今日市场热点颇多。科技部部长推动人形机器人在多场景落地，为万亿级产业奠基。半导体芯片出口强势，8 月金额同比大增 32.78%。英伟达承诺投 1000 亿美元支持 OpenAI 数据中心建设。国家金融监督管理总局支持近 2000 万套住房建设交付。深圳 eVTOL 产业大会有 300 + 企业参展。 行业方面，半导体材料首日大涨，因存储涨价传导等因素，多链条值得关注；固态电池虽市场有担忧，但头部企业产品达标，政策支持、应用场景广，投资机会大，如纳科诺尔、厦钨新能等；光伏异动。今日指数小高潮，高低位切换下半导体、固态电池、机器人轮动，明日或去弱留强。
股票名称 ["红豆股份","迎丰股份","兄弟科技","中威电子","豪能股份","华软科技","立昂微","诚邦股份","张江高科","七匹狼","联美控股","宏盛股份","中电鑫龙","康盛股份","通富微电","大龙地产","悍高集团","宁波中百","深振业A","云南城投","光洋股份","上工申贝","万丰奥威","中信海直","星源卓镁","神工","雅克","鼎龙","安集","兴福","联瑞","华海","飞凯","沪硅","彤程","路维","容大","新阳","晶瑞","纳科诺尔","厦钨新能","上海洗霸","海辰药业","ST威尔","远航精密","德福科技","阳光电源","通润装备","TCL中环","隆基绿能"]板块名称 ["机器人","半导体芯片","算力硬件","房地产","低空","半导体材料","固态电池","光伏"]半导体材料、固态电池、机器人看多看空 文本中多个板块均有利好消息，如机器人有人形机器人应用场景拓展，半导体芯片出口金额同比大幅提升，半导体材料板块首日大涨且后续值得配置，固态电池有政策支持、应用场景拓圈等，光伏有异动表现，整体呈现积极态势，所以看多A股。9.24 日内大涨方向券商推荐梳理（固态+半导体+光伏等方向）和讯自选股写手风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担
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