沪金主力 (SHF_AU) 加自选

上证综指上涨0.37%，收于3858点，而深证成分股周五上涨0.99%，收于12696点，在大盘走强的情况下延续了前一交易日的涨势。这两个基准指数在8月份也录得强劲的月度涨幅，上证指数上涨约8%，深证指数上涨15%。中美贸易紧张局势缓和、政府努力控制激烈的价格竞争以及充足的流动性推动了反弹。市场还受益于资金流入加速、零售参与度上升和保证金购买增加。人工智能和半导体股领涨，尽管人们担心基本面疲软，但投资者的兴趣得到了恢复。不利的一面是，Cambricon Technologies周五下跌6%，在人工智能芯片制造商在价格飙升后向投资者发出风险警报后，结束了创纪录的反弹。Dosilicon的交易在该公司发现股价异常波动后暂停。

The Shanghai Composite rose 0.37% to 3,858, while the Shenzhen Component gained 0.99% to 12,696 on Friday, extending the previous session’s advance amid broad market strength. Both benchmarks also logged robust monthly gains in August, with the Shanghai index up about 8% and the Shenzhen index climbing 15%. The rally was fueled by easing US-China trade tensions, government efforts to rein in aggressive price competition, and ample liquidity. Markets also benefited from accelerating fund inflows, rising retail participation, and increased margin buying. Artificial intelligence and semiconductor stocks led the surge, supported by renewed investor interest despite concerns about weak fundamentals. On the downside, Cambricon Technologies fell 6% Friday, snapping a record rally after the AI chipmaker issued a risk alert to investors following its sharp price surge. Trading in Dosilicon was suspended after the company flagged abnormal stock price volatility.