炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月12日，A股三大指数冲高回落。 盘面上，贵金属、有色金属板块集体上涨，存储芯片、影视院线、房地产、钢铁等板块涨幅居前；保 险、银行、证券等权重板块全天震荡走低，白酒、PEEK材料等板块跌幅居前。 兆易创新午后开盘直线拉升，2分钟涨停，尾盘炸板回落，截至收盘报190.21元/股，最新市值为1267.4 亿元，成交额超134亿元。 影视院线板块尾盘异动走高，截至收盘，中国电影涨停，最新市值为359.4亿元；金逸影视回封涨停； 幸福蓝海尾盘一度涨超19%，收盘涨幅收窄至12.36%。 存储芯片板块午后拉升 午后，存储芯片板块突然发力，快速拉升。存储器指数盘中一度涨超7%，收盘涨幅为5.04%。其中，兆 易创新午后开盘直线拉升，2分钟涨停，尾盘炸板回落，截至收盘报190.21元/股，最新市值为1267.4亿 元，成交额超134亿元。 截至收盘，上证指数跌0.12%，收盘报3870.6点，盘中一度触及3892.74点，创阶段新高；深证成指跌 0.43%，创业板指跌1.09%。全市场成交额约2.54万亿元。 | ◎已收盘 2025-09-12 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天的A股稍微震荡调整，牛放缓了脚步，一起回顾下发生了什么。 A股震荡 有色板块集体走强，北方铜业、盛达资源等封板。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 300697 | 电工合金 | | 20.00 | 18.18 | | 871634 | 新威凌 | R | 11.61 | 34.14 | | eooae1 | 株冶集团 | R | 10.02 | 16.25 | | 000603 | 盛达资源 | R | 10.02 | 21.63 | | 200231 | 豫光金铅 | R | 10.02 | 11.53 | | 000737 | 北方铜业 | R | 10.01 | 13.63 | | 002716 | 湖南白银 | R | 9.98 | 6.61 | | 000878 | 云南铜业 | R | 8.73 | 16.69 | | 800592 | 中古举业 | R | 7.77 | 5.69 | | 0008 ...

大家好，今天的A股稍微震荡调整，牛放缓了脚步，一起回顾下发生了什么。 A股震荡 9月12日，沪指全天冲高回落。截至收盘，沪指跌0.12%，深成指跌0.43%，创业板指跌1.09%。 全市场共1926只个股上涨，74只个股涨停，3373只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 16 | | 涨幅 | > 7% | 132 | | 涨幅 5-7% | 1 | 77 | | 涨幅 | 3-5% | 253 | | 涨幅 0-3% | | 1464 | | 跌幅 0-3% | | 3106 | | 跌幅 | 3-5% | 204 | | 跌幅 5-7% | | 43 | | 跌幅 > 7% | | 20 | | 其中 跌停 | | 7 | | 上涨家数 | | 1926 | | 下跌家数 | | 3373 | | 平盘停牌 | | 130 | | 总品种数 | | 5429 | | 总成交额 | | 25483.12亿 | | 总成交量 | | 157948.1 / | | 涨家增减 | | -789 | | 涨家增幅 | | -29.06% ...

【导读】A股稍微调整，港股大涨，港股药捷安康-B暴涨120% 大家好，今天的A股稍微震荡调整，牛放缓了脚步，一起回顾下发生了什么。 A股震荡 9月12日，沪指全天冲高回落。截至收盘，沪指跌0.12%，深成指跌0.43%，创业板指跌1.09%。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 300697 | 电工会等 | | 20.00 | 18.18 | | 871634 | 新威凌 | R | 11.61 | 34.14 | | eooae1 | 株冶集团 | R | 10.02 | 16.25 | | 000603 | 盛达资源 | R | 10.02 | 21.63 | | 600231 | 豫光金铅 | R | 10.02 | 11.53 | | 000737 | 北方铜业 | R | 10.01 | 13.63 | | 002716 | 湖南白银 | R | 9.98 | 6.61 | | 000878 | 云南铜业 | R | 8.73 | 16.69 | | eoosae | 中古实业 | R | 7.77 | 5.69 | ...

【导读】A股稍微调整，港股大涨， 港股药捷安康-B暴涨120% 中国基金报记者 泰勒 大家好，今天的A股稍微震荡调整，牛放缓了脚步，一起回顾下发生了什么。 A股震荡 9月12日，沪指全天冲高回落。截至收盘， 沪指跌0.12%，深成指跌0.43%，创业板指跌1.09%。 全市场共 1926只个股上涨，74只个股涨停，3373只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 74 | | 涨幅 > 7% | 132 | | 涨幅 5-7% | 77 | | 涨幅 3-5% | 253 | | 涨幅 0-3% | 1464 | | 跌幅 0-3% | 3106 | | 跌幅 3-5% | 204 | | 跌幅 5-7% | 43 | | 跌幅 > 7% | 20 | | 其中 跌停 | Pagl | | 上涨家数 | 1926 | | 下跌家数 | 3373 | | 平盘停牌 | 130 | | 总品种数 | 5429 | | 总成交额 | 25483.12 Z | | 总成交量 | 157948.1 / | | 涨家增减 | -789 | | 涨家增幅 | -29. ...

Core Viewpoint - The issuance of actively managed equity funds is experiencing a rebound, driven by the recovery of the A-share market and improved fund performance, with significant fundraising activities observed recently [1][2]. Fund Issuance and Performance - As of September 2, 26 actively managed equity funds have confirmed their issuance periods, with the招商均衡优选混合基金 exceeding its fundraising cap of 50 billion yuan on its first day of issuance [2][4]. - The招商均衡优选混合基金 aims for excess returns through a balanced approach across market, industry, style, and individual stocks, managed by 吴潇, who has over 8 years of experience [2][3]. - The overall issuance scale of actively managed equity funds this year has reached 785.28 billion yuan, with 29 funds exceeding 10 billion yuan in issuance [5]. Market Conditions and Future Outlook - The A-share market has shown positive performance, with the Shanghai Composite Index rising by 12% and the ChiNext Index increasing by 33.4% since the second half of the year [5][6]. - The macroeconomic environment is favorable for equity markets, with expectations of U.S. Federal Reserve rate cuts and a stable U.S.-China relationship contributing to a positive outlook [6][7]. - Investment opportunities are identified in sectors such as AI technology, retail, non-bank financials, and innovative pharmaceuticals, with a focus on technology sectors like semiconductors and computing [7].

Market Overview - The A-share market saw a strong performance in August, with the Shanghai Composite Index rising by 7.97%, the Shenzhen Component Index by 15.32%, and the ChiNext Index by 24.13% [1] - The market's trading volume exceeded 2.83 trillion yuan, marking the sixth consecutive day of surpassing 2.5 trillion yuan [1] Company Performance - Contemporary Amperex Technology Co., Ltd. (CATL) experienced a significant stock price increase, reaching a peak of over 14% during the day and closing at 306.18 yuan per share, up 10.37% [3][4] - CATL's half-year report for 2025 indicated a revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.485 billion yuan, up 33.33% [6] - The company announced a cash dividend of 10.07 yuan per 10 shares, totaling 4.411 billion yuan [6] Industry Insights - The lithium battery industry is showing strong performance, with CATL maintaining a leading position in the market [6] - The semiconductor sector exhibited mixed results, with some companies like Jieban Technology and Changfei Fiber achieving significant gains, while others like Chunzhong Technology and Huasheng Tiancai faced declines [7] - The AI application and multi-modal large model upgrades are expected to drive sustained growth in computing power demand, benefiting domestic computing chip manufacturers [9]

记者 | 金珊 编辑 | 陈思颖 8月27日，A股早盘震荡分化， 创业板指盘中突破2800点，创逾3年新高。截至午盘，沪指涨0.33%，深成指涨1.34%，创业板指涨2.41%， 科 创50指数涨4.16% 。 沪深两市半日成交额超1.73万亿。全市场超3000只个股下跌。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3881.07 | 12639.72 | 2808.08 | | +12.69 +0.33% | +166.55 +1.34% | +65.95 +2.41% | | 跌3056 | | 涨2252 > | | 今日空时成交频 17463 亿 | | ダトー日IKH +4697 | 板块方面，算力芯片、半导体、CPO、稀土永磁等涨幅居前，白酒、煤炭、保险、房地产等跌幅居前。 今天，科创50指数走势强劲，多个成分股大涨，寒武纪盘中一度涨超8%，市值一度站上6000亿元大关。 | | | 1323.76 4.16% | | | --- | --- | --- | --- | | 新闻 | 成分股 | 诊大盘 | 星金 资金 簡況(F1( | | 最新 | ...

Group 1 - The core viewpoint highlights the strong performance of major indices in the A-share market, particularly in sectors such as telecommunications, non-ferrous metals, and real estate, with significant gains in concepts like rare earths, GPU, optical modules, optical communication, and AI computing power [1] - The cloud computing 50 ETF (516630) saw a nearly 3% increase, with top-performing stocks including Yuntian Lifei, Zhongke Shuguang, Zhongji Xuchuang, Tuo Wei Information, and Shuguang Shuchuang, particularly noting that Zhongke Shuguang hit a 10% daily limit [1] - Nvidia informed some component suppliers to suspend H20 production, while DeepSeek released V3.1, which utilizes the UE8M0FP8 design for the upcoming domestic chip [1] Group 2 - According to招商证券, the domestic market for AI computing chips is projected to be around $50 billion, with an increasing demand for domestic alternatives as Nvidia and AMD's special edition chips have seen negligible sales in China since Q1 2025 [1] - Domestic GPU companies like Huawei Ascend, Cambrian, and Haiguang Information are providing domestic alternatives for internet and telecom clients, with support for DeepSeek's adaptation from various GPU/CPU companies [1] - The cloud computing 50 ETF (516630) tracks a cloud computing index (930851) that has a high AI computing content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2]

Group 1 - The market focus on Kosen Technology opened down by 1.70% [1] - Wante Development, a computing chip concept stock, reached a limit up after 11 days of trading [1] - The computing industry chain stock, Garden Holdings, also reached a limit up after 5 days of trading [1] Group 2 - Chuanrun Co. opened up by 5.01% after 4 days of trading [1] - Digital currency concept stock Yuyin Co. opened up by 1.20% after 4 days of trading [1] - Zhongyou Capital opened up by 1.59% after 3 days of trading [1] Group 3 - Power stock Shimao Energy reached a limit up in the auction [1] - Military industry stock Weilon Co. opened up by 5.81% after 4 days of trading [1] - Chengfei Integration opened up by 4.80% after 3 days of trading [1] Group 4 - PCB sector stock Honghe Technology opened up by 9.88% after 4 days of trading [1] - Founder Technology opened up by 4.06% after 3 days of trading [1]