11月27日，沪指上涨0.29%，深成指下跌0.25%，创业板指下跌0.44%，沪深300指数下跌0.05%。可交易 A股中，上涨的有2789只，占比51.33%，下跌的2447只。 资金面上，今日主力资金全天净流出218.27亿元。其中，创业板主力资金净流出82.26亿元；科创板主力 资金净流出8.34亿元；沪深300成份股主力资金净流出74.23亿元。 分行业来看，申万所属的一级行业中，今日上涨的有13个，涨幅居前的行业为轻工制造、基础化工，涨 幅为1.09%、1.01%。跌幅居前的行业为综合、传媒，跌幅为2.34%、1.40%。 行业资金流向方面，今日有6个行业主力资金净流入，轻工制造行业主力资金净流入规模居首，该行业 今日上涨1.09%，全天净流入资金5.90亿元，其次是电子行业，日涨幅为0.26%，净流入资金为4.99亿 元。 主力资金净流出的行业有25个，计算机行业主力资金净流出规模居首，今日下跌0.82%，全天净流出资 金40.48亿元，其次是传媒行业，今日跌幅为1.40%，净流出资金为37.30亿元，净流出资金较多的还有 医药生物、通信、电力设备等行业。 今日各行业资金流向 | 行业 | 日涨 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600203 | 福日电子 | 9.98 | 10.44 | 49776.23 | | 688521 | 芯原股份 | 1.62 | 5.19 | 46217.07 | | 300475 | 香农芯创 | 0.01 | 11.08 | 36809.11 | | 600877 | 电科芯片 | 10.01 | 5.04 | 33614.34 | | 688256 | 寒武纪-U | 0.21 | 2.14 | 30055.47 | | 603626 | 科森科技 | 9.97 | 17.65 | 28685.29 | | 603986 | 兆易创新 | 2.22 | 4.79 | 24132.08 | | 300545 | 联得装备 | 20.01 | 19.65 | 22809.02 | | 688008 | 澜起科技 | 0.25 | 2.63 | 22551.67 | | 600745 | 闻泰科技 | 4.02 | 6.24 | 19882.2 ...

Market Overview - On November 27, the A-share market experienced a pullback after an initial rise, with the Sci-Tech 50 and ChiNext indices both retreating over 2% from their gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [2][3]. Sector Performance - The organic silicon, solid-state battery, consumer electronics, paper, and photovoltaic equipment sectors showed strong performance, while sectors such as Hainan Free Trade Zone, film and television, cultivated diamonds, China Shipbuilding Industry, and internet e-commerce saw declines [2][3]. - Notably, organic silicon stocks surged, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit, and Huasheng Lithium Battery, Jinyin Galaxy, and Yuanxiang New Materials rising over 10% [2][3]. Key Stocks - Solid-state battery stocks saw a wave of limit-ups, with companies like Mingguan New Materials, Liande Equipment, Haike New Source, and Huazi Technology all reaching the daily limit [5]. - Specific stock performances included: - Huaguan Lithium Battery: +15.54% at 115.86 - Jinyin Galaxy: +12.96% at 51.08 - Yuanxiang New Materials: +11.03% at 47.21 - Hongbo New Materials: +10.05% at 7.23 - Chenguang New Materials: +9.97% at 15.99 [4][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as consumer electronics, paper printing, and batteries, while there was a net outflow from cultural media, communications, and computing sectors [7][8]. - Notable net inflows were seen in stocks like ZTE Corporation, Chip Original, and Furi Electronics, with inflows of 0.787 billion, 0.488 billion, and 0.463 billion respectively [7]. - Conversely, stocks like Zhongji Xuchuang, Hudian Co., and Ningde Times faced significant sell-offs, with outflows of 1.446 billion, 0.967 billion, and 0.789 billion respectively [8]. Institutional Insights - Debon Securities noted that market volume will determine the height of the market trend, suggesting a continued rotation between technology and consumer sectors [9]. - Hengsheng Qianhai Fund highlighted that the A-share market remains in a state of strong bullish and bearish sentiment, with expectations of continued volatility [10]. - Dongwu Securities emphasized the robust demand for computing power within the industry chain, indicating that the market for computing infrastructure is still in a phase of rapid expansion [10].

2025.11. 27 本文字数：783，阅读时长大约2分钟 作者 | 一财阿驴 11月27日，A股市场冲高回落，科创50、创业板指双双回吐逾2%涨势收跌。截至收盘，沪指涨 0.29%，深成指跌0.25%，创业板指跌0.44%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | MM val | 3875.26 | 11.07 | 0.29% | | 399001 | 深证成指 | Wm | 12875.19 | -32.64 | -0.25% | | 399006 | 创业板指 | No | 3031.30 | -13.40 | -0.44% | | 899050 | 北班50 | mm | 1382.31 | -8.68 | -0.62% | | 000688 | 科创20 | Status of the Free | 1310.70 c | -4.34 | -0.33% | 德邦证券： 市场量能决定行情高度，科技与消费轮动格局或延续。 恒生前海基金： A股市场多空博弈情绪仍较 ...

据交易所数据显示，截至11月27日午后一小时，主力资金流入前20的股票分别为：中兴通讯（8.62亿 元）、工业富联（7.13亿元）、福日电子（4.46亿元）、芯原股份（4.40亿元）、安妮股份（3.62亿 元）、太辰光（3.58亿元）、香农芯创（3.40亿元）、电科芯片（2.85亿元）、兆易创新（2.84亿元）、 新易盛（2.84亿元）、科森科技（2.81亿元）、农业银行（2.70亿元）、剑桥科技（2.67亿元）、赛微电 子（2.34亿元）、鹏辉能源（2.29亿元）、澜起科技（2.28亿元）、万通发展（2.21亿元）、闻泰科技 （2.20亿元）、中科曙光（2.13亿元）、联得装备（2.09亿元）。 ...

芯片50ETF（516920）业绩比较基准为中证芯片产业指数收益率，管理人为汇添富基金管理股份有限公 司，基金经理为何丽竹，成立（2021-07-27）以来回报为-2.60%，近一个月回报为-10.86%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 11月27日，芯片50ETF（516920）开盘涨0.41%，报0.978元。芯片50ETF（516920）重仓股方面，中芯 国际开盘涨0.97%，寒武纪涨3.45%，海光信息涨1.57%，北方华创涨0.28%，澜起科技涨0.93%，兆易创 新涨1.21%，中微公司涨0.53%，豪威集团涨0.30%，芯原股份涨2.94%，长电科技涨0.14%。 ...

科创ETF（588050）业绩比较基准为上证科创板50成份指数收益率，管理人为工银瑞信基金管理有限公 司，基金经理为赵栩，成立（2020-09-28）以来回报为-5.97%，近一个月回报为-10.05%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 11月27日，科创ETF（588050）开盘涨0.52%，报1.357元。科创ETF（588050）重仓股方面，中芯国际 开盘涨0.97%，海光信息涨1.57%，寒武纪涨3.45%，澜起科技涨0.93%，中微公司涨0.53%，联影医疗涨 0.07%，金山办公跌0.61%，芯原股份涨2.94%，石头科技涨0.49%，传音控股跌0.57%。 来源：新浪基金∞工作室 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Artificial Intelligence ETF (589010), which rose by 0.68% and showed resilience despite some individual stock pullbacks [1] - Key holdings in the ETF include Lexin Technology and Chip Original Co., both of which increased by over 5%, while leading stock Hanwei Technology rose nearly 3% [1] - Baidu announced the establishment of a new technical research organization, including a foundational model research department and an application model research department, both reporting to CEO Li Yanhong [1] Group 2 - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain [2] - The ETF benefits from high R&D investment and policy support, with a 20% price fluctuation limit and small-cap elasticity aiding in capturing the "singularity moment" of the AI industry [2]

重点公司介绍： 交易所数据显示，11月26日午后算力芯片板块表现活跃，东芯股份涨超10%，天普股份实现2连板，博 通集成、万通发展涨停，寒武纪、翱捷科技、芯原股份、乐鑫科技等个股涨幅均超5%。 市场炒作点在于全球AI算力需求的爆发式增长，大型云端服务业者加速自研AI ASIC芯片以提升算力效 率，带动相关资本支出大幅增加，市场预期算力芯片及产业链上下游企业将迎来业绩增长机遇。 消息面上，Trendforce最新行业报告指出，全球大型云端服务业者（CSP）正积极推进AI ASIC芯片的自 主研发，以应对人工智能应用带来的算力需求激增。报告预计，到2025年谷歌、亚马逊云科技、 Meta、微软、甲骨文等八大CSP的合计资本支出将突破4200亿美元，其中用于AI芯片研发、数据中心建 设及算力基础设施的投入占比显著提升，反映出行业对算力自主可控和性能优化的长期战略布局，这一 趋势将为算力芯片产业链带来持续增长动力。 受影响板块分析： AI芯片设计板块：作为算力芯片的核心环节，AI ASIC芯片设计企业直接受益于云端服务商的自研需 求。随着CSP加大定制化芯片投入，具备高性能计算架构设计能力及软硬件协同优化经验的企业将 ...

Group 1 - The Sci-Tech Innovation Artificial Intelligence ETF (589010) has shown strong performance, rising 1.43% and demonstrating robust recovery elasticity after quickly digesting selling pressure [1] - Key holdings such as Chipone Technology and Espressif Technologies have surged over 6%, while Hengxuan Technology has increased by over 4%, indicating strong sector sentiment driven by heavyweight stocks [1] - The ETF has seen significant capital inflow, with net inflows on 4 out of the last 5 trading days, reflecting strong buying interest at lower levels [1] Group 2 - Open Source Securities highlights the rapid growth of Vibe Coding driven by the inference model, particularly with the release of Claude 3.5 Sonnet by Anthropic in June 2024 [2] - Cursor's annual recurring revenue (ARR) skyrocketed from $100 million to $500 million in just six months, while Replit's ARR grew from $10 million at the end of 2024 to $144 million by July 2025 [2] - The Sci-Tech Innovation Artificial Intelligence ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]