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
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