截至2025年10月9日 13:02，中证500质量成长指数(930939)强势上涨1.18%，成分股深科技(000021)上涨10.01%，白银有色(601212)上涨10.00%，水晶光电 (002273)上涨9.98%，中信金属(601061)，上海电力(600021)等个股跟涨。500质量成长ETF(560500)上涨1.24%。 风险提示：本产品由鹏扬基金发行与管理，销售机构不承担产品的投资、兑付和风险管理责任。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基 金资产，但不保证基金一定盈利，也不保证最低收益。基金的过往业绩并不预示其未来表现，本公司管理的其他基金的业绩并不构成对本基金业绩表现的预 示和保证。投资者在投资基金前应认真阅读基金合同、招募说明书和基金产品资料概要等基金法律文件，全面认识基金产品的风险收益特征，在了解产品情 况及销售机构适当性意见的基础上，根据自身的风险承受能力、投资期限和投资目标，对基金投资作出独立决策，选择合适的基金产品。基金有风险，投资 需谨慎。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 60155 ...

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！ 记者丨江佩佩 张嘉钰 编辑丨谭婷 视频丨许婷婷 陈泽锴 10月9日，三大指数集体高开，涨幅持续扩大。截至11：16，上证指数涨1.19%，深证成指涨1.84%，创 业板指涨1.99%。上证指数突破3900点，为2015年8月以来首次。两市超3200家个股上涨，成交额1.65万 亿，预计较上一交易日增长5257亿元。 科创50指数涨幅超5%，成份股中，半导体产业链涨势扩大，芯原股份涨超16%，芯联集成、中微公 司、澜起科技、拓荆科技涨幅居前。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3928.79 | 13776.00 | 1531.68 | | +46.01 +1.19% +249.49 +1.84% +3.06 +0.20% | | | | 科创50 | 创业板指 | 万得全A | | 1582.95 | 3302.45 | 6442.11 | | +87.67 +5.86% +64.29 +1.99% +93.17 +1.47% | | | ...

Core Insights - The storage chip sector has experienced a significant surge, with companies like Huahong, Yake Technology, and others seeing substantial stock price increases, driven by a rise in global storage chip prices over the past six months [1] - The CFM flash memory market report forecasts a price increase of over 10% for server eSSD and a 10% to 15% rise for DDR5 RDIMM in Q4 2025, indicating a strong demand in the storage market [1] - OpenAI's announcement of a $400 billion investment in AI data centers over the next three years highlights the growing need for AI infrastructure, which is expected to benefit domestic storage manufacturers [1][2] Industry Trends - The HBM (High Bandwidth Memory) industry is anticipated to grow rapidly due to increased demand from advanced computing chips, suggesting a positive outlook for the related supply chain [2] - The semiconductor cycle is recovering, with storage chips benefiting from supply-side price increases, normalization of inventory levels, and rising demand driven by AI applications [2] Related Products - The leading chip ETF (159801) has seen a rise of over 5%, reaching a historical high, reflecting the overall performance of the semiconductor industry in the A-share market [1][3] - The Xinchuang ETF (159539) has also increased by nearly 5%, with its components, including key players in semiconductor and IT services, showing strong performance [1][3]

消息面上，央视财经称，过去半年全球存储芯片价格持续上涨。CFM闪存市场近日发布2025年Q4存储 市场展望报告。报告指出，预计四季度，服务器eSSD涨幅将达到10%以上，DDR5 RDIMM价格涨幅约 10%~15%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688347 | 中红公司 | 1 | 13.48 | 2256 乙 | 179.75 | | 300475 | 香农芯创 | 1 | 10.19 | 466亿 | 253.63 | | 000021 | 深科技 | + | 10.01 | 481亿 | 62.63 | | 002156 | 通富微电 | + | 10.01 | 671亿 | 49.80 | | 603283 | 塞腾股份 | 1 | 10.00 | 145亿 | 6.36 | | 600667 | 太极实业 | | 9.95 | 187亿 | 31.22 | | 002409 | 雅克科技 | | 9.23 | 383亿 | 40.32 | | 68800 ...

Group 1: Market Overview - The storage chip sector experienced a collective surge, with stocks like Jiangbolong hitting the daily limit, driven by a price increase in storage chips [1] - Major manufacturers such as SanDisk announced a price hike of over 10% for flash products, while Samsung and Micron also indicated price increases of 10%-30% for their products [1][2] - The price increase trend for storage chips began in Q3 of the previous year, as major companies shifted production from low-margin DRAM to higher-margin products like DDR5 and HBM [1] Group 2: Future Price Projections - The CFM flash memory market report forecasts continued price increases in Q4 2025, with server eSSD prices expected to rise by over 10% and DDR5 RDIMM prices projected to increase by 10%-15% [2] - Other product categories, including Mobile embedded NAND and LPDDR4X/5X, are also expected to see price increases ranging from 5%-15% [2] Group 3: Company Performance - Jiangbolong, a leading domestic semiconductor storage manufacturer, faced a revenue decline of 4.41% in Q1 2025, resulting in a net loss of 1.52 billion yuan [3] - In Q2 2025, Jiangbolong's performance improved significantly, achieving a record high revenue of 59.39 billion yuan, a 39.53% increase from the previous quarter, and a net profit of 2.34 billion yuan, up 215.94% [4] - The company attributed the fluctuations in performance to a recovery in storage demand and improved supply-demand dynamics in the market starting from March 2025 [4]

中国银河表示，随着10月即将召开的重要会议，A股市场有望迎来关键窗口期，市场风险偏好或将进一 步回暖。同时，流动性预计延续向好趋势，两融余额处于上行通道中，居民存款搬家仍处于初期阶段， 美联储降息为全球流动性提供支撑。 盘面上，有色金属板块持续活跃，华锡有色、兴业银锡涨逾5%，续创历史新高；存储芯片概念股走 高，江波龙、香农芯创涨超6%创新高。跌幅方面，白酒、石油等板块回调。 展望后市，有券商机构认为，支撑股票市场上涨的逻辑没有发生变化，市场估值目前也较为合理，节后 市场有望继续上行。 热门板块 1、有色金属板块持续活跃 有色金属板块持续活跃，华锡有色、兴业银锡涨逾5%，续创历史新高，紫金矿业、江西铜业、华友钴 业等跟涨。 9月30日，三大指数震荡走高。截止9:40，沪指涨0.28%，深证成指涨0.56%，创业板指涨0.79%。 点评：消息面上，CFM闪存市场近日发布2025年Q4存储市场展望报告。报告指出，预计四季度，服务 器eSSD涨幅将达到10%以上，DDR5 RDIMM价格涨幅约10%~15%。 机构观点 1、中信建投：增牛市中长假持股过节性价比显著 牛市中长假持股过节性价比显著，若判断节后市场反弹， ...