Group 1 - Tesla's 2025 shareholder meeting approved Elon Musk's $1 trillion compensation plan, with over 75% of shareholders in favor [4] - Tesla plans to mass-produce Cybercab by April 2026, targeting an annual capacity of 5 million units [4] - The price of chromium has shown a significant upward trend, with metal chromium priced at 79,060 RMB/ton as of November 7, 2025, reflecting a 2,020 RMB increase from October 31 [14] Group 2 - The automotive sector underperformed the Shanghai Composite Index from November 3 to November 7, 2025, with the automotive index down 1.2% [3] - Xpeng Motors announced the launch of three Robotaxi models in 2026, featuring high computing power and a vision-based approach [6] - The new generation of humanoid robots from Xpeng, named IRON, is set for mass production by the end of 2026, featuring advanced AI capabilities [6] Group 3 - The new materials sector is expected to experience rapid growth due to increasing demand and policy support, with a focus on electronic information, new energy, and biotechnology [42] - The new energy sector, particularly in storage, has seen significant developments, with over 100 million kilowatts of new storage capacity installed in China by the end of September 2025 [48] - The chemical industry is anticipated to enter a growth cycle, driven by reduced competition and increased demand for specific sectors [41]

随着美国参议院就拨款问题实现突破性进展，美东时间周一，美股三大指数集体收涨，截至收盘，道琼斯指数涨0.81%，标普500指数涨1.54%，纳斯达克 综合指数涨2.27%。市场风险偏好回升，英伟达、Palantir等重量级人工智能概念股领涨。 大型科技股普涨，英伟达涨5.79%，市值一夜大涨2650亿美元（约合人民币1.89万亿元），AMD涨超4%，谷歌、特斯拉涨超3%，微软、亚马逊、奈飞涨 超1%。 | く 気 | 知名美股 ○ | | | --- | --- | --- | | 名称 | 最新 | 涨幅。 总量 | | 英伟达 | 199.050 | 5.79% 1.98亿股 | | NVDA | | | | 特斯拉 | 445.230 | 3.66% 7623万股 | | TSLA | | | | 微软 | 506.000 | 1.85% 2608万股 | | MSFT | | | | Meta Platforms In... 631.760 | | 1.62% 1916 万股 | | META | | | | 草景 | 269.430 | 0.45% 4127万股 | | AAPL | | | | 超威 ...

Group 1 - NIO's CEO Li Bin expressed optimism about achieving profitability in Q4, stating that expenses were managed in Q3 and that sales and gross margins have improved compared to previous models. He humorously noted that the team needs to sell more cars to support this goal [2][2][2] - NIO delivered a record 40,397 vehicles in October 2025, marking a 92.6% year-on-year increase, bringing the total deliveries to 913,182 vehicles as of October 31, 2025 [2][2][2] Group 2 - New Oriental employees released a song criticizing the company, highlighting issues such as excessive reporting requirements and poor management. The song ended on a note of resilience, emphasizing the importance of hard work despite grievances [4][4][4] - Yu Minhong, the founder of New Oriental, acknowledged the song and commented on the need for employees to express their frustrations while also focusing on survival [4][4][4] Group 3 - Gree's entry into the refrigerator market faced skepticism, with CEO Dong Mingzhu asserting that being a latecomer does not equate to merely following trends. She emphasized Gree's commitment to high standards and quality in all its products [6][6][6] - The company is facing competition from Xiaomi, with discussions around the competitive landscape between the two brands [6][6][6] Group 4 - ZhiYuan Robotics, co-founded by former Huawei executive Deng Taihua and tech influencer "ZhiHuiJun," recently completed a share reform, indicating potential plans for an IPO. Notable investors include Ma Huateng and Wang Chuanfu [7][7][7] - The company has developed several robot families and is part of a growing trend of domestic robotics firms preparing for public offerings [7][7][7] Group 5 - Meituan launched its first AI IDE product, CatPaw, which is currently in public beta. The product aims to assist programmers with features like code completion and project debugging [9][9][9] - CatPaw has seen significant internal adoption within Meituan, with over 95% penetration among developers and an AI-generated code rate exceeding 50% [10][10][10] Group 6 - Douyin clarified that rumors about penalizing sellers for pricing Moutai below market value are false, stating that the platform is focused on combating false advertising and ensuring fair pricing practices [12][12][12] - The platform has already taken action against over 100 products and restricted 52 merchants for engaging in suspicious pricing behaviors [12][12][12] Group 7 - GAC Group appointed Chen Jiacai, former president of overseas business at Seres, to lead its international business expansion, reflecting the company's rapid growth in overseas sales [13][13][13] - GAC's overseas sales increased by 67.6% last year, with a significant rise in exports of its self-owned brands [13][13][13] Group 8 - Intel is suing a former engineer for allegedly stealing 18,000 confidential files before disappearing. The engineer had attempted to download sensitive data prior to his termination [35][35][35] - The lawsuit highlights ongoing concerns about data security and employee conduct within the tech industry [35][35][35] Group 9 - OpenAI plans to sell computing power directly to other companies, aiming to compete with major cloud service providers like Amazon and Microsoft. The company anticipates annual revenue exceeding $20 billion by 2025 [37][37][37] - This strategy is part of OpenAI's broader goal to establish itself as a significant player in the cloud computing market, leveraging its investments in AI infrastructure [38][38][38] Group 10 - SanDisk announced a 50% price increase for NAND flash memory chips, marking its third price hike this year, driven by high demand from AI data centers and supply chain constraints [40][40][40] - This price adjustment is expected to impact the broader storage market, prompting other manufacturers to reassess their pricing strategies [40][40][40]

前10大资金净流出榜 | 股票名称 | 净流出(元)↓ | 净流出比 | 收盘价 | | --- | --- | --- | --- | | 盈富基金(02800) | -9.43 亿 | -6.43% | 26.600（+2.15%） | | 恒生中国企业(02828) | -5.33 亿 | -11.26% | 95.540（+2.09%） | | 泡泡玛特(09992) | -4.20 亿 | -12.99% | 217.600（+0.09%） | | 阿里巴巴-W(09988) | -3.20 亿 | -2.35% | 165.000（+4.10%） | | 美团-W(03690) | -2.05 亿 | -4.64% | 103.300（+2.08%） | | 潍柴动力(02338) | -1.79 亿 | -7.29% | 21.500（+20.52%） | | 上海电气(02727) | -1.76 亿 | -29.00% | 4.870（+6.56%） | | 中国移动(00941) | -1.58 亿 | -9.67% | 87.150（+0.58%） | | 舜宇光学科技(02382) | ...

消息面上，据央视新闻，当地时间11月9日晚，美国国会参议院推进一项联邦政府临时拨款法案。这一法案在程序性投票中获得了通过该法案所需的60票 支持，意味着它大概率将在正式投票中获得通过。上述消息解政府停摆担忧提振市场情绪。 当地时间周一(11月10日)，欧美股市集体收涨，欧洲主要股指均涨逾1%；美国三大股指全线收涨，道指涨0.81%，标普500指数涨1.54%，纳指涨2.27%。 | 道琼斯 纳斯达克 | | 标普500 | | --- | --- | --- | | 47368.63 23527.17 | | 6832.43 | | +381.53 +0.81% +522.63 +2.27% +103.63 +1.54% | | | | 英国富时100 法国CAC40 | | 德国DAX | | 9787.15 8055.51 | | 23959.99 | | +104.58 +1.08% +105.33 +1.32% +390.03 +1.65% | | | | 意大利MIB | 俄罗斯MOEX 欧洲STOXX50 | | | 43895.67 2558.60 | | 5664.46 | | +978.00 ...

来源：环球市场播报 11月11日热门中概股多数收高 小鹏汽车涨16.24%，蔚来跌2.41% 油价周一小幅收高 市场对美国政府结束停摆可能性 现货黄金涨超2.8%，重返4100美元上方 欧洲股市跃升 因美国政府停摆僵局有望破解 宏观 特朗普支持参议院结束政府关闭的协议 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 11月11日收盘：美股收高科技股领涨 美国政府有望结束停摆 11月11日美股成交额前20：闪迪大涨11.9%创历史新高，年内涨幅已超400% 特朗普称接近与印度达成贸易协议 将在某个时候降低关税 特朗普表示将降低对印度的关税 未透露具体时间 特朗普表态：会遵守扭转政府裁员决定的开支协议 瑞士接近与美国达成协议 对美出口税率有望降至15% 美国航司取消逾1600个航班 政府停摆效应进一步显现 美国参院多数党领袖：不确定周一能否表决临时拨款法案 特朗普警告空中交通管制员：要么上班，要么 "扣薪" 公司 巴菲特将加大向子女基金会捐赠财富的力度，支持继任者 富国银行：特斯拉10月销量各地均大幅下滑 贝莱德一笔贷款估值直接归零 直击私募信贷市场一大脆弱点 苹果将推迟发布下一代iPhone Air ...

当地时间11月10日，美股集体高开，截至发稿，道琼斯指数涨0.17%，纳斯达克指数涨1.81%，标普500涨1.01%。 这一进展是在部分民主党参议员与共和党达成协议后取得的，打破了此前因《平价医疗法案》（ACA）补贴问题而引发的政治僵局。美国总统特朗普对 此表示乐观，称"看起来我们离结束'停摆'非常近了"。 有分析指出，美国政府的重启意味着美国金融市场将迎来一批"数据狂潮"。德意志银行的宏观和题材研究主管吉姆·里德表示，美国政府一旦重新开放， 市场将面临大量滞后数据的集中发布。2013年"停摆"的历史先例显示，美国9月的非农报告可能会成为最早一批公布的数据，可能会在美国政府重新开放 后三个工作日内发布。 这将给美联储12月份议息会议提供重要参考，美联储降息前景的不确定性或将下降。据CME"美联储观察"，美联储12月降息25个基点的概率为65.6%，维 持利率不变的概率为34.4%；美联储到明年1月累计降息25个基点的概率为53.2%，维持利率不变的概率为20.7%，累计降息50个基点的概率为26.2%。 此外，当地时间11月10日，多位美联储官员发表讲话，旧金山联储主席戴利表示，美国经济可能正经历需求下滑， ...

Key Takeaways XPENG is a leading Chinese EV manufacturer.The company reported its fourth consecutive quarter of record deliveries in October.XPENG's AI ambitions extend far beyond EVs.XPENG Company OverviewZacks Rank #3 (Hold) stock XPENG ((XPEV) is a leading Chinese electric vehicle manufacturer. Founded in 2014, XPEV designs, develops, and manufactures “smart EVs” aimed at attracting tech-savvy, middle-class customers. XPEV sells sedans, SUVs, and large vehicles. Unlike most automakers, XPEV is largely ve ...

来源：滚动播报 周一热门中概股普涨，纳斯达克中国金龙指数涨2.25%。小鹏汽车涨16.15%，唯品会、百度涨超5%，老 虎证券涨超3%，爱奇艺涨超2%，拼多多涨超1%。 ...

当地时间11月10日，美股集体高开，截至发稿，道琼斯指数涨0.17%，纳斯达克指数涨1.81%，标普500涨1.01%。 （声明：文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） 大型科技股涨多跌少，截至发稿，英伟达涨4.1%，特斯拉涨3.68%，谷歌涨2.82%，脸书涨1.44%，微软涨1.26%，亚马逊涨1.19%，苹果涨1.18%。 | 现货黄金大涨2.04%，现货白银涨3.15%。 | | --- | 纳斯达克中国金龙指数一度涨超2%。个股方面，阿特斯太阳能涨超12%，小鹏汽车涨超11%，名创优品涨近5%，霸王茶姬、爱奇艺涨超3%。 | < W | 纳斯达克中国金龙指数(HXC) 8212.10 154.82 1.92% | | | | --- | --- | --- | --- | | 资料 | 成分 资讯 | | 相关基金 | | 名称 | | 现价 | 涨跌咖一 | | 智能未来 | | 4.450 | 14.56% | | 阿特斯太阳能 | | 31.953 | 12.23% | | CSIQ.O | | | | | 小鹏汽车 | | 24.970 | 11.37% | | ...