疯狂的石头

扣非增长800%，在手订单超过48亿，这家半导体设备为何狂飙？| 1105 张博划重点_我的网站

A |     市场全天震荡反弹，三大指数低开高走，全线收红。    (ECNS)-- The annual Regong June Festival reached its summer peak on Tuesday in Tongren, northwest China’s Qinghai Province, as elaborately dressed performers beat drums and performed traditional dances amid incense smoke.    With a history of more than 1,400 years, the festival was listed as a national intangible cultural heritage in 2006 and is celebrated widely among the Tibetan and Tu ethnic minority communities in Tongren. The event features traditional dances including Lashize (god dances), Leshize (dragon dances), Moheze (military dances) as well as village temple rituals.    Visitors and photographers captured the performances on their phones, while some livestreamed the event. A 71-year-old performer said the festival had preserved its original character, and had attracted more tourists. Elisabeth, an Italian visitor on her first trip to Qinghai, called it a unique ethnic carnival and said she hoped to return.    Since 2025, Tongren has launched its tourism brand as the “World Thang-ga Art Capital” to introduce a model combining performances with activities held in the original villages.    (By Intern Lin Qiaochu, Zhang Dongfang)                    。沪深两市成交额1.87万亿，较上一个交易日缩量453亿。

B | 截至收盘，沪指涨0.23%，深成指涨0.37%，创业板指涨1.03%。

C |                              小微盘股票近期明显周强，大盘股跌破20天均线。                   电力供应已成为AI发展的重大阻碍，预计到2027年，AI服务器的耗电量将是五年前云服务器的50倍。

D | 对于西方发达国家而言，升级原本已经老旧的电网系统已经成为必选项。电网设备股大面积低开后迅速反身向上并全面爆发，今日创出历史新高的神马电力、特变电工、金盘科技等近20股涨停或涨超10%。同样受益算力需求高增长，成为AI数据中心标配的储能概念股也同样涨势喜人，霍普股份、阿特斯在内的大批成分股涨停，并带动锂电池产业链摆脱昨日调整颓势重拾升势。

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Published on:17:26:24