前海开源基金首席经济学家杨德龙表示，当前市场行情由"五路资金"入场推动，分别是债市、楼市、外 资流入资金、居民存款搬家以及产能过剩行业资金。他认为，经济转型受益的一些新质生产力板块，如 算力算法、人形机器人、创新药等上涨持续性强，后市仍可重点关注。 【深圳商报讯】（记者 钟国斌）沪深北三市成交额连续第8个交易日突破2万亿元，打破A股历史纪录。 业内人士认为，多路资金进场助推沪指重回3800点，A股市场慢牛长牛趋势已经确立，投资者可关注科 技成长赛道低位股。 深圳新里程（002219）总经理赖戌播认为，"本轮慢牛长牛行情有望持续两到三年，A股下一个目标是 沪指3950点至4000点。"他认为，以新质生产力为代表的科技成长方向是市场热点，投资者可重点关注 人工智能、芯片半导体、电子、通信等方向。 "A股本轮行情是大级别牛市，有望创历史新高。"恒创天下投资总监罗晓鸣认为，投资者应回避此前累 计涨幅较大的板块，挑选底部横盘久、涨幅有限的滞涨品种。他认为，牛市行情所有板块都会轮涨，切 忌追高买入爆炒的高位题材股。 高盛最新研报指出，中国目前仅有22%的家庭金融资产配置在基金和股票上，潜在资金流入规模超过10 万亿元，这 ...

"寒王"再度狂飙！ 8月22日，寒武纪全天高开高走，尾盘实现"20cm"涨停并持续至收盘。市值单日猛增866亿元并跨过了5000亿元大关，位居半导体行业第一位，成为名副 其实的"寒王"。由此寒武纪也成为市场中第二只千元股，仅次于贵州茅台。 此外，寒武纪亦有最新动作。天眼查显示，近日，上海寒武纪信息科技有限公司发生工商变更，注册资本由26亿元增至27亿元。 拉长时间来看，自三年前创下的低位至今，寒武纪股价在三年多时间里已经涨超26倍。有公募基金经理表示，头部企业在AI芯片领域拥有一定的技术优 势和创新能力，市场对其未来的技术突破和产品升级充满期待。"尽管这些龙头企业的业绩目前尚未完全体现，但投资者对其未来的发展潜力和市场前景 持乐观态度，愿意给其较高的估值，这也成为支撑其股价上涨的重要因素。" "寒王"成为第二只千元股 8月22日，沪指突破3800点，续创十年新高。芯片股成为大盘的领头羊，京仪装备、中芯国际涨超14%，杰华特涨近14%，芯源微、天准科技涨超11%，金 博股份、景嘉微涨超10%，和而泰、航锦科技、兆易创新、东材科技、华东重机、远程股份等涨停。 同时"起飞"的还有相关主题的ETF基金，科创50ETF ...

回顾本周行情，沪指势如破竹，已经站上3800点整数关口，其他指数也在跟随沪指屡创阶段新高，A股市值也突破了100万亿。大家对后市的热情度逐步 提高，只不过上涨速度有点快，盘面上出现高低切换的迹象，高位股出现了持续性的下挫，但两市成交量天天在2万亿以上，即便出现了筹码松动，上升 趋势也未出现改变，这段时间，市场慢牛的共识已经形成。 带着这些问题，我们邀请到两位重磅嘉宾：一位是深圳优品投资顾问-张凯程老师；另外一位是 资深投资人-周涛；他们将为大家总结本周行情，判断后市 走势，把握市场机会。 8月24日晚22:22在《河南卫视》播出，敬请收看。 本周成交额，每日都在2万亿以上，8月18日两市成交更是达到了2.76万亿，我们常说，有量有行情，现在看普通投资者开户数据暴增、两市融资余额持续 在2万亿以上，这些都在表明有增量资金，在持续入场。不过市场资金的高低切换非常明显，本周8月18日至21日数据显示，调整后的银行、低位的白酒、 饮料制造、石油加工等方向最为吸金。最近涨幅比较大的军工，汽车零部件，化学制药等等方向资金流出最多。当然，高低切换，不是一朝一夕能够完成 的，希望通过这样的切换，市场走的更健康一些。 指数在突 ...

今天，A股再次迎来超重磅历史时刻！ A股电子板块市值达到11.54万亿元，登顶第一！ 很多人都不了解这个时刻，到底有多重磅。 | | 板块名称 | | 涨幅+ 主力金额 | | --- | --- | --- | --- | | 1 | 中国AI 50 | +5.31% | +126.7 乙 | | 2 | 国家大基金持股 | +5.00% | +72.89 Z | | 3 | 存储芯片 | +3.44% | +67.78 Z | | 4 | 同花顺新质50 | +3.18% | +30.41 乙 | | 5 | Sora概念[文生视频] | +3.17% | +15.03 乙 | | 6 | 石游戏 | +3.10% | +10.59 乙 | | 7 | 先进封装 | +2.94% | +51.90 乙 | | 8 | 共封装光学(CPO) | +2.79% | +52.16 乙 | | ਰੇ | 华为异腾 | +2.71% | +25.32 乙 | | 10 | 智谱AI | +2.61% | +35.65 Z | | 11 | AI手机 | | +2.60% +23.28 Z | | 12 | 东数西算 ...

作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 今天，A股再次迎来超重磅历史时刻！ A股电子板块市值达到11.54万亿元，登顶第一！ 很多人都不了解这个时刻，到底有多重磅。 这或许是中国股市有史以来，首次有板块的市值，超越银行业。 它的背后，不仅反映了以科技为先锋的新经济已经超越以银行为代表的传统经济，更意味着中国股市增长的主引擎，被真正切换。 从今天开始，A股的上涨引擎，将有望向美股对标—— 由科技巨头来驱动。 01 史诗级大爆发 8月22日，A股主要指数集体走高，沪指涨1.45%报3825点，续创十年新高；深证成指涨2.07%，创业板指涨3.36%，科创50指数涨8.59% 创逾3年新高。 沪深两市全天成交额2.55万亿，较上个交易日放量1227亿，市场情绪再次显著提升。 表现最强势的无疑是芯片半导体产业链，从芯片、封装、CPO到服务器、算力、AI应用等几乎所有板块，都出现了全面大爆发。 | | | 8月22日A股AI产业链全面大涨 | | | --- | --- | --- | --- | | | 板块名称 | | 涨幅� 主力金额 | | 1 | 中国AI 50 | ...

⭐星标华尔街见闻，好内容不错过 ⭐ 本文不构成个人投资建议，不代表 平台 观点，市场有风险，投资需谨慎，请独立判断和决策。 觉得好看，请点"在看" | W | | 上证指数(000001) | | | | --- | --- | --- | --- | --- | | | | 08-22 13:14:30 | | | | 3801.14 | | 昨收 | 3771.10 | 成交额 7106.62亿 | | +30.04 | +0.80% | 六十 | 3772.28 | 成交量 442.32亿 | | 上涨 | 978 | | 59 | 下跌 1287 | | 最高价 | 3801.14 | 而留率 | 16.3 | 近20日 5.77% | | 最低价 | 3772.28 | 市净率 | 1.49 | 今年来 13.41% | | 分时 | モ日 | EK | 周Ｋ 月Ｋ | 明る | | 叠加 | | | | 成交 | | 3801.14 | | | 0.80% | 13:14 3800.07 2.36亿 | | | | AW | | 13:14 3800.11 2.45亿 | | | | | | 13 ...

Core Points - The United States and the European Union have reached an agreement on a trade framework covering various sectors including agriculture, automobiles, aircraft, semiconductors, energy, and digital trade barriers [1][2][5] Group 1: Tariff Changes - The EU will eliminate tariffs on all U.S. industrial products and provide preferential market access for U.S. agricultural products, including nuts, dairy, and processed fruits and vegetables [2] - The U.S. will apply the higher of the Most Favored Nation (MFN) tariff rate or a 15% tariff rate on most EU goods, effective from September 1, 2025, for certain products [3][4] Group 2: Energy and Technology Procurement - The EU plans to purchase U.S. energy products, including liquefied natural gas and oil, with expected purchases reaching $750 billion by 2028 [5] - The EU will also commit to acquiring at least $40 billion worth of U.S. artificial intelligence chips for data center construction in Europe [5] Group 3: Future Negotiations - The EU and the U.S. will continue discussions on further tariff reductions following intensive negotiations led by trade officials from both sides [6]

【导读】美国与欧盟发表联合声明，双方已就贸易协定框架达成一致 中国基金报记者 李智 一起来看下关税最新消息。 美欧正式敲定框架贸易协议 汽车关税有望降至15% 当地时间 8月21日，美国白宫发表声明称，美国与欧盟已就一项贸易协定的框架达成一致。 此外，欧盟计划大幅增加从美国采购军事和国防装备。美国和欧盟承诺共同努力减少或消除非关税壁垒。在汽车领域，美国和欧盟有意接 受并相互承认彼此的标准。美国和欧盟承诺解决不合理的数字贸易壁垒。 根据白宫公布的声明，美国与欧盟的这项贸易协议的框架内容要点有19项，涵盖农产品、汽车、飞机等工业品、芯片半导体、能源、欧盟 对美投资、放宽环境保护法规限制、网络安全协议、数字贸易壁垒等多方面内容。 声明还明确，美国对大多数欧盟商品征收关税税率将不超过15%，涵盖汽车、药品、半导体芯片和木材。 美国白宫方面表示，美国和欧盟希望将本框架协定作为一项进程的第一步，该进程可逐步扩展，涵盖更多领域，并持续改善市场准入，增 进双方的贸易投资关系。 在一份三页半的联合声明中，双方列出了各自的承诺，其中包括欧盟承诺取消对所有美国工业品的关税，并为广泛的美国海产品和农产品 提供优惠市场准入。 声明称， ...

Core Viewpoint - The article discusses the recent trade agreement framework reached between the United States and the European Union, highlighting key areas of cooperation and tariff adjustments across various sectors [3]. Group 1: Trade Agreement Framework - The trade agreement framework includes 19 key points covering agricultural products, automobiles, aircraft, semiconductor chips, energy, EU investments in the US, environmental regulations, cybersecurity agreements, and digital trade barriers [3]. - The EU will eliminate tariffs on all US industrial products and provide preferential market access for various US agricultural products, including nuts, dairy, fresh and processed fruits and vegetables, processed foods, seeds, soybean oil, and meat products [4]. - The EU will extend the terms regarding lobster from the 2020 agreement, which was set to expire in July 2025, and expand the product range to include processed lobster [4]. Group 2: Tariff Adjustments - The US will apply the higher of the Most Favored Nation (MFN) tariff rate or a 15% tariff rate on most EU goods, which includes automobiles, pharmaceuticals, semiconductor chips, and timber [5][6]. - Starting September 1, 2025, the US will only apply MFN tariffs to certain products from the EU, including non-renewable natural resources, all aircraft and aircraft parts, generic drugs, and their raw materials [6]. Group 3: Energy and Investment Commitments - The EU plans to purchase US energy products, including liquefied natural gas, oil, and nuclear products, with expected purchases reaching $750 billion by 2028 [7]. - The EU commits to acquiring at least $40 billion worth of US artificial intelligence chips for the construction of data centers in Europe [7]. - European companies are expected to invest an additional $600 billion in strategic sectors in the US by 2028 [7]. Group 4: Future Cooperation - The EU will continue discussions with the US to negotiate further tariff reductions and identify additional areas for cooperation [9]. - The European Commission will initiate the implementation of the agreement's main content with the support of EU member states and the European Parliament [9].

Core Viewpoint - The United States and the European Union have reached a significant agreement on a trade framework, which includes a unified tariff structure and commitments for mutual trade benefits [2][4]. Summary by Sections Trade Agreement Framework - The trade agreement framework consists of 19 key points covering various sectors, including agricultural products, automobiles, aircraft, semiconductor chips, energy, and digital trade barriers [4]. - The U.S. will impose a 15% uniform tariff on most EU imports, while the EU will eliminate all tariffs on U.S. industrial products [2][4]. Tariff Adjustments - The U.S. will reduce tariffs on European automobiles from the current 27.5% to 15% once the EU submits the necessary legislative proposals [5][6]. - The agreement allows for potential retroactive tariff reductions for automobile manufacturers, contingent on the EU's legislative actions [6]. EU Commitments - The EU will procure $750 billion worth of U.S. liquefied natural gas, oil, and nuclear products by 2028, along with an additional $400 billion in U.S. AI chips [8]. - The EU will also provide preferential market access for various U.S. agricultural products, including nuts, dairy, and meat [8]. Investment and Cooperation - EU companies plan to invest an additional $600 billion in strategic sectors in the U.S. by 2028, highlighting a commitment to deepen cooperation in energy security and high-tech supply chains [8]. - Both parties have agreed to address unreasonable digital trade barriers and ensure that the benefits of the agreement are shared primarily between the U.S. and the EU [8]. Future Negotiations - The agreement is designed to be expandable, allowing for the inclusion of more sectors in the future to improve market access [9]. - The EU will work with member states and the European Parliament to implement the agreement and negotiate a fair and balanced trade accord with the U.S. [10].