今日（11月24日）港股市场涨势如虹，截至发稿，恒生科技涨超2%，恒生指数涨近2%，港股科技大举进攻，快手张超6%，阿里巴巴涨逾5%；港股红利亦 有亮眼表现，建设银行、中国银行纷纷涨逾1%。 热门ETF方面，自带"科技+红利"哑铃策略的——香港大盘30ETF（520560）场内价格现涨1.49%，实时成交额超3600万元，交投火热，并且场内宽幅溢 价，买盘资金强势！ 数据显示，香港大盘30ETF（520560）近5日累计吸金2982万元，反映资金看好港股后市表现，通过哑铃策略积极加仓！ | | 多日 1分 5分 15分 30分 60分 日 | 周月 = F9 盘前盘后 叠加 九转 圆线 工具 ◎ 2 >> | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 0.956 | 13:41 价 0.955 涨跌 0.014(1.49%) 均价 0.948 成交量 222 IOPV 0.9534 WP | | | 0.955 +0.014 +1.49% | | | 國 2 | | | | SSE CNY | 13:41:45 交易中 | | | | 0. ...

消息面上，阿里旗下的AI助手千问App公测一周，下载量已突破1000万次，超越ChatGPT、Sora、DeepSeek成为史上增长最快的AI应用。 涨停股方面，石基信息、数据港均是阿里巴巴概念股，石基信息提供酒店信息系统解决方案，深度合作阿里云；数据港是数据中心服务商，深度绑定阿里云 业务。 中信证券表示，AI投资机会扩散，关注算力产业链和AI应用。展望2026年，国产算力方兴未艾，业绩弹性及投资确定性兼备，有望复刻美股2023年以来的 长牛行情。模型和应用侧亦有望迎来局部爆发机遇，看好AI全面赋能下，落地速度较快的AI应用赛道。 今日（11月24日）午后，阿里巴巴概念拉升，石基信息、数据港双双涨停，聚焦数据安全领域的大数据产业ETF（516700）场内价格盘中涨超3.2%，现涨 2.59%。 【数据安全为王，科技自立自强】 聚焦数据安全领域的大数据产业ETF（516700）被动跟踪中证大数据产业指数，重仓数据中心、云计算、大数据处理等细分领域，权重股汇聚中科曙光、科 大讯飞、紫光股份、浪潮信息、中国长城、中国软件等龙头股，看好科技自主可控方向的投资者，或可重点关注这三方面的催化： 本文图片、数据来源于沪深 ...

Core Insights - Alibaba's consumer AI strategy has gained significant momentum with the relaunch of its mobile apps under the Qwen brand, achieving over 10 million downloads within a week [1] Group 1 - The relaunch of mobile apps under the Qwen brand indicates a strategic shift towards enhancing consumer AI offerings [1] - Achieving more than 10 million downloads in just one week demonstrates strong market interest and potential user engagement [1]

Market Overview - The Hang Seng Index closed at 25,220, down 2.38% for the day and 5.09% for the week, but up 25.72% year-to-date[3] - The Hang Seng Technology Index fell 3.21% to 5,395, with a year-to-date increase of 20.76%[3] - The Hang Seng China Enterprises Index decreased by 2.45% to 8,920, with a year-to-date rise of 22.36%[3] - The Shanghai Composite Index dropped 2.45% to 3,835, with a year-to-date increase of 14.41%[3] Sector Performance - The lithium battery sector saw significant declines, with Ganfeng Lithium down over 12% and Tianqi Lithium down over 11%[9] - Semiconductor stocks also performed poorly, with Innolux down over 8% and SMIC and Hua Hong Semiconductor both down over 6%[9] - Xiaomi-related stocks rose against the trend, driven by the launch of Xiaomi's enhanced smart driving system[9] U.S. Market Insights - On November 21, U.S. markets saw all major indices rise, with the Dow Jones gaining approximately 1.1%[9] - The probability of a 25 basis point rate cut by the Federal Reserve in December increased from under 40% to over 70% following dovish comments from New York Fed President Williams[9] - Notable movements in large tech stocks included Google up 3.53% and Nvidia down 0.96%[9] Japanese Market Trends - The Nikkei 225 index fell 2.4%, with a cumulative decline of 3.5% over the past week[13] - Japanese semiconductor stocks faced significant drops, with Tokyo Electron down 7.14% and Advantest down 12.10%[13] - The Japanese government announced a $135 billion economic stimulus plan, adding pressure to the yen and government bonds[13]

| 代码 | 名称 | | 涨跌幅 √ | 年初至今涨跌 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01024 | 快手-W | C | 6.56% | 66.79% | 2948.57 Z | | 099999 | 网易-S | | 6.26% | 61.57% | 6882.87 Z | | 09988 | 阿里巴巴-W | | 5.42% | 93.41% | 2.97万亿 | | 02359 | 药明康德 | | 4.14% | 93.30% | 3153.83 乙 | | 09888 | 百度集团-SW | | 4.10% | 35.07% | 3071.94 Z | | 03692 | 翰森制药 | | 4.03% | 134.85% | 2405.11亿 | | 00881 | 中升控股 | | 3.58% | -12.81% | 274.1 亿 | | 00688 | 中国海外发展 | | 3.37% | 19.16% | 1545.42 Z | | 00960 | 龙湖集团 | | 3.54% | 6.20% | 721.77亿 | | ...

11月24日，游戏板块午盘持续走强，游戏ETF（159869）现涨近3%，持仓股全线飘红，其中，名臣健 康领涨近8%，迅游科技跟涨超5%，神州泰岳、冰川网络、天舟文化、盛天网络、国脉文化等涨幅居 前。 11月17日，阿里巴巴正式上线基于通义Qwen3模型底座的千问App，为用户打造会聊天、会办事的AI助 手，后续千问App还将陆续覆盖办公、地图、健康、购物等多个生活场景，让AI成为用户"随叫随到"的 生活伙伴，七麦数据显示，千问App于11月19日进入国内iPhone总榜免费榜前3，下载量或持续高增；另 外，11月18 日，蚂蚁集团推出全模态通用AI助手"灵光"，支持自然语言30秒生成小应用，或输出3D数 字模型、音频、图标、动画、地图等全模态信息，首批主打三大功能"灵光对话、灵光闪应用、灵光开 眼"，分别对应文字对话、应用生成和多模态三种玩法，七麦数据显示，"灵光"11月23日已爬升至 iPhone总榜免费榜第6及工具类免费榜第1，并不断出圈。 开源证券认为，具备云基础设施、模型能力、用户流量优势的谷歌和阿里巴巴近期在模型和Agent方面 的进一步发力，或打造C端AI应用生态闭环，并将更多的垂直AI应用整合 ...

中国全屋智能行业营收变动呈增长态势 从中国全屋智能行业代表性企业的营收情况均值变动情况来看，2020-2024年，中国全屋智能行业代表 性上市企业营收整体呈增长态势，2024年营收显著增长至2118.53亿元，增长率回升至10.6%;2025年上 半年营收为1166.91亿元。整体来看，行业营收规模持续扩大，不过增长率在2021年高增长后有所波 动，反映出行业在发展过程中既具备市场扩张的动力，也面临着增长节奏调整的情况，头部企业如海尔 智家、美的集团等的经营表现共同推动了行业营收的变化，同时也体现出全屋智能行业在技术迭代、市 场竞争等因素影响下的发展态势。 转自：前瞻产业研究院 行业主要上市公司：海尔智家(600690)、美的集团(000333)、格力电器(000651)、小米集团(01810)、石 头科技(688169)。 本文核心内容：中国全屋智能行业营收变动;中国全屋智能行业销售毛利率; 本文章选取全屋智能行业代表性上市企业包括海尔智家(600690)、美的集团(000333)、格力电器 (000651)、小米集团(01810.HK)、阿里巴巴(09988)、石头科技(688169)、海康威视(0024 ...

Crude Oil Market - Crude oil prices remained steady in Asian trading, with Brent Oil Futures at $62.45 per barrel and WTI at $57.91 per barrel, following a weekly loss of approximately 3% [2] - The U.S. and Ukraine have agreed on a refined peace framework, which could potentially increase global oil supply if Russian oil flows resume, although analysts believe a deal is unlikely soon due to unresolved issues [3] - New U.S. sanctions on Russian oil firms, effective November 21, restrict crude exports, but market skepticism remains regarding their long-term impact [3] South Korean Currency Market - South Korean authorities are discussing stabilization measures for the won, which has seen increased volatility, recently surpassing ₩1,470 per dollar [4] - The volatility is attributed to a surge in overseas investments by Korean residents and an imbalance in dollar demand and supply [5] - The National Pension Service, holding 44% of its assets in overseas stocks and bonds, is a key focus for potential adjustments to stabilize the currency [5] Alibaba and AI Market - Alibaba's Qwen chatbot has surpassed 10 million downloads, indicating a strong push into the consumer AI market and positively impacting its stock [6][7] - The Qwen3-Max-Preview model features over one trillion parameters, positioning Alibaba as a leading generative AI provider in China [8] - Alibaba's strategic investments in AI aim to reduce reliance on U.S.-made chips and enhance its competitive edge [8] Hong Kong's Trade and Technology Initiatives - Hong Kong's Financial Secretary is leading a delegation to Italy to showcase technological advancements and strengthen business ties [9] - The delegation includes start-ups from various sectors, aiming to attract European companies to the Asian markets [10] Chinese Power Equipment Industry - Chinese power equipment manufacturers are experiencing a surge in demand due to the global AI boom, particularly in the U.S. and emerging markets [11] - Exports of transformers and high-voltage GIS from China increased significantly, with a 37.8% rise in transformers and a 28.5% rise in GIS in the first ten months of the year [12] - Companies like Sieyuan Electric reported substantial revenue and profit increases, driven by strong overseas demand [12]

Core Viewpoint - The Hong Kong stock market is experiencing a strong upward trend, particularly in the technology sector, with significant gains in major stocks and ETFs, indicating positive investor sentiment and potential for future growth [1][3]. Group 1: Market Performance - As of November 24, the Hang Seng Technology Index rose over 2%, and the Hang Seng Index increased nearly 2%, with notable gains from stocks like Kuaishou (up 6%) and Alibaba (up over 5%) [1]. - The Hong Kong Large Cap 30 ETF (520560) saw a price increase of 1.49% and a trading volume exceeding 36 million yuan, reflecting strong market activity and investor interest [1]. - Over the past five days, the Hong Kong Large Cap 30 ETF attracted 29.82 million yuan in net inflows, indicating a bullish outlook on the Hong Kong stock market [3]. Group 2: Technology Sector Insights - Alibaba's AI assistant, Qianwen App, has surpassed 10 million downloads within a week of its public beta, making it the fastest-growing AI application to date, outpacing competitors like ChatGPT [3]. - Analysts believe that advancements in AI models could lead to a commercial breakthrough, accelerating the development of the AI industry [3]. Group 3: Dividend Trends - Major state-owned banks in China are initiating mid-term dividends earlier than in 2024, with a total payout of 204.657 billion yuan from six major banks, accounting for nearly 80% of the total mid-term dividends among listed banks [3]. Group 4: Investment Strategy - The "barbell strategy" is recommended for investors, combining high-growth technology stocks with high-dividend yielding stocks, aligning with current market conditions of policy support and technological advancements [3]. - The Hong Kong Large Cap 30 ETF (520560) is highlighted for its low valuation, with a price-to-earnings ratio of 9.94, indicating a favorable investment opportunity [4][6]. Group 5: ETF Characteristics - The Hong Kong Large Cap 30 ETF offers a diversified exposure to core assets in the Hong Kong stock market, minimizing individual stock selection risks [5]. - It features a "technology + dividend" barbell strategy, providing a balance between growth and defensive positioning [6]. - The ETF is characterized by low valuation metrics, high liquidity, and a flexible trading mechanism, making it suitable for both short-term trading and long-term investment [6].

Core Viewpoint - Alibaba's AI assistant, Qianwen App, has achieved over 10 million downloads within a week of its public testing, surpassing other AI applications like ChatGPT, Sora, and DeepSeek, marking it as the fastest-growing AI app in history [1] Group 1: Company Performance - Alibaba's stock price increased by over 4%, currently trading at 153.3 HKD with a trading volume of 6.789 billion HKD [1] - The official launch of Qianwen App on November 17 is aimed at directly competing with ChatGPT 5.1 [1] Group 2: Industry Impact - According to Dongfang Securities, Alibaba is intensifying its AI application strategy through Qianwen App, which is expected to enhance its full-stack AI advantages [1] - The Qianwen App is anticipated to create synergies with Alibaba's other lifestyle services, facilitating traffic sharing and accelerating revenue growth [1] - There is optimism regarding the multi-directional growth potential of Qianwen App within Alibaba's business ecosystem [1]