Market Overview - A-shares indices weakened, with the ChiNext Index dropping over 2% and the Shanghai Composite Index down 1.18% [1] - Nearly 1,900 stocks declined across the Shanghai, Shenzhen, and Beijing markets [1] Index Performance - Shanghai Composite Index closed at 3,768.57, down 1.18%, with 1,245 gainers and 982 losers [2] - Shenzhen Component Index closed at 12,289.86, down 1.46%, with 1,982 gainers and 849 losers [2] - ChiNext Index closed at 2,834.16, down 2.25%, with 958 gainers and 405 losers [2] - North Star 50 Index increased by 1.22% to 1,570.39, with 236 gainers and 34 losers [2] Sector Performance - CPO concept stocks collectively plummeted, with Yuanjie Technology falling over 10% and several others, including Taicheng Light, Tianfu Communication, and others, dropping over 5% [2] - Chip stocks also saw a significant decline, with companies like Cambricon, Tongfu Microelectronics, and others falling over 5% [3]

格隆汇9月4日｜A股主要指数持续走低，沪指、深证成指双双跌超1%，创业板指跌1.5%，科创50指数 跌近3%。CPO、银行、军工、半导体等方向跌幅居前，沪深京三市下跌个股近1700只。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

格隆汇9月4日｜A股主要指数走弱，创业板指跌逾1%，沪指跌0.82%，深成指跌0.66%。CPO、银行、 军工、半导体等方向跌幅居前，沪深京三市下跌个股近1900只。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

作为国际资金主要跟踪标的之一，富时中国A50指数迎来重磅调整。 9月3日，富时罗素宣布富时中国50指数、富时中国A50指数、富时中国A150指数等的季度审核变更。该变更将于2025年9月19日星期五收盘后（即2025年9 月22日星期一）生效。 其中，近期关注度极高的创新药和CPO板块有多股入选富时中国A50指数，例如百济神州-U、新易盛、药明康德、中际旭创；同时删除了中国核电、中国 联通、国电南瑞、万华化学等传统红利股。 | ਜੀਮ // | | | | --- | --- | --- | | 股票简称 | 本地代码 | 国际代码 | | 百济神州-U | 688235 | BNHPM91 | | 新易盛 | 300502 | BD761B9 | | 药明康德 | 603259 | BHWLWV4 | | 中际旭创 | 300308 | BFFJRM7 | 【导读】富时罗素宣布对富时中国A50等指数进行调整 以即将被纳入该指数的中际旭创为例，截至9月3日收盘，该公司股价报426.19元/股，年内累计涨幅高达246.45%，远超同期大盘涨幅；总市值达4735亿 元，超过东方财富，成为创业板市值第二大公司。 另 ...

1、行情 市场迎来连续第二天集体大跌。 而带动创业板指数反弹的主要推手，就包括了此前连续大涨的AI硬件，以CPO、PCB为主。 题材方面，军工板块全天重挫，北方长龙（20CM）、航天科技、利君股份、中天火箭、航天彩虹、长城军工、内蒙一机、建设工业、北方导航 等概念股大面积跌停，还有十余股跌超10%； 芯片、光刻机等盘中一度强势反弹，成都华微（20CM）、至纯科技、凯美特气均一度涨停（均炸），通富微电、新莱应材、大港股份、芯源 微、华虹公司等集体大幅冲高； 抽象的马字概念股午后异动，飞马国际、神马股份（炸）涨停，玉马科技、野马电池、天马新材、海马汽车等集体大涨； CPO概念全天异动走强，源杰科技、中际旭创涨超10%，光库科技、聚飞光电、仕佳光子、长芯博创、新易盛、天孚通信等盘中均有大涨表 现； 此外，黄金、创新药、固态电池等均有局部强势表现，钨、稀土、金融、机器人、卫星等集体重挫。 截至收盘，沪指、深成指分别收跌1.16%、0.65%，创业板指收涨0.95%，市场超4500股下跌，仅800余股上涨，两市成交量萎缩至2.36万亿。 2、AI硬件 创业板今日盘中来过三次快速反弹，虽然每次反弹完都是接着阴跌回落。 源 ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, where the Shanghai Composite Index fell by 1.16%, the Shenzhen Component Index decreased by 0.65%, while the ChiNext Index rose by 0.95% [1] - A total of over 4,500 stocks declined, indicating a broad market weakness [1] Sector Performance - The photovoltaic and energy storage sectors showed strength, with companies like Shangneng Electric hitting the daily limit up [1] - CPO concept stocks saw a partial rebound, with Zhongji Xuchuang reaching a historical high [1] - Innovative drug concept stocks surged, with Baihua Pharmaceutical hitting the daily limit up [1] Stock Performance - Brokerage stocks collectively adjusted, with Guosheng Financial Holdings dropping over 5% [2] - The total trading volume in the Shanghai and Shenzhen markets was 2.36 trillion yuan, a decrease of 510.9 billion yuan compared to the previous trading day [2] - Zhongji Xuchuang led individual stock trading with a transaction volume exceeding 28.7 billion yuan [2] Notable Stocks - Zhongji Xuchuang: +10.99%, trading volume 28.717 billion yuan [3] - New Yisheng: +3.21%, trading volume 26.5394 billion yuan [3] - Dongfang Caifu: -4.38%, trading volume 21.7374 billion yuan [3] - Hanwujing: -5.07%, trading volume 19.901 billion yuan [3] - Ningde Times: +2.02%, trading volume 15.641 billion yuan [3] - Yangguang Electric: +15.30%, trading volume 15.588 billion yuan [3]

凤凰网财经讯 9月3日，市场全天震荡分化，三大指数涨跌不一。截至收盘，沪指跌1.16%，深成指跌 0.65%，创业板指涨0.95%。沪深两市全天成交额2.36万亿，较上个交易日缩量5109亿。 | | | | | 户深京重要指数 | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 涨幅% | | 张跌 涨跌家数 张速% | 息手 | 现手 金额 | | 上证指数 | 3813.56 | -1.16 | -44.57 | 398/1897 | 0.11 6.46亿 | 143万 1.01万亿 | | 深证成指 | 12472.00 | -0.65 | -81.84 | 390/2498 | 0.01 8.57 7. | 208万 1.35万亿 | | 北证50 | 1551.45 | -1.49 | -23.43 | 46/226 | 0.01 1355万 | 9.44万 320.16亿 | | 创业板指 | 2899.37 | 0.95 | 27.15 | 191/1189 | 0.02 2.51 Z | 77.8万6575.71亿 ...

Group 1 - The core viewpoint of the news indicates that the technology sector is experiencing a significant downturn, particularly in AI hardware stocks such as semiconductors, CPO, and PCB, while innovative drug concept stocks show mixed performance [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index fell by 2.1%, the Sci-Tech Innovation Composite Index decreased by 2.7%, and the Sci-Tech 100 Index dropped by 3.3% [1] - Zhongtai Securities suggests that the mid-term logic for the technology sector remains solid, and any adjustments in September should be viewed as a strategic opportunity for mid-term investment in technology [1] Group 2 - The Sci-Tech Innovation Board 50 ETF tracks the Sci-Tech Innovation Board 50 Index, which consists of 50 stocks with high market capitalization and liquidity, with over 60% in semiconductors and more than 75% in semiconductor, medical devices, and software development sectors [3] - The Sci-Tech 100 ETF tracks the Sci-Tech Innovation Board 100 Index, focusing on 100 medium-sized stocks, with over 80% in electronics, pharmaceuticals, and electrical equipment, and a significant portion in the electronics and pharmaceuticals sectors [3] - The Sci-Tech Innovation Composite Index ETF covers all market securities on the Sci-Tech Innovation Board, focusing on core industries such as artificial intelligence, semiconductors, new energy, and innovative drugs, encompassing all 17 primary industries on the board [3]

Market Performance - The three major indices collectively declined, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 2.21%, and the ChiNext Index down 2.9% [1] - Nearly 4,500 stocks fell across the two markets, with a total trading volume of 1.91 trillion yuan [1] Sector Performance - CPO and computing hardware stocks experienced a collective adjustment, with multiple stocks including Dekor and Ruijie Network hitting the daily limit down [3] - Digital currency concept stocks fluctuated lower, with Zhongke Jincai hitting the daily limit down [3] - The communication equipment, digital currency, consumer electronics, semiconductor, and AI mobile phone sectors saw significant declines [3] - Gold concept stocks opened high and maintained strength, with companies like Western Gold hitting the daily limit up [3] - Power stocks were active against the trend, with Shanghai Electric hitting the daily limit up [3] - Major financial stocks rallied before the close, with Pacific Securities hitting the daily limit up [3] - Banks showed signs of stabilization and reversal, with Yunnan Agricultural Bank rising 4.55%, and Hu'nong Bank and Qilu Bank also seeing gains exceeding 3% [3] News Highlights - A high-quality standard system construction plan for industrial mother machines aims to fully establish a standard system suitable for high-quality development by 2030 [3] - Spot gold prices surpassed $3,500 per ounce, reaching a historical high [3] - Japan Post Bank announced plans to issue digital currency in the fiscal year 2026 [3] - Japan's new car sales in August decreased by 8.3% year-on-year [3] - The National Medical Products Administration reported that the total amount of innovative drug licensing to foreign markets approached $66 billion in the first half of 2025 [3]

Market Overview - A-shares experienced fluctuations in early trading on September 2, with the Shanghai Composite Index up 0.03%, the Shenzhen Component Index up 0.07%, and the ChiNext Index up 0.55% [1] - The industrial mother machine sector saw significant gains, with stocks like Bojie Co. and East China CNC hitting the daily limit [1] - Precious metals, including gold and silver, continued their strong performance, with silver stocks achieving consecutive gains [1][5] Key Sectors Industrial Mother Machine Sector - The industrial mother machine sector was active, with Bojie Co. and East China CNC reaching their daily limit, while other stocks like Huazhong CNC and Haitan Precision also saw increases [3] - The release of the "High-Quality Standard System Construction Plan for Industrial Mother Machines" aims to establish a comprehensive standard system by 2030, promoting domestic production and new industry opportunities [3] Precious Metals - Precious metals maintained their strong momentum, with silver prices surpassing $40 per ounce for the first time since 2011, and gold prices nearing historical highs [5] - The expectation of interest rate cuts is seen as a key driver for current gold prices, with long-term macroeconomic uncertainties enhancing gold's safe-haven appeal [5] Individual Stocks - Chengdu Huami saw a significant increase of over 15% after announcing a new high-precision RF ADC chip and receiving intention orders [2] Institutional Insights - Guotai Junan believes that the stock index will continue to reach new highs, with a diversified market participation and investment logic [7] - Galaxy Securities anticipates a short-term market operating at a high level, with potential for consolidation after previous gains, while maintaining active trading and structural opportunities [8] - Dongfang Securities asserts that short-term market fluctuations do not alter the bullish trend, with continued potential for upward movement in indices [10]