来源：喜娜AI 人民日报：以"立破之道"建设好全国统一大市场 又见证历史！黄金盘中上破3690，明年冲击4000稳了？ 因市场预期美联储本周降息，黄金价格创新高，现货黄金盘中站上3690美元/盎司。分析师认为其涨势 将延续至年底，但明年突破4000美元前大概率回调。美联储宽松预期、地缘紧张、央行购金等因素推动 投资者涌入黄金市场，白银表现也亮眼。详情>> 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 超大规模市场是我国优势，建设全国统一大市场十分必要。中共中央政治局会议指出要纵深推进。上半 年我国经济增长内需贡献大，但仍存在低价无序竞争等问题。构建全国统一大市场要立"显规则"、 破"潜规则"，放宽市场准入；立"路牌"、破"路障"，完善基础设施；立"一盘棋"、破"自顾自"，破除地 方保护；立"大格局"、破"小循环"，扩大开放。详情>> 美国财长贝森特：美联储明日降息25个基点的预期已被消化 美国财政部长斯科特· ...

● 本报记者 胡雨 Wind数据显示，截至9月16日中国证券报记者发稿时，9月以来，逾1100家A股上市公司接待机构调研， 环比大幅增长。从股价表现看，过半上市公司9月以来取得正收益；从行业分布情况看，机械设备、电 子、基础化工等行业上市公司较受机构关注。 就后市投资而言，机械设备行业中的机器人领域获得机构和市场高度关注，灵巧手等细分方向投资机遇 值得重视；电子行业建议关注国产算力产业链，基础化工行业建议关注有机硅等供给弹性较大的板块。 调研热情进一步升温 作为机构9月调研标的中表现最强的一只，香农芯创股价近期迭创历史新高。9月16日，公司股价虽小幅 调整，但9月以来累计涨幅仍达到78.36%。从香农芯创披露的调研纪要看，作为一家以电子元器件产品 分销为主要收入来源的上市公司，公司代理及自产的相关产品会否跟随存储芯片提价而涨价等话题受到 机构重视。对此，公司回应称，分销产品价格随行就市，市场价格变化最终会体现在采购和销售价格 上，而自产的相关产品价格最终由市场竞争等因素决定。 包括香农芯创在内，Wind数据显示，截至9月16日记者发稿时，9月以来已有超过1100家A股上市公司接 待机构调研，环比大幅增长，显示 ...

丨证券研究报告丨 固收资产配置丨点评报告 [Table_Title] 化债额度提前下达，建筑转债怎么看？ ——可转债周报 20250913 报告要点 [Table_Summary] 当周（2025 年 9 月 8 日-2025 年 9 月 13 日）建筑转债仍处于估值中位、市价较高位的相对企 稳阶段，同时正股基本面有望随政策托底逐步修复，板块具备规模较大和估值相对较低的优势， 建筑转债或具备配置机会。权益市场方面，A 股震荡上行，中证 500 与科创风格相对占优，科 技成长与制造主线持续活跃，电子、电力设备成交集中，部分高拥挤方向估值偏高。转债市场 整体修复，小盘反弹强于大盘，估值结构有所分化，高平价券估值上行，隐含波动率小幅抬升， 风格轮动迹象显现。一级市场供给稳定，条款博弈频现，需持续关注事件驱动型机会。 分析师及联系人 [Table_Author] 赵增辉 熊锋 朱承志 SAC：S0490524080003 SAC：S0490524120004 SFC：BVN394 SFC：BWI629 请阅读最后评级说明和重要声明 %% %% 当周（2025 年 9 月 8 日-2025 年 9 月 13 日，下同） ...

国民经略 . 在这里，读懂中国经济、城市和楼市 本文来自微信公众号： 国民经略 （ID：guominjinglve） ，作者：凯风，题图来自：AI生成 城市经济天花板，又抬高了。 以下文章来源于国民经略 ，作者凯风 日前召开的主题发布会透露，"十四五"收官时 （2025年末） ，北京GDP将站上5万亿台阶。 这意味着，继上海之后，北京将成为全国第二个5万亿城市，与深圳、广州、香港等拉开差距。 北京上海经济为何这么猛？广深能否再次迎头赶上？ 一、京沪GDP迈进5万亿，意味着 什么？ 环顾国际，180多个国家和地区中，GDP超过5万亿 （约7000亿美元） 的仅有20多个。 这一数字，超过瑞典、比利时、泰国等国家，一城可敌一国，说是"富可敌国"不算夸张。 放眼国内，GDP超过5万亿的省份只有11个，京沪GDP已超近2/3省域。 京沪是省级的直辖市，也是严格意义上的城市，属于万亿俱乐部的领头羊。 目前，我国内地共有27个万亿GDP城市，未来几年有望扩容到30席。 毕竟，同为万亿城市，但经济梯度相当明显： 5万亿的京沪，4万亿的深广渝，2万亿的苏成杭武，1.5万亿~2万亿还有6座城市，万亿区间更有10多 座城市。 当 ...

以下文章来源于创业板观察 ，作者梓隆 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息，提供有价值的市场资讯。 今日（9月16日），三大指数集体收涨，市场个股迎普涨格局，年内"翻倍股"的数量也持续扩容。 截至收盘数据，不计算年内新股，目前共 有430股年涨幅超100%，较昨日"翻倍股"规模（414股）增长近3.9%。 同时，其在整个A股中的占比也攀升至8.02%，突破8%大关。 | 序号 | 证券代码 | 证券名称 | 融资净买额 | 融资余额/流通 | 年内涨跌幅 | 申记得不 | | --- | --- | --- | --- | --- | --- | --- | | | | | (亿元) | 市值(%) | (%) | | | 1 | 300476.SZ | 胜宏科技 | 141.78 | ર્ટ રેટ | 727.75 | 电子 | | 2 | 300502.SZ | 新易盛 | 126.12 | 4.90 | 320.50 | 通信 | | 3 | 688256.SH | 塞式纪 | 105.80 | 2.41 | 118.86 | 电子 ...

据数据宝梳理出优质中小科技重组潜力股，统计条件包括：市值200亿元以下、今年半年报资产负债率 在20%以下、评级机构数在5家以上的TMT板块股票（计算机、通信、传媒、电子等四大行业），合计 共有46只股票入围。这类个股财务基础较好，且低负债率背景下并购潜力更强，二级市场上超额收益也 更为突出。从市值角度来看，威贸电子、美登科技、新经典等个股市值均不足30亿元，映翰通、北路智 控、奥迪威、电魂网络等个股市值不足60亿元。关注度较高的天融信、顶点软件、中望软件、索辰科技 等个股均有10家以上机构评级。资产负债率较低的个股值得关注。其中，新经典、泰凌微、聚辰股份、 龙迅股份等个股2025年半年报资产负债率均不足10%。从股价表现来看，上述46股年内平均上涨超 35%，远超大盘同期表现，臻镭科技、长光华芯、索辰科技、概伦电子等个股均涨超90%，中石科技、 敏芯股份、映翰通等个股涨逾50%。 ...

Core Viewpoint - Silver prices have surged, reaching over $43 per troy ounce, the highest level since 2011, in line with strong gold price trends [1] Group 1: Market Dynamics - Recent precious metal price increases are attributed to a weakening US dollar, with market expectations of a 25 basis point rate cut by the Federal Reserve and further easing by year-end [1] - Geopolitical uncertainties and continued inflows into exchange-traded funds (ETFs) have also contributed to the rising demand for silver [1] Group 2: Demand Drivers - Over half of global silver consumption is driven by industries such as solar panels, electric vehicles, and electronics, indicating a strong industrial demand for silver [1]

（原标题：86只股收盘价创历史新高） 沪指今日上涨0.04%，86股收盘价创历史新高。 今日可交易A股中，股价上涨的有3629只，占比66.93%，下跌的有1689只，占比31.15%，其中，涨停的有89只，跌停的有7只。 | 301000 肇民科技 | | 56.03 | 6.58 | 汽车 | | --- | --- | --- | --- | --- | | 688191 智洋创新 | | 28.20 | 6.50 | 电力设备 | | 001309 | 德明利 | 125.50 | 6.44 | 电子 | | 603298 杭叉集团 | | 26.69 | 6.38 | 机械设备 | | 301077 星华新材 | | 28.20 | 6.37 | 基础化工 | | 688041 海光信息 | | 246.00 | 6.26 | 电子 | | 300984 金沃股份 | | 72.54 | 6.25 | 机械设备 | | 301135 瑞德智能 | | 33.03 | 6.21 | 家用电器 | | 300757 罗博特科 | | 295.90 | 5.58 | 机械设备 | | 300476 胜宏科 ...

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.32%, closing at 1358.05 points, with a total trading volume of 4.469 billion shares and a turnover of 240.51 billion yuan, resulting in an average turnover rate of 2.38% [1] - Among the tradable stocks on the STAR Market, 397 stocks closed higher, with 8 stocks increasing by over 10% and 34 stocks rising between 5% and 10%. Conversely, 186 stocks closed lower [1] Turnover Rate Analysis - The turnover rate distribution shows that 10 stocks had a turnover rate between 10% and 20%, 99 stocks between 5% and 10%, 129 stocks between 3% and 5%, 274 stocks between 1% and 3%, and 77 stocks had a turnover rate of less than 1% [1] - The highest turnover rate was recorded by Zhongyan Co., which closed up by 6.31% with a turnover rate of 17.21% and a transaction amount of 578 million yuan. Puran Co. also saw a limit-up with a 20% increase and a turnover rate of 14.30%, totaling 2.205 billion yuan in transactions [1] Sector Performance - In the high turnover stocks, 73 stocks increased, with the highest gains from Puran Co. (20.00%), Longxin Zhongke (14.89%), and Buke Co. (12.72%). The stocks with the largest declines included Conglin Technology (-7.72%), Ailong Technology (-6.74%), and Hangke Technology (-6.53%) [2] - The electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 44 stocks, followed by machinery equipment and power equipment with 19 and 15 stocks, respectively [2] Capital Flow - Among the high turnover stocks, 46 experienced net inflows of main funds, with Longxin Zhongke, Naxin Micro, and Aobi Zhongguang seeing net inflows of 358 million yuan, 196 million yuan, and 193 million yuan, respectively. Conversely, Shijia Photon, Hangke Technology, and Juhe Materials had significant net outflows of 304 million yuan, 198 million yuan, and 172 million yuan, respectively [2] - Recent data indicates that 61 high turnover stocks received net purchases of leveraged funds, with notable increases in financing balances for Xinyuan Co. (955 million yuan), Shijia Photon (245 million yuan), and Dongxin Co. (211 million yuan). In contrast, Huahong Company, Yingshi Innovation, and Lingyun Light saw significant reductions in financing balances [2] Notable Stocks - The top stocks by turnover rate on September 16 include Zhongyan Co. (6.31% increase, 17.21% turnover rate), Puran Co. (20.00% increase, 14.30% turnover rate), and Xinyuren (2.06% decrease, 13.85% turnover rate) [3][4] - Other notable stocks include Ailong Technology (-6.74%, 13.74% turnover rate) and Aobi Medical (6.78%, 12.04% turnover rate) [3][4]

Market Performance - The ChiNext Index rose by 0.68%, closing at 3087.04 points, with a total trading volume of 641.903 billion yuan, an increase of 21.062 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1056 stocks closed higher, with 28 stocks rising over 10%, and 312 stocks closing lower, including 1 stock that hit the daily limit down [1] Turnover Rate Analysis - The average turnover rate for the ChiNext today was 4.66%, with 31 stocks exceeding a turnover rate of 20% [1] - The highest turnover rate was recorded by Aifenda, a new stock listed for 5 days, with a turnover rate of 51.94% and a closing price increase of 2.60% [1][2] Institutional Activity - Eight high turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation noted in several stocks, including Hanwei Technology and Xinghui Entertainment, which saw significant net purchases [3] - Hanwei Technology had a net institutional buy of 1.79 billion yuan, while Xinghui Entertainment had a net buy of 1.21 billion yuan [3] Capital Flow - Among high turnover stocks, 21 stocks experienced net inflows from main funds, with Hanwei Technology, Gaolan Co., and Hanyu Group leading in net inflow amounts [4] - Aifenda is projected to have a net profit increase of 14.72% year-on-year, with an estimated net profit of 99 million yuan [4] Stock Performance Summary - Aifenda (301575) closed at 60.36 yuan with a daily increase of 2.60% and a turnover rate of 51.94% [4] - Other notable stocks include Haoen Electric (301488) with a 7.15% increase and a turnover rate of 43.68%, and Tongxing Technology (301252) with a 10.10% increase [5]