2026-08-05-Massive 2.66 Trillion Roar: CPO Faces Intense Divergence at Highs, Capital Rotates Broadly into Semiconductors and Large-Cap Hardware

📊 Market Snapshot Shanghai Composite (SSE): 3878.43 (+1.47%) Total Market Turnover: 26596.35亿 Advance / Decline: 3725 / 1620 Limit-Up / Limit-Down / Failed Board: 103 / 1 / 43 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 947.74 -7.26% 675.11亿 2 sz300502 新易盛 424.3 -5.29% 364.01亿 3 sh688825 长鑫科技 54.3 -1.27% 313.79亿 4 sh603986 兆易创新 385.44 +8.26% 261.79亿 5 sz002384 东山精密 188.83 +5.44% 244.41亿 6 sh688256 寒武纪 1136.9 +5.44% 205.57亿 7 sh603259 药明康德 147.5 +4.35% 197.40亿 8 sh601138 工业富联 65.92 +9.99% 185.53亿 9 sh600487 亨通光电 54.41 +8.24% 182.24亿 10 sz300394 天孚通信 216.85 +2.29% 177.69亿 11 sz300476 胜宏科技 236.35 +17.12% 163.87亿 12 sz000938 紫光股份 36.94 +7.63% 159.18亿 13 sz000725 京东方A 5.97 +6.04% 146.56亿 14 sh601899 紫金矿业 34.1 +6.16% 144.45亿 15 sh688012 中微公司 358 +12.67% 132.18亿 16 sz000636 风华高科 57.8 +6.39% 127.59亿 17 sz002475 立讯精密 55.87 +0.70% 122.23亿 18 sh688008 澜起科技 212 +4.30% 121.69亿 19 sz300750 宁德时代 405.2 +2.56% 121.24亿 20 sh600176 中国巨石 39.28 +8.54% 120.82亿 🏆 Concept Sector Analysis No data available ...

August 5, 2026 · Leo Zhong

2026-08-04-Massive 2.2 Trillion Volume Roars: AI Computing Power and Pharmaceuticals Dual-Driven, Market Enters Main Ascending Phase of Institutional and Hot Money Resonance

📊 Market Snapshot Shanghai Composite (SSE): 3822.28 (+0.33%) Total Market Turnover: 22135.92亿 Advance / Decline: 3642 / 1746 Limit-Up / Limit-Down / Failed Board: 138 / 0 / 15 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 1021.99 +13.24% 497.90亿 2 sz300502 新易盛 448 +13.68% 299.14亿 3 sh688825 长鑫科技 55 +0.02% 277.63亿 4 sh603986 兆易创新 356.02 +4.48% 221.66亿 5 sh688256 寒武纪 1078.21 +4.88% 186.03亿 6 sz300394 天孚通信 212 +17.45% 158.73亿 7 sz002384 东山精密 179.09 +10.00% 153.29亿 8 sz300058 蓝色光标 15.72 +6.79% 119.24亿 9 sh600487 亨通光电 50.27 +6.12% 111.77亿 10 sh603259 药明康德 141.35 +10.00% 105.03亿 11 sz000636 风华高科 54.33 +4.56% 104.23亿 12 sz300750 宁德时代 395.1 +0.18% 103.52亿 13 sh600176 中国巨石 36.19 +6.25% 103.03亿 14 sh688012 中微公司 317.74 +2.55% 98.90亿 15 sh601138 工业富联 59.93 +7.21% 98.62亿 16 sh688008 澜起科技 203.25 +7.01% 98.30亿 17 sz000725 京东方A 5.63 +3.88% 97.59亿 18 sz002371 北方华创 687 +7.13% 96.52亿 19 sz300408 三环集团 120.98 +6.12% 92.53亿 20 sh600584 长电科技 65.41 +7.23% 91.87亿 🏆 Concept Sector Analysis No data available ...

August 4, 2026 · Leo Zhong

2026-08-03-Extreme Divergence Under Massive Turnover: High-Position Semiconductors Plunge in Violent Shakeout, Capital Rotates High-to-Low to Dance with AI Applications and Low-Position Themes

📊 Market Snapshot Shanghai Composite (SSE): 3809.66 (-0.59%) Total Market Turnover: 19973.86亿 Advance / Decline: 4005 / 1465 Limit-Up / Limit-Down / Failed Board: 75 / 8 / 16 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sh688825 长鑫科技 54.99 +1.89% 299.89亿 2 sz300308 中际旭创 902.5 +0.05% 291.44亿 3 sh603986 兆易创新 340.74 -10.00% 230.33亿 4 sz300502 新易盛 394.08 -0.49% 158.85亿 5 sh688256 寒武纪 1028 -7.05% 146.00亿 6 sz002384 东山精密 162.81 -5.06% 133.93亿 7 sz300058 蓝色光标 14.72 +2.58% 120.15亿 8 sh688012 中微公司 309.85 -9.93% 113.15亿 9 sh600176 中国巨石 34.06 -9.99% 107.34亿 10 sz002475 立讯精密 53.71 -6.56% 100.69亿 11 sz300394 天孚通信 180.5 +5.55% 100.29亿 12 sz001309 德明利 349 -9.56% 97.75亿 13 sz000938 紫光股份 33.1 -5.13% 97.51亿 14 sz000636 风华高科 51.96 +5.29% 92.08亿 15 sh688008 澜起科技 189.94 -7.30% 91.65亿 16 sz002371 北方华创 641.3 -6.65% 85.84亿 17 sz002156 通富微电 51.34 -9.50% 85.28亿 18 sh600584 长电科技 61 -7.17% 84.59亿 19 sz300750 宁德时代 394.4 -0.23% 84.58亿 20 sz300604 长川科技 227.42 -12.41% 84.28亿 🏆 Concept Sector Analysis No data available ...

August 3, 2026 · Leo Zhong

2026-07-31-Boiling Oil" Amid 2.5 Trillion Turnover: Surging AI Applications vs. High-Level Blown Limit-Up Wave in Semiconductors

📊 Market Snapshot Shanghai Composite (SSE): 3832.26 (+0.72%) Total Market Turnover: 25419.48亿 Advance / Decline: 4690 / 728 Limit-Up / Limit-Down / Failed Board: 99 / 0 / 107 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 902.01 +4.40% 540.44亿 2 sh688825 C长鑫 53.97 +2.08% 503.37亿 3 sh603986 兆易创新 378.6 +2.02% 340.43亿 4 sz300502 新易盛 396.01 +6.71% 311.81亿 5 sz002384 东山精密 171.48 +5.98% 214.68亿 6 sh688256 寒武纪 1106 +6.10% 185.52亿 7 sz001309 德明利 385.9 -1.06% 173.55亿 8 sh600176 中国巨石 37.84 +3.30% 158.03亿 9 sz300750 宁德时代 395.3 -1.64% 156.03亿 10 sz000938 紫光股份 34.89 +3.84% 141.67亿 11 sh688008 澜起科技 204.9 +4.13% 141.38亿 12 sz000636 风华高科 49.35 -2.28% 135.82亿 13 sh688525 佰维存储 225.99 +2.80% 132.49亿 14 sz300408 三环集团 111.68 +6.06% 123.31亿 15 sz300285 国瓷材料 62.04 +1.24% 122.51亿 16 sh688012 中微公司 344 -0.72% 119.44亿 17 sz000725 京东方A 5.51 +2.80% 115.97亿 18 sz301308 江波龙 346.99 +2.42% 114.50亿 19 sh688766 普冉股份 354.9 +0.50% 111.55亿 20 sz301526 国际复材 31.99 -2.85% 111.16亿 🏆 Concept Sector Analysis No data available ...

July 31, 2026 · Leo Zhong

2026-07-30-Massive 2.34 Trillion Turnover Triggers Violent Divergence: High-Level Tech Clustered Trade Collapses as Capital Accelerates High-to-Low Rotation

📊 Market Snapshot Shanghai Composite (SSE): 3804.69 (-0.62%) Total Market Turnover: 23428.09亿 Advance / Decline: 1767 / 3635 Limit-Up / Limit-Down / Failed Board: 52 / 74 / 19 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 864 -9.15% 597.73亿 2 sh688825 C长鑫 52.87 -0.15% 447.06亿 3 sz300502 新易盛 371.1 -11.89% 361.31亿 4 sh603986 兆易创新 371.1 +1.94% 354.84亿 5 sh688256 寒武纪 1042.43 -9.11% 199.18亿 6 sz300750 宁德时代 401.88 +1.27% 181.03亿 7 sz002384 东山精密 161.8 -10.00% 174.87亿 8 sz000636 风华高科 50.5 +6.29% 131.57亿 9 sz000725 京东方A 5.36 -6.13% 119.90亿 10 sh688012 中微公司 346.5 -3.75% 119.04亿 11 sh688008 澜起科技 196.78 -5.17% 118.30亿 12 sz300408 三环集团 105.3 -3.30% 117.69亿 13 sz301526 国际复材 32.93 +9.04% 115.18亿 14 sz001309 德明利 390.04 +10.00% 113.66亿 15 sh688525 佰维存储 219.84 +3.76% 113.57亿 16 sz300285 国瓷材料 61.28 +3.65% 111.63亿 17 sz002371 北方华创 668.07 -5.42% 111.14亿 18 sh688498 源杰科技 1016.8 -17.20% 110.40亿 19 sh600176 中国巨石 36.63 -4.58% 109.45亿 20 sh600584 长电科技 64.51 -10.00% 106.47亿 🏆 Concept Sector Analysis No data available ...

July 30, 2026 · Leo Zhong

2026-07-29-Tale of Ice and Fire on Massive 2.3 Trillion Volume: Chip Realignment in Semiconductor Hardware as Funds Rotate from High to Low Stocks into Consumption and AI Applications

📊 Market Snapshot Shanghai Composite (SSE): 3828.47 (+0.40%) Total Market Turnover: 22965.79亿 Advance / Decline: 4252 / 1215 Limit-Up / Limit-Down / Failed Board: 81 / 9 / 14 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sh688825 C长鑫 52.95 +12.66% 448.14亿 2 sz300308 中际旭创 951 +4.74% 435.10亿 3 sh603986 兆易创新 364.03 -6.81% 324.39亿 4 sz300502 新易盛 421.2 +3.51% 269.15亿 5 sz002384 东山精密 179.78 -5.73% 226.52亿 6 sh688256 寒武纪 1146.9 +1.68% 159.92亿 7 sz300750 宁德时代 396.84 +1.53% 159.26亿 8 sh688012 中微公司 360 -6.00% 135.54亿 9 sz000938 紫光股份 37.33 -10.01% 132.73亿 10 sh688008 XD澜起科 207.5 +0.90% 128.81亿 11 sz002156 通富微电 62.1 -10.00% 124.85亿 12 sh600584 长电科技 71.68 -6.70% 120.71亿 13 sz002371 北方华创 706.39 -1.20% 109.30亿 14 sz300408 三环集团 108.89 +7.99% 100.79亿 15 sh600176 中国巨石 38.39 +2.13% 98.97亿 16 sz000725 京东方A 5.71 +2.33% 97.23亿 17 sh600183 生益科技 108.18 -4.59% 94.77亿 18 sz300274 阳光电源 106.55 -4.93% 94.21亿 19 sz301526 国际复材 30.2 +4.61% 92.39亿 20 sz300604 长川科技 271 -1.95% 91.17亿 🏆 Concept Sector Analysis No data available ...

July 29, 2026 · Leo Zhong

2026-07-28-2-Trillion Turnover Massive Sell-Off and Collapse of AI Core: Severe Stampede on High-Position Chips as Market Enters Structural 'Ice and Fire' Reshaping Phase

📊 Market Snapshot Shanghai Composite (SSE): 3813.31 (-1.17%) Total Market Turnover: 20257.81亿 Advance / Decline: 2602 / 2769 Limit-Up / Limit-Down / Failed Board: 0 / 0 / 0 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 908 -15.69% 516.00亿 2 sh688825 C长鑫 47 -4.08% 444.28亿 3 sz300502 新易盛 406.9 -17.13% 334.25亿 4 sz000938 紫光股份 41.48 +0.02% 179.20亿 5 sh603986 兆易创新 390.63 -10.00% 176.04亿 6 sh688256 寒武纪 1128 -9.11% 166.18亿 7 sz300750 宁德时代 390.86 -2.29% 146.53亿 8 sz002384 东山精密 190.71 -10.00% 142.07亿 9 sz002156 通富微电 69 -10.00% 135.70亿 10 sh688008 澜起科技 206.04 -9.41% 132.10亿 11 sh600584 长电科技 76.83 -6.70% 108.74亿 12 sh688012 中微公司 383 -4.20% 99.72亿 13 sz002409 雅克科技 166.43 -1.72% 98.52亿 14 sz000725 京东方A 5.58 -6.53% 98.05亿 15 sz002371 北方华创 715 -7.14% 97.16亿 16 sz002407 多氟多 34.2 +1.88% 94.74亿 17 sh688981 中芯国际 136.7 -4.92% 92.39亿 18 sh600487 亨通光电 50.01 -9.97% 88.45亿 19 sh600176 中国巨石 37.59 -8.47% 85.82亿 20 sh600667 太极实业 18.37 +2.51% 85.16亿 🏆 Concept Sector Analysis No data available ...

July 28, 2026 · Leo Zhong

2026-07-27-Massive 2.07 Trillion Peak! New Stock Siphon Effect Triggers Semiconductor Internal Rotation; Cyclical Materials and Components Surge Strongly

📊 Market Snapshot Shanghai Composite (SSE): 3858.24 (+1.16%) Total Market Turnover: 20766.20亿 Advance / Decline: 5194 / 286 Limit-Up / Limit-Down / Failed Board: 111 / 6 / 13 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sh688825 N长鑫 49 +465.82% 1411.87亿 2 sh603986 兆易创新 434.03 -5.03% 269.10亿 3 sz300308 中际旭创 1076.94 +2.91% 267.09亿 4 sz300750 宁德时代 400 +4.44% 188.76亿 5 sz002156 通富微电 76.67 +0.04% 172.77亿 6 sz300502 新易盛 491 +3.15% 171.29亿 7 sz002384 东山精密 211.9 +6.39% 166.32亿 8 sz000938 紫光股份 41.47 +0.05% 133.59亿 9 sh688008 澜起科技 227.45 -2.66% 130.79亿 10 sh600584 长电科技 82.35 -0.66% 115.94亿 11 sz002415 海康威视 36.99 +4.23% 107.58亿 12 sz002371 北方华创 770 +1.72% 107.48亿 13 sh688256 寒武纪 1241.02 +1.31% 103.48亿 14 sz000021 深科技 43.95 +4.67% 97.73亿 15 sh688012 中微公司 399.77 +2.90% 96.06亿 16 sz000725 京东方A 5.97 +3.11% 95.11亿 17 sh688347 华虹宏力 308.4 -6.52% 94.53亿 18 sh600176 中国巨石 41.07 +9.99% 90.65亿 19 sz002409 雅克科技 169.35 +10.00% 85.79亿 20 sz001309 德明利 401.6 +0.43% 84.52亿 🏆 Concept Sector Analysis No data available ...

July 27, 2026 · Leo Zhong

2026-07-24-Battle for 3,800 Points Begins: High-Level Power Stocks Explode Triggering Panic; Hard-Tech Semiconductors Force a Breakthrough Amid Massive 2-Trillion Sell-Off

📊 Market Snapshot Shanghai Composite (SSE): 3814.20 (-1.61%) Total Market Turnover: 19311.40亿 Advance / Decline: 555 / 4939 Limit-Up / Limit-Down / Failed Board: 40 / 25 / 11 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 1046.51 -2.42% 229.37亿 2 sh603986 兆易创新 457 +1.11% 228.61亿 3 sz002156 通富微电 76.64 +9.77% 198.18亿 4 sz300502 新易盛 476.02 -4.28% 163.19亿 5 sz000938 紫光股份 41.45 -2.36% 152.19亿 6 sz002384 东山精密 199.18 -3.62% 146.08亿 7 sh600584 长电科技 82.9 +2.59% 142.08亿 8 sh688008 澜起科技 233.66 +3.62% 137.90亿 9 sh601899 紫金矿业 31.51 -4.69% 126.02亿 10 sz002371 北方华创 757 +2.30% 120.21亿 11 sh688256 寒武纪 1225 -1.92% 106.31亿 12 sz001309 德明利 399.89 -8.07% 103.56亿 13 sh688012 中微公司 388.5 +3.54% 101.63亿 14 sz300750 宁德时代 383.01 -0.77% 98.23亿 15 sz002185 华天科技 18.59 +5.09% 96.38亿 16 sz000725 京东方A 5.79 -4.46% 91.40亿 17 sz300604 长川科技 303.5 +4.21% 88.04亿 18 sz000021 深科技 41.99 +7.42% 85.93亿 19 sz000977 浪潮信息 85.31 -3.01% 83.11亿 20 sh600487 亨通光电 52.43 -5.82% 77.55亿 🏆 Concept Sector Analysis No data available ...

July 24, 2026 · Leo Zhong

2026-07-23-RMB 2.2 Trillion Massive Gaming: High-Level Bleeding in Semiconductors, Pan-Power and Resources Lead High-to-Low Rotation

📊 Market Snapshot Shanghai Composite (SSE): 3876.78 (+0.25%) Total Market Turnover: 21953.01亿 Advance / Decline: 4259 / 1208 Limit-Up / Limit-Down / Failed Board: 116 / 2 / 25 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sz300308 中际旭创 1072.52 +1.10% 295.58亿 2 sz002384 东山精密 206.65 -4.99% 259.23亿 3 sz000938 紫光股份 42.45 -5.46% 226.60亿 4 sz300502 新易盛 497.3 -2.26% 224.29亿 5 sh603986 兆易创新 451.96 -3.84% 216.70亿 6 sz002156 通富微电 69.82 -6.78% 149.83亿 7 sz000977 浪潮信息 87.96 -2.77% 145.67亿 8 sh601899 紫金矿业 33.06 +2.67% 144.97亿 9 sh600584 长电科技 80.81 -5.79% 139.53亿 10 sh688256 寒武纪 1249 -4.66% 137.58亿 11 sz300750 宁德时代 385.99 +3.69% 136.10亿 12 sh688347 华虹宏力 341 -12.58% 133.64亿 13 sz001309 德明利 435 -4.86% 116.99亿 14 sh688981 中芯国际 145.09 -6.75% 110.95亿 15 sh688008 澜起科技 225.5 +1.12% 110.31亿 16 sz300274 阳光电源 117.79 +7.13% 107.19亿 17 sh600487 亨通光电 55.67 +1.00% 103.58亿 18 sz000063 中兴通讯 35.92 -4.21% 103.45亿 19 sz002371 北方华创 740 -3.14% 101.39亿 20 sh601138 工业富联 62.88 +3.57% 100.75亿 🏆 Concept Sector Analysis No data available ...

July 23, 2026 · Leo Zhong
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