创业板指涨3.82%，科创50指数大涨超7%，AI科技板块集体走强。天普股份5连板，一图看懂>> 底逐步开始批量供货 新法非常 公司主营IGBT为主的功率半导体芯片和模块的设计研发和生产 飞乐音响 公司的主要产品是汽车电子电器、汽车照明、模块封装及芯片测试服务、智能制造系统 集成、检验检测、精密零件 #田股份 1. 子公司洪星真空科技有限公司是高端制程真空设备方案提供商,能为包括芯片封 装、光学、消费电子、厨电厨卫等多个领域提供精准、高效的解决方案。2、子公司供 应的掩摸版直写光刻机实现先进封装与半导体掩模版领域的国产替代,最小线贯线距解 析能力为2.5μm,可满足3μm产品的量产光刻需求。 大港股份 公司旗下艾科手导体作为国内领先的专业化神立第二方集成电路测试企业 瑞芯微 2天2板 公司的RV系列视觉类芯片依托低功耗方案及自研ISP的优势,可应用在AI眼镜等产品上 光通信 英伟达CFO预计到2030年AI基建支出将达到3-4万亿美元:英伟达推出Spectrum- XGS以太网 天孚通信 英伟达CPO供应链公司,适用于CPO的多通道CPO-ELS的多通道高功率激光器已实现 小批量交付,中报净利润同比增长37. ...

(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 格隆汇8月28日｜A股开盘，三大指数集体低开，沪指低开0.1%报3796.71点，深证成指低开0.33%，创 业板指低开0.58%。截至发稿，三大指数均翻红。 盘面上，卫星导航板块高开，博通集成(603068)涨停，开普云涨超12%，中国卫星(600118)涨超7%，工 信部印发《关于优化业务准入促进卫星通信产业发展的指导意见》；稀土永磁概念股低开，科恒股份 (300340)跌超5%，华宏科技、大地熊跌超3%；部分液冷服务器概念股调整，朗进科技(300594)跌超 8%，腾龙股份(603158)跌超6%。(格隆汇) ...

Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.1% and the ChiNext Index down 0.58%, with sectors like rare earth permanent magnets, energy metals, liquid cooling services, and insurance leading the declines [1] - Galaxy Securities forecasts increased market volatility, suggesting that technology growth will remain the mainstream, while military and non-ferrous sectors may see rotational rebounds [1] - The market is expected to enter an acceleration phase, with a recommendation to focus on relatively low-positioned sectors and quality stocks to wait for rotation and rebound opportunities [1] Group 2 - China Merchants Securities indicates that the market is currently in the second phase of a bull market, characterized by capital-driven dynamics and a focus on key sectors, recommending attention to innovative drugs, CXO, domestic computing power, robotics, and domestic AI agents [2] - The mid-year report performance disclosure is nearing completion, with high median growth rates observed in non-bank, agriculture, non-ferrous metals, steel, electronics, and machinery sectors for the first half of the year [2] - Analysts have recently upgraded profit forecasts for various sectors, including cross-border e-commerce, communication network equipment, LED, lithium battery equipment, medical R&D outsourcing, fluorochemical, gaming, film and animation production, and wind power components for 2025 [2] Group 3 - Orient Securities suggests that the market is facing a short-term adjustment but does not expect a major wave of correction, with strong support in the 3700-3750 point range [3] - The market is anticipated to undergo wide fluctuations to complete a "gear shift," returning to a "slow bull" atmosphere, with new highs still possible [3] - In the "slow bull" market, there is a focus on non-bank sectors and continued optimism for technology growth sectors, particularly AI computing, aerospace and military, and AI applications [3]

Market Overview - The A-share market opened lower with all three major indices declining, with the Shanghai Composite Index down 0.1% at 3796.71 points, the Shenzhen Component down 0.33%, and the ChiNext Index down 0.58% [1] Sector Performance - The satellite navigation sector opened high, with Broadcom Integration hitting the daily limit, Kaipu Cloud rising over 12%, and China Satellite increasing over 7% following the Ministry of Industry and Information Technology's issuance of guidelines to optimize business access and promote the satellite communication industry [1] - Gold stocks saw an initial rise, with Hunan Silver and Shandong Gold both increasing over 3% [1] - Rare earth permanent magnet concept stocks opened lower, with Keheng Co. falling over 5%, and Huahong Technology and Dadi Bear both dropping over 3% [1] - Some liquid cooling server concept stocks adjusted, with Langjin Technology down over 8% and Tenglong Co. down over 6% [1]

基于最新资讯，目前股市中一些高潜力上市公司因其在前沿技术领域的领先布局、强劲的业绩增长或深度 的产业链卡位而受到关注。它们在某些方面与苹果（消费电子巨头、强大生态）和英伟达（AI算力核心、 高市占率）的成长路径有相似之处。 下面我用一个表格帮你快速了解这些备受关注的公司及其核心亮点： | 领域 | 公司 | 核心亮点 | | --- | --- | --- | | AI算力与芯片 | 襄武纪 | AI芯片国产化重要力量，深度参与大模型生态 3 | | | 拓维信息 | "异腾硬件+鲲鹏软件"双底座，长沙智算中心运营方，深度绑定华为 | | | | 1 | | 液冷服务器 | 大元泉业 | 磁悬浮离心泵技术国内领先，液冷服务器用泵市占率超35%，传闻进入 | | | | 华为Mate80供应链 1 | | | 更维克 | 浸没式液冷+冷板散热双方案，为腾讯智算中心提供定制化产品，PUE优 | | | | 化至1.03 (1) | | 消费电子创新 | 歌尔股份 | VR/MR代工龙头，AI眼镜模具开发中 1 | | | 领益智造 | 精密功能件覆盖MR/AI眼镜，消费电子+汽车双赛道，客户覆盖苹果、华 | | ...

【8月26日涨停分析】今日共71股涨停，连板股总数14只，25股封板未遂，封板率为74%（不含ST股、 退市股）。焦点股方面，算力产业链的华胜天成14天8板、园林股份7连板，液冷服务器概念股腾龙股份 10天6板、汉钟精机与川润股份走出8天5板。 转自：智通财经 ...

Market Overview - The recent market trend indicates a strong upward momentum, with the Shanghai Composite Index breaking through the 3800-point mark, supported by a trading volume exceeding 2 trillion yuan for eight consecutive days [2][4][17] - The technology sector, particularly the semiconductor industry, has been a key driver of market growth, with the STAR 50 Index rising over 8% [2][4][17] - The overall market sentiment is positive, with individual stocks showing more gains than losses, and a total trading volume of 25,467 billion yuan recorded [5][6] Sector Analysis Semiconductor Industry - The semiconductor sector has experienced significant growth, with a 10.10% increase in 2023 despite a weak overall market [7][8] - National policies are supporting the semiconductor industry, with the establishment of the National Integrated Circuit Industry Investment Fund to promote upgrades and transitions from low-end to high-end technologies [8] - The global semiconductor market is expected to grow over 15% by 2025, driven by rising demand for AI and high-performance computing [8] Brokerage Sector - The brokerage sector has shown active performance, with recommendations for low-entry opportunities in quality firms with strong risk control and business quality [9] - The sector is expected to benefit from increased trading volumes and improved economic fundamentals, with ongoing reforms in the capital market [9] - The anticipated consolidation and mergers within the industry are expected to further enhance the performance of leading brokerage firms [9] Digital Economy - The digital economy sector remains a focal point, with significant growth potential as the government emphasizes digital development in its policies [12][13] - The core industries of the digital economy are projected to contribute 10% to GDP by 2025, highlighting the importance of data as a new production factor [13] - The sector has shown resilience, with a strong performance in AI and related technologies driving market interest [12][13] Consumer Sector - The consumer sector, particularly in beverages and food, is expected to benefit from domestic consumption recovery, supported by government policies aimed at stimulating demand [14] - The "silver economy" and "self-consumption" trends among younger consumers are identified as key growth areas [14] Robotics and Automation - The robotics sector has seen substantial growth, with a 60% increase in related stocks since early January 2025, driven by strong internal growth dynamics and government support [11] - The industry is expected to continue its upward trajectory, particularly with advancements in humanoid robots and AI applications [11] Communication Technology - The optical communication module sector is anticipated to remain in a high-growth cycle, driven by advancements in AI computing and data center upgrades [10] Investment Strategy - Investors are advised to adopt a cautious yet opportunistic approach, focusing on stocks with strong fundamentals while being mindful of market volatility [3][19] - Emphasis is placed on maintaining flexibility in investment strategies, particularly in sectors showing robust performance and potential for growth [3][19]

Market Overview - The Shanghai Composite Index has shown a strong upward trend, reaching 3688 points with a continuous rise for eight days, and margin trading balances exceeding 2 trillion yuan, indicating a historic opportunity in the Chinese capital market [1] - On August 13, the index broke through 3674.4 points, marking a four-year high, with a single-day trading volume of 2.18 trillion yuan, reflecting positive market signals [3] Investor Behavior - There is a noticeable trend of retail investors opting to redeem their investments when the market approaches 3700 points, with redemption volumes increasing by 40%, indicating a cautious sentiment among ordinary investors [3][4] - Approximately 62% of investors have a holding period of less than three months, reflecting anxiety within the retail investor community, while those holding stocks for over three years have an 81% probability of profit [6] Sector Performance - The semiconductor and low-altitude economy sectors have seen a significant increase in IPOs, accounting for 37% of recent listings, highlighting ongoing interest in emerging industries [5] - Industrial Fulian reported a remarkable earnings growth of 110%, showcasing enhanced corporate profitability [5] Foreign Investment Trends - Foreign capital has shown a consistent inflow into the Chinese market, with northbound funds recording a net inflow for 28 consecutive days, peaking at 18.9 billion yuan in a single day, reflecting international confidence in the Chinese market [8] - The proportion of foreign investment in A-shares has risen to 9.2%, indicating a stable performance amidst market fluctuations [8] Policy Support - The People's Bank of China has introduced a 500 billion yuan re-lending initiative for technological innovation, aimed at injecting vitality into the capital market and supporting the real economy [10] - The implementation of the "Made in China 2025" strategy is gradually yielding results, with domestic companies in key sectors like semiconductors and new energy enhancing their technological capabilities and market shares [11] Long-term Outlook - The shift of household savings towards the stock market is still in its early stages, suggesting significant growth potential for equity assets in the future [11] - The current market environment presents a critical juncture, where understanding trends and making informed investment decisions will be crucial for capitalizing on opportunities [13]

Market Overview - A-shares experienced mixed performance on August 21, with the Shanghai Composite Index reaching a ten-year high of 3787.98 points during the day, closing at 3771.10 points, up 0.13% [2] - The Shenzhen Component Index closed at 11919.76 points, down 0.06%, while the ChiNext Index closed at 2595.47 points, down 0.47% [2] - The total trading volume in the Shanghai and Shenzhen markets was 242.71 billion yuan, an increase of 18.9 billion yuan from the previous trading day [2] Sector Performance - Bank stocks showed strong performance in the afternoon, with Agricultural Bank of China and Postal Savings Bank of China reaching historical highs, closing at 7.23 yuan (up 2.12%) and 6.23 yuan (up 1.30%) respectively [4] - The digital currency sector was active, with stocks like Yuyin Co. and PetroChina Capital hitting the daily limit [2] - Oil and gas stocks also saw gains, with Zhun Oil Co. hitting the daily limit [2] Trading Volume Trends - The trading volume in the Shanghai and Shenzhen markets has exceeded 2 trillion yuan for seven consecutive trading days since August 13, with figures of 2.15 trillion, 2.28 trillion, 2.24 trillion, 2.76 trillion, 2.59 trillion, 2.41 trillion, and 2.42 trillion yuan [2] - This level of trading volume has not been seen since November of the previous year [2] Individual Stock Highlights - From August 13 to 21, Dongfang Wealth led with a cumulative trading volume of 184.5 billion yuan, followed by Northern Rare Earth and Cambrian with 90 billion yuan and 81 billion yuan respectively [3] - These companies experienced stable stock price increases, with cumulative gains ranging from 10% to 25% [3] Future Market Outlook - Dongxing Securities predicts that the market may break through the 4000-point mark, reinforcing a mid-term upward trend [6] - The market is expected to enter a long-term upward cycle, supported by the potential for significant capital inflows and an improving economic outlook [6] - Debon Securities highlights that the current market is underpinned by three key factors: fundamentals, liquidity, and policy support [7] Sector-Specific Insights - The liquid cooling server sector has shown strong performance recently, although it experienced a pullback, with stocks like Jintian Co. and Tenglong Co. hitting the daily limit down [5] - Oriental Securities forecasts that 2025 will see accelerated penetration of AI liquid cooling technology, driven by the increasing demand for computing power [5]

Market Performance - The three major indices have returned above the midline, with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index increasing by 0.45%, and the ChiNext Index up by 0.21% [1] - The total trading volume in the two markets reached 1.57 trillion [1] Sector Performance - Digital currency concept stocks saw a collective surge, with cross-border payment stocks rising by 3.31%, and over 10 stocks, including Sanwei Xinan, Zhongyou Capital, and Yuyin Co., hitting the daily limit [3] - Oil and gas stocks showed strong fluctuations, with Zhunyou Co. hitting the daily limit [3] - Storage chip concept stocks were active, with Zhaoyi Innovation hitting the daily limit [3] - Generator concept stocks experienced a decline, down by 2.36%, with Weichai Power dropping by 7.8% and KOTAI Power down by 7.119% [3] - AI hardware stocks, including liquid-cooled servers, collectively fell, with Feilong Co. hitting the daily limit [3] - Sectors such as geothermal energy, PCB, PEEK materials, and rare earth permanent magnets saw significant declines [3] Economic Indicators - The price of West Texas Intermediate crude oil for September delivery increased by $0.86 [3] - In July, Jiangsu Province achieved a total retail sales of social consumer goods amounting to 349.22 billion, reflecting a year-on-year growth of 0.6% [3] - Citigroup raised its target price for lithium carbonate in China from $7,000 per ton to $11,000 per ton for the next 0-3 months [3] - The State Council's ninth plenary session emphasized the need to continuously stimulate consumption potential and systematically remove restrictive measures in the consumption sector [3]