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“寒王”,涨疯了!
中国基金报· 2025-08-22 03:13
Core Viewpoint - The article highlights a significant surge in the semiconductor industry, particularly within the chip supply chain, with notable gains in stocks such as Cambricon and others, indicating a bullish market trend in the technology sector [2][4][10]. Market Performance - The STAR 50 Index experienced a sharp increase, rising over 5% during the trading session, with stocks like SMIC, Cambricon, and Haiguang Information showing substantial gains [4][5]. - The Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index by 0.42%, and the ChiNext Index by 0.90% [3]. Sector Highlights - The semiconductor, computer hardware, internet, and non-ferrous metals sectors saw significant upward movement, with GPU, server, ASIC chip, and AI computing power stocks leading the charge [6][7]. - Cambricon's stock price reached a peak of 1188 CNY per share, reflecting a rise of over 14% during the trading session [13][14]. Notable Stock Movements - Haiguang Information surged by over 19%, approaching the daily limit, while other stocks like Chipone and Yingfang Micro also saw notable increases [11][12]. - The PCB (Printed Circuit Board) sector also experienced a rally, with stocks like Guangxin Materials hitting the daily limit [17][19]. Emerging Technologies - The announcement of the first domestically produced commercial electron beam lithography machine, "Xizhi," marks a significant advancement in quantum chip research, providing strong support for the ASIC chip industry [16]. - The release of DeepSeek-V3.1, which utilizes advanced parameters for next-generation domestic chip design, indicates ongoing innovation in the semiconductor field [15]. Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector showed strong performance, with stocks like San Chuan Wisdom hitting the daily limit and others following suit [21][22]. - Prices for rare earth materials have risen sharply, with an average increase of over 10,000 CNY per ton since August, and NdFeB prices increasing by 10.7% month-to-date and 51.3% year-to-date [24].
“寒王”,涨疯了!
Zhong Guo Ji Jin Bao· 2025-08-22 02:59
(原标题:"寒王",涨疯了!) 【导读】科创50向上猛攻,芯片产业链集体井喷,寒武纪再创历史新高 中国基金报记者 晨曦 大家好!又到周五,来一起关注最新的市场行情和资讯~ 8月22日,A股市场早间开盘涨跌不一,随后集体上扬。截至发稿,三大指数集体飘红。 科创50指数暴力拉升,盘中涨超5%。中芯国际、寒武纪、海光信息、芯原股份等成份股纷纷飙涨。 盘面上,上午半导体、电脑硬件、互联网、有色金属等板块走高,GPU、服务器、ASIC芯片、AI算力等概念股拉升;纺织服饰、煤炭、石油石化 等板块不振。 港股科技板块同样强势,恒生科技指数涨超1%。小鹏汽车涨超11%,华虹半导体、中芯国际走高。 来看详情—— 芯片产业链全线井喷 寒武纪盘中涨超12% 8月22日,算力、芯片相关概念股盘初走高,海光信息盘中涨超19%,冲击20cm涨停;芯原股份、盈方微、杰华特等多股大涨。 寒武纪向上猛攻,盘中涨超14%,股价最高达到1188元/股。 消息面上,DeepSeek官宣发布DeepSeek-V3.1。相关文章提到,DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。DeepSeek官微在置顶留言里表 示,UE8 ...