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！ 今天上午，银行、保险板块反弹，农业银行、建设银行均涨超3%，科技成长主线回调。 上午收盘，上证指数下跌1.23%，深证成指下跌1.84%，创业板指下跌1.75%。市场逾4900只个 股下跌，成交额为16966亿元，较昨天上午增加3539亿元。 长川科技涨停 今天上午， 半导体测试设备龙头股 长川科技迎来"20CM"涨停，股价创历史新高，最新市值为 506.07亿元。 | | | 长川科技 | C | | | --- | --- | --- | --- | --- | | | 300604國 露廢運 LT | | | | | 80.27 | 间 | | 80.27 市值 506.07亿 量比 2.43 | | | | ਵਿ 77.88 | | 流涌 389.76亿 换 | 10.25% | | 13.38 20.00% | 开 | | 80.27 市盈 75.47 额 | 39.79亿 | | 分时 | 日Ｋ | | 五日 | 更多▼ (0) | | 均价: 79.94 最新: 80.27 13.38 ...

Market Overview - The banking and insurance sectors experienced a rebound, with Agricultural Bank and Construction Bank both rising over 3% [5][6] - The Shanghai Composite Index fell by 1.23%, Shenzhen Component Index by 1.84%, and ChiNext Index by 1.75% [1][2] - Over 4,900 stocks declined, with a trading volume of 1.6966 trillion yuan, an increase of 353.9 billion yuan compared to the previous day [1][2] Longchuan Technology - Longchuan Technology, a leader in semiconductor testing equipment, hit a "20CM" limit-up, reaching a historical high with a market value of 50.607 billion yuan [2][3] - The company expects a net profit of 827 million to 877 million yuan for the first three quarters of 2025, representing a year-on-year growth of 131.39% to 145.38% [3] - The anticipated net profit for the third quarter is projected to be between 400 million and 450 million yuan, indicating a year-on-year increase of 180.67% to 215.75% [3] - The growth is attributed to increased demand in the semiconductor industry, with ample orders and significant sales revenue [3][4] Banking Sector Dynamics - The banking sector has shown weak performance since the third quarter, with some stocks, like Minsheng Bank, experiencing a cumulative decline of over 23% since July 11 [7] - Recent adjustments in the banking sector are attributed to heightened market risk preferences and outflows of active funds [7] - Several banks have announced share buybacks, indicating confidence in their stock value [7][8] - Insurance capital has been actively acquiring bank stocks, with notable purchases by Ping An Life and Xinhua Insurance [8] Future Outlook for Banking Sector - Despite recent adjustments, the banking sector still holds significant investment value, particularly with a projected dividend yield of around 5% for leading city commercial banks in 2025 [8] - The stability of the banking sector's fundamentals is expected to support revenue growth, with anticipated stability in net interest income [8] - Mid-term dividends are set to be distributed, with many banks expected to announce dividends in the upcoming quarters, creating opportunities for investment [8]