指数走势分化。截至午 间收盘,沪指涨0.22%,深成指涨1.07%,创业板指涨2.13%。沪深两市半日成交额1.51万亿,较上个交 易日缩量1240亿。 | | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | *● | 最新 | 涨幅% | | 涨跌 涨跌家数 | | 总手 | 现手 金额 | | 上证指数 | | 3879.29 | 0.22 | 8.69 | 870/1380 | 0.02 | 4.12 7 | 2.55万 6461.06亿 | | 深证成指 | | 13061.86 | 1.07 | 137.73 | 1026/1798 | 0.00 | 5.22 7 | 1114 8608.24亿 | | 北证50 | | 1619.71 | 1.18 | 18.83 | 164/105 | -0.01 | 738 / | 1099 179.82 7. | | 创业板指 | | 3084.68 | 2.1 ...
宁德时代、阳光电源双双创历史新高
财联社· 2025-09-15 03:43
Market Overview - A-shares experienced a volatile rise in the morning session, with the Shenzhen Component Index and ChiNext Index opening high and continuing to climb, marking a new high for the year in the ChiNext Index [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.51 trillion yuan, a decrease of 124 billion yuan compared to the previous trading day [1] Sector Performance - The gaming sector saw a collective surge, with Xinghui Entertainment hitting the daily limit up [3] - The energy storage sector performed strongly, with CATL and Sungrow both reaching historical highs [3] - The pre-made dishes sector was active, with Delisi hitting the daily limit up [3] - In contrast, the computing hardware sector showed divergence, with Chuangzhong Technology hitting the daily limit down [3] - The gaming, battery, and pork sectors led the gains, while cultural media, real estate, and precious metals sectors faced the largest declines [3] - By the end of the trading session, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 1.07%, and the ChiNext Index climbed by 2.13% [3]
创业板指跌逾1% CPO等算力硬件方向领跌
Mei Ri Jing Ji Xin Wen· 2025-09-12 06:04
Group 1 - The market showed divergence on September 12, with the ChiNext Index dropping over 1.00% while the Shanghai Composite Index rose by 0.01% [1] - The Shenzhen Component Index fell by 0.31%, indicating a mixed performance across major indices [1] - Over 2,200 stocks in the Shanghai, Shenzhen, and Beijing markets experienced declines, highlighting a broad market weakness [1] Group 2 - Sectors such as CPO, precious metals, and PCB saw significant declines, leading the market downturn [1]
创业板指重返3000点 人工智能主线点燃科技股行情
Shang Hai Zheng Quan Bao· 2025-09-11 19:02
创业板指日K线图 张大伟 制图 算力硬件股延续强势 昨日,算力硬件股再度成为市场焦点,液冷、CPO、PCB等多个方向上涨。截至收盘,炬光科技以20% 幅度涨停,前期强势股中际旭创、新易盛、天孚通信均涨超10%,景旺电子、东山精密、剑桥科技等多 股涨停。此外,工业富联收获2连板,全天成交额为155.28亿元,最新总市值达1.17万亿元。 近期,算力板块迎来一系列催化事件: 第一,美国科技巨头甲骨文近日公布2026财年第一财季业绩数据,宣布公司未实现履约义务(RPO)已 经达到4550亿美元,同比大增359%。截至当地时间周三收盘,美股甲骨文股价上涨36%。 第二,花旗日前上调中际旭创、新易盛、天孚通信目标价。该机构表示,近期光模块公司股价上涨动力 主要是每股收益上调,尤其是2025年第二季度业绩超预期。 第三,9月9日,英伟达推出Rubin CPX,这是专为模型大规模上下文处理而设计的新GPU,提升对软件 编码和生成式视频的处理效率。 第四,第二十六届中国国际光电博览会于9月10日至12日在深圳举办,汇聚全球超3800家光电企业,覆 盖信息通信、AR&VR等全产业链核心领域,呈现从核心材料到系统方案的全链条创新 ...
科技行情持续性与投资标的
2025-09-11 14:33
Summary of Key Points from Conference Call Records Industry Overview - The current economic environment is showing signs of gradual improvement, with the Producer Price Index (PPI) growth rate narrowing year-on-year in August, indicating a potential recovery phase in the economy [1][3] - Market liquidity remains loose, with overall interest rates low and short-term rates declining, which is conducive to increased trading volume [1][6] Core Insights and Arguments - The technology and growth sectors are currently favored as the main investment themes, particularly in the context of a market rally during an economic bottoming phase [1][6] - The AI hardware sector is primarily driven by computing power, with key components including optical modules, PCBs, and server manufacturing [1][8] - Companies such as Shenghong Technology, Dongshan Precision, and Huidian Co. are recommended within the computing hardware sector due to their strong performance and core competitiveness [2][10] Market Dynamics - Historical patterns indicate that market corrections are normal in bull markets, with recent A-share index corrections being minor and short-lived [4][7] - The transition from financial sectors to technology growth sectors has been observed since July, driven by macroeconomic changes and earnings expectations [7] Investment Opportunities - Shenghong Technology is highlighted as a key player in the PCB sector, benefiting from high order volumes and strong technological capabilities, particularly in collaboration with NVIDIA [8][9] - The AI hardware terminal market is expected to grow, with significant opportunities in traditional consumer electronics chains (e.g., Apple supply chain) and new AI terminal products like AI glasses [11][12] - Specific companies within the Apple supply chain, such as Zhongshi Technology, Zhuhai Guanyu, Lens Technology, and Luxshare Precision, are recommended for investment [12][13] Emerging Technologies - The orthogonal backplane technology in the PCB sector is gaining attention, with successful collaborations with major North American clients [9] - The semiconductor sector is focusing on self-sufficiency and edge AI, with companies like SMIC, Cambrian, and Haiguang being key players [15][16] Future Trends - The demand for computing power is high, driven by advancements in large models and their applications, with companies like Cambrian and Haiguang showing significant market share growth [19] - The special electronic fabric sector is expected to benefit from AI-driven demand, with companies like Feilihua and Zhongcai Technology positioned well for future growth [24][25] Conclusion - The overall sentiment in the technology and growth sectors remains positive, with numerous investment opportunities identified across various sub-sectors, particularly in AI hardware and semiconductor industries. The market is expected to continue its upward trajectory as economic conditions improve and technological advancements drive demand.
创业板指重返3000点,“高切低”之下如何把握投资节奏?
Sou Hu Cai Jing· 2025-09-11 12:39
Core Viewpoint - The recent fluctuations in the A-share market have been influenced by strong performances in specific sectors, particularly driven by significant earnings reports from major companies like Oracle, which has boosted investor confidence in the computing power sector [1][2]. Market Performance - On September 11, the A-share market saw a significant surge, with the ChiNext Index rising by 5.15% to 3053.75 points, marking its highest level since January 2022. The Shenzhen Component Index increased by 3.23% to 12979.89 points, while the Shanghai Composite Index rose by 1.65% to 3875.31 points [1]. - The surge was primarily concentrated in sectors such as CPO, PCB, and semiconductors, with over 20 stocks hitting the daily limit [1]. Company Earnings - Oracle reported a staggering 359% year-on-year increase in its unfulfilled performance obligations, reaching $455 billion. This news led to a 35.95% increase in its stock price [1]. - The company's cloud infrastructure revenue reached $3.3 billion in the last quarter, reflecting a 55% year-on-year growth, with expectations to reach $18 billion by fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [2]. Investment Sentiment - Despite the positive market trends, there are concerns about potential volatility due to profit-taking and macroeconomic uncertainties. The market has shown signs of overheating, with a rapid increase in margin trading balances [3][4]. - The investment community remains optimistic about the medium-term outlook, supported by demand-side policies in areas like fertility, consumption, and infrastructure, alongside improving financial data [3][4]. Sector Focus - Investment strategies are shifting towards sectors with potential for fundamental improvement, such as technology, innovative pharmaceuticals, and non-bank financials. The focus is on companies with strong future earnings prospects [8][9]. - The AI sector is highlighted as a key area of interest, with both domestic and international developments presenting opportunities for growth [9]. Risk Considerations - Structural economic risks, market valuation risks, and uncertainties surrounding international policies, particularly regarding the Federal Reserve's actions, are noted as potential challenges [5][6][7].
「每日收评」创业板指涨超5%续创3年多新高,全市场超4200股飘红,AI算力方向持续大涨
Sou Hu Cai Jing· 2025-09-11 09:22
智通财经9月11日讯,市场全天持续走强,三大指数强势反弹,创业板指和深成指双双再创年内新高。沪深两市成交额2.44万亿,较上一个交易日放量4596 亿。盘面上,市场热点轮番活跃,个股涨多跌少,全市场超4200只个股上涨。从板块来看,算力硬件板块全天走强,工业富联2连板创历史新高。卫星互联 网概念股延续强势,东方通信2连板。芯片概念股集体爆发,海光信息20cm涨停。下跌方面,影视院线概念股走势疲软,幸福蓝海大跌。截至收盘,沪指涨 1.65%,深成指涨3.36%,创业板指涨5.15%。 板块方面 板块上,算力硬件股持续走强,工业富联、景旺电子、生益科技、东山精密、方正科技、沪电股份等涨停,中际旭创、新易盛、胜宏科技等个股涨超10%。 消息面上,OpenAI据悉已签署一项协议,将在大约五年内向甲骨文购买价值3000亿美元的算力。甲骨文昨晚收盘大涨36%创纪录新高,市值单日暴增约 2500亿美元。此外,第26届中国国际光电博览会(中国光博会)开幕,再度刺激市场对光模块CPO概念的热情。 中邮证券表示,中长期看,算力基础设施供需缺口持续扩大,既因AI大模型需求爆发,也源于千行百业智能化转型。AI基建作为连接算力硬件与A ...
疯狂星期四!暴涨原因,找到了
Zhong Guo Ji Jin Bao· 2025-09-11 08:59
今天的市场,全线大涨,上演了科技股的暴力美学。 一起看看发生了什么事情。 9月11日,A股全天低开高走,创业板指、科创50指数均涨超5%。截至收盘,沪指涨1.65%,深成指涨3.36%,创业板指涨5.15%。 全市场共4221只个股上涨,94只个股涨停,1047只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 94 | | 涨幅 | > 7% | 215 | | 涨幅 5-7% | | 186 | | 涨幅 | 3-5% | 255 | | 涨幅 0-3% | | 3266 | | 跌幅 | 0-3% | 974 | | 跌幅 | 3-5% | 59 | | 跌幅 5-7% | | 10 | | 跌幅 > 7% | | 4 | | 其中 跌停 | | 6 | | 上涨家数 | | 4221 | | 下跌家数 | | 1047 | | 平盘停牌 | | 162 | | 总品种数 | | 5430 | | 总成交额 | | 24645.93亿 | | 总成交量 | | 146296.8 7 | | 涨家增减 | | 1506 | | 涨家增幅 | ...
CPO、PCB等算力硬件股全线爆发,5G通信ETF(515050)涨停!工业富联等11只持仓股批量涨停
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-11 08:52
Group 1 - AI concept stocks experienced a collective surge on September 11, with significant gains in computing hardware stocks such as CPO and PCB [1] - The 5G Communication ETF (515050) rose by 9.98%, with a total order amount exceeding 25 million yuan, and 11 stocks including Industrial Fulian and Shengyi Technology hitting the 10% daily limit [1] - The latest scale of the 5G Communication ETF exceeded 8 billion yuan, focusing on the Nvidia, Apple, and Huawei supply chains, with optical communication stocks accounting for 42% and PCB stocks for 13.8% of the index [1] Group 2 - The创业板人工智能 ETF 华夏 (159381) tracks the创业板人工智能 index, with over 50% weight in optical module CPO stocks, led by Xinyi Sheng (20.3%), Zhongji Xuchuang (18.8%), and Tianfu Communication (6.5%) [2] - OpenAI reportedly signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock and a market cap increase of approximately $250 billion [2] - The recent volatility in the optical communication sector is seen as a short-term emotional adjustment, with strong demand in the AI computing sector indicating a solid fundamental outlook for the optical module industry [2]
A股,突发暴涨!外资大举买入
Sou Hu Cai Jing· 2025-09-11 08:50
Market Performance - The A-share market showed strong performance with major indices rebounding, with the ChiNext Index and Shenzhen Component Index reaching new highs for the year [1][2] - The Shanghai Composite Index rose by 1.65%, the Shenzhen Component Index increased by 3.36%, and the ChiNext Index surged by 5.15% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.44 trillion yuan, an increase of 459.6 billion yuan compared to the previous trading day [1] Sector Highlights - The computing hardware sector experienced a significant rally, with Industrial Fulian achieving a historical high after two consecutive trading days of gains [3][4] - Satellite internet stocks continued their strong performance, with Dongfang Communication also gaining for two consecutive days [1] - Chip stocks collectively surged, with Haiguang Information hitting the daily limit of a 20% increase [1][4] Foreign Investment Trends - Foreign investors significantly increased their investments in the Chinese market, with a net inflow of 39 billion USD in August, marking the largest inflow since February [5][6] - The International Institute of Finance reported that foreign investment in emerging market stocks and bonds reached nearly 45 billion USD in August, the highest in nearly a year [5] - The influx of foreign capital is attributed to improved fundamentals in the A-share market and expectations of interest rate cuts by the Federal Reserve [6] Future Outlook - Analysts suggest that the core drivers of the market may include a continued decline in risk-free interest rates, which could attract more incremental capital into the market [8] - The "anti-involution" policy and positive expectations for PPI data may lead to improved supply-demand dynamics in certain industries [8] - Breakthroughs in technology sectors such as AI and robotics, along with policy support, are expected to drive a new cycle in the technology industry and lead to a revaluation of related sectors [8]