Blackland
07-16
可以卖了，没有成长性，且卷到天上
创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨
华尔街见闻
紧盯全球金融市场，覆盖股市、外汇、债券、大宗商品等。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":586552554094656,"tweetId":"586552554094656","gmtCreate":1784174195191,"gmtModify":1784174197222,"author":{"id":4160227637143462,"idStr":"4160227637143462","authorId":4160227637143462,"authorIdStr":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.16","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":3,"starInvestorFlag":false},"themes":[{"themeId":"5025dc3c20f14808adebf26909c9e535","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"华尔街见闻","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":5025dc3c20f14808adebf26909c9e535}&rnconfig={\"headerBarHidden\": true}","description":"紧盯全球金融市场，覆盖股市、外汇、债券、大宗商品等。","image":"https://static.tigerbbs.com/38b2d7b10c53afe188a3eead61d9c3e4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>可以卖了，没有成长性，且卷到天上</p></body></html>","htmlText":"<html><head></head><body><p>可以卖了，没有成长性，且卷到天上</p></body></html>","text":"可以卖了，没有成长性，且卷到天上","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/586552554094656","repostId":2651418855,"repostType":2,"repost":{"id":"2651418855","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1784172339,"share":"https://www.laohu8.com/m/news/2651418855?lang=zh_CN&edition=full","pubTime":"2026-07-16 11:25","market":"sg","language":"zh","title":"创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2651418855","media":"华尔街见闻","summary":"PCB概念股低开高走，逸豪新材20cm涨停，景旺电子、贤丰控股涨停。CPO概念震荡调整，长芯博创跌超12%，光库科技、太辰光、天孚通信、仕佳光子、烽火通信集体下挫。","content":"<html><body><p>7月16日，A股早盘低开低走，三大股指盘初扩大跌幅，沪指、深成指跌超1%，创业板跌超2%，盘中短暂回升，科创50一度翻红，随后股指再度下挫。半导体、算力硬件产业链持续调整，存储芯片、先进封装、HBM、半导体设备等概念股纷纷下挫，AI应用、消费电子等反弹。</p>\n<p>港股高开高走，恒指、恒科指盘初双双拉升，恒指涨2%，恒科指大涨超3%，科网股集体拉升，<a href=\"https://laohu8.com/S/09988\">阿里</a>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等悉数反弹，跟随隔夜中概股涨势，芯片半导体亦持续下挫，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>跌超10%。</p>\n<p>债市方面，国债期货全线下跌。商品方面，国内商品期货普遍走低。核心市场走势：</p>\n<blockquote>\n<p><strong>A股</strong>：截至发稿，沪指跌0.96%，深成指跌1.08%，创业板指跌2.01%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/baf9c038-64ba-4c51-b949-f4cf1d7417ce.png\"/></p>\n<p><strong>港股</strong>：截至发稿，恒指涨2.04%，恒科指涨3.54%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/b301a550-4721-4490-ae73-bb35117b3add.png\"/></p>\n<p><strong>债市</strong>：国债期货全线下跌，截至发稿，30年期主力合约跌0.13%，10年期主力合约跌0.04%，5年期主力合约跌0.04%，2年期主力合约跌0.02%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f338e109-859d-4ee3-9bb6-7ff7b8425af7.png\"/></p>\n<p><strong>商品</strong>：国内商品期货普跌，截至发稿，铂金涨2%，菜籽、钯金、豆粕、沪镍、工业硅、不锈钢、橡胶、热轧卷板、螺纹钢、原油等品种上涨，集运指数、铁矿石、沪铝、锰硅、氧化铝、沪铜、焦煤、沪金、焦炭、沥青等纷纷走低，纸浆、烧碱、鸡蛋、玻璃、多晶硅均跌超1%，沪锡、碳酸锂、沪银跌超2%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/406bd276-ac2b-45ed-b54d-a05dbfde61e3.png\"/></p>\n</blockquote>\n<p><strong>11:15</strong></p>\n<p>存储芯片概念延续调整，千亿市值龙头<a href=\"https://laohu8.com/S/001309\">德明利</a>连续2日跌停，<a href=\"https://laohu8.com/S/301379\">天山电子</a>跌超10%，<a href=\"https://laohu8.com/S/300666\">江丰电子</a>、<a href=\"https://laohu8.com/S/002185\">华天科技</a>、<a href=\"https://laohu8.com/S/688008\">澜起科技</a>、兆易创新等跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d5075b36-bc66-40c9-8a72-b72ca51aa733.png\"/></p>\n<p>消息面，韩股存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌近12%、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>跌逾9%。</p>\n<p>隔夜美股芯片股多数下跌，费城半导体指数跌2.08%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%，<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌逾7%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌超4%，超威半导体跌逾3%。</p>\n<p><strong>10:50</strong></p>\n<p>锂电池概念震荡反弹，<a href=\"https://laohu8.com/S/688353\">华盛锂电</a>涨超10%，此前孚日股份涨停，富祥股份、滨海能源、<a href=\"https://laohu8.com/S/300530\">领湃科技</a>、珠海冠宇、海科新源跟涨。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/761fddd4-24c7-4e44-b2b5-859e8c28b5c4.png\"/></p>\n<p><strong>10:01</strong></p>\n<p>科创50指数拉升翻红，此前一度跌近4.3%。AI手机、影视传媒、消费电子等方向涨幅居前，沪深京三市上涨个股近2700只。</p>\n<p><strong>09:58</strong></p>\n<p>科创50指数拉升翻红，此前一度跌超4%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/92a59809-780f-4985-9849-e172e3dc7eed.png\"/></p>\n<p><strong>09:50</strong></p>\n<p>AI手机概念持续活跃，带动端侧AI概念整体走强，<a href=\"https://laohu8.com/S/000676\">智度股份</a>直线涨停走出2连板，此前<a href=\"https://laohu8.com/S/300968\">格林精密</a>、<a href=\"https://laohu8.com/S/600203\">福日电子</a>、<a href=\"https://laohu8.com/S/002045\">国光电器</a>、<a href=\"https://laohu8.com/S/603327\">福蓉科技</a>等涨停，豪声电子、慧为智能、<a href=\"https://laohu8.com/S/300805\">电声股份</a>、泓禧科技均涨超10%。</p>\n<p>消息面，据界面新闻报道，字节跳动联合中兴努比亚打造的首款 AI 智能体手机（ “豆包 AI 智能体手机”）今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。</p>\n<p><strong>09:48</strong></p>\n<p>PCB概念股低开高走，<a href=\"https://laohu8.com/S/301176\">逸豪新材</a>20cm涨停，<a href=\"https://laohu8.com/S/603228\">景旺电子</a>、贤丰控股涨停。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ed5a2c41-4a07-42d7-acdd-dd798f96f3cf.png\"/></p>\n<p>CPO概念震荡调整，<a href=\"https://laohu8.com/S/300548\">长芯博创</a>跌超12%，<a href=\"https://laohu8.com/S/300620\">光库科技</a>、太辰光、<a href=\"https://laohu8.com/S/300394\">天孚通信</a>、仕佳光子、烽火通信集体下挫。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ff9686b-7e50-41af-bc2c-e228b39ff109.png\"/></p>\n<p><strong>09:37</strong></p>\n<p>恒生科技指数涨超2%，商汤、阿里巴巴涨超5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1d3a32e9-0db1-4a27-bca7-b31533ab1095.png\"/></p>\n<p><strong>09:35</strong></p>\n<p>创业板指、科创50均跌超3%，沪指跌1.2%，深成指跌2.32%，半导体芯片、算力硬件等方向跌幅居前，沪深京三市下跌个股近3600只。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/bae05e5d-4b22-45a7-b8a3-34318b30af41.png\"/></p>\n<p><strong>09:31</strong></p>\n<p>恒指、恒生科技指数均涨超1%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/45e50dcd-41d0-444b-9f71-1e1d1189a22d.png\"/></p>\n<p><strong>09:26</strong></p>\n<p>上证指数低开1.09%，创业板指跌2.48%。半导体、算力硬件产业链持续调整，存储器、PCB、先进封装、CPO方向领跌，工业气体、GPU、玻璃纤维、光刻机概念股跌幅靠前。市场逾4200股下跌。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/11163114-3b24-4590-af95-bef60e0fced0.png\"/></p>\n<p><strong>09:21</strong></p>\n<p>恒生指数高开0.58%，恒生科技指数涨0.15%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、小鹏集团、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨幅居前；<a href=\"https://laohu8.com/S/02513\">智谱</a>跌逾7%，联想集团、<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>、MINIMAX、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4d24c1bf-eed2-423d-8c83-d41d65674cb3.png\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n创业板跌超2%，半导体、算力硬件持续调整，存储龙头再跌停，恒科指大涨超3%，科网股全线大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-16 11:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>7月16日，A股早盘低开低走，三大股指盘初扩大跌幅，沪指、深成指跌超1%，创业板跌超2%，盘中短暂回升，科创50一度翻红，随后股指再度下挫。半导体、算力硬件产业链持续调整，存储芯片、先进封装、HBM、半导体设备等概念股纷纷下挫，AI应用、消费电子等反弹。</p>\n<p>港股高开高走，恒指、恒科指盘初双双拉升，恒指涨2%，恒科指大涨超3%，科网股集体拉升，<a href=\"https://laohu8.com/S/09988\">阿里</a>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>等悉数反弹，跟随隔夜中概股涨势，芯片半导体亦持续下挫，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>跌超10%。</p>\n<p>债市方面，国债期货全线下跌。商品方面，国内商品期货普遍走低。核心市场走势：</p>\n<blockquote>\n<p><strong>A股</strong>：截至发稿，沪指跌0.96%，深成指跌1.08%，创业板指跌2.01%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/baf9c038-64ba-4c51-b949-f4cf1d7417ce.png\"/></p>\n<p><strong>港股</strong>：截至发稿，恒指涨2.04%，恒科指涨3.54%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/b301a550-4721-4490-ae73-bb35117b3add.png\"/></p>\n<p><strong>债市</strong>：国债期货全线下跌，截至发稿，30年期主力合约跌0.13%，10年期主力合约跌0.04%，5年期主力合约跌0.04%，2年期主力合约跌0.02%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f338e109-859d-4ee3-9bb6-7ff7b8425af7.png\"/></p>\n<p><strong>商品</strong>：国内商品期货普跌，截至发稿，铂金涨2%，菜籽、钯金、豆粕、沪镍、工业硅、不锈钢、橡胶、热轧卷板、螺纹钢、原油等品种上涨，集运指数、铁矿石、沪铝、锰硅、氧化铝、沪铜、焦煤、沪金、焦炭、沥青等纷纷走低，纸浆、烧碱、鸡蛋、玻璃、多晶硅均跌超1%，沪锡、碳酸锂、沪银跌超2%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/406bd276-ac2b-45ed-b54d-a05dbfde61e3.png\"/></p>\n</blockquote>\n<p><strong>11:15</strong></p>\n<p>存储芯片概念延续调整，千亿市值龙头<a href=\"https://laohu8.com/S/001309\">德明利</a>连续2日跌停，<a href=\"https://laohu8.com/S/301379\">天山电子</a>跌超10%，<a href=\"https://laohu8.com/S/300666\">江丰电子</a>、<a href=\"https://laohu8.com/S/002185\">华天科技</a>、<a href=\"https://laohu8.com/S/688008\">澜起科技</a>、兆易创新等跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/d5075b36-bc66-40c9-8a72-b72ca51aa733.png\"/></p>\n<p>消息面，韩股存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>跌近12%、<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>跌逾9%。</p>\n<p>隔夜美股芯片股多数下跌，费城半导体指数跌2.08%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超8%，<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>跌逾7%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌超4%，超威半导体跌逾3%。</p>\n<p><strong>10:50</strong></p>\n<p>锂电池概念震荡反弹，<a href=\"https://laohu8.com/S/688353\">华盛锂电</a>涨超10%，此前孚日股份涨停，富祥股份、滨海能源、<a href=\"https://laohu8.com/S/300530\">领湃科技</a>、珠海冠宇、海科新源跟涨。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/761fddd4-24c7-4e44-b2b5-859e8c28b5c4.png\"/></p>\n<p><strong>10:01</strong></p>\n<p>科创50指数拉升翻红，此前一度跌近4.3%。AI手机、影视传媒、消费电子等方向涨幅居前，沪深京三市上涨个股近2700只。</p>\n<p><strong>09:58</strong></p>\n<p>科创50指数拉升翻红，此前一度跌超4%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/92a59809-780f-4985-9849-e172e3dc7eed.png\"/></p>\n<p><strong>09:50</strong></p>\n<p>AI手机概念持续活跃，带动端侧AI概念整体走强，<a href=\"https://laohu8.com/S/000676\">智度股份</a>直线涨停走出2连板，此前<a href=\"https://laohu8.com/S/300968\">格林精密</a>、<a href=\"https://laohu8.com/S/600203\">福日电子</a>、<a href=\"https://laohu8.com/S/002045\">国光电器</a>、<a href=\"https://laohu8.com/S/603327\">福蓉科技</a>等涨停，豪声电子、慧为智能、<a href=\"https://laohu8.com/S/300805\">电声股份</a>、泓禧科技均涨超10%。</p>\n<p>消息面，据界面新闻报道，字节跳动联合中兴努比亚打造的首款 AI 智能体手机（ “豆包 AI 智能体手机”）今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。</p>\n<p><strong>09:48</strong></p>\n<p>PCB概念股低开高走，<a href=\"https://laohu8.com/S/301176\">逸豪新材</a>20cm涨停，<a href=\"https://laohu8.com/S/603228\">景旺电子</a>、贤丰控股涨停。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ed5a2c41-4a07-42d7-acdd-dd798f96f3cf.png\"/></p>\n<p>CPO概念震荡调整，<a href=\"https://laohu8.com/S/300548\">长芯博创</a>跌超12%，<a href=\"https://laohu8.com/S/300620\">光库科技</a>、太辰光、<a href=\"https://laohu8.com/S/300394\">天孚通信</a>、仕佳光子、烽火通信集体下挫。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3ff9686b-7e50-41af-bc2c-e228b39ff109.png\"/></p>\n<p><strong>09:37</strong></p>\n<p>恒生科技指数涨超2%，商汤、阿里巴巴涨超5%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1d3a32e9-0db1-4a27-bca7-b31533ab1095.png\"/></p>\n<p><strong>09:35</strong></p>\n<p>创业板指、科创50均跌超3%，沪指跌1.2%，深成指跌2.32%，半导体芯片、算力硬件等方向跌幅居前，沪深京三市下跌个股近3600只。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/bae05e5d-4b22-45a7-b8a3-34318b30af41.png\"/></p>\n<p><strong>09:31</strong></p>\n<p>恒指、恒生科技指数均涨超1%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/45e50dcd-41d0-444b-9f71-1e1d1189a22d.png\"/></p>\n<p><strong>09:26</strong></p>\n<p>上证指数低开1.09%，创业板指跌2.48%。半导体、算力硬件产业链持续调整，存储器、PCB、先进封装、CPO方向领跌，工业气体、GPU、玻璃纤维、光刻机概念股跌幅靠前。市场逾4200股下跌。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/11163114-3b24-4590-af95-bef60e0fced0.png\"/></p>\n<p><strong>09:21</strong></p>\n<p>恒生指数高开0.58%，恒生科技指数涨0.15%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、小鹏集团、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨幅居前；<a href=\"https://laohu8.com/S/02513\">智谱</a>跌逾7%，联想集团、<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>、MINIMAX、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>跌幅靠前。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/4d24c1bf-eed2-423d-8c83-d41d65674cb3.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399006":"创业板指","BK0201":"可转债","HSI":"恒生指数","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","HSTECH":"恒生科技指数","03417":"AGX恒科备兑","03088":"华夏恒生科技","03032":"恒生科技ETF","09088":"华夏恒生科技-U","03033":"南方恒生科技","09067":"安硕恒生科技-U","07552":"南方两倍做空恒科","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK0278":"货币金融","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","07226":"南方两倍做多恒科","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","02837":"GX恒生科技","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","03423":"招商恒生科技","BK0183":"MSCI概念","07234":"博时两倍做多中国创业板","BK0188":"融资融券","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK0028":"国家队","BK0012":"证金概念","03067":"安硕恒生科技","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK0187":"一线龙头","03147":"X南方中创业","000001":"平安银行","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3777077","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651418855","content_text":"7月16日，A股早盘低开低走，三大股指盘初扩大跌幅，沪指、深成指跌超1%，创业板跌超2%，盘中短暂回升，科创50一度翻红，随后股指再度下挫。半导体、算力硬件产业链持续调整，存储芯片、先进封装、HBM、半导体设备等概念股纷纷下挫，AI应用、消费电子等反弹。\n港股高开高走，恒指、恒科指盘初双双拉升，恒指涨2%，恒科指大涨超3%，科网股集体拉升，阿里、美团、腾讯、快手、京东等悉数反弹，跟随隔夜中概股涨势，芯片半导体亦持续下挫，兆易创新跌超10%。\n债市方面，国债期货全线下跌。商品方面，国内商品期货普遍走低。核心市场走势：\n\nA股：截至发稿，沪指跌0.96%，深成指跌1.08%，创业板指跌2.01%。\n\n港股：截至发稿，恒指涨2.04%，恒科指涨3.54%。\n\n债市：国债期货全线下跌，截至发稿，30年期主力合约跌0.13%，10年期主力合约跌0.04%，5年期主力合约跌0.04%，2年期主力合约跌0.02%。\n\n商品：国内商品期货普跌，截至发稿，铂金涨2%，菜籽、钯金、豆粕、沪镍、工业硅、不锈钢、橡胶、热轧卷板、螺纹钢、原油等品种上涨，集运指数、铁矿石、沪铝、锰硅、氧化铝、沪铜、焦煤、沪金、焦炭、沥青等纷纷走低，纸浆、烧碱、鸡蛋、玻璃、多晶硅均跌超1%，沪锡、碳酸锂、沪银跌超2%。\n\n\n11:15\n存储芯片概念延续调整，千亿市值龙头德明利连续2日跌停，天山电子跌超10%，江丰电子、华天科技、澜起科技、兆易创新等跌幅靠前。\n\n消息面，韩股存储巨头SK海力士跌近12%、三星电子跌逾9%。\n隔夜美股芯片股多数下跌，费城半导体指数跌2.08%，美光科技跌超8%，迈威尔科技跌逾7%，英特尔跌超4%，超威半导体跌逾3%。\n10:50\n锂电池概念震荡反弹，华盛锂电涨超10%，此前孚日股份涨停，富祥股份、滨海能源、领湃科技、珠海冠宇、海科新源跟涨。\n\n10:01\n科创50指数拉升翻红，此前一度跌近4.3%。AI手机、影视传媒、消费电子等方向涨幅居前，沪深京三市上涨个股近2700只。\n09:58\n科创50指数拉升翻红，此前一度跌超4%。\n\n09:50\nAI手机概念持续活跃，带动端侧AI概念整体走强，智度股份直线涨停走出2连板，此前格林精密、福日电子、国光电器、福蓉科技等涨停，豪声电子、慧为智能、电声股份、泓禧科技均涨超10%。\n消息面，据界面新闻报道，字节跳动联合中兴努比亚打造的首款 AI 智能体手机（ “豆包 AI 智能体手机”）今年将有多款机型发布，其中一款将于 2026 世界人工智能大会期间亮相，其整体备货约20万台，首批备货10万台以内。\n09:48\nPCB概念股低开高走，逸豪新材20cm涨停，景旺电子、贤丰控股涨停。\n\nCPO概念震荡调整，长芯博创跌超12%，光库科技、太辰光、天孚通信、仕佳光子、烽火通信集体下挫。\n\n09:37\n恒生科技指数涨超2%，商汤、阿里巴巴涨超5%。\n\n09:35\n创业板指、科创50均跌超3%，沪指跌1.2%，深成指跌2.32%，半导体芯片、算力硬件等方向跌幅居前，沪深京三市下跌个股近3600只。\n\n09:31\n恒指、恒生科技指数均涨超1%。\n\n09:26\n上证指数低开1.09%，创业板指跌2.48%。半导体、算力硬件产业链持续调整，存储器、PCB、先进封装、CPO方向领跌，工业气体、GPU、玻璃纤维、光刻机概念股跌幅靠前。市场逾4200股下跌。\n\n09:21\n恒生指数高开0.58%，恒生科技指数涨0.15%。阿里巴巴、小鹏集团、舜宇光学科技、哔哩哔哩涨幅居前；智谱跌逾7%，联想集团、华虹宏力、MINIMAX、中芯国际跌幅靠前。","news_type":1,"symbols_score_info":{"399006":1.95,"03033":0.6,"HSTECH":1.95,"09067":0.6,"07552":0.6,"07234":0.6,"02837":0.6,"000001":1.92,"09088":0.6,"03417":0.6,"HSI":1.95,"03067":0.6,"07226":0.6,"03088":0.6,"03147":0.6,"03032":0.6,"03423":0.6}},"isVote":1,"tweetType":1,"viewCount":413,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/586552554094656"}
精彩评论