（文章来源：每日经济新闻） 每经AI快讯，8月26日，半导体芯片板块局部反弹，士兰微涨停，百傲化学涨超7%，复旦微电、华天科 技、精测电子拉升。 ...

另一方面，互联网医疗股、餐饮股、锂电池股、体育用品股、半导体芯片股齐跌，其中，权重中芯国际 跌1.38%。(格隆汇) 盘面上，大型科技股集体走低，其中，阿里巴巴跌2%，网易、京东跌超1%，百度、腾讯、美团、网易 均有跌幅；机构指稀土冶炼资产或加速重估，稀土概念股继续上涨行情，昨日大涨超14%的金力永磁续 涨2.68%；亚洲早盘现货黄金涨0.6%，黄金股普遍上涨，内银股、食品饮料股、建材水泥股多数上涨。 此外，双登股份上市首日高开超55%。 隔夜美股三大指数收跌，热门中概股多数上涨。昨日强势上涨的港股三大指数低开，恒指跌0.45%，国 指跌0.39%，恒生科技指数跌0.76%。 ...

热点聚焦 4.国家发展改革委、市场监管总局、国家网信办联合起草了《互联网平台价格行为规则（征求意见稿）》，向社会公开征求意见，时间为2025年8月23日至9 月22日。《行为规则》旨在规范互联网平台价格行为，保护消费者和经营者合法权益，促进平台经济健康发展。规则涵盖了经营者自主定价等方面。 全球指数 美股方面，截至上周五收盘，道指涨846.24点，涨幅为1.89%，报45631.74点；纳指涨396.22点，涨幅为1.88%，报21496.53点；标普500指数涨96.74点，涨幅 为1.52%，报6466.91点。 大型科技股普涨，特斯拉收涨6.22%，谷歌A涨3.17%，亚马逊涨3.10%，Meta涨2.12%，英伟达涨1.72%，苹果涨1.27%，微软涨0.59%。 热门中概股普涨，纳斯达克中国金龙指数收涨2.73%。名创优品涨逾20%，向上融科涨逾13%，金山云涨逾9%，阿里巴巴、爱奇艺、小鹏汽车涨超4%，京 东、百度、理想汽车涨逾2%。 港股方面：截至上周五收盘，恒生指数涨0.93%，报收25339.14点；科技指数涨2.71%，报收5647.68点；国企指数涨1.17%，报收9079.93点。 从 ...

本报（chinatimes.net.cn）记者王兆寰 北京报道 8月底的A股有加速上攻之势，沪指连续站上3700点和3800点两个整数关口，迭创10年来新高。 其中，"大科技"成为了"显眼包"，科创板和创业板公司"20cm涨停"简直不要太爽。寒武纪- U(688256.SH)成为龙头，股价站上1200元，直逼茅台，成为新晋网红。 据同花顺iFinD统计进一步显示，科创50指数本周（18日至22日）涨幅为13.31%，位居第一；8月以来累 计涨幅19.09%，依旧霸榜。22日，在主力资金净流入排行榜上，芯片概念净流入241.75亿元，位居第 一；人工智能净流入197.16亿元，位居第二；DeepSeek概念净流入194.62亿元，位居第三。 东吴证券认为，本轮"慢牛"正是宏观政策、资本市场政策、资金结构和科技产业的四重创新趋势的叠 加，实质上是经济高质量发展转型的过程所孕育的"创新牛"。在市场情绪持续向好、增量资金持续入场 和科技产业创新持续突破的背景下，"创新牛"的初期，市场风格大概率沿着长线资金偏好的金融板块和 科技产业有趋势的板块的机器人、海内外算力、创新药等方向继续延伸。 未来随着AI+的应用场景落地， ...

今天市场最靓的仔莫过于AI芯片了，上午在指数连续创新高但个股普绿之下，AI芯片，半导体板块指数却独领风骚，逆势大涨！科德教育直接20cm一字 板，云天励飞，安孚科技，航锦科技等也是开盘之后短时间纷纷封住涨停，寒武纪就更不用多说，从7月份以来已经翻倍！ 在我们的A股市场，都知道股价的上涨都是大资金在背后推动，那为何半导体芯片会受到资金的如此青睐呢？分析清楚这里的原因，我们就能够解释最近该 板块持续大涨，以及是否还能上涨，又能长多高了！ 接下来我们从两个维度进行分析： 一，如图（此图是截至到上午10点40分）： 1，先看红色画线处可见，AI芯片板块在8月13号就已经形成了技术上的突破，这种突破在技术层面讲是非常有效的，原因很简单，经历了充分的调整及洗 盘过程的个股或者板块，而再进行突破，这样一则可以清掉绝大部分浮动筹码，二则形成了右侧交易，而右侧交易是市场的绝大部分拥有大资金的稳健投资 者的喜爱！ 2，再看蓝色方框，这是非常典型的分歧转一致的信号，突破，试盘的冲高回落，来测试抛压的大小，第二天直接反包，很明显主力资金操盘是做了详细而 又充分的准备的。 3，最后再来看看黄色箭头处，在8月18号这个非常吉利数字的日子 ...

Core Viewpoint - The AI chip sector is experiencing significant investment interest, leading to substantial price increases in various companies within the semiconductor industry, indicating a strong market trend and potential for further growth [2][4][6]. Group 1: Technical Analysis - The AI chip sector saw a technical breakthrough on August 13, following a period of adjustment, which cleared floating shares and attracted large institutional investors [4]. - A clear signal of consensus among major funds was observed on August 18, marked by a gap up in prices and a significant increase in trading volume, indicating strong buying interest [5]. - The continuous rise in the semiconductor sector can be attributed to the alignment of major funds rather than retail investors, suggesting a robust market foundation [5]. Group 2: Market Demand and Policy Impact - As of August, global demand for semiconductor chips is improving, with growth in mobile devices, TWS headphones, and AI servers, despite ongoing tariff pressures [6]. - The U.S. tech giant Nvidia's decision to halt production of certain chips has led to increased expectations for domestic alternatives, with significant investments anticipated in the digital economy and AI sectors [6][7]. - The establishment of the third phase of the National Integrated Circuit Industry Investment Fund, with a registered capital of 344 billion yuan, indicates a strong commitment to advancing key areas in semiconductor technology [7]. Group 3: Future Outlook - The semiconductor industry is expected to benefit from ongoing domestic substitution trends, with significant funding flowing into the sector, presenting investment opportunities for stakeholders [7].

Market Overview - The three major indices continued to rise in the afternoon, with the Hang Seng Index leading with a significant increase of 2.71%, while the Hang Seng China Enterprises Index and the Hang Seng Index rose by 0.93% and 1.17% respectively, with the latter reclaiming the 9000-point mark [2] Stock Performance - Notable stock performances included: - IGG (01347) surged by 17.85% to a price of 56.000 - Jingmen Semiconductor (02878) increased by 10.64% to 0.520 - SMIC (00981) rose by 10.06% to 56.900 - Beike Micro (02149) climbed by 9.15% to 66.800 - Other significant gainers included English Base Technology (02577) up 7.09%, Shanghai Fuzhi (01385) up 6.36%, and Hard Egg Innovation (00400) up 5.26% [3] Sector Movements - Major technology stocks collectively rallied in the afternoon, with Kuaishou rising over 4%, Xiaomi up 2.34%, Alibaba increasing by 2%, and Tencent and Meituan both gaining over 1% [4] - Semiconductor stocks were particularly strong, with Huahong Semiconductor soaring nearly 18%, SMIC up 10%, Jingmen Semiconductor over 10%, and Beike Micro over 9% [4] - Other sectors such as military, robotics, automotive, stablecoin, restaurant, and paper industries also saw upward movements [4] Declines in Specific Sectors - Conversely, airline stocks faced a downturn, dropping over 5% despite a slight decrease in passenger load factor, indicating a marginal improvement in airline revenue levels [4] - Other sectors that performed poorly included copper, brain-computer interface, coal, photovoltaic, and gaming stocks, which mostly exhibited low performance [4]

Market Performance - The Hong Kong stock market indices continued to rise in the afternoon, with a notable increase in market sentiment, showing a rebound after an initial decline this week [1] - The Hang Seng Tech Index surged by 2.71%, leading the gains, while the Hang Seng Index and the National Enterprises Index rose by 0.93% and 1.17% respectively, with the National Index returning above the 9000-point mark [1] Sector Performance - Major technology stocks experienced a collective rally in the afternoon, with Kuaishou rising over 4%, Xiaomi increasing by 2.34%, Alibaba up by 2%, and Tencent and Meituan both gaining over 1% [1] - Semiconductor stocks were significantly boosted by two news items, with Huahong Semiconductor soaring nearly 18%, SMIC rising by 10%, and Jingmen Semiconductor and Beike Micro both increasing by over 10% [1] - Other sectors such as military, robotics, automotive, stablecoin, dining, paper, and various others also saw upward movements [1] Underperforming Sectors - Despite the overall market gains, certain sectors faced declines, particularly in the airline industry where the occupancy rate slightly decreased month-on-month, leading to a marginal improvement in airline revenue levels [1] - China National Airlines experienced a significant drop of over 5%, while sectors such as copper, brain-computer interface, coal, photovoltaic, gambling, and home appliances mostly performed poorly [1]

08-22 15:03:06 沪 科 all | 103.97 | | 所属行业:电子+2.28% > | 查看所属板块 > | | | --- | --- | --- | --- | --- | | +12.92 +14.19% | | 半导体芯片 | 昨日大额成交 | | | | +3.01% 最相关 | | +2.16% | | | 今 开 | 最 高 92.50 | 105.00 | 成交量 | 206万手 | | 昨 收 | 91.05 最 低 | 92.42 | 成交额 | 203亿 | | 而智 | 153.04 换手率 | 10.37% | 总市值 | 8303亿 | | 热股 | 财联社热股榜TOP8 | | | | | 分时 | モ日 目K | 周K 月K 分钟 ▼ | | (0) | | 107.41 | MA5:93.79 MA10:91.44 MA20:90.75 | | | 不复权 | | | | | | 105.00 · - | | 100.18 | | | | | | -92.95 | | | | | | 78.49 | 80.90 | | | | | 2025-05-14 | ...

每经AI快讯，8月22日，指数走强，创业板指拉升涨逾2.00%，沪指涨0.47%，深成指涨1.11%。半导体 芯片、PCB、信创等方向涨幅居前，沪深京三市上涨个股近2200只。 ...