98股主力资金净流入超1亿元。 今日（12月1日），A股三大指数今日集体上涨，市场成交额达到18894.49亿元，较上一交易日放量超 2900亿元。 此外，中际旭创、鹏鼎控股、宁德时代、航天发展、北京君正、光启技术主力资金净流入均超5亿元。 主力资金方面，市场全天资金3.43亿元。11个行业主力资金净流入，电子、通信、有色金属净流入排名 前三，分别为58.82亿元、44.55亿元、16.46亿元。电力设备、传媒、生物医药、非银金融、银行、计算 机6个行业主力资金净流出均超10亿元。 中兴通讯主力资金净流入居首 从个股来看，98股主力资金净流入超1亿元，其中14股净流入金额超4亿元。 中兴通讯涨停，主力资金净流入38.28亿元，居于首位。消息面上，中兴通讯发布消息称，目前，搭载 豆包手机助手技术预览版的工程样机努比亚M153少量发售，供开发者和感兴趣的朋友体验豆包手机助 手。 广和通涨停，主力资金净流入10.33亿元，日前，华为AI玩具"憨憨"销售火爆。今年6月，广和通宣布与 珞博智能达成战略合作，公司表示将为珞博智能旗下AI养成系潮玩Fuzozo芙崽赋能。 | 代码 | 简称 | 今日涨跌幅 | 净流入资金 ...

今日26股封单资金超过1亿元。 涨停战场： 通宇通讯封单资金逾10亿元 据证券时报·数据宝统计，今日（12月1日），从收盘涨停板封单量看，今飞凯达、雷科防务、通宇通讯、顺灏股份排名前四，依次为47.97万手、 40.89万手、40.19万手、40.11万手；梅雁吉祥、航天发展、银河电子等股紧随其后，封单量均在30万手以上。 从连续涨停天数看，金富科技斩获6连板；*ST亚太实现5连板；海欣食品、海王生物完成4连板；通宇通讯、道明光学、睿能科技、*ST国华收获3 个连续涨停。 今日26股封单资金超过1亿元。通宇通讯、中兴通讯、航天发展、中国电影、北京君正5股封单资金超过4亿元，依次为10.51亿元、9.4亿元、4.94亿 元、4.25亿元、4亿元；阳光乳业、顺灏股份、雷科防务等股随后，封单资金均逾3亿元。 通宇通讯积极拓展卫星通信业务，已形成覆盖"星—地—端"全链条的产品布局，包括卫星通信载荷、地面站终端及终端应用。截至2025年6月末， 公司已在射频通信领域拥有授权专利700多项，涵盖国际、发明及实用新型等多种类型。公司今日发布股票交易异常波动公告，表明公司、控股股 东、实际控制人不存在应披露而未披露的重大事项 ...

Market Overview - The market experienced a slight upward trend, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 0.65%, 1.25%, and 1.31% respectively, with nearly 3,400 stocks rising and over 1,800 stocks falling [3]. AI Toys - Huawei launched its first AI companion toy, "Smart Hanhai," priced at 399 yuan, which quickly sold out after being listed on Huawei's online store [6]. - The AI toy sector saw a significant increase, with the sector rising by 6.04% throughout the day [7]. - The "Smart Hanhai" toy was developed in collaboration with Luobo Intelligent and is a customized product under the Fuzozo brand, which has seen a 25-fold increase in sales compared to June during this year's Double Eleven shopping festival [8]. AI Mobile Phones - Following the success of AI toys, AI mobile phones experienced a surge, particularly after Nubia, a subsidiary of ZTE, announced the limited release of its Nubia M153 model featuring the Doubao mobile assistant [11]. - ZTE's stock rose sharply, leading to a collective increase in AI mobile phone-related stocks, with companies like Fulong Technology and Tianyin Holdings hitting their daily limit [12][13]. - The AI mobile phone sector, including smartwatches and AI glasses, saw a strong rebound, with several stocks reaching their daily limit [14]. Chinese Film Industry - The animated film "Zootopia 2" has gained significant popularity, achieving over 1.9 billion yuan in box office revenue within five days of its release, with a projected total of 4 billion yuan [19]. - The film's success led to a collective rise in the film and entertainment sector, with stocks like China Film and Happiness Blue Sea opening strong [19]. - Despite initial fluctuations, the stock of China Film rebounded after the weekend, reflecting the market's response to the film's performance [19]. Ice and Snow Industry - Emei Mountain A shares opened strongly and closed with a T-shaped pattern, rising by 10.02% after announcing shareholder benefits, including free access to scenic areas and discounts on hotel stays for shareholders holding 500 shares or more [20][21]. - The stock's rise was attributed to the company's shareholder reward strategy, which has historically led to short-term price increases [22]. - There are mixed opinions on the sustainability of this price increase, with some questioning the rationale behind the stock's performance [23].

Core Viewpoint - The announcement of a new AI smartphone by ZTE Corporation has significantly boosted its stock price, leading to a trading halt due to reaching the daily limit, with a trading volume of over 14.6 billion yuan, making it the second highest in the A-share market for the day [2][3]. Group 1: ZTE Corporation's AI Smartphone Launch - ZTE has released a limited number of Nubia M153 smartphones equipped with the Doubao AI assistant, priced at 3,499 yuan, aimed at developers and industry professionals [5][7]. - The Doubao AI assistant integrates deeply with hardware, software, and operating systems, allowing for complex task execution across applications, enhancing user experience compared to traditional smartphones [5][7]. - The initial production run is approximately 30,000 units, with plans for a second-generation model to be launched in the first half of next year, featuring upgraded AI capabilities and hardware [5][7]. Group 2: Doubao AI Assistant and Ecosystem - Doubao's AI capabilities include advanced functions such as image generation and screen content reading, which can be utilized directly within the smartphone's system [7][9]. - ByteDance, the parent company of Doubao, has no plans to develop its own smartphones but is collaborating with multiple manufacturers to integrate the Doubao assistant into various brands, similar to Huawei's strategy in the automotive sector [7][9]. - The Doubao AI model has shown strong performance in various assessments, indicating its competitive edge in the AI market [7][9]. Group 3: Market Reactions and Future Prospects - The AI smartphone announcement has triggered a positive response in the stock market, with ZTE's shares rising by 10% [3][12]. - The upcoming "Original Power Conference" hosted by Volcano Engine is expected to unveil significant advancements in AI technology, which could further stimulate market interest and investment in AI-related products [10][12]. - The AI eyewear sector is also experiencing growth, with several companies launching new products, indicating a broader trend towards AI integration in consumer electronics [12][14].

今天，豆包手机助手发布技术预览版，标志着字节跳动正式切入端侧AI赛道，试图通过渗透操作系统 底层以重塑人机交互方式。 此外，从上述核心功能及技术特点来看，豆包手机助手对于消费者而言非常实用，且具有"科幻感"。 我们回到市场。 豆包手机助手并不是独立的手机产品，而是豆包与手机厂商在操作系统层面合作的AI助手。 目前以技术预览版形式，首发搭载于与中兴合作的工程样机nubia M153上，售价3499元，主要面向开发 者与科技爱好者少量发售。 豆包明确表示没有自研手机计划，正与多家厂商推进合作，即以"生态合作"形式将豆包手机助手整合进 不同品牌机型中。 从相关新闻及豆包官方的消息来看，豆包手机助手的核心功能及技术特点有四个方面。 一是直接嵌入操作系统底层，支持通过专属物理按键、语音等方式全局唤醒，并能以悬浮窗形式交互， 不中断当前应用。 二是突破应用孤岛，可自动执行跨平台任务链。比如，根据指令同时打开美团、京东、淘宝进行比价， 选择最低价下单并通过微信发送订单截图；或整理小红书攻略生成出行方案。 三是融合视觉理解与语音交互，能"读懂"屏幕内容。比如，在相册中通过语音指令修图，或在微信聊天 界面根据上下文生成回复建议 ...

沪深股通今日合计成交2297.63亿，其中洛阳钼业和中际旭创分居沪股通和深股通个股成交额首位。 板块主力资金方面，电子板块主力 资金净流入居首。 ETF成交方面，有色ETF（159980）成交额环比增长218%。期指持仓方面，IF合约空头减仓数量大于多头。 龙虎榜方面， 消费电子龙头中兴通讯今日涨停 ，有四家一线游资席位（国泰海通证券上海中山东路、国泰海通证券上海江苏路、国泰 海通证券上海新闸路、国泰海通证券成都北一环路）合计买入19.17亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1102. 72亿，深股通总成交金额为1194.91亿。 | | 沪股通( | 12月1日 | ) | | | --- | --- | --- | --- | --- | | 指 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 603993 | 洛阳辑业 | | 21.92 | | 2 | 601899 | 紫等处,不 | | 20.22 | | 3 | 603986 | 兆易创新 | | 16.58 | | 4 | 601138 | 工业富联 | | 15.47 | | 5 | 600522 | 中 ...

过去数据在云端和端侧处理问题一直是争议点，现在大模型介入更深后，情况变得更为复杂。 12月1日，A股AI手机概念股走强。截至当天收盘，据Wind数据，AI手机指数（884895.W）涨2.71%，贝隆精密（301567.SZ）涨20%，中兴通讯 （000063.SZ）涨10%，传音控股（688036.SH）涨9.41%。 消息面上，字节跳动确认正在与多家手机厂商展开洽谈，并再次表示"没有自研手机计划"。 从当前公布的合作中，中兴通讯旗下努比亚手机已经开始相关工程样机的版本测试。中兴通讯在官微上表示，搭载豆包手机助手技术预览版的工程样机努比 亚M153少量发售。而在此之前，豆包曾多次辟谣与中兴共同开发手机产品。 根据中兴商城公布的价格，上述手机起售价为3499元。 "看上去有点像华为的智选车模式，豆包掌握了手机的模型能力开发主导权，中兴提供硬件方面的工程能力。"一不愿意具名的手机厂商对记者表示，目前各 大手机厂商和大模型厂商在AI能力调用上的关系很微妙，涉及的隐私、数据以及读屏权责问题也将随着合作的加深而变得复杂，是个老难题了。 "挤入"语音助手赛道 尽管多次强调"没有自研手机计划"，但贴有"豆包"标签的手机部 ...

Market Performance - The Hong Kong stock market opened positively in December, with the Hang Seng Index recovering above the 26,000-point mark, closing at 26,033.26 points, up 174.37 points, a gain of 0.67% [1] - The Hang Seng Tech Index closed at 5,644.76 points, increasing by 45.65 points, a rise of 0.82% [3] Focus Companies - ZTE Corporation's H-shares rose over 13%, while its A-shares hit a 10% limit up. This surge is attributed to positive news regarding the launch of the Nubia M153, which features the Doubao mobile assistant technology [5] - The development of AI on mobile devices is expected to drive hardware upgrades, potentially leading to a new wave of smartphone replacements [6] Sector Performance - The consumer electronics sector showed strong performance, with Sunny Optical Technology rising over 6%, and Lens Technology and Q Technology both increasing by over 4% [6] - Technology stocks performed well overall, with Alibaba up over 2%, NetEase nearly 4%, and Baidu up over 1%. However, Xiaomi and Meituan saw declines of over 1% and 2%, respectively [6] - Gold and non-ferrous metal stocks experienced broad gains, with Jiangxi Copper rising over 10% and China Gold International up over 11% [6] - Cryptocurrency-related stocks faced significant declines, with Sparkle Tech Holdings down over 9% and OK Blockchain Chain down over 8% [6] Capital Flow - Southbound funds recorded a small net purchase of Hong Kong stocks, with a cumulative net buy exceeding 2.1 billion HKD by the end of the trading day [7] Market Outlook - According to a report from CMB International, the market is shifting focus from external factors to internal policies, with expectations for a year-end rally in December. Attention is on the upcoming Central Economic Work Conference [9] - Some institutions remain optimistic about dividend assets in the Hong Kong market, viewing them as a "safe haven" amid market fluctuations [9] - Short-term recommendations suggest focusing on dividend/defensive sectors while also considering consumer sectors benefiting from policies and technology sectors with valuation corrections [9]

开门红，今天市场给大家的回馈还是不错的，市场表现亮眼且呈现相对独立行情。 为何如此定义？纵观今天亚太市场，日经指数跌幅约 1.9%，韩国指数、澳大利亚指数均同步下跌；香 港恒生指数盘中震荡明显，午盘时段波动加剧；白天交易的美国三大股指期货同样表现疲软，纳斯达克 指数跌幅接近 1%。在此背景下，A 股未受明显拖累，开盘后在银行股与证券股的快速拉升下完成探底 回升，全天保持相对强势，尾盘最后一小时，银行股与证券股再度发力，稳稳守住上涨成果。 从指数贡献来看，对上证指数支撑作用显著的包括 "三桶油" 及"寒王"——寒武纪；而对深证市场指数 影响较大的则是"易中天"与"宁王"——宁德时代。"两王" 携手，叠加传统权重 "三桶油" 与目前权重"易 中天"的助力，推动指数全天维持强势格局。 个股表现同样向好，上涨个股达 3184 家，下跌个股仅 1800 余家。成交量方面更是有效放大，今天成交 额达 1.87 万亿，较此前增加约 3000 亿。上周反弹过程中，市场一直担忧成交量持续萎缩，而量能的配 合正是反弹能够走得更远、更稳的关键因素。 此外，周末公布的私募基金仓位数据需引起重视。与公募基金 "八八魔咒" 不同，私募基 ...

一、沪深股通前十大成交 今日沪股通总成交金额为1102.72亿，深股通总成交金额为1194.91亿。 | 排名 | 板块名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 电新行业 | -48.83 | -2.65 | | 2 | 电力设备 | -30.77 | -6.49 | | 3 | 计算机 | -24.43 | -1.77 | | 4 | 医药 | -21.74 | -2.44 | | 5 | 文化传媒 | -20.76 | -3.33 | 从主力板块资金监控数据来看，电子板块主力资金净流入居首。 板块资金流出方面，电新行业主力资金净流出居首。 | | 沪股道( | 12月1日 | ) | | | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | | 成交金额(亿元) | | 1 | 603993 | 洛瑞德国V | | 21.92 | | 2 | 601899 | 三十四年 | | 20.22 | | 3 | 603986 | 兆易创新 | | 16.58 | | 4 | ...