今日市场低开高走，创业板吹响上涨号角，盘中刷新3年多新高，截至收盘，上证指数收涨0.83%，深 证成指收涨1.8%，创业板指收涨2.28%。沪深两市成交额2.33万亿，较上一个交易日缩量1676亿。 行业方面，半导体芯片产业链掀起涨停潮，光伏、固态电池等新能源方向震荡走高，阿里云、算力概念 股午后走强。 把握创业板整体走势的创业板综增强ETF华宝（159292）收盘大涨1.70%，收盘价逼近上市以来新高， 场内成交超1486万元。成份股方面，长川科技今日再度20CM涨停，收获两连板，南大光电、荣旗科技 涨幅均超10%，阳光电源、先导智能等热门概念股涨幅均超7%。 | 代码 | 名称 | 涨跌幅 | 主力净流入额▼ 5日主力净流入额 | | | --- | --- | --- | --- | --- | | 801080 | 电子(申万) | 2.76% | 369.43亿 | 826.69亿 | | 801750 | 计算机(申万) | 2.52% | 176.37亿 | 174.48亿 | | 801730 | 电力设备(申万 | 2.88% | 161.49 Z | 123.47 亿 | | 801890 ...

以下文章来源于东财基金 ，作者东财基金 东财基金 . 西藏东财基金管理有限公司 半导体设备板块起飞， 9 月 24 日，科创50指数大涨3.5% ，指数成份股 盛美上海、 华海清科涨超 10% ，拓荆科 技、和辉光电涨超8 % ，中控技术、澜起科技、晶合集成涨超7 %。芯片和半导体相关 ETF基本也有 5%左右的涨 幅，其中成份股长川科技20cm涨停。 今天半导体设备两只涨超 10% 的领涨标的各有各的精彩： 长川科技财报超预期，盛美上海交付首台 KrF 工艺前道涂 胶显影设备。 三季报行情催化季启动，长川科技财报超预期 长川科技 发布 A 股半导体领域首个 2025 年前三季度业绩预告，预计归属于上市公司股东的净利润为 8.27 亿元 -8.77 亿元， 比上年同期增长 131.39% 至 145.38% ，或创单季度业绩新高。 长传科技是国内半导体检测设备龙 头，核心产品涵盖测试机、分选机、自动化设备及 AOI （自动光学检测）设备等。公告显示，业绩显著增长的主要原 因是半导体行业市场需求持续增长，公司客户需求旺盛，产品订单充裕，销售收入同比大幅增长，使得利润同比大幅 上升。 突破性技术落地！盛美上海交付 ...

Group 1: Technology Developments - Alibaba's Tongyi team has open-sourced three major models, including Qwen3-Omni, Qwen3-TTS, and Qwen-Image-Edit-2509, enhancing capabilities in multimodal processing and voice generation [2] - Wayve, a UK autonomous driving startup, confirmed Nvidia's intention to invest up to $500 million (approximately 3.6 billion RMB) in its next funding round, marking a significant investment in the autonomous driving sector [3] - Zhiyuan Robotics has open-sourced the GO-1 model, the first general-purpose embodied intelligence model using the ViLLA architecture, improving task understanding and execution capabilities [4] Group 2: Corporate Changes and Investments - Lei Jun, founder of Xiaomi, explained the delay of the annual speech to September, aligning it with the launch of the Xiaomi 17 series flagship [5] - Wan Biao, former vice chairman of Honor, has been appointed as the global CEO of AESC, a battery technology company, indicating a strategic upgrade and global expansion for the company [8] - Zhejiang Xiantong plans to invest 40 million RMB in Haohai Starry Sky to establish a joint venture for robot production, aiming to enhance its business in the robotics sector [22] Group 3: Financial Activities - YF Communication announced a share buyback plan of 75 million to 150 million RMB, intending to reduce registered capital [13] - Zhongwei Company plans to establish a semiconductor fund with a target size of 1.5 billion RMB, focusing on semiconductor and emerging strategic fields [14] - Shanghai Zhanxin Technology completed a C-round financing exceeding 1 billion RMB, aimed at expanding its silicon carbide production capacity and enhancing product competitiveness [21]

Market Overview - The A-share market opened lower on September 24, with the Shanghai Composite Index rising by 0.24% to 3831.11 points, while the Shenzhen Component Index fell by 0.19% to 13095.03 points [2][3] - The total trading volume reached 598.5 billion CNY, with a predicted total of 2.22 trillion CNY, a decrease of 294.7 billion CNY from the previous session [3] Real Estate Sector - The real estate sector experienced a significant surge, with stocks such as Yunnan Chengtou, Chongqing Development, and Shanghai Lingang hitting the daily limit [7][15] - Notable performers included: - Yunnan Chengtou: +10.16% [8] - Chongqing Development: +10.02% [11] - Shibei Gaoxin: +9.98% [11] Semiconductor Sector - Semiconductor stocks showed strong performance, with Shen Gong Co. achieving a 20% limit up and Li'ang Micro hitting the limit within one minute of opening [15][17] - Other notable stocks included: - Youyan Silicon: +9.13% [17] - Hu Silicon Industry: +7.53% [17] - Zhongjing Technology: +2.95% [17] Hong Kong Market - The Hong Kong stock market indices rose, with the Hang Seng Index increasing by 0.27% to 26228.90 points [5] - Notable stocks included: - SMIC: +3.24% [6] - Meituan: +2.18% [6] - NIO: +2.33% [6] Corporate Actions - Huazhong Cable announced plans to acquire control of San Zhu Intelligent for up to 270 million CNY, aiming to enhance its integrated solution capabilities and enter new business areas [20][22]

【导读】房地产板块异动拉升，半导体概念股走强 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 9月24日开盘，A股三大指数集体低开，随后震荡拉升。截至发稿，沪指涨0.24%，深成指跌 0.19%，创业板指跌0.42%。 | 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 3831.11 | 13095.03 | 1562.44 | | | +9.28 +0.24% | -24.79 -0.19% | +14.99 +0.97% | | | 科创50 | 创业板指 | 万得全A | | | 1424.61 | 3101.48 | 6209.85 | | | +17.31 +1.23% | -13.08 -0.42% | +7.25 +0.12% | | | 沪深300 | 中证500 | 中证A500 | | | 4522.99 | 7191.16 | 5452.23 | | | +3.22 +0.07% | +10.45 +0.15% | +6.22 +0.11% | | | 中证1000 | 深证100 | 中证红利 | | | 7412.65 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 阿里通义团队开源三大模型 阿里通义大模型团队一口气开源原生全模态大模型Qwen3-Omni、语音生成模型Qwen3-TTS、对图像编 辑模型Qwen-Image-Edit-2509更新。Qwen3-Omni能无缝处理文本、图像、音频和视频等多种输入形 式，并通过实时流式响应同时生成文本与自然语音输出。Qwen3-TTS支持17种音色与10种语言，在语音 稳定性与音色相似度评估中超越SeedTTS、GPT-4o-Audio-Preview等主流产品。Qwen-Image-Edit-2509的 首要更新是支持多图编辑，可以拼接不同图片中的人物+人物、人物+物体等。 英国自动驾驶公司Wayve确认：英伟达将在新一轮融资中投资36亿元 英国自动驾驶技术初创公司Wayve确认，英伟达已正式签署投资意向书，计划在Wayve的下一轮融资中 投资高达5亿美元（约合人民币36亿元）。此举标志英伟达在自动驾驶领域持续加码。Wayve成立于 2017年，总部位于伦敦 ...

2025年9月22日，截至收盘，沪指跌0.18%，报收3821.83点；深成指跌0.29%，报收13119.82点；创业板 指涨0.21%，报收3114.55点。科创半导体ETF（588170）涨4.66%，半导体材料ETF（562590）涨 6.04%。 东莞证券认为，AI渗透与国产替代趋势明确，维持半导体板块超配评级。受益AI驱动需求复苏和关键 领域国产替代持续推进，半导体行业自2023年下半年以来逐步进入景气复苏周期，且2024年、2025年一 季度营收、净利润维持增长态势，盈利能力也从2024年下半年开始逐步修复，并于25Q1实现同比正向 增长。建议从成长空间和长期确定性出发，把握25Q1业绩表现较好的半导体设备与材料、AI算力、AI 终端芯片、模拟芯片、半导体封测等细分板块。 相关ETF：公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418）跟 踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（59%）和半导体材料（25%）细分 领域的硬科技公司。半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代天花 板较高属性，受益于人工智 ...