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

2026-08-03-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

2026-07-30-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

2026-07-24-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

2026-07-22-Massive 2.65 Trillion Volatility: Profit-Taking in High-Position CPO as Capital Rotates High-to-Low into Power Utilities and Resource Safe Havens

📊 Market Snapshot Shanghai Composite (SSE): 3867.03 (+0.07%) Total Market Turnover: 26533.45亿 Advance / Decline: 1530 / 3875 Limit-Up / Limit-Down / Failed Board: 47 / 8 / 36 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 300308 中际旭创 1060.8 -6.66% 405.60亿 2 603986 兆易创新 470 -1.16% 368.26亿 3 300502 新易盛 508.8 -7.79% 332.34亿 4 002384 东山精密 217.5 -5.84% 294.11亿 5 000938 紫光股份 44.9 +8.30% 241.52亿 6 600584 长电科技 85.78 +1.29% 224.55亿 7 688008 澜起科技 223 +1.55% 205.31亿 8 002156 通富微电 74.9 +8.08% 186.36亿 9 000063 中兴通讯 37.5 +7.51% 179.89亿 10 688256 寒武纪 1310 -2.96% 177.67亿 11 000977 浪潮信息 90.47 +2.04% 176.95亿 12 002371 北方华创 764 +2.61% 175.02亿 13 601899 紫金矿业 32.2 +6.59% 168.52亿 14 000725 京东方A 6.04 -4.28% 153.14亿 15 600487 亨通光电 55.12 -8.07% 150.33亿 16 688012 中微公司 392.99 -3.65% 137.34亿 17 688347 华虹宏力 390.06 -1.94% 133.49亿 18 603019 中科曙光 102.15 +4.36% 129.02亿 19 688981 中芯国际 155.59 -2.76% 125.42亿 20 002185 华天科技 18.42 +0.38% 124.68亿 🏆 Concept Sector Analysis Top 5 Concept Sectors (by % gain) ...

July 22, 2026 · Leo Zhong

2026-07-12-3.4 Trillion Record Volume Split: Tech Heavyweights Fade from Highs, Military & Satellite Stage Extreme High-to-Low Rotation

📊 Market Snapshot Shanghai Composite (SSE): 3996.16 (-1.00%) Total Market Turnover: 33885.44亿 Advance / Decline: 3772 / 1677 Limit-Up / Limit-Down / Failed Board: 92 / 4 / 91 🔍 Top 20 Stocks by Turnover No. Code Name Price Change% Turnover(100M¥) 1 sh603986 兆易创新 612 -7.76% 593.81亿 2 sz300308 中际旭创 1093.98 -8.45% 490.28亿 3 sh600584 长电科技 101.11 -2.33% 332.13亿 4 sz002384 东山精密 242.3 -7.28% 310.97亿 5 sz000725 京东方A 7.59 -6.87% 302.77亿 6 sz300502 新易盛 523.05 -4.12% 280.31亿 7 sz000977 浪潮信息 89.52 +4.11% 260.83亿 8 sh688008 澜起科技 268.06 -6.21% 237.14亿 9 sh600487 亨通光电 77.79 -2.83% 213.20亿 10 sh688256 寒武纪 1400 -8.79% 199.02亿 11 sz300750 宁德时代 348.76 -7.12% 198.68亿 12 sh688041 海光信息 353 -2.88% 192.82亿 13 sh688981 中芯国际 163.02 -5.77% 192.17亿 14 sz000063 中兴通讯 40.53 +0.50% 186.34亿 15 sz000938 紫光股份 38.41 +7.65% 185.73亿 16 sz000021 深科技 57.91 +2.97% 183.70亿 17 sz300394 天孚通信 271.12 -0.14% 182.91亿 18 sh688012 中微公司 434.51 -7.86% 177.98亿 19 sh603019 中科曙光 107.5 +3.38% 174.09亿 20 sz002371 北方华创 801 -8.81% 167.11亿 🏆 Concept Sector Analysis No data available ...

July 12, 2026 · Leo Zhong
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