凤凰网财经讯 9月17日，市场全天震荡走强，三大指数探底回升。截至收盘，沪指涨0.37%，深成指涨 1.16%，创业板指涨1.95%。沪深两市成交额2.38万亿，较上一个交易日放量353亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | | 涨跌 | | 现手 金额 | | 上证指数 | 3876.34 | 0.37 | 14.47 | 1098/1137 | 0.00 | 6.63 亿 | 48.7万 1.01万亿 | | 深证成指 | 13215.46 | 1.16 | 151.49 | 1292/1532 | 0.04 | 8.547 | 950万 1.37万亿 | | 北证50 | 1607.44 | -0.60 | -9.69 | 147/121 | -0.03 | 10607 | 8982 260.43亿 | | 创业板指 | 3147.35 | 1.95 | 60.31 | 639/731 | 0.05 | 2.51 7. | 294万 6682 ...

Core Viewpoint - The recent announcements from China's Ministry of Commerce regarding anti-dumping investigations against U.S. semiconductor products and discrimination investigations against U.S. restrictions in the integrated circuit sector reflect a strategic response to escalating U.S. tech sanctions, potentially reshaping the competitive landscape in the semiconductor industry [1][3][4]. Group 1: Impact on U.S. Companies - U.S. semiconductor manufacturers are losing access to the largest consumer market, China, with the Chinese analog chip market projected to account for over 35% of the global market by 2024 [3]. - The sanctions have led to a significant decline in the performance of major U.S. chip companies in China, resulting in rising prices for electronic products due to insufficient domestic production capacity and lack of affordable alternatives [3]. - U.S. companies are facing increased production costs as many rely on Chinese supply chains, leading to a decline in competitiveness [3][6]. Group 2: China's Strategic Response - The timing of China's anti-dumping investigation is strategic, aimed at addressing the competitive dynamics between the two nations and influencing the global semiconductor supply chain [4]. - The anti-dumping investigation is expected to reduce the market share of U.S. chips in China, allowing domestic companies to capture a larger share of the market, with a noticeable increase in orders for local analog chip manufacturers [8]. - The investigation has prompted domestic firms to enhance their R&D efforts, focusing on key technologies such as process technology [8][10]. Group 3: Global Semiconductor Industry Dynamics - The U.S. attempts to decouple from China face significant challenges, as the U.S. manufacturing sector is heavily reliant on imports for critical components, particularly in the semiconductor field [6]. - China's role in the global supply chain is crucial, not only as the largest consumer market but also in packaging, testing, and raw material supply [6]. - The failure of U.S. initiatives to relocate semiconductor manufacturing to Southeast Asia highlights the difficulties in reducing dependence on China, with only 30% of the expected production capacity achieved due to labor shortages and inadequate support [6]. Group 4: Opportunities for Chinese Companies - Chinese semiconductor companies are gaining recognition in international markets due to stable quality and competitive pricing, supported by government policies aimed at fostering industry growth [10]. - The U.S. sanctions have inadvertently accelerated the development of domestic firms, allowing them to achieve significant breakthroughs in the semiconductor sector [10].

9月17日，中科蓝讯涨5.64%，截至发稿，报119.70元/股，成交3.88亿元，换手率7.52%，总市值144.36 亿元。 资料显示，深圳市中科蓝讯科技股份有限公司位于广东省深圳市南山区沙河街道高发社区侨香路4068号 智慧广场A栋1301-1，成立日期2016年12月19日，上市日期2022年7月15日，公司主营业务涉及无线音 频芯片的研发、设计与销售。主营业务收入构成为：芯片销售收入99.83%，工具及其他0.17%。 从中科蓝讯十大流通股东角度 数据显示，民生加银基金旗下1只基金位居中科蓝讯十大流通股东。民生加银持续成长混合A （007731）二季度新进十大流通股东，持有股数55.56万股，占流通股的比例为1.25%。根据测算，今日 浮盈赚取约355万元。 民生加银持续成长混合A（007731）成立日期2019年9月24日，最新规模11.11亿。今年以来收益 27.14%，同类排名3212/8172；近一年收益63.56%，同类排名2046/7980；成立以来收益82.12%。 截至发稿，朱辰喆累计任职时间3年278天，现任基金资产总规模14.83亿元，任职期间最佳基金回报 12.24%， 任职期 ...

Core Viewpoint - The Swiss National Bank (SNB) has become a significant player in the tech stock market, with a U.S. equity portfolio valued at $167 billion, nearly one-fifth of Switzerland's GDP, covering over 2,300 listed companies [1] Group 1: Investment Strategy - The SNB's investment in major tech companies, including Apple, Microsoft, Amazon, Meta, Nvidia, Alphabet, and Tesla, accounts for $51.6 billion of its portfolio, with Nvidia alone exceeding $11 billion [1] - The SNB's balance sheet has expanded to $855 billion, positioning it alongside sovereign wealth funds from countries like Singapore and Qatar [1] - The SNB employs a unique strategy of regularly selling Swiss francs and buying foreign currencies to manage the appreciation of the Swiss franc, which is often seen as a safe-haven currency [2][4] Group 2: Market Position and Flexibility - Approximately 87% of the SNB's assets are in foreign currencies, including two-thirds in government bonds, 10% in corporate bonds, and 25% in stocks [6] - The SNB has shown flexibility in its investment approach, having established a position of over $2 billion in Berkshire Hathaway by 2025, despite not holding any shares in 2023 [6] - The SNB significantly increased its holdings in Nvidia, with the number of shares growing over sixfold in two years, leading to a 175% increase in value from March 2023 to March 2025 [8] Group 3: Risks and Challenges - The SNB has faced substantial losses due to asset price corrections and currency fluctuations, with a reported loss of 15.3 billion Swiss francs (approximately $19.5 billion) in the first half of the year due to a weakening dollar [9] - Discussions have arisen regarding the potential outsourcing of some assets to professional management for higher returns, although many economists believe the current system remains advantageous [9] - The SNB's ability to quickly mobilize foreign currency assets to manage inflation pressures post-COVID-19 highlights the importance of maintaining liquidity and flexibility in its investment strategy [9]

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.1万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好点 ，都可以来找我们！ 求购以下料号 品牌 型号 数量 ST STM32G071GBU6 20K 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。 同时，芯片超人在深圳设有独立实验室，每颗物料均 安排QC质检 。 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | 赛灵思 | XC7Z020-2CLG484I | 1000 | 22+23+ | | BELLING BLG75T65FDL-F | | 50000 | 24+ | | 海力士 | H9TQ64A8GTCCUR-KUM | 5000 | 24+ | | 瑞萨 | RBN75H125S1FP4-A0 | 20000 | 23+ | | Microchip | PM430 ...

| 成交量: 1.59亿手 | 换手:2.98% | | --- | --- | | 成交额:4363.11亿 | 量比: 1.33 | | 振幅:2.55% | 平盘:26 | | 总市值: 17.73万亿 | | | | | 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | | | 区间统计 | 全屏显示 | | --- | --- | --- | --- | --- | --- | --- | --- | | 最新:3140.76+53.72+1.74% | | | | | | | | | 3143.62 | | | | | | | T.83% | | 3129.47 | | | | | | | 1.37% | | 3115.33 | | | | | | | 0.92% | | 3101.18 | | | | | | | 0.46% | | 3081 | | | | | | | 0.00% | | 3072.89 | | | | | | | -0.46% | | 3058.75 | | | | | | | -0.92% | | 3044.61 | | | | ...

（原标题：A股异动拉升！利好突袭，这一板块集体爆发！） 临近午盘，大金融板块再度拉升，多股涨停。人形机器人概念股爆发，芯片产业链也全线上扬。 9月17日早盘，A股探低后转为上攻，深证成指、科创50、创业板指等均创出多年新高，上证指数、上证50、沪深300等也低开高走。上涨个股略 多于下跌个股，成交保持平稳。 盘面上，科技股表现活跃，芯片、人形机器人等产业链均全线飘红，小家电、多元金融、煤炭、工程机械等板块也表现较佳。贵金属、影视院 线、酒店餐饮、养殖业等板块跌幅居前。 临近上午收盘，大金融板块再度拉升，指南针涨超10%，创历史新高，汇金股份、中粮资本、首创证券(601136)涨停，长城证券、陕国投、信达证 券、国投资本等跟涨。 截至午间收盘，恒生指数涨1.41%，恒生科技指数涨3.49%。港股科网股集体走强，百度集团涨近16%，京东集团、阿里巴巴、美团涨超5%。 消息面上，香港特区行政长官李家超今日（17日）在香港特区立法会发表新一份施政报告。李家超表示，特区政府将成立AI效能提升组，推 进"AI+"发展，促进AI政务发展。 人形机器人多个板块创历史新高 人形机器人概念早间集体走强，电机制造方向领涨，板块指数 ...

Group 1 - The ongoing trade negotiations between China and the US reflect the latter's struggle to maintain leverage, as China demonstrates remarkable resilience against US tariff threats [2][4] - The recent round of negotiations is crucial for both parties to resolve outstanding tariff issues, which could either lead to a mutually beneficial agreement or reignite trade hostilities [1][2] - The US's sudden imposition of export controls on Chinese companies before negotiations indicates a strategy to gain psychological advantage and pressure allies to join in the sanctions [4][6] Group 2 - The US's approach to China, treating it like other more compliant nations, has proven to be a significant miscalculation, as China retaliates with targeted investigations into US exports [6][8] - China's ability to replace US semiconductor products, particularly the H20 chips, undermines the effectiveness of US sanctions and could severely impact US tech companies reliant on the Chinese market [8][10] - The agricultural sector in the US is feeling the strain from lost access to the Chinese market, with farmers facing significant losses due to surplus crops that cannot be sold [10]

【午评：创业板指半日涨1.74% 宁德时代、中芯国际双双创历史新高】智通财经9月17日电，市场早盘 探底回升，宁德时代大涨再创历史新高，带动创业板指快速反弹。沪深两市半日成交额1.54万亿，较上 个交易日放量628亿。从板块来看，盘面上热点题材反复活跃。机器人板块持续走强，万向钱潮等十余 股涨停。芯片产业链表现活跃，中芯国际创历史新高。大金融板块异动拉升，助力市场情绪回暖，首创 证券涨停。下跌方面，影视院线板块震荡走弱，幸福蓝海大跌。板块方面，芯片产业链、折叠屏、机器 人等板块涨幅居前，贵金属、影视院线、旅游等板块跌幅居前。截至收盘，沪指涨0.41%，深成指涨 1.02%，创业板指涨1.74%。 转自：智通财经 ...

Group 1 - The A-share market showed a rebound after a dip, with Ningde Times hitting a new historical high, driving a quick rebound in the ChiNext index [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion, an increase of 628 billion compared to the previous trading day [1] - Various sectors displayed active trading, with notable performances in the robotics sector and the semiconductor industry [3] Group 2 - The robotics sector continued to strengthen, with over ten stocks, including Wanxiang Qianchao, hitting the daily limit [3] - The semiconductor supply chain showed strong performance, with SMIC reaching a historical high [3] - The financial sector experienced a significant rise, contributing to the overall market sentiment recovery, with First Capital Securities hitting the daily limit [3] Group 3 - The film and cinema sector faced a downturn, with companies like Happiness Blue Sea experiencing significant declines [3] - The sectors with the highest gains included the semiconductor supply chain, foldable screens, and robotics, while precious metals, film and cinema, and tourism sectors saw the largest declines [3] - At market close, the Shanghai Composite Index rose by 0.41%, the Shenzhen Component Index increased by 1.02%, and the ChiNext Index surged by 1.74% [3]