高低切换 on AI 股市洞察 | AI Stock Insight

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

Wed, 05 Aug 2026 15:04:25 +0000

📊 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

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

Mon, 03 Aug 2026 15:35:16 +0000

📊 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

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

Thu, 30 Jul 2026 15:02:12 +0000

📊 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

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

Wed, 29 Jul 2026 15:00:53 +0000

📊 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

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

Tue, 28 Jul 2026 15:17:54 +0000

📊 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

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

Fri, 24 Jul 2026 14:46:17 +0000

📊 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

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

Thu, 23 Jul 2026 15:00:31 +0000

📊 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

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

Wed, 22 Jul 2026 14:57:53 +0000

📊 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)

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

Sun, 12 Jul 2026 18:36:20 +0000

📊 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