今日（8月28日），A股市场资金分歧较大。在昨日急剧回调的情况下，大盘在盘初有所反弹，但随后 再次呈现出快速下杀走势，上证指数盘中一度跌超1%。 午后，在科技股拉升带动下，A股主要股指持续反弹，上证指数上涨超1%，深证成指涨超2%，创业板 指涨近4%。值得一提的是，在科技股行情带动下，创业板的成交额近期显著攀升。 盘面上，科技题材全面开花，CPO概念接连走高，6G、中芯概念、激光雷达、PCB、卫星互联网等多 个板块大涨，转基因、农业、流感等题材表现较弱。 港股科技股同样大幅走高，中芯国际、中兴通讯、华虹半导体等涨幅居前。恒生指数盘中一度跌超 1.5%，尾盘在科技股拉升带动下，跌幅不断收窄。 寒武纪正式登上"股王"宝座 8月28日，寒武纪股价高开高走，盘中突破1500元，收盘为1587.91元，全天涨幅达15.73%。值得注意的 是，寒武纪今日收盘价超越了贵州茅台的1446.10元，正式成为A股新"股王"。 寒武纪此前发布2025年半年度报告，今年上半年公司实现营业收入28.81亿元，同比增4347.82%；实现 归属于上市公司股东的净利润为10.38亿元。 谈及上半年收入激增的原因，寒武纪披露的公告显示，公司 ...

【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 盘面上，半导体板块强势领涨，寒武纪涨超7%，盘中再创历史新高，股价再度超茅台(600519)登上"股 王"宝座，中芯国际涨超13%，盘中亦创历史新高；CPO概念股走强，中际旭创(300308)、新易盛 (300502)、长飞光纤(601869)等个股创新高；卫星导航板块活跃，三维通信、博通集成(603068)、万通发 展等多股涨停，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》。另外，医药板块 集体下跌，美诺华(603538)、博瑞医药跌超8%。(格隆汇) (责任编辑：宋政 HN002) 格隆汇8月28日｜A股三大指数早盘集体上涨，截至午盘，沪指涨0.07%报3803.08点，深成指涨0.56%， 创业板指涨1.26%。科创50指数涨3.67%，盘中创2022年1月以来新高。沪深京三市半日成交额18082亿 元，较上日放量619亿元，全市场超1 ...

盘面上，气溶胶检测板块大跌，捷强装备跌9%；钛白粉板块走低，振华股份(603067)跌近7%；微盘股 集体下挫，90余股跌逾5%；纺织服装板块走势低迷，真爱美加等多股跌停；水泥建材板块走弱，四川 双马(000935)跌超6%；盲盒经济、SPD概念、船舶制造及教育等板块跌幅居前。另外，CPO概念逆市走 高，剑桥科技涨停；AI芯片板块走强，瑞芯微、岩山科技涨停；F5G概念、小金属及光通信模块等少数 几个板块录得上涨。(格隆汇) (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27日｜A股主要指数今日集体调整，沪指、深成指跌逾1.4%；截至收盘，沪指跌1.76%报3800 点，深证成指跌1.43%，创业板指跌0.69%，北证50指数跌2.6%。全天成交额3.2万亿元，较前一交易日 增量4880亿元。全市场超4700股下跌。 | 上证指数 | 深证成指 | 北证50 | ...

Group 1 - The A-share market saw a collective pullback in CPO concept stocks, with significant declines in several companies [1] - Jingwang Electronics (603228) dropped over 7%, while Cambridge Technology fell by 6% [1] - Other companies such as Huilv Ecology, Zhongji Xuchuang, and Xinyi Sheng also experienced declines exceeding 3% [1] Group 2 - The table lists various companies along with their stock performance, total market capitalization, and year-to-date growth percentages [2] - Jingwang Electronics reported a decline of 7.33% with a total market value of 58.2 billion and a year-to-date increase of 127.01% [2] - Cambridge Technology saw a decrease of 6.06%, with a market cap of 13.7 billion and a year-to-date growth of 26.18% [2] - Huilv Ecology experienced a drop of 4.80%, with a market cap of 10.7 billion and a year-to-date increase of 80.40% [2] - Zhongji Xuchuang and Xinyi Sheng also reported declines of 3.88% and 3.84%, respectively, with market caps of 232.4 billion and 180.8 billion [2]

Market Overview - The market experienced a sudden drop of 1% after a calm opening, surprising investors who were expecting a stable trading session [1][3] - This unexpected decline has impacted investors' account values, causing distress among those holding positions [3] Investor Sentiment - Some investors, who had been cautious and missed previous opportunities, are now eager to enter the market during this pullback, viewing it as a chance to buy [3] - The stock market remains a stage where different investors experience contrasting emotions, with some feeling anxious while others are optimistic [3] Banking Sector Dynamics - The banking sector initially showed strong performance but quickly reversed, contributing significantly to the market's downturn [3][5] - Technical investors noted that the rapid rise in bank stocks could indicate a potential short-term peak, prompting some to take profits [5] Market Trends - CPO concept stocks saw significant gains, with New Yi Sheng hitting a 20% limit up, while low-radiation glass stocks faced declines [6] - The recent market drop may be viewed as a "shakeout" typical of the early stages of a bull market, clearing out weak hands and setting the stage for future growth [8] - The sudden decline is seen as a potential cleansing process, allowing for a healthier market environment moving forward [8]

Group 1 - The A-share market indices have turned positive, with the Double Innovation Leader ETF (588330) rising by 0.36%, and the underlying index has increased by 11.69% since its low on April 8 [1][3] - In the component stocks, lithium battery companies such as Yiwei Lithium Energy rose over 3%, and CATL increased by more than 1% [1] - The CPO concept stocks, including Xinyi Technology and Zhongji Xuchuang, both rose over 2% [1] Group 2 - The U.S. has significantly reduced tariffs on Chinese goods, which is expected to restore exports of lithium batteries from China to the U.S. [3] - In the past five years, the U.S. has been the largest export market for Chinese lithium batteries, with exports reaching a record high of $15.315 billion last year, accounting for 25% of total lithium battery exports from China [3] - In Q1 of this year, the value of lithium battery exports to the U.S. was $3.132 billion, a year-on-year increase of 7.7%, representing 20.2% of total exports [3] Group 3 - The Double Innovation Leader ETF (588330) closely tracks the Science and Technology Innovation 50 Index, selecting 50 large-cap companies from the Sci-Tech and ChiNext boards, covering popular sectors such as new energy, semiconductors, and medical devices [4] - The ETF provides a low-threshold entry point for investors to access multi-layered capital markets, and the index has the potential to act as a "rebound pioneer" with a 20% price fluctuation limit [4]

Market Performance - The three major indices rebounded during the trading days from April 21 to April 25, with the Shanghai Composite Index rising by 0.56%, the Shenzhen Component Index increasing by 1.38%, and the ChiNext Index gaining 1.74% [1] - On April 25, the Shanghai Composite Index closed at 3295 points with a trading volume of 445.4 billion yuan, while the Shenzhen Component Index closed at 9917 points with a trading volume of 668.1 billion yuan [3] Stock Performance - The CPO concept stock Shijia Photon saw a significant increase of 66.54%, leading the weekly gainers, while several cross-border e-commerce and electric power concept stocks also performed strongly [4] - A total of 20 stocks experienced a weekly increase of over 30%, with Jinlitai leading the decline with a drop of 43.85% [4][5] Active Stocks - 70 stocks had a turnover rate exceeding 100% during the week, with Yalian Machinery leading at 273.96% [6] - The majority of stocks with high turnover rates belonged to the basic chemical, machinery equipment, and food and beverage sectors [6] Capital Flow - Automotive, home appliance, and light manufacturing sectors attracted significant capital inflow, while electronic, basic chemical, and commercial retail sectors faced net selling exceeding 4 billion yuan [8] - New Yisheng, Satellite Chemical, and Tuo Wei Information received the highest net inflows, amounting to 1 billion yuan or more [9] Margin Trading - A total of 1766 stocks received net buying through margin trading, with Zijin Mining leading at 436 million yuan [10] - Zhejiang Rongtai and Zhenhua Co. followed with net buying amounts of 286 million yuan and 250 million yuan, respectively [11] Institutional Research - Zhongchong Co. was the most researched stock by institutions, with 201 institutions participating in the survey [12] - The focus of institutional research remained on sectors such as food, industrial machinery, electronic components, electrical parts, and automotive [12] New Institutional Interests - 151 stocks were newly favored by institutions, with 11 stocks receiving target prices [15] - Sairisi was highlighted by Tianfeng Securities with a target price of 167.7 yuan, while Haibo Sichuang received attention from multiple institutions [15][16]