A-shares opened lower then rallied into the morning; the ChiNext briefly reclaimed 3,600 points. At noon the Shanghai Composite was down 0.05%, the Shenzhen Composite Index up 0.65% and the ChiNext up 1.41%. Combined turnover exceeded 1.5 trillion yuan and more than 2,000 stocks advanced. MLCC stocks led gains, innovative-drug names were active with Baihua Pharmaceutical posting a sixth consecutive limit-up, compute-power leasing spiked intraday, commercial aerospace lagged, while baijiu and non

2026-08-11

A-shares opened lower then rallied into the morning; the ChiNext briefly reclaimed 3,600 points. At noon the Shanghai Composite was down 0.05%, the Shenzhen Composite Index up 0.65% and the ChiNext up 1.41%. Combined turnover exceeded 1.5 trillion yuan and more than 2,000 stocks advanced. MLCC stocks led gains, innovative-drug names were active with Baihua Pharmaceutical posting a sixth consecutive limit-up, compute-power leasing spiked intraday, commercial aerospace lagged, while baijiu and non-ferrous metals retraced.

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2026-08-11

OpenAI prices Premium Seats at $125 per user per month billed monthly, or $100 per user per month billed annually.

2026-08-11

包含2026年在内,13轮最大回撤中位数约为37%;12轮已完成行情从高点跌至低点的中位时间约为9个月。 说明半导体具有高波动和强周期属性,不能单独证明本轮一定快速反弹。2018、2020和2024—2025确实修复较快,但2021—2022用了14个月,金融危机后用了约5年,互联网泡沫后的修复更接近15年。截至8月10日,SOX回升至11993.86点,较低点反弹约14.8%,但仍比6月高点低约18.2%,尚未收复此前跌幅。 当前行业收入、利润和AI需求基础强于互联网泡沫时期,但估值、资本开支回报、竞争和供给扩张仍会决定修复速度。历史统计仅用于市场研究,不构成对未来表现的保证。