猫哥来了，直接上干货。 今天三大指数集体上涨，但还没有突破3800-3892的箱体，继续震荡，挣钱的板块抱团趋势明显，涨跌个股数量基本持平，成交量接近 2.4万亿，整体平淡，但是，明天非常值得期待。 来源：市场资讯 （来源：大猫财经） 作者| 猫哥 01 因为美联储要降息了，现在的分歧是降25基点还是50基点，又要在全世界掀起新的货币流动大潮。 降息本来早该来了，但是被美国统计局耽搁了，美联储的货币政策调整关键看就业和通胀。 结果2024年就业数据好的不得了，新增180万，所以美联储硬扛着特朗普就不降息，结果前些日子，这个数据下修了！而且一修就是91万 人，也就是说，之前公布的就业数据，没了一半。 统计局说是方法问题，但特朗普说，这就是操纵，给老拜登脸上贴金，他一怒之下，把统计局长给开了。 下修数据表明美国经济没那么好，迟到的降息终于还是来了，这对A股是个大利好。 这个板块最吓人的是，还没有进入量产，但是板块热度超前，年内平均涨幅89%，如果大规模的量产和接入更广泛的应用，那很多龙头 企业的空间是很难想象，减速器电机、丝杠、peek材料这些肯定大爆发，最关键的是，这一轮产业迭代，会把很多原本属于制造业的公 司 ...

Core Viewpoint - The market shows a clear divergence between technology stocks leading the gains and cyclical stocks undergoing adjustments, indicating a structural market trend with potential for increased short-term volatility [4][5][7]. Market Performance - The two markets recorded a trading volume of 1.38 trillion yuan, an increase of 1.15% from the previous day, reflecting strong market liquidity and active capital flow [5]. - A total of 2,504 stocks rose, with a notable ratio of 30 stocks hitting the daily limit up, highlighting a positive market sentiment [4]. Sector Analysis - Technology sectors such as photolithography machines, diversified finance, wind power equipment, consumer electronics, and humanoid robots saw significant gains, while sectors like precious metals, tourism, pork, and prepared dishes experienced declines [4]. - Institutional investors are shifting strategies, moving away from defensive sectors like non-ferrous metals and coal towards technology stocks, indicating a clear "abandoning cyclical, attacking technology" trend [7]. Investor Sentiment - Retail investors are increasingly using leverage to participate in the market, with a notable rise in trading activity in small and mid-cap technology stocks, reflecting a strong enthusiasm for policy-driven themes [7]. - The sentiment among retail investors is high, with 75.85% indicating a bullish outlook [8]. Positioning - As of September 17, 34.27% of investors increased their positions, while 17.18% reduced their holdings, with 48.55% remaining neutral [12].

Group 1: Stock Market Activity - 27 stocks were listed on the institutional leaderboard today, with 13 seeing net purchases and 14 experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were Haoen Qidian (127 million), Weilan Lithium (125 million), and Online Offline (72.15 million) [1][2] Group 2: Robotics Industry - Weilan Lithium has launched semi-solid lithium battery products and is advancing research on solid/semi-solid batteries, with 3 institutions net buying 125 million today [2] - The CEO of Figure indicated that humanoid robots are expected to achieve large-scale deployment within four years, with a new factory capable of producing 100,000 robots annually [2][3] - The humanoid robot market is projected to see significant growth, with component suppliers for Tesla's humanoid robots expected to experience substantial growth potential [3] Group 3: Semiconductor Equipment Market - The global photolithography equipment market is projected to reach $31.5 billion in 2024, accounting for 20% of the wafer production equipment market [5] - Domestic manufacturers are making breakthroughs in photolithography technology, which has been historically dominated by foreign companies [5] - By 2030, China's share of global wafer foundry capacity is expected to increase from 21% in 2024 to 30% [6] - Semiconductor equipment demand is anticipated to grow due to capacity expansion, supported by the high utilization rates of domestic companies like SMIC and Huahong [6]

Group 1: Junsheng Electronics - Junsheng Electronics received project designation notifications from two leading automotive manufacturers to develop and provide a range of automotive intelligent products globally, including CCU and intelligent networking products [1] - The total order value for these projects is expected to be approximately RMB 15 billion, with mass production planned to start in 2027 [1] - Following the gradual realization of these orders, Junsheng Electronics' intelligent driving business is anticipated to enter a rapid growth phase according to Guosen Securities [1] Group 2: Optical Lithography Sector - Stocks such as Boliang Optoelectronics, Yongxin Optics, and Kaimete Gas experienced price increases [2] - Boliang Optoelectronics specializes in optical components like mirrors and lenses used in lithography applications [2] - Kaimete Gas's subsidiary received certification from Japan's GIGAPHOTON, indicating recognition of its lithography gas products by laser equipment manufacturers [2] Group 3: Flexible Screens (Foldable Screens) - Stocks including Lihesheng, Dongmu Co., and Kosen Technology saw price increases [3] - Lihesheng's OLED flexible screen coating equipment is designed for applying protective and heat dissipation films on 3D curved OLED panels [3] - Dongmu Co. is involved in liquid metal products that are used in foldable smartphone hinges and automotive decorative parts [3] Group 4: Industrial Mother Machines - Stocks such as Zhongyuan Neipei, Aopu Optoelectronics, and Baoxin Technology experienced price increases [4][5] - Zhongyuan Neipei's subsidiary focuses on the research and production of CNC machine tools and non-standard specialized machine tools [4] - Baoxin Technology's CNC sheet metal technology falls under the industrial mother machine category, applicable in this sector [5] Group 5: Top Stocks by Net Buying Amount - Eight stocks on the龙虎榜 had net buying amounts exceeding RMB 100 million, with Huijin Co., Hengbao Co., and Kaimete Gas surpassing RMB 200 million [6][7] - The net buying amounts for these stocks were RMB 317 million, RMB 246 million, and RMB 208 million respectively [7] - Other stocks with significant institutional net buying included Haoen Automotive and Weilan Lithium, with amounts over RMB 50 million [7]

Market Overview - The market showed a strong rebound with all three major indices recovering from earlier lows, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component by 1.16%, and the ChiNext Index by 1.95% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.38 trillion yuan, an increase of 35.3 billion yuan compared to the previous trading day, with over 2,500 stocks rising [1] Sector Performance - The robotics sector continued its strong performance, with multiple stocks hitting the daily limit, including Jingxing Paper and Changling Hydraulic [1] - The semiconductor industry, particularly the photolithography machine segment, saw significant gains, with stocks like SMIC reaching historical highs [2] - The battery sector was also active, with CATL achieving a new historical high [1] Individual Stocks - Notable stocks that reached historical highs include Ningde Times, SMIC, and Sanhua Intelligent Control, which are expected to drive short-term market sentiment [5] - The short-term speculative trading rate remained around 40%, with stocks like Shanhai Construction and Shanzi Gaoke achieving multiple consecutive gains [5] Future Outlook - The market is expected to maintain a healthy rotation of hot sectors, including robotics, semiconductors, AI computing power, and batteries, with a focus on which sectors will emerge as new leaders [7] - The overall market sentiment is contingent on the trading volume, which needs to increase to support a sustained upward trend in indices [7] Key Developments - Elon Musk announced plans for a technical review of Tesla's AI5 chip design and upcoming meetings regarding AI and humanoid robots, indicating a potential acceleration in the production of humanoid robots [3] - The domestic photolithography machine industry is anticipated to grow rapidly due to increased demand from AI advancements and domestic wafer fabrication plant construction [2]

9月17日，A股三大指数集体收涨，深成指、创业板指创阶段新高。 截至收盘，沪指涨0.37%报3876点，深证成指涨1.16%创2022年3月以来新高，创业板指涨1.95%创2022年1月以来新高。 全天成交额2.4万亿元，较前一交易日增量359亿元，全市场超2500股上涨，超2700股下跌。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | MM | 3876.34 | +14.48 | +0.37% | | 000001 | Print | | | | | 创业板指 | mirra | 3147.35 | +60.31 | +1.95% | | 399006 | mf | | | | | 深证成指 | into | 13215.46 | +151.48 +1.16% | | | 200001 | mil | | | | 具体来看： 光刻机、半导体芯片股股大涨，波长光电、奥普光电、永新光学涨停，赛微电子涨超8%，中芯国际大涨近7%。消息面上，有报道援引知情人士 透露，中芯国际正在测试由上海初创公司宇量升制造的首款国产深紫外光 ...

具体来看，光刻机板块领涨，截至收盘，波长光电20%涨停，苏大维格涨超14%，鸿利智汇涨超10%，永新 光学涨停。 风电设备板块涨幅居前，金雷股份涨超12%，金风科技涨超7%，天顺风能、大金重工、运达股份等跟涨。 贵金属板块走弱，西部黄金跌超5%，赤峰黄金、晓程科技跌超3%。 9月17日，三大股指集体收涨，上证指数报收3876.34点，涨0.37%；深成指报收13215.46点，涨1.16%；创业 板指报收3147.35点，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。全市场超2500只个 股上涨，超2700只个股下跌。 | 全A | 涨 2504 | 平 168 | 跌 2754 | | --- | --- | --- | --- | | | | A股重要指数 | | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3876.34 | +14.47 | +0.37% | | 深证成指 | 13215.46 | +151.49 | +1.16% | | 北证50 | 1607.44 | -9.69 | -0.60% | | 创业板指 | 3147.35 | +60.31 | ...

2025.09. 17 本文字数：909，阅读时长大约1.5分钟 作者 | 第一财经 陈杨园 9月17日，Wind数据显示，光刻机指数大幅上涨，截至发稿，涨幅达4.87%。其中，波长光电（301421）涨超20%，苏大维格（300331）、奥普光 电（002338）、福晶科技（002222）涨超10%。 此外，半导体指数涨幅也达到1.39%，峰岹科技（688279）涨幅达20%，中巨芯-U（688549）、利扬芯片（688135）等涨超10%，中芯国际A股 （688981）跟涨。 光刻机指数(8841237) < w Q 09-17 13:08:15 4553. 昨收 4341.99 成交额 213.69亿 47 5.6亿 成交量 今开 4454.72 211.42 4.87% 26 呼 智 下 跌 上 涨 0 1 最高价 93.3 4603.53 市盈率 近20日 6.77% 最低价 4443.04 市净率 5.55 47.93% 今年来 五日 周K 月K 更多 ⊙ 分时 日K 叠加 4603.53 6.02% 0.00% 4080.45 -6.02% 11:30/13:00 9:30 15:00 额:21 ...

Group 1 - A-shares saw significant activity with 57 stocks hitting the daily limit up and 3 stocks hitting the limit down on September 17 [1] - The photolithography machine concept stocks were particularly active, with companies like Fuzhijing Technology and Aopu Optoelectronics reaching the limit up [1] - The diversified financial sector strengthened, highlighted by Jianyuan Trust achieving two consecutive limit up days and COFCO Capital also hitting the limit up [1] Group 2 - ST Gaohong and ST Zhongji experienced four consecutive limit down days, while ST Dongtong faced three consecutive limit down days [2]

9月17日早盘，创业板指突破3100点整数关口，涨0.43%。光刻机、芯片等板块涨幅居前。 ...