大家早上壕！ 先看海外要闻： 美国10月挑战者企业裁员数创二十多年来的同期最高，叠加市场对AI投资回报率的疑虑以及美联储官员的鹰派言论，美股和加密货币遭抛售， 恐慌指数VIX一度突破20。 收盘标普500跌幅1.12%。道指跌幅0.84%。纳指跌幅1.90%。 科技七巨头领跌美股，英伟达三连跌，日内跌3.6%。特斯拉跌3.5%，盘后股东大会通过马斯克万亿美元薪酬计划，股价一度涨逾2%后回落。微 软七连跌。AMD大跌超7%。甲骨文跌近2.6%、回吐此前因巨额订单引发的全部涨幅。 COMEX黄金期货跌0.14%。WTI 12月原油期货收跌0.29%。布伦特1月原油期货收跌0.22%。 美国正式公布新版关键矿产清单，首次纳入铜，银铀钾肥也入列。 谷歌瞄准英伟达定制芯片推出其最强大的人工智能芯片。 微软AI正式组建超级智能专项团队。 OpenAI高管失言风波，特朗普顾问放话：AI公司倒了就倒了，美国政府不会救。 特朗普与礼来、诺和诺德达成协议：GLP-1减肥药迎史上最大降价，至每月245美元。 国内重大事件汇总： 习近平：认真学习贯彻党的二十届四中全会精神 高标准建设海南自由贸易港。（新华社） 商务部在上海召开外资企 ...

源杰科技11月6日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 73442.58 | | 中信证券股份有限公司上海分公司 | 22637.08 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 11600.06 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 9264.49 | | 东方证券股份有限公司张家港东环路证券营业部 | 5202.24 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 28803.29 | | 中信证券股份有限公司上海分公司 | 28262.38 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 16689.47 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 12585.56 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 9215.49 | （文章来源：证券时报网） 11月6日源杰科技（688498）收盘价616.53元，收盘上涨16.44%，全天换手率10.35%，振幅13.30%，成 交额37.04亿元。科创板交易公开信息显示，当 ...

以下文章来源于科创板日报 ，作者张真 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 随着全球算力需求持续增长，AI硬件相关公司股价也一路攀升，推动着A股股价座次几番生变。 今日，源杰科技股价首度突破600元大关，截至收盘报616.53元/股，一举成为A股第三贵的个股，仅次于贵州茅台与寒武纪。 回顾去年9月，源杰科技股价一度触及78.14元/股的历史低点。约一年后，公司股价已涨至429元/股，涨幅高达549.01%。以9月30日收 盘价计，源杰科技股价座次已达到A股第六，彼时的前五名分别为贵州茅台、寒武纪、吉比特、北方华创、茂莱光学。此后，源杰科技在一 个多月内累计上涨143.71%，成功抵达第三座次。 股价飙升的背后是公司基本面的持续优化，根据源杰科技最新发布的三季报，今年前三季度，公司实现营收为3.83亿元，同比增长 115.09%；净利润为1.06亿元，同比扭亏为盈。按单季度看，其第三季度营收为1.78亿元，同比增长207.31%；净利润5963万元，同比 扭亏为盈。 谈及业绩增长原因，源杰科技表示， 主要系数据中心市场的CW硅光光源产品逐步放量 ，公司营业收入同比增加，且 ...

Market Overview - A-shares rebounded on November 6, with the Shanghai Composite Index surpassing 4000 points, and the ChiNext Index rising nearly 2% [1] - Total trading volume in 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 significant gains in stocks like Demingli and Xiangnong [2][5] - The phosphorus concept stocks surged, with companies like Qingshuiyuan and Chengxing shares hitting the daily limit [9][11] - The semiconductor sector saw strong performance, with stocks like Changguang Huaxin and Hanwha Microelectronics experiencing notable increases [5][7] Storage Chip Market Dynamics - The global storage chip market is facing unprecedented structural supply-demand imbalances, particularly for DRAM, driven by high demand from data centers [6][7] - Major manufacturers, including Samsung, have suspended DDR5 contract pricing, leading to a 25% increase in DDR5 spot prices within a week [6][7] - Analysts suggest that the price of DDR5 could rise by 30% to 50% in the upcoming quarter due to these supply constraints [7] Phosphorus Industry Outlook - The phosphorus chemical industry is expected to maintain its favorable outlook, driven by the scarcity of phosphorus ore and increasing demand from downstream sectors [11] - The price of yellow phosphorus has seen a significant increase, with a recent spot price reported at 22,200 yuan per ton, reflecting a rise of 264 yuan from the previous trading day [9][11] AI Industry Chain Activity - The AI industry chain stocks were active, with companies like Yuanjie Technology and Dongtianwei achieving substantial gains [13][14] - The demand for AI data centers is projected to grow rapidly, with strong performance expected in related sectors such as advanced storage and logic chips [14]

Core Points - The Shanghai Composite Index rose by 0.97%, the Shenzhen Component Index increased by 1.73%, and the ChiNext Index gained 1.84% on November 6 [1] - Demingli (001309.SZ) saw the highest net inflow of funds at 568 million yuan, accounting for 16.8% of its total trading volume, and closed up 10% with a turnover rate of 8.59% [1][3] - Xue Ren Group (002639.SZ) experienced the largest net outflow of funds, totaling 220 million yuan, which represented 4.27% of its total trading volume, and closed down 2.41% with a turnover rate of 57.23% [1][4] Institutional Activity - On November 6, 28 stocks appeared on the trading leaderboard with institutional involvement, where institutions net sold 105 million yuan in total, buying 9 stocks and selling 19 [4][5] - Haike New Source (301292.SZ) had the highest net purchase by institutions, with a net inflow of 175.83 million yuan and a closing increase of 16.23% [5][6] Northbound Capital - Northbound capital participated in 20 stocks on the leaderboard, with a total net inflow of 1.687 billion yuan, including a net purchase of 525 million yuan from the Shanghai Stock Connect and 1.162 billion yuan from the Shenzhen Stock Connect [9][10] - The stock with the highest net purchase from northbound capital was Yuanjie Technology (688498.SH), with a net inflow of 446 million yuan, while the largest net outflow was from Yue Media (002181.SZ), totaling 39.38 million yuan [10][12] Divergence in Institutional and Northbound Capital - There were discrepancies between institutional and northbound capital activities in several stocks, including Dongshan Precision, Demingli, and Haima Automobile, where institutions sold while northbound capital bought [12][13]

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 ...

今日可交易A股中，股价上涨的有2880只，占比53.00%，下跌的有2388只，占比43.95%，其中，涨停的 有72只，跌停的有20只。 沪指今日上涨0.97%，63股收盘价创历史新高。 证券时报·数据宝统计显示，不含近一年上市的次新股，今日共有63股收盘价创历史新高，按所属板块 看，主板有40只，创业板有13只，科创板有10只。从行业属性来看，电力设备、电子、机械设备行业创 新高的个股较为集中，分别有17只、11只、7只个股出现在名单中。 从股价表现看，收盘价创历史新高股中，今日股价平均上涨5.55%，涨停的有联德股份、淳中科技、振 华股份等，涨幅居前的有源杰科技、海科新源、飞沃科技等。股价方面，创新高股平均股价71.23元， 其中，股价超百元的有10只，50元~100元的有13只，收盘股价最高的是源杰科技，今日收盘价为616.53 元，上涨16.44%，其次是拓荆科技、德明利，收盘价分别为328.00元、247.14元。 资金流向上，今日创新高股主力资金合计净流入12.21亿元，其中，主力资金净流入的有44只，净流入 资金居前的有阳光电源、德明利、振华股份等，净流入资金分别为8.42亿元、7.34亿元、 ...

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, indicating increased market activity [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 and Xiangnong Chip achieving significant gains [2][5] - The phosphorus concept stocks surged, with companies like Qingshuiyuan and Chengxing Co. hitting the daily limit [8][9] - The semiconductor sector saw strong performance, with stocks like Changguang Huaxin and Hanwha Microelectronics experiencing notable increases [4][7] Storage Chip Market Dynamics - The global storage chip market is facing unprecedented structural supply-demand imbalances due to surging AI demand, particularly for DRAM in data centers [7] - Major manufacturers like Samsung have paused DDR5 contract pricing, leading to a 25% increase in DDR5 spot prices within a week [7] - Analysts predict that the quarterly price increase for storage chips could reach 30%-50% due to supply chain disruptions and increased demand for domestic semiconductor materials [7] Phosphorus Industry Insights - The phosphorus chemical industry is experiencing a positive outlook, with the yellow phosphorus index rising over 7% in the past two weeks due to production cuts and recovering demand [10] - The price of yellow phosphorus reached 22,200 yuan per ton, reflecting a significant increase [10] - The scarcity of phosphorus resources and environmental regulations are expected to sustain high prices and improve the industry's overall health [10] AI Industry Chain Activity - Stocks related to the AI industry chain, particularly in the CPO concept, saw active trading, with companies like Yuanjie Technology and Dongtianwei achieving substantial gains [12][14] - The demand for AI data centers is projected to grow rapidly, with strong performance expected in related sectors such as advanced storage and logic chips [14]

Core Viewpoint - The market is experiencing a bullish trend, with the Shanghai Composite Index surpassing 4000 points, driven by opportunities in AI-related sectors, particularly in computing power, storage, and electricity infrastructure [3][5][11]. Group 1: AI-Related Opportunities - The "four forces" driving market opportunities are computing power, transportation capacity, storage capacity, and electricity supply, with significant gains in stocks like Haiguang Information and Cambrian [3][6]. - The semiconductor industry is seeing a rebound, with major players like Haiguang Information and Cambrian experiencing substantial stock price increases [6][9]. - The storage chip sector is entering a new cycle of price increases, with SK Hynix confirming higher prices for HBM4 chips, indicating a potential "super cycle" driven by AI demand [9]. Group 2: Electricity Infrastructure - The electricity infrastructure sector is showing strong performance, with key stocks like Sunshine Power and TBEA reaching historical highs [11][15]. - The global demand for electricity equipment is expected to rise significantly, with projections indicating that electricity consumption in AI data centers will quadruple by 2030 [15]. - Recent investments in fixed assets and major projects in high-voltage direct current engineering are expected to boost the electricity infrastructure sector, with the State Grid's investment projected to exceed 650 billion yuan this year [15][16].

汽车芯片概念震荡反弹，格尔软件涨停，源杰科技、东芯股份、芯原股份、兆易创新、扬杰科技、龙芯 中科等跟涨。 ...