A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升

中国基金报2025-08-05

【导读】A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升中国基金报记者张舟8月5日上午，A股三大股指走势分化，上证指数再度收复3600点。截至午间收盘，上证指数涨0.53%，报3602.13点，深证成指涨0.14%，创业板指跌0.26%。沪深两市半日成交额突破1万亿元，达10057亿元，较上个交易日增加849亿元；个股涨多跌少，市场共3318只个股上涨，47只个股涨停；1897只...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2557606352?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-05 13:03","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2557606352","market":"us","top_or_hot":-1,"title":"A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升","media":"中国基金报","content":"<div>\n<p>【导读】A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升中国基金报记者张舟8月5日上午，A股三大股指走势分化，上证指数再度收复3600点。截至午间收盘，上证指数涨0.53%，报3602.13点，深证成指涨0.14%，创业板指跌0.26%。沪深两市半日成交额突破1万亿元，达10057亿元，较上个交易日增加849亿元；个股涨多跌少，市场共3318只个股上涨，47只个股涨停；1897只...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080513085497348620&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升</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\">\nA股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-05 13:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080513085497348620&s=b><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【导读】A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升中国基金报记者张舟8月5日上午，A股三大股指走势分化，上证指数再度收复3600点。截至午间收盘，上证指数涨0.53%，报3602.13点，深证成指涨0.14%，创业板指跌0.26%。沪深两市半日成交额突破1万亿元，达10057亿元，较上个交易日增加849亿元；个股涨多跌少，市场共3318只个股上涨，47只个股涨停；1897只...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080513085497348620&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4509","symbol_name":"腾讯概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080513085497348620&s=b","article_id":"2557606352","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080513085497348620&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2557606352","pubTimestamp":1754370180,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升中国基金报记者张舟8月5日上午，A股三大股指走势分化，上证指数再度收复3600点。盘面上，军工概念股冲高后回落，PEEK材料板块大涨，动漫游戏连续3日上涨。军工板块彻底沸腾多只个股触及涨停8月5日上午，A股军工板块开盘延续涨势后回落，航天智装盘中触及20cm涨停。而今天上午，A股创新药概念冲高后持续回落，中药板块跌幅明显。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80992":"联想集团-R","82388":"中银香港-R","600010":"包钢股份","600507":"方大特钢","600782":"新钢股份","600808":"马钢股份","601288":"农业银行","603028":"赛福天","603259":"药明康德","688189":"南新制药","688658":"悦康药业","688716":"中研股份","BK4509":"腾讯概念","BK4510":"在线教育","BK4554":"元宇宙及AR概念","09868":"小鹏汽车-W","BHKLY":"中银香港ADR","LNVGY":"联想集团ADR","BK4077":"互动媒体与服务","BK4531":"中概回港概念","BK4526":"热门中概股","00992":"联想集团","ACGBF":"Agricultural Bank of China","BK4563":"昨日强势股","BK4585":"ETF&股票定投概念","02359":"药明康德","01288":"农业银行","BK4503":"景林资产持仓","BK4513":"直播概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","LI":"理想汽车","00027":"银河娱乐","LNVGF":"Lenovo Group Ltd.","02015":"理想汽车-W","BILI":"哔哩哔哩","02388":"中银香港","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4577":"网络游戏","09999":"网易-S","XPEV":"小鹏汽车","NTES":"网易","BK4588":"碎股","GXYEF":"Galaxy Entertainment Group, Ltd.","09626":"哔哩哔哩-W","BK4548":"巴美列捷福持仓"},"translate_title":"A-shares recovered 3,600 points, the defense stocks was completely boiling, the game concept rose for 3 consecutive days, and the steel sector rose","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.9,"82388":0.9,"600010":0.9,"600507":0.9,"600782":0.9,"600808":0.9,"601288":0.9,"603028":0.9,"603259":0.9,"688189":0.9,"688658":0.9,"688716":0.9,"09999":0.9,"XPEV":0.9,"09626":0.9,"00027":0.9,"LNVGY":0.9,"02388":0.9,"BILI":0.9,"BHKLY":0.9,"LNVGF":0.9,"LI":0.9,"02015":0.9,"02359":0.9,"NTES":0.9,"GXYEF":0.9,"00992":0.9,"ACGBF":0.9,"01288":0.9,"09868":0.9},"content_text":"【导读】A股收复3600点，军工股彻底沸腾，游戏概念连涨3日，钢铁板块拉升中国基金报记者张舟8月5日上午，A股三大股指走势分化，上证指数再度收复3600点。截至午间收盘，上证指数涨0.53%，报3602.13点，深证成指涨0.14%，创业板指跌0.26%。沪深两市半日成交额突破1万亿元，达10057亿元，较上个交易日增加849亿元；个股涨多跌少，市场共3318只个股上涨，47只个股涨停；1897只个股下跌。盘面上，军工概念股冲高后回落，PEEK材料板块大涨，动漫游戏连续3日上涨。办公用品、软饮料、能源设备、化纤行业、汽车零部件、钢铁、房地产、银行等多个板块上涨。而此前涨幅明显的西藏振兴、Kimi、微软合作商、CPO等概念板块整体回落。港股上午三大指数全线上涨。恒生指数涨0.27%，恒生科技指数涨0.33%，恒生国企指数涨0.19%。联想集团、中银香港、银河娱乐、理想汽车、药明康德领涨恒指成份股，哔哩哔哩、小鹏汽车、网易、农业银行跟涨。军工板块彻底沸腾多只个股触及涨停8月5日上午，A股军工板块开盘延续涨势后回落，航天智装盘中触及20cm涨停。长城军工、国机精工10cm涨停，北方长龙大涨10.77%，股价均创历史新高。长城军工发布公告称，公司股票自2025年6月18日以来累计涨幅达181.58%，远超同期行业及上证指数涨幅。公司生产经营正常，无重大事项未披露。航天科技、银河电子盘中触及涨停。恒宇信通涨近8%，爱乐达、航天环宇、捷强装备、华力创通等跟涨。华福证券研报称，全球军费开支持续增长，需求刚性化加速，为军工市场提供强劲支撑。中国军工制造全球竞争优势被低估，未来整体竞争力有望提升，助推中国军贸占全球份额高增。动漫游戏板块连涨3日在AI技术落地叠加暑期催化情况下，游戏行业正迎来新一轮增长浪潮。今天上午，A股游戏板块盘中再度拉升，延续前两日上涨态势，实现三连涨。多只游戏股涨幅明显。截至午间收盘，完美世界涨超4%，恺英网络、巨人网络、冰川网络、三七互娱跟涨。A股PEEK材料板块走高北交所华密新材涨超20%上午，A股PEEK材料板块走高，北交所华密新材涨超20%，新瀚新材、中欣氟材触及涨停。南京聚隆涨超13%，中研股份、富恒新材、聚赛龙等纷纷走高。中金公司研报称，人形机器人轻量化大势所趋。以特斯拉和波士顿动力为代表，越来越多的人形机器人厂商在产品迭代时加码轻量化。与汽车轻量化类似，机器人轻量化主要分材料优化、结构优化、工艺优化三类，材料优化主要包括PEEK材料的应用。钢铁板块持续走强。马钢股份10cm涨停，包钢股份、方大特钢、赛福天、华菱钢铁、新钢股份等跟涨。创新药冲高回落中药板块跌幅明显上周，A股概念指数涨幅榜被多个医药行业细分概念“霸屏”。而今天上午，A股创新药概念冲高后持续回落，中药板块跌幅明显。高位股昂利康逼近跌停，南新制药跌超9%、华森制药、悦康药业、贵州百灵、舒泰神均跌超6%。截至午间收盘，昂利康股价报58.63元/股。编辑：江右校对：纪元制作：舰长审核：陈思扬","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557606352","isCrawlerRequest":true}