第□财经 当天机构净卖出前三的股票分别是英维克、中兴通讯、道生天合，净流出金额分别是5.11亿元、2.51亿 元、1.84亿元。 | 证券简称 | 龙虎榜 10.17 二月榜 10.17 ■ 涨跌幅 | 机构净买入(万元) | | --- | --- | --- | | 天际股份 | 5.96% | 20933.54 | | 通达股份 | -7.37% | 6977.60 | | 亚太药业 | 2.65% | 5779.76 | | 蓝丰生化 | 3.81% | 5230.40 | | 三联锻造 | 10.02% | 4351.22 | | 海峡股份 | 9.98% | 2469.14 | | 海通发展 | 10.00% | 2386.84 | | 建发致新 | 4.20% | 2280.84 | | 海峡创新 | 19.96% | 1930.98 | | 梦百合 | 10.02% | 1903.33 | | FSTART | -201% | 019 02 | 盘后数据显示，10月17日龙虎榜中，共39只个股出现了机构的身影，17只股票呈现机构净买入，22只股 票呈现机构净卖出。 | 半止别价 | - IU. ...

来源｜金融时报 编辑｜瑜见 中国人民银行宏观审慎管理局负责人表示，央行将进一步推动金融市场高水平双向开放。增强透明度、 规则性和可预期性，提升金融市场交易效率和流动性，适当整合投资渠道，吸引更多境外机构有序投资 境内市场。支持上海国际金融中心建设，打造人民币金融资产配置中心和风险管理中心。 ...

Group 1: Fixed Asset Investment Trends - In the first eight months of the year, national fixed asset investment (excluding rural households) increased by 0.5% year-on-year, with a month-on-month decline of 0.20% in August [2] - Among 31 provinces, 19 reported positive growth in fixed asset investment, with the highest growth rates in western regions such as Tibet (17.1%), Xinjiang (9.1%), and Ningxia (7.1%) [2] - Shenzhen's fixed asset investment decreased by 15.7% year-on-year from January to August, with real estate development investment down by 21.6% [1] Group 2: Major Project Initiatives - Various regions have accelerated major project launches, with significant investments in water conservancy, new energy, and smart manufacturing, totaling over 100 billion yuan [2] - In September, multiple provinces held major project groundbreaking events, including 70 projects in Xinjiang and 587 projects in Anhui, with total investments of 3323.8 billion yuan [2][3] - Shenzhen has planned 828 major projects with a total investment of approximately 3.2 trillion yuan by 2025, with an annual planned investment of 333.71 billion yuan [1] Group 3: Policy Support and Financial Tools - The introduction of a new 500 billion yuan policy financial tool is expected to stimulate 2 to 5 trillion yuan in infrastructure investment, focusing on new infrastructure and consumer infrastructure [4] - The National Development and Reform Commission has allocated 800 billion yuan to support 1459 "two重" projects, covering various sectors including ecological restoration and major transportation infrastructure [4] - The government is encouraging localities to expedite project construction to enhance effective investment and promote stable economic development [3] Group 4: Economic Outlook and Employment Impact - Major project construction is anticipated to quickly boost related industries such as building materials and logistics, creating numerous job opportunities and significantly contributing to overall economic growth [5] - Experts express optimism for the fourth quarter and the entire year, citing stable market sales and import-export activities alongside improving fixed asset investment conditions [5]

截至10月17日收盘，恒指报25247.10点，跌2.48%，周跌3.97%；恒生科技指数报5760.38点，跌4.05%， 周跌7.98%。 中兴通讯跌超12%，华虹半导体跌近7%，中芯国际跌超6%；百度、阿里巴巴、美团均跌超4%，小米集 团、京东集团跌超3%；药捷安康涨超22%，周大福涨超5%。 编辑丨瑜见 | 代码 | 名称 | 现价 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | HSI | 恒生指数 | 25247.10c -641.41 | -2.48% | | HSTECH 恒生科技 | | 5760.38c -243.18 | -4.05% | | HSBIO | 恒生生物科技 | 15783.20c -590.22 | -3.60% | | HSCEI | 恒生中国企业指数 | 9011.97 c -247.49 | -2.67% | | HSCI | 恒生综合指数 | 3894.61c -106.73 | -2.67% | ...

此外，美国大型银行股盘前普跌，美国银行跌超3%，花旗集团跌1.7%，高盛、富国银行跌约1.4%，摩 根大通跌超1%。 编辑｜钉钉 10月17日， 美股三大股指期货走低，截至发稿，均跌超1%。 美股科技"七姐妹"盘前普跌，微软跌0.9%，Meta、亚马逊、苹果、谷歌A跌1%，特斯拉、英伟达跌 2%。 中概股盘前普跌，携程、理想汽车、腾讯音乐跌2%，哔哩哔哩、拼多多、百度、阿里巴巴跌3%，蔚来 跌5%。 ...

Core Viewpoint - The control transfer of Liangpinpuzi has been terminated after three months of negotiations, with no change in the company's controlling shareholder or actual controllers [2][3]. Group 1: Control Transfer Details - On October 16, Liangpinpuzi announced the termination of the share transfer agreement with Changjiang Guotai, as the conditions for the agreement were not fully met by the deadline [2]. - The agreement involved the transfer of 72.23988 million shares (18.01% of total shares) from the controlling shareholder Ningbo Hanyi and 11.97012 million shares (2.99% of total shares) from its partner Liangpin Investment to Changjiang Guotai [2][3]. Group 2: Company Performance - Liangpinpuzi reported a revenue of 2.829 billion yuan for the first half of 2025, a year-on-year decrease of 27.21% [3]. - The net profit attributable to shareholders was -93.5531 million yuan, reflecting a significant decline of 491.59% year-on-year [3][4]. - The basic earnings per share were -0.24 yuan, marking a 500% decrease compared to the previous year [4].

2025.10.17 燃气板块逆势上涨，国新能源4天3板，长春燃气涨超6%，成都燃气、百川能源、天壕能源涨超5%。 沪深两市成交额1.94万亿，较上一个交易日放量69亿。全市场近4800只个股下跌。 10月17日，A股三大指数震荡下行。截至收盘，沪指跌1.95%，深证成指跌3.04%，创业板指跌3.36%。 资金流向 主力资金全天净流入贵金属、燃气、纺织服装等板块，净流出多元金融、旅游酒店、教育等板块。 具体到个股来看，中际旭创、N道生、东信和平获净流入17.14亿元、7.01亿元、6.44亿元。 净流出方面，比亚迪、中兴通讯、阳光电源遭抛售19.70亿元、18.92亿元、17.93亿元。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | m | 3839.76 | -76.47 | -1.95% | | 399001 | 深证成指 | 1 | 12688.94 | -397.47 | -3.04% | | 399006 | 创业板指 | 1 | 2935.37 | -102.07 ...

今年双11，一个无法忽视的背景，正是外卖市场备受关注的变局。不仅颠覆了外卖本身，也让即时配送 突破餐饮场景，逐步渗透到品牌零售之中。 闪购为电商打开了庞大的增量空间，也带来了全新的挑战。在八月的阿里财报电话会上，"闪购与电商 的协同效应"被反复提及。对于淘宝来说，日订单量超越美团只能算是阶段性成果，真正的考验是通过 新场景，释放更持久的新增量，而双11无疑是检验闪购与电商生态协同效果的关键一役。 电商已经在极端低价和流量争夺中"卷"了两年，而短短八个月间，闪购市场已经初具规模。有券商预 测，到2030年，中国即时零售市场规模有望突破3万亿，在线上电商中的渗透率将从6%提升至15.7%。 届时，消费者在电商每花6块钱，就会有1块花在即时配送上面。 针对这种变化，阿里在今年6月提出了"大消费"的构想。CEO吴泳铭提到，购物与生活服务融合的大消 费平台，是"两大历史性战略机遇"之一。 10月16日，天猫双11发布会上，阿里巴巴中国电商事业群淘宝平台总裁谌伟业（花名：处端）表 示："今年的双11是淘宝开启大消费平台的第一个双11……随着更多的消费场景打通，更多跨品类的消 费打通，我们拥有了高频连接消费者的机会，这是一 ...

10月17日午后，中兴通讯A股跌停，报48.64元/股，成交额达153亿元。 编辑｜钉钉 港股方面，中兴通讯现跌超12%。 ...

Market Overview - The Hong Kong stock market opened lower and continued to decline, with the Hang Seng Index falling by 2% in the afternoon, and the Hang Seng Tech Index dropping by 3.3% [1] Technology Sector Performance - Major technology stocks in Hong Kong experienced significant declines, with ZTE Corporation falling over 12%, BYD Electronics and Horizon Robotics both down over 7%, SMIC down over 6%, and both Hua Hong Semiconductor and SenseTime also declining [3] Stock Price Movements - Notable stock price changes include: - BYD Electronics: Current price at 38.040, down 3.040, a decrease of 7.40% - Horizon Robotics: Current price at 8.130, down 0.630, a decrease of 7.19% - SMIC: Current price at 69.300, down 4.600, a decrease of 6.22% - SenseTime: Current price at 2.360, down 0.130, a decrease of 5.22% - ASMPT: Current price at 83.700, down 4.600, a decrease of 5.21% - Other notable declines include JD Health, Kingdee International, Sunny Optical Technology, and Kingsoft, all experiencing declines between 4.28% and 4.90% [4]