半导体赛道强势爆发，多只个股尾盘异动。 A股今日（9月23日）先抑后扬，沪指尾盘重返3800点上方，创业板指翻红；港股走势疲弱，恒生指数盘中跌逾1%， 恒生科技指数一度跌超2%。 具体来看，两市股指盘中震荡下探，沪指一度跌超1%失守3800点，尾盘企稳回升，创业板指盘中亦跌超1%，尾盘翻 红。截至收盘，沪指跌0.18%报3812.83点，深证成指跌0.29%报13119.82点，创业板指涨0.21%报3114.55点，北证50指 数跌2.63%，沪深北三市合计成交25188亿元，较此前一日增加超3700亿元。 场内超4200股飘绿，旅游出行、地产、医药、券商等板块走低，云南旅游、西藏旅游、华天酒店等跌停；银行板块逆 市拉升，建设银行、工商银行、农业银行、中国银行等集体走高；半导体板块延续强势，长川科技、矽电股份、德明 利涨停续创新高；光刻机概念尾盘上扬，波长光电、张江高科等涨停；港口股崛起，南京港、宁波海运涨停；值得注 意的是，多只强势股仍受到追捧，天普股份斩获15连板；早盘跌停的首开股份午后快速拉升，一度涨超7%，尾盘震荡 回落转跌；泰慕士再度涨停，近7日斩获6板。 港股方面，云智汇科技涨超100%，两日暴 ...

半导体赛道强势爆发，多只个股尾盘异动。 A股今日（9月23日）先抑后扬，沪指尾盘重返3800点上方，创业板指翻红；港股走势疲弱，恒生指数盘中跌逾1%， 恒生科技指数一度跌超2%。 具体来看，两市股指盘中震荡下探，沪指一度跌超1%失守3800点，尾盘企稳回升，创业板指盘中亦跌超1%，尾盘翻 红。截至收盘，沪指跌0.18%报3812.83点，深证成指跌0.29%报13119.82点，创业板指涨0.21%报3114.55点，北证50指 数跌2.63%，沪深北三市合计成交25188亿元，较此前一日增加超3700亿元。 场内超4200股飘绿，旅游出行、地产、医药、券商等板块走低，云南旅游、西藏旅游、华天酒店等跌停；银行板块逆 市拉升，建设银行、工商银行、农业银行、中国银行等集体走高；半导体板块延续强势，长川科技、矽电股份、德明 利涨停续创新高；光刻机概念尾盘上扬，波长光电、张江高科等涨停；港口股崛起，南京港、宁波海运涨停；值得注 意的是，多只强势股仍受到追捧，天普股份斩获15连板；早盘跌停的首开股份午后快速拉升，一度涨超7%，尾盘震荡 回落转跌；泰慕士再度涨停，近7日斩获6板。 港股方面，云智汇科技涨超100%，两日暴 ...

半导体赛道强势爆发，多只个股尾盘异动。 具体来看，两市股指盘中震荡下探，沪指一度跌超1%失守3800点，尾盘企稳回升，创业板指盘中亦跌超1%，尾盘翻 红。截至收盘，沪指跌0.18%报3812.83点，深证成指跌0.29%报13119.82点，创业板指涨0.21%报3114.55点，北证50指 数跌2.63%，沪深北三市合计成交25188亿元，较此前一日增加超3700亿元。 A股今日（9月23日）先抑后扬，沪指尾盘重返3800点上方，创业板指翻红；港股走势疲弱，恒生指数盘中跌逾1%， 恒生科技指数一度跌超2%。 场内超4200股飘绿，旅游出行、地产、医药、券商等板块走低，云南旅游（002059）、西藏旅游（600749）、华天酒 店（000428）等跌停；银行板块逆市拉升，建设银行、工商银行、农业银行、中国银行等集体走高；半导体板块延续 强势，长川科技（300604）、矽电股份（301629）、德明利（001309）涨停续创新高；光刻机概念尾盘上扬，波长光 电（301421）、张江高科（600895）等涨停；港口股崛起，南京港（002040）、宁波海运（600798）涨停；值得注意 的是，多只强势股仍受到追捧， ...

半导体赛道强势爆发，多只个股尾盘异动。 A股今日（9月23日）先抑后扬，沪指尾盘重返3800点上方，创业板指翻红；港股走势疲弱，恒生指数盘中跌逾1%，恒 生科技指数一度跌超2%。 具体来看，两市股指盘中震荡下探，沪指一度跌超1%失守3800点，尾盘企稳回升，创业板指盘中亦跌超1%，尾盘翻 红。截至收盘，沪指跌0.18%报3812.83点，深证成指跌0.29%报13119.82点，创业板指涨0.21%报3114.55点，北证 50指数跌2.63%，沪深北三市合计成交25188亿元，较此前一日增加超3700亿元。 场内超4200股飘绿，旅游出行、地产、医药、券商等板块走低，云南旅游、西藏旅游、华天酒店等跌停；银行板块逆市 拉升，建设银行、工商银行、农业银行、中国银行等集体走高；半导体板块延续强势，长川科技、矽电股份、德明利涨停 续创新高；光刻机概念尾盘上扬，波长光电、张江高科等涨停；港口股崛起，南京港、宁波海运涨停；值得注意的是，多 只强势股仍受到追捧，天普股份斩获15连板；早盘跌停的首开股份午后快速拉升，一度涨超7%，尾盘震荡回落转跌；泰 慕士再度涨停，近7日斩获6板。 港股方面，云智汇科技涨超100%，两日暴 ...

Group 1 - Huawei announced the development roadmap for its Ascend future computing chips and clusters at the Huawei Connect 2025 conference, showcasing significant performance improvements and expansion directions for the chips [1] - According to CITIC Securities, Huawei's upcoming products in 2026 will demonstrate substantial advancements, with new products expected to double computing power annually, highlighting the company's rapid iteration capabilities [1] - Other domestic computing chip manufacturers are also maintaining a fast iteration pace, leading to a general enhancement in product competitiveness [1] Group 2 - The rapid development of domestic computing power is not an isolated phenomenon in the AI industry upgrade process, as the capabilities of computing chips are improving quickly alongside the continuous upgrading and iteration of domestic large models [2] - The DeepSeek V3.1 model, designed for the next generation of domestic chips, utilizes UE8M0 FP8 parameter precision, indicating a collaborative advancement between computing power and models to drive domestic AI industry progress [2] - The revenue share of AI businesses in related companies is showing a quarterly upward trend, with downstream applications gradually reflecting in revenue segments such as cloud computing [2]

Group 1: Monetary Policy - The Federal Reserve announced a 25 basis point rate cut, lowering the federal funds rate to 4.00%-4.25%, which was anticipated and reflected in the market [2] - There is significant internal disagreement within the Federal Reserve regarding future rate cuts, with Powell indicating this was a "risk management" cut, suggesting a hawkish stance [2] - Market expectations for further rate cuts in October and December may be overly optimistic, indicating a need for caution [2] Group 2: U.S.-China Relations - Chinese President Xi Jinping and U.S. President Donald Trump had a constructive phone call regarding U.S.-China relations, focusing on strategic guidance for future stability [2] - Xi emphasized the historical alliance between China and the U.S. during World War II and the importance of cherishing peace and creating a better future [2] Group 3: Agricultural Production - Autumn grain, which accounts for three-quarters of China's annual grain production, is entering the harvest season, with significant contributions from various regions [3] - In Heilongjiang, the grain planting area remains stable at over 22 million acres, with corn planting area around 10 million acres [3] - In Hunan, over half of the 22 million acres of mid-season rice has been harvested, while in Chongqing, rice harvest is over 90% complete, indicating a positive outlook for total grain production [3] Group 4: Livestock Production - A meeting was held to discuss the regulation of pig production capacity, focusing on controlling the breeding sow population and limiting "secondary fattening" [4] - Although the proposed reduction in production did not meet expectations, the overall trend towards reduced production to support prices is confirmed [4] Group 5: Domestic Computing Power - Huawei announced a series of upcoming and planned chips, including Ascend computing chips and Kunpeng CPUs [6] - SMIC is testing its first domestic DUV lithography machine, with encouraging preliminary results [6] - As design and manufacturing capabilities improve, domestic computing power is expected to catch up, potentially driving the next market trend [6]