Market Performance - The communication equipment sector rose by 6.39% on September 1, with Ruijie Networks leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers - Ruijie Networks (301165) closed at 103.61, up 16.02% with a trading volume of 241,200 shares and a transaction value of 2.376 billion [1] - Zhongji Xuchuang (300308) closed at 406.10, up 14.42% with a trading volume of 598,700 shares and a transaction value of 23.174 billion [1] - Guangku Technology (300620) closed at 110.56, up 13.99% with a trading volume of 367,000 shares and a transaction value of 3.821 billion [1] Top Losers - Changjiang Communication (600345) closed at 30.55, down 5.77% with a trading volume of 235,900 shares and a transaction value of 720 million [2] - ST Gaohong (000851) closed at 0.98, down 4.85% with a trading volume of 37,200 shares and a transaction value of 3.6432 million [2] - ST Jinglun (600355) closed at 3.63, down 4.22% with a trading volume of 322,700 shares and a transaction value of 117 million [2] Capital Flow - The communication equipment sector saw a net inflow of 1.291 billion from institutional investors, while retail investors contributed a net inflow of 588 million [2] - The sector experienced a net outflow of 1.879 billion from speculative funds [2] Individual Stock Capital Flow - Hengbao Co. (002104) had a net inflow of 1.382 billion from institutional investors, but a net outflow of 676 million from speculative funds [3] - ZTE Corporation (000063) saw a net inflow of 1.136 billion from institutional investors, with a net outflow of 561 million from speculative funds [3] - StarNet Ruijie (002396) had a net inflow of 103 million from institutional investors, while speculative funds saw a net inflow of 19.39 million [3]

我们来看中际旭创和天孚通信的OBV状态： 这俩OBV实在太丝滑了，两个字：完美。 但是新易盛就有点凹斑： 这个结构，我觉得爆量之后出骑点应该是可以的，其它条件都满足，就OBV这关过不了。 正在扼腕可惜之际，忽然就想起了很久以前的发明：WOBV 威廉变异离散量改进之后的OBV指标 立即接上看看： 抱住光连才算做对牛市，目前为止仍然没有见顶迹象。 光连三杰易中天，都是堆量骑点牛，但是调试新易盛时一直有点小问题卡住，今天忽然灵感来袭，一下解决了。 问题在堆量的特性描述，思考堆量描述时，我最先想到的是用OBV指标，实验证明，确实管用，很快就帮我过滤掉了很多貌似堆量的股票。条件很简 单，就是OBV>MA(OBV,20); 就是说，量柱如果一直是阳柱，那么累计值肯定一直向上，不会击穿中期均线，但凡期间阴柱过长或者过多，就会出毛病。其实红肥绿瘦也是这么回事， 所以从这个角度看，OBV保持丝滑推升状态正是表明量柱结构比较良性。 哈哈，简直不要太完美。两颗骑点信号迅即点亮。 这是不是可以佐证WOBV的原理比OBV更合理呢？ 今天盘后新得到两只骑点信号： 注意，骑点公式目前还在跟踪测试中，并不表示骑点出现马上就会上涨。事实上，上 ...

天孚通信涨1.24%，报201.0元/股，股价再创新高，总市值突破1562.60亿元，成交额达4.15亿元。（第 一财经AI快讯） ...

人民财讯9月1日电，三连板三维通信（002115）9月1日晚间发布股票交易异动公告称，经核查，公司经 营情况正常，内外部经营环境未发生重大变化。 ...

Group 1 - The core index of the CSI 500 Communication Services Index is reported at 6578.12 points, with a monthly increase of 15.55%, a three-month increase of 28.52%, and a year-to-date increase of 33.48% [1] - The CSI 500 Index is categorized into 11 primary industries, 35 secondary industries, and over 90 tertiary industries, providing a comprehensive analysis tool for investors [1] - The top ten weighted stocks in the CSI 500 Communication Services Index include: Yanshan Technology (8.24%), Giant Network (7.26%), Hengtong Optic-Electric (6.85%), Kaiying Network (6.74%), Guangxun Technology (5.64%), Wangsu Science & Technology (5.04%), Haige Communication (4.92%), Light Media (4.91%), Shenzhou Taiyue (4.59%), and BlueFocus Communication Group (4.22%) [1] Group 2 - The industry composition of the CSI 500 Communication Services Index shows that cultural entertainment accounts for 42.70%, communication equipment for 33.92%, digital media for 10.28%, data centers for 8.88%, and marketing and advertising for 4.22% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - In the event of special occurrences affecting a sample company's industry classification, the CSI 500 Industry Index sample will be adjusted accordingly [2]

Core Viewpoint - The monthly investment strategies from various brokerages have been released, highlighting over 200 recommended stocks amid a backdrop of moderate economic recovery and ongoing policy support in the A-share market as of September 2025 [1] Group 1: Recommended Stocks - Northeast Securities recommends stocks including China Gold International, Shandong Gold, and Longbai Group among others [2] - Dongwu Securities lists stocks such as Maiwei Biotech-U, Leisai Intelligent, and Luzhou Laojiao [2] - Dongxing Securities includes China Shenhua, Kingsoft Office, and Guizhou Moutai in its recommendations [2] - Guotai Junan highlights stocks like CITIC Securities, Haier Smart Home, and Huatai Securities [2] - Multiple brokerages have jointly recommended ZTE Corporation, which benefits from the ongoing 5G infrastructure development [4] Group 2: Industry Focus - The technology manufacturing, gold, new energy, and biomedicine sectors are the primary focus areas for institutional investors [5] - The gold sector has seen multiple recommendations, reflecting institutions' emphasis on global economic uncertainties and risk aversion [5] - Companies like New Yisheng and Huafeng Measurement Control are noted for their strong performance and industry advantages [5] Group 3: Market Outlook - Brokerages predict a continuation of a "slow bull" market in September, driven by the influx of incremental capital [6] - Citic Securities emphasizes the potential impact of the Federal Reserve's possible interest rate cuts on resource commodities, particularly precious metals [7] - The upcoming product launches from Apple and META are expected to stimulate trends in consumer electronics, particularly in the supply chain [7]

Core Viewpoint - The company announced a share repurchase plan, indicating a commitment to returning value to shareholders and confidence in its financial health [1] Group 1: Share Repurchase Plan - The company will hold its 27th meeting of the 8th Board of Directors on November 5, 2024, to approve the share repurchase plan [1] - The total amount for the share repurchase will not be less than 200 million yuan and not exceed 400 million yuan [1] - The maximum repurchase price is set at 22 yuan per share, with the implementation period lasting 12 months from the board's approval [1] Group 2: Previous Repurchase Activity - As of August 31, 2025, the company has repurchased a total of 18.79 million shares, representing 0.5506% of the total share capital [1] - The repurchase price range for these shares was between 12.6 yuan and 14.8 yuan per share, with a total expenditure of 252 million yuan [1]

9月1日，A股9月开门红，三大指数今日高开走高。 截至收盘，沪指涨0.46%报3875点，深证成指涨1.05%，创业板指涨2.29%。 盘面上，COMEX黄金期货再创历史新高，黄金、贵金属板块爆发，中金黄金、湖南黄金及西部黄金等多股涨停；CPO概念走高，"CPO三巨头"中际旭创、 新易盛及天孚通信再创新高；CRO、创新药板块拉升，华海药业、百花医药等多股涨停；存储芯片板块走强，兆易创新涨停；减肥药、生物制品、珠宝首 饰及小金属概念等涨幅居前。另外，保险板块走低，新华保险领跌；航天航空板块走弱，中国卫星跌逾7%；券商概念、机器人及银行等板块跌幅居前。 | 1 -11-2631 - 1 | ORDINANCE | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 生物技术 | 服装 | 证券及经纪 -1.57% | 互 | | | 銀行 +0.11% | 线上零售商 +12.82% | 电讯服务 -0.57% | 汽车 -3.45% | +4.45% | -1.23% | | | | | | | | ...

格隆汇9月1日丨万马科技(300698.SZ)于投资者互动平台表示，公司通信行业用智算中心液冷服务器机 柜尚在研发中。 ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading gains while the Shanghai Composite Index showed narrow fluctuations [1] - Gold concept stocks saw a collective surge, while large financial stocks underwent adjustments, with insurance stocks leading the decline [1] ETF Performance - The New Energy Vehicle Battery ETF reached a limit-up increase of 10%, while gold-related ETFs rose over 8% [2] - Specific ETFs such as the Gold Stock ETF and its variants showed significant gains, with increases ranging from 8.15% to 9.22% [2] Sector Analysis - Analysts suggest that the anticipated interest rate cuts by the Federal Reserve may support commodity prices, including gold and silver, leading to a bullish outlook from several international financial institutions [3] - Conversely, the Nasdaq Technology ETF fell over 2%, and Hong Kong automotive-related ETFs dropped more than 1% [3][4] Automotive Sector Outlook - Brokerages indicate that the vehicle sales performance in 2024 is expected to exceed expectations due to the vehicle trade-in policy, with continued support for automotive consumption in 2025 [5] - The automotive sector is projected to enter a phase of high sales prosperity, driven by event catalysts and industry trends [5]