存储芯片板块短线拉升，香农芯创涨超5%再创新高，灿芯股份、云汉芯城、复旦微电、精智达跟涨。 ...

沪指跌0.44%，深成指跌0.81%，创业板指跌0.89%。黄金等有色行业集体下挫，锂电池、存储芯片、稀 土板块普跌；地产、银行涨幅居前，核聚变、风电、深地科技概念表现活跃。 MACD金叉信号形成，这些股涨势不错！ ...

中证500ETF平安主要覆盖中证500指数成分股，该指数聚焦于中小市值企业，行业分布广泛，涵盖工业、信息技术、材料 等多个领域。 伴随着存储芯片市场的涨价潮，A股存储芯片相关公司的盈利预期改善、股价一路高涨，存储芯片"超级周期"来临。业内 人士认为，这轮"超级周期"由AI驱动，数据中心大容量存储需求高速增长，叠加智能手机、智能汽车等智能终端渗透率提 升，共同推动本轮存储技术创新与市场扩容。展望后市，分析人士预计AI服务器存储产品的涨价潮或延续至2026年。国内 存储公司有望继续受益于"价格回升+国产化替代"的双重驱动。叠加消费电子需求提升，国内存储芯片公司开工情况稳中向 好。 费率方面，中证500ETF平安管理费率为0.50%，托管费率为0.10%。 流动性方面，中证500ETF平安盘中换手0.14%，成交120.85万元。拉长时间看，截至10月21日，中证500ETF平安近1周日均 成交2357.41万元。 规模方面，中证500ETF平安最新规模达8.50亿元，创近1年新高。 份额方面，中证500ETF平安最新份额达1.12亿份，创近半年新高。 从资金净流入方面来看，中证500ETF平安近6天获得连续资金净 ...

每经AI快讯，10月22日，存储芯片板块多股低开，三孚股份跌近7%，云汉芯城跌超6%，香农芯创、同 有科技等跟跌。 （文章来源：每日经济新闻） ...

A股三季报密集交卷 超七成已披露公司报喜 当前正值A股三季报密集披露阶段，一批业绩高增长公司受到投资者普遍关注。据统计，截至目前，共 有360家上市公司已披露三季报业绩数据。按照三季报、业绩快报、预告净利润下限计算，合计有254家 公司前三季度净利润为盈利且同比增长（含扭亏为盈），占已披露公司数量的比例达到七成以上。从行 业看，这些业绩增长公司主要分布于电子、基础化工、汽车、电力设备、机械设备等行业。电子行业入 围公司数量最多，有32家。受益于人工智能技术加速迭代，以及应用场景持续扩展等影响，多个电子细 分行业景气上行，相关龙头公司业绩爆发。（智通财经） 843家A股公司拟中期分红合计逾6600亿元 据Wind数据统计，截至10月21日，今年以来，843家A股公司发布850份中期分红（包括季报、半年报以 及特殊分红）计划，涉及分红金额合计6620.26亿元，其中，595份已经实施完毕，分红金额合计3096.93 亿元，255份待实施，拟分红金额合计3523.33亿元。（智通财经） 国际金银大幅收跌 黄金盘中创下12年以来最大单日跌幅 COMEX黄金期货收跌4.94%，报4144.1美元/盎司；现货黄金跌5.1 ...

转自：新华财经 近期，基金行业出现产品风险等级集中调整。记者走访多家金融机构发现，自10月15日起，中信银行陆 续对代销的17只资管产品进行风险等级调整，其中15只基金等级上调；富国基金、天弘基金、海富通基 金、融通基金等公募机构也调整了旗下部分产品的风险等级，且多数为调升。值得注意的是，部分今年 以来业绩表现突出的基金也被调升了风险等级，引发市场关注。在调研过程中，多位业内人士透露了基 金风险等级上调的深层原因：波动率上升、最大回撤偏离倍数增加、规模下降是主要触发因素。对于此 次调整占比较高的债券基金来说，债市波动加剧与部分基金权益仓位的提升成为两大推手。在基金销售 端，风险等级调整已产生实质影响：银行系统将对风险不匹配的定投计划执行自动拦截。这场看似常规 的风险等级调整，正在悄然改变着投资者的决策逻辑和基金产品在代销渠道的接受度。 •乘股市回暖东风 逾九成保险资管产品年内实现正收益 10月以来已披露最新净值的保险资管产品有1583只。其中，今年以来实现正收益的产品有1468只，占比 高达92.7%。从产品类型看，权益类保险资管产品收益表现亮眼，今年以来平均回报率28%。随着保险 资金"长钱长投"加速落地， ...

Core Insights - The storage chip market is experiencing a "super cycle" driven by AI, with expectations of price increases continuing until 2026 [2][7] - The demand for large-capacity storage in data centers is rapidly growing, alongside the increasing penetration of smart devices like smartphones and smart cars [2][5] Price Trends - Global storage chip prices have been rising for nearly six months, with major companies like Samsung and Micron announcing price hikes of 15% to 30% for DRAM and 5% to 10% for NAND flash [3][4] - Samsung's preliminary Q3 2025 results showed an operating profit of 12.1 trillion KRW (approximately 60.52 billion RMB), a year-on-year increase of 31.81% [3] Industry Outlook - The price increases in the storage chip sector are expected to positively impact the profitability of domestic storage companies, with many stocks reaching historical highs [4][9] - Analysts predict that the demand for DRAM will continue to grow, driven by AI applications and the expansion of data centers [7][8] AI and Storage Demand - The growth of generative AI is leading to increased storage demands from North American cloud service providers, with daily AI service calls reaching hundreds of millions [6] - The shift from HDDs to SSDs is accelerating due to performance limitations of traditional hard drives, with SSD penetration rates rising rapidly [6] Domestic Market Dynamics - Domestic storage companies are expected to benefit from both price recovery and domestic substitution, with a steady recovery in demand and production expected in Q4 [9] - Companies like佰维存储 are expanding their product lines to include high-performance storage solutions for AI applications, anticipating significant growth in Q4 and beyond [9]

Core Viewpoint - The storage chip market is experiencing a "super cycle" driven by AI, leading to improved profit expectations and rising stock prices for related companies in the A-share market [1][4]. Price Trends and Profit Expectations - Global storage chip prices have been rising for nearly six months, with major companies like Samsung and Micron announcing price increases of 15% to 30% for DRAM and 5% to 10% for NAND flash [2]. - Samsung's preliminary results for Q3 2025 showed an operating profit of 12.1 trillion KRW (approximately 60.52 billion RMB), a year-on-year increase of 31.81% [2]. - Domestic storage companies are expected to benefit from a combination of price recovery and domestic substitution, with optimistic profit forecasts [2][7]. Demand Drivers - The current "super cycle" is characterized by a structural shift in demand, primarily driven by AI technology, which has significantly increased the need for large-capacity storage in data centers [4]. - The demand for storage is further fueled by the rising penetration of smart devices such as smartphones and smart cars [1][4]. Market Performance of Companies - Companies like 香农芯创, 佰维存储, and 德明利 have seen their stock prices reach historical highs, with 香农芯创 increasing over 128% from September 1 to October 20 [3]. - The demand for SSDs is rising as traditional HDDs struggle to meet the needs for cold data storage due to performance limitations [5]. Future Outlook - Price increases for various storage products are expected to continue into 2026, with projected price hikes of 10% to 15% for DDR5 RDIMM and 5% to 10% for Mobile NAND [6]. - Domestic storage companies are anticipated to see a steady recovery in demand and production capacity in Q4, driven by the growth of AI-related products and the seasonal uptick in consumer electronics [7].

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10月21日，A股三大指数集体上扬。上证指数涨1.36%，深证成指涨2.06%，创业板指涨3.02%，北证50 涨2.04%。沪深京三市全天成交额18927亿元，较上日放量1414亿元，超4600只个股上涨。板块方面， 页岩气、苹果概念等涨幅居前，煤炭、燃气等表现落后。 近期，全球金融市场出现独特景象，美国金融资产开启疯狂上行模式，从宏观股指到微观个股，甚至黄 金等避险资产，均刷新历史高位。这一现象颠覆传统认知，引发全球金融市场连锁反应，对A股影响尤 为突出。 一、今日（10月21日）A股动态 （一）整体概况 盘面上，页岩气板块集体爆发，中裕科技30cm涨停，德石股份（301158）20cm涨停，石化油服 （600871）、山河智能（002097）、神开股份（002278）等股封板。CPO等算力硬件股午后持续走高， 新易盛（300502）、源杰科技、中际旭创（300308）盘中大涨超10%，工业富联（601138）逼近涨停。 苹果产业链同样表现强势，环旭电子（601231）封死涨停，东山精密（002384）、立讯精密 （002475）、蓝思科技（300433）涨幅居前。此外，工程机械、存储芯片、房地产等板块盘 ...