Market Overview - A-shares and Hong Kong stocks experienced a strong upward trend, with major indices rising over 1% [1][2] - By midday, the Shanghai Composite Index rose 0.42% to 3904.9 points, while the Shenzhen Component and ChiNext Index increased nearly 1%, and the North Star 50 Index surged approximately 2% [2] Sector Performance Non-ferrous Metals - The non-ferrous metals sector showed strong performance, with significant gains in copper and aluminum stocks. Notable stocks included Jiangxi Copper, which saw a peak increase of over 7% [4][5] - According to Huaxi Securities, copper is viewed as a strategic asset due to its role in energy transition, with a projected supply reduction of 20,000 tons by Q4 2025, leading to a quarterly production decrease of about 3%-4% [5] - The macroeconomic environment, including potential interest rate cuts by the Federal Reserve, is expected to support copper prices, with a forecast of continued dollar depreciation [5] Commercial Aerospace - The commercial aerospace sector experienced a collective surge, with stocks like Yujie Co. rising nearly 16% and several others exceeding 10% gains [7] - The establishment of a dedicated Commercial Aerospace Department by the National Space Administration signifies a regulatory framework aimed at promoting high-quality development in the sector [8] - The action plan for 2025-2027 aims for significant growth in the commercial aerospace industry, with expectations for a well-coordinated ecosystem and enhanced innovation capabilities [8][9] Consumer Electronics - The consumer electronics sector was notably active, with stocks such as Haosheng Electronics hitting a 30% limit up, and several others achieving 20% gains [11] - The recent launch of AI-powered products, such as Huawei's "Smart Companion" toy, has generated significant market interest, leading to immediate sellouts [12] - The global smart glasses market is projected to see a shipment volume of 4.065 million units in the first half of 2025, reflecting a year-on-year growth of 64.2%, with expectations for the market to exceed 40 million units by 2029 [13]

12月1日市场早盘震荡拉升，深成指、创业板指盘中均涨超1%，沪指重返3900点上方。沪深两市半日成交额1.23万亿，较上个交易日放量2504亿。盘面上 热点快速轮动，全市场超3600只个股上涨。 从板块来看，消费电子方向集体大涨，中兴通讯、天音控股（000829）、道明光学（002632）等10余股涨停。有色金属板块表现活跃，白银有色 （601212）、闽发铝业（002578）涨停。商业航天概念延续强势，航天发展（000547）12天8板。下跌方面，风电板块走势较弱，三一重能跌超6%板块方 面，消费电子、有色金属等板块涨幅居前，保险、中船系、风电设备等板块跌幅居前。截至午盘收盘，沪指涨0.42%，深成指涨0.95%，创业板指涨 0.9%。 中兴通讯涨停，字节回应与中兴手机合作 中兴通讯A股、港股今日双双大涨。 A股中兴通讯开盘后持续走高，截至发稿已触及涨停，最新股价报46.3元/股。港股中兴通讯同样大幅上涨，截至发稿，最新股价报34.62港元/股，涨超 10%。 消息面上，今日上午，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。 ...

港股上午盘三大指数集体上涨，恒生指数盘中一度冲高至1.24%，午间收涨0.81%重回26000点上方，国 企指数、恒生科技指数分别上涨0.64%及0.99%。大型科技股多数表现活跃，尤其是阿里巴巴涨超3%表 现相对强势；铜价新高，金价持续上涨，有色板块大爆发，五矿资源、中国黄金国际涨幅领先，苹果概 念股、半导体芯片股、港口及海运股普遍上涨。豆包手机助手已搭载在中兴的样机上，中兴通讯大涨超 11%表现抢眼。另外，中国央行首次重磅定调稳定币，加密货币概念股多数走低，泡泡玛特、蜜雪集 团、沪上阿姨等新消费概念股走低。(格隆汇) ...

值得注意的是，该消息发酵后，中兴通讯（000063.SZ/0763.HK）股价出现显著波动。截至午盘，中兴通讯A股强封板涨停，成 交额超140亿元。港股同步走强，盘中一度涨超10%。 | 中兴通讯 | | | | | | --- | --- | --- | --- | --- | | 000063.SZ融 通 | | | | | | 46.30 市值 2215亿 量比 高 46.30 | | | 3.98 | | | ਜ਼ਿੰ 42.03 流通 1865亿 换 | | | 7.77% | | | 4.21 10.00% 中 | 42.45 PE™ 37.92 额 | | 140亿 | | | H股 0763.HK 34.660 10.31% - 溢价率(H/A) -31.970% | | | > | | | 分时 日K 月K 五日 | | 更多。 | | | | 均价: 44.75 最新: 46.30 4.21 10.00% | | | | | | 46.30 10.00% NMW | | 五档 | 成交 | | | 12.09- - - 0.00% | | 変ら -- | | 0 | | | | 卖4 -- ...

记者丨 江佩佩 李益文 见习记者张嘉钰 编辑丨刘巷 12月1日市场早盘震荡拉升，深成指、创业板指盘中均涨超1%，沪指重返3900点上方。沪深两 市半日成交额1.23万亿，较上个交易日放量2504亿。盘面上热点快速轮动，全市场超3600只个 股上涨。 从板块来看，消费电子方向集体大涨， 中兴通讯、天音控股、道明光学等10余股涨停。 有色 金属板块表现活跃，白银有色、闽发铝业涨停。商业航天概念延续强势， 航天发展12天8板。 下跌方面，风电板块走势较弱，三一重能跌超6%板块方面，消费电子、有色金属等板块涨幅 居前，保险、中船系、风电设备等板块跌幅居前。截至午盘收盘，沪指涨0.42%，深成指涨 0.95%，创业板指涨0.9%。 中兴通讯涨停，字节回应与中兴手机合作 中兴通讯A股、港股今日双双大涨。 A股中兴通讯开盘后持续走高，截至发稿已触及涨停，最新股价报46.3元/股。港股中兴通讯同 样大幅上涨，截至发稿，最新股价报34.62港元/股，涨超10%。 消息面上，今日上午，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。 豆包今日首次发布 ...

2025.12. 01 本文字数：1158，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨沪指重返3900点上方 截至午盘，沪指涨0.42%，重返3900点上方；深成指涨0.95%，创业板指涨0.9%。 盘面上，6G题材活跃，中兴通讯涨停；消费电子、GPU、卫星导航、宇树机器人指数走强。电商、 新能源概念股表现不振。 | 板块名称 | 深幅 | · 添求 | 涨停数 | | --- | --- | --- | --- | | 智能音箱 | | +3.75% +0.14% | 17 | | 消费电子 | +3.66% | +0.11% | 5 | | Al手机 | +3.35% | +0.10% | A | | 金属锌 | +2.78% | -0.03% | ম | | 无线耳机 | +2.76% | +0.10% | પ્ | | 工业务属 | +2.72% | -0.03% | র্ম | | 金属铅 | +2.72% | -0.05% | A | | AI眼镜 | +2.71% | +0.11% | T | | WiFi 6 | +2.63% | +0.07% | म | | 智能穿戴 ...

A股三大指数早盘震荡拉升，放量上涨。截至午间收盘，上证指数涨0.42%，深证成指涨0.95%，创业板 指涨0.9%。沪指重返3900点上方， 盘面上，消费电子板块集体爆发，AI手机方向纷纷大涨，中兴通讯、天音控股、道明光学等10余股涨 停；有色金属、贵金属概念持续走强，白银有色涨停，江西铜业一度触及涨停；商业航天概念延续强 势，航天发展、航天环宇涨停或涨超10%；影视板块开盘活跃，中国电影涨停；银行股震荡走强，张家 港行涨超5%；锂电池产业链反复活跃，金富科技、天华新能涨停或涨超10%。此外，稀土、光模块、 PCB等方向盘中均有所表现。 跌幅方面，钛白粉概念震荡下挫，安纳达跌超4%；消费股局部陷入调整；光伏板块走势较弱，阿特斯 跌逾7%。 焦点个股方面，中兴通讯持续走强封板涨停，成交额超131亿元。据报道，字节跳动和中兴通讯合作的 AI手机即将在12月初发布。其中，字节主导豆包大模型的植入与AI交互功能定义，中兴则主导硬件定 义、产品设计和生产制造。 展望后市，中信证券认为，市场呈现出低波慢牛的特征，未来需要内需的重大变化打开市场高度，在超 预期的变化出现前，配置上建议延续资源/传统制造业定价权的重估以及企业 ...

今日早盘，A股震荡拉升， 深成指、创业板指盘中均涨超1%，沪指重返3900点上方。沪深两市半日成交额1.23万亿，较上个交易日放量 2504亿。盘面上热点快速轮动，全市场超3600只个股上涨。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 从板块来看， 消费电子方向集体大涨， 中兴通讯、天音控股、道明光学等10余股涨停。有色金属板块表现活跃，白银有色、闽发铝业涨 停。商业航天概念延续强势，航天发展12天8板。 下跌方面， 风电板块走势较弱， 三一重能跌超6%板块方面，消费电子、有色金属等板块涨幅居前，保险、中船系、风电设备等板块跌幅 居前。截至收盘，沪指涨0.42%，深成指涨0.95%，创业板指涨0.9%。 下载财联社APP获取更多资讯 ...

Core Viewpoint - ByteDance has no plans to develop its own smartphones, focusing instead on AI assistant software in collaboration with mobile manufacturers [1] Group 1: Company Developments - ByteDance's Doubao team has released a technical preview version of the Doubao mobile assistant, which is an AI assistant software developed in collaboration with mobile manufacturers at the operating system level [1] - The only officially disclosed mobile partner currently is ZTE, with whom ByteDance is negotiating assistant cooperation [1] Group 2: Product Information - The Doubao mobile assistant is currently available on a limited number of engineering samples, specifically the nubia M153, which is intended for user experience testing [1] - ByteDance emphasizes that it is not developing smartphones but is working with multiple mobile manufacturers to implement the mobile assistant cooperation plan [1] Group 3: Market Reaction - Following the announcement, ZTE's stock price increased by 6.84% [1]

市场早盘红盘震荡，深成指、创业板指双双涨近1%。板块方面，消费电子板块强势领涨，豪声电子涨 超20％，龙头中兴通讯涨停；有色金属板块大幅高开，罗平锌电、白银有色等多股涨停；商业航天板块 震荡走强，雷科防务、利君股份等多股涨停；下跌方面，保险板块弱势震荡，中国人保领跌；软件开发 板块调整，国投智能跌幅居前。总体来看，个股涨多跌少，上涨个股超3600只。截至午间收盘，沪指报 3904.90，涨0.42%；深成指报13106.95点，涨0.95%；创指报3080.16点，涨0.90%。盘面上，消费电子、 金属锌、金属铅板块涨幅居前，互联网电商、保险、钛白粉概念跌幅居前。 ...