有网友在社交平台发视频称，自己在山姆会员商店APP下单结算时，页面却突然跳转至色情网站。 整理 ｜Purple 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 山姆客服回应支付跳转色情页面：建议用户重新在正规渠道下载APP 11月6日，有网友在社交平台发视频称，自己在山姆会员商店APP下单结算时，选择使用"民生山姆联名信用卡"支付，页面却突然跳转至色情网站，引发 热议。当事人表示，自己已正常使用山姆APP多年，此次跳转为下单支付时出现的异常情况。事发后，他第一时间联系客服，对方则回应称"可能是用户 下载的软件渠道不正规"，并提出以30元赔偿作为处理方案，该提议被当事人拒绝。 公开资料显示，孙东旭2007年加入新东方，后任东方甄选执行董事、CEO。2023年底其因"小作文风波"中处理与头部主播董宇辉关于文案创作归属争议的 方式不当，被免去CEO职务，后以顾问身份继续参与工作。（蓝鲸新闻、北京商报） 小红书获支付牌照 爱企查显示，支付机构东方电子支付有限公司近日完成股权变更，由小红书科技有限公司旗下子公司宁智信息科技实现全资控股。这意味着，小红书已获 得支付牌照。央 ...

今日关注 1、11月6日下午，商务部新闻发言人何亚东在商务部例行新闻发布会上回应了安世半导体相关问题。何亚东表 示，中方愿再次强调，荷方不当干预安世半导体内部事务的做法，造成了全球半导体产供链的动荡和混乱。荷 兰政府不顾中方多次在磋商中提出的合理诉求，没有展示出建设性态度和行动，且升级全球供应链问题。对 此，荷方应承担全部责任。 宏观经济 1、重庆市调整部分行政区划，设立两江新区行政区，撤销原重庆江北区、原渝北区。原江北区、原渝北区部分 区域和北碚区部分区域纳入两江新区行政区。 2、中国卫星导航定位协会发布报告显示，截至2025年上半年，我国各种类型的北斗终端设备应用数量超过3300 万台/套，同比增长超22％，北斗综合应用渗透率约90％。 4、截至9月底，我国新型储能装机超过1亿千瓦，与"十三五"末相比增长超30倍，装机规模占全球总装机比例超 过40%，已跃居世界第一。 5、截至6日18时，第八届中国国际进口博览会当日累计入场23.75万人次，单日客流创历史新高，展会运行总体 平稳有序。 6、商务部：稀土等相关物项具有明显的军民两用属性，中方依法依规开展许可审查，对符合规定的申请予以许 可。中方多次强调，愿 ...

Market Overview - A-shares experienced a rally with the Shanghai Composite Index surpassing 4000 points, closing at 4007.76, up 0.97% [2] - The Shenzhen Component Index rose 1.73% to 13452.42, while the ChiNext Index increased by 1.84% to 3224.62 [2] - Total trading volume in the Shanghai and Shenzhen markets reached 20,759 billion, an increase of 1,816 billion from the previous trading day [2] Sector Performance - The computing hardware sector led the gains, with stocks like Dongshan Precision and Huigreen Ecology hitting the daily limit, and Cambrian Technologies rising over 9% [3] - The power equipment sector continued its strong performance, with companies like Huasheng Lithium and Moen Electric also hitting the daily limit [5] Computing Hardware Sector - The computing hardware stocks saw a resurgence, particularly in storage chips and optical modules [3] - Longguang Huaxin achieved a 20% limit-up, while Demingli, Dongshan Precision, and Huigreen Ecology also reached the limit [3] - SK Hynix announced successful negotiations with NVIDIA for the supply of the next-generation high-bandwidth memory (HBM4), with prices expected to be over 50% higher than the previous generation [3] - A report from Datong Securities highlighted explosive growth in data storage demand driven by the rapid evolution and widespread application of AI technology, predicting continued price increases in storage through Q4 2025 [3] Power Equipment Sector - The power equipment sector showed strong momentum, with significant gains in areas such as electricity, ultra-high voltage, and flexible direct current transmission [5] - InfoLink reported an 85.7% year-on-year increase in global energy storage system shipments expected in the first half of 2025 [5] - The International Energy Agency forecasts that by 2030, global data center electricity demand will approach 1 trillion megawatt-hours, with AI-related consumption accounting for nearly half of new electricity demand in the U.S. [5] Market Outlook - The market is expected to remain active, focusing on investments related to the "14th Five-Year Plan" [6] - With the completion of Q3 reports, the market will shift its focus to next year's earnings expectations and industry trends, leading to a more thematic trading phase [6] - Long-term structural volatility is anticipated, with recommendations to consider low-volatility assets as a basic allocation while monitoring potential adjustments in the technology sector for better cost-effectiveness [6][7]

蛰伏多年的寒武纪迎来了高光时刻。 今年8月以来，寒武纪股价连续多次超越茅台。11月6日，寒武纪股价盘中涨超7%，达到1448元/股，超过茅台的1439.88元/股，再次成为A股价格最高的股 票。 此前10月17日发布2025年第三季度财报中，这家公司的业绩也延续了今年来的超预期增长。报告期内，寒武纪营收17.27亿元，同比增长1332.52%；净利 润达5.67亿元，已连续4个季度实现盈利。 上个季度，寒武纪已经交出了创纪录的半年报：营收28.81亿元，同比暴增4347%；归母净利润10.38亿元，首次实现扭亏为盈。财报披露后，寒武纪凭借 每股1587.91元的收盘价超越贵州茅台，成为新一代A股"股王"。这一历史性时刻使寒武纪获得了广泛关注——无论是不是股民、懂不懂人工智能与芯片， 公众都开始好奇这家中国科技公司实力几何、股价还能涨多久？ 就在两年前，寒武纪还曾因股东套现登上媒体热搜。当时，受到芯片研发的巨额支出拖累，寒武纪归母净利润自上市后一直为负。资本耐心有限，截至 2023年9月，有6名原始股东合计套现68亿元清仓寒武纪。一度有媒体质疑，这颗科技股的创业之星将会陨落。 今天回看，这些离场的股东再等一等就 ...

Market Overview - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index recovering the 4000-point mark, closing up 0.97% at 4007.76 points [1] - The Shenzhen Component Index rose 1.73%, and the ChiNext Index increased by 1.84% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2 trillion yuan, an increase of 182.9 billion yuan compared to the previous day [1] Electronic Sector - Over 20 billion yuan of main funds flowed into the electronic sector, with the electronic ETF (515260) reaching a peak price increase of 3.45% during the day, ultimately closing up 3.3% [3][5] - The semiconductor chip market is experiencing a strong rally, particularly in Hong Kong stocks, with the first Hong Kong information technology ETF (159131) set to officially launch next week [1][3] - Key stocks in the electronic sector, such as Dongshan Precision, saw a limit-up increase, while other semiconductor leaders also posted significant gains [5][6] Chemical Sector - The chemical sector experienced a significant surge, with the chemical ETF (516020) closing up 2.65% [13] - The phosphorus chemical sector saw strong performance, with leading stocks like Xinfengming and Yuntianhua hitting the daily limit [13] - Recent data indicated a substantial inflow of funds into the basic chemical sector, with a net inflow of 105.93 billion yuan on the day and 270.4 billion yuan over the past five days [15][16] Investment Strategies - Analysts suggest a balanced allocation strategy in November, focusing on technology, cyclical sectors, and core asset industries due to potential market style rebalancing [2][3] - The electronic ETF (515260) and its linked funds are recommended for passive tracking of the electronic 50 index, which includes key sectors like AI chips and automotive electronics [7] - The chemical ETF (516020) is highlighted for its diversified exposure across various chemical sub-sectors, making it a suitable vehicle for investors looking to capitalize on the sector's growth [17]

Core Insights - The electronic sector experienced a significant net inflow of 20.381 billion yuan, leading among 31 primary industries in the Shenwan classification [1] - The electronic ETF (515260) saw a price increase of 3.3%, recovering its 5-day and 20-day moving averages [1] - Strong demand in the AI-PCB (Printed Circuit Board) sector resulted in notable stock price increases for companies like Dongshan Precision and Shenghong Technology [1][3] Market Performance - The electronic ETF (515260) reached a peak price increase of 3.45% during the trading day, closing at a 3.3% gain [1][2] - Key stocks in the electronic sector showed strong performance, with Dongshan Precision up 10%, and other semiconductor leaders like Cambrian and Haiguang Information also seeing significant gains [3] Industry Trends - The AI chip market in China is projected to grow from 142.537 billion yuan in 2024 to 1,336.792 billion yuan by 2029, with a compound annual growth rate of 53.7% from 2025 to 2029 [4] - The demand for storage chips is expected to rise, with prices increasing by 50% due to negotiations between SK Hynix and Nvidia [3][4] - AMD's approval to export its AI chips to China is seen as a positive development for companies like Haiguang Information, which has been collaborating with AMD since 2016 [3] Investment Opportunities - The electronic ETF (515260) and its associated funds are positioned to benefit from trends in semiconductor, consumer electronics, and AI chip markets [5] - The electronic sector is anticipated to experience a value reshaping driven by AI demand, with expectations of rapid growth in the coming years [5]

今天的市场，是有点强势的：沪指4000点回来了，沉寂一段时间的"寒王"（寒武纪）也回来了。 星标 ★ IPO日报 精彩文章第一时间推送 张力制图 11月6日，11月第4个交易日，今天沪深创三指高开，然后一路慢慢震荡向上，三指实现二连阳，值得一提的是，沪指收复4000点。今天主要炒磷 化工、半导体，存储芯片等，炒地图则换成了重庆，此前大炒的海峡两岸概念以及海南自贸区概念降温，市场风格转换快，板块轮动，资金在转 向估值更低板块的同时，一些前期热炒的概念也有回温之意。 今天上涨家数2880，下跌家数2388，成交量20759亿元，多了约1816亿元，不过场内资金再次净流出32亿元。 昨天涨停股的赚钱效应0.79%，炸板率35%，显示打板的极大风险。连板股的情况为，7家2板、2家3板，1家4板，0家5板，0家6板、0家7板，1家 8板，9板以上为0家。 市场最高8板合富中国一字高开，迅速炸板，又迅速回封，但随后又炸板，午盘过后不就，再次迅速回封，成交量17.57亿元，换手率31.5%。 另外，值得股民注意的是，此前大盘调整之时，游资大佬们几乎难觅遗迹，市场连板几乎都是小盘股、亏损股，不能容纳大资金的注意力。而就 今天 ...

以最新收盘价计算，A股平均股价为13.99元，其中股价超过100元的有155只，相比上一个交易日增加4 只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至11月6日 收盘，沪指报收4007.76点，上涨0.97%，A股平均股价为13.99元，个股股价分布看，股价超过100元的 有155只，股价在50元至100元的有465只，股价在30元至50元的有770只。 股价超百元个股中，收盘价最高的是寒武纪，今日报收1480.00元，上涨9.79%，其次是贵州茅台、源杰 科技等，最新收盘价分别为1435.13元、616.53元。 市场表现方面，收盘股价超百元股中，今日平均上涨2.34%，跑赢沪指1.37个百分点。今日上涨的有121 只，涨停的有德明利、金海通等，下跌的有34只，跌幅居前的有禾元生物、福昕软件等。 追溯发现，最新百元股近一个月平均上涨0.44%，其间沪指上涨3.22%，涨幅居前的有云汉芯城、香农 芯创、鼎泰高科等，涨幅分别为82.01%、76.54%、65.38%，今年以来平均涨幅为109.55%，强于沪指 89.98%，累计涨幅居前的有上纬新材、胜宏科技、品茗科技 ...

| | 沪股通( | 11月6日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 601138 | 工业富联 | | 22.49 | | 2 | 688256 | 寒武纪 | | 21.11 | | 3 | 600089 | 特变电工 | | 19.59 | | 4 | 688041 | 海光信息 | | 16.89 | | 5 | 6681899 | 三合成品 | | 15.43 | | 6 | 600519 | 贵州茅台 | | 14.85 | | 7 | 688012 | 中微公司 | | 12.19 | | 8 | 600036 | 招商银行 | | 11.82 | | 9 | 601600 | 中国铝V | | 11.60 | | 10 | 688008 | 測起科技 | | 10.99 | | | 深胺道( | 11月6日 | ) | | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 300274 | 阳光电源 | | 46.95 | | 2 | 300 ...

Market Overview - A-shares rebounded on November 6, with the Shanghai Composite Index returning above 4000 points, and the ChiNext Index rising nearly 2% [1] - The total trading volume of the A-share market exceeded 2 trillion yuan, with the Hong Kong market also seeing gains, as the Hang Seng Index rose over 2% [1] Sector Performance - Nearly 2900 stocks in the market were in the green, with the storage chip concept regaining strength, highlighted by stocks like Demingli hitting the daily limit [2] - The phosphorus concept stocks surged, with companies like Qingshuiyuan and Chengxing Co. reaching their daily limit [8] - The semiconductor sector saw significant gains, with stocks like Changguang Huaxin and Hanwha Microelectronics experiencing notable increases [4] Storage Chip Market Dynamics - The global storage chip market is facing unprecedented structural supply-demand imbalances due to surging demand from data centers for DRAM, leading to supply shortages [5][6] - Samsung Electronics has suspended DDR5 contract pricing, prompting other manufacturers like SK Hynix and Micron to follow suit, resulting in a 25% increase in DDR5 spot prices within a week [5][6] - Analysts predict that DDR5 spot prices may rise by 30% to 50% in the upcoming quarter due to these supply constraints [6] Phosphorus Industry Insights - The phosphorus chemical industry is expected to maintain its favorable outlook, driven by the non-renewable nature of phosphorus ore and increasing environmental regulations [10] - The recent price increase in yellow phosphorus is attributed to reduced production and recovering demand for electrolyte raw materials, with the yellow phosphorus spot price reaching 22,200 yuan per ton [9][10] AI Industry Chain Activity - The AI industry chain, particularly CPO concepts, saw renewed activity, with stocks like Yuanjie Technology and Dongtianwei achieving significant gains [11] - The demand for AI data centers is projected to grow rapidly, with strong performance expected in related sectors such as advanced storage and logic expansion [12]