（原标题：主力资金抢筹股出炉！） 仅传媒行业获主力资金净流入。 据证券时报·数据宝统计，今日（11月21日）沪深两市主力资金净流出985.55亿元，其中创业板净流出377.44亿元，沪深300成份股净流出267.85亿 元。 行业板块方面，申万一级31个行业均下跌，综合、有色金属和电力设备行业均跌超5%，基础化工、电子和通信等行业均跌超4%。 从资金流向来看，申万一级行业中，仅传媒行业获主力资金净流入，为13.26亿元。30个主力资金净流出的行业中，电子、电力设备和计算机行业 净流出金额居前，均超100亿元；有色金属、医药生物、机械设备、通信和非银金融行业净流出金额均超42亿元。 光刻胶概念股获 主力资金净流入超7亿元 从个股来看，37股主力资金净流入均超1亿元，其中6股净流入均超3亿元。 光刻胶概念股凯美特气主力资金净流入7.75亿元，居首。盘面上，光刻胶概念股逆市上涨，其中国风新材涨停，凯美特气盘中触及涨停，高盟新 材、赛微电子、华软科技等跟涨。 消息面上，11月20日至21日，2025·光刻胶及集成电路材料先进技术和产业应用研讨会将举行，主题"光刻突围 材聚绍兴"。 AI应用概念股易点天下"20cm"涨 ...

11月21日，沪指下跌2.45%，深成指下跌3.41%，创业板指下跌4.02%，沪深300指数下跌2.44%。可交易 A股中，上涨的有353只，占比6.49%，下跌的5072只。 资金面上，今日主力资金全天净流出1289.90亿元，已连续6个交易日资金呈净流出状态。其中，创业板 主力资金净流出330.73亿元；科创板主力资金净流出129.25亿元；沪深300成份股主力资金净流出431.25 亿元。 分行业来看，申万所属的一级行业中，跌幅居前的行业为综合、有色金属，跌幅为5.50%、5.26%。 行业资金流向方面，今日仅有1个行业主力资金出现净流入，传媒行业下跌0.32%，全天净流入资金 14.80亿元。 主力资金净流出的行业有30个，电子行业主力资金净流出规模居首，今日下跌4.58%，全天净流出资金 264.75亿元，其次是电力设备行业，今日跌幅为5.17%，净流出资金为195.35亿元，净流出资金较多的 还有计算机、有色金属、非银金融等行业。 今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | ...

11月21日，创业板人工智能跳空大跌近5%，主要受光模块等算力硬件剧烈回调影响，截至收盘，新易 盛跌超8%创9月份以来新低，天孚通信跌超7%，中际旭创跌逾5%。AI应用方向则逆市活跃，易点天下 20CM涨停，万兴科技、中文在线、蓝色光标等涨超2%。 热门ETF方面，光模块含量超54%的创业板人工智能ETF（159363）场内收跌4.83%，失守所有短期均 线，为10月高点回调以来新低，单日成交9.2亿元。资金进场大举抢筹，全天净申购1.76亿份。 单周复盘看，创业板人工智能先扬后抑累计下跌1.18%，较10月末高点回调超12%。展望后市，英伟达 超预期财报印证了全球算力高景气度，短期波动或不改算力高景气趋势，A股光模块龙头有望引领算力 硬件板块开启新一轮行情。此外，阿里巴巴"千问APP"事件驱动下，AI应用有望迎补涨行情，建议关注 创业板人工智能布局机会。 【算力高景气度持续，光模块有望引领反攻】 英伟达超预期财报印证了全球算力高景气度。机构指出，在全球算力需求持续高企的背景下，1.6T光模 块零售价格上涨，800G及以下速率光模块降价速度减缓，光模块行业一改以往量增价跌的态势，出现 了"量价齐增"的现象。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月21日，市场全天震荡调整，三大股指低开低走，创指跌超4%，沪指跌超2%。受此影响，创业板 50ETF（159949）收盘跌3.89%，报1.384元，换手率9.89%，成交额24.29亿元。 | 1.384 -0.056 -3.89% | | | | 创业板50ETF | 家 | | --- | --- | --- | --- | --- | --- | | | | | | 159949 | | | SZSE CNY 15:00:06 交易中 | | | | | 十八九歲 原 | | 净值走势 | | 华安创业板50ETF | रेस | 44.02% 120日 | 57.45% | | 菱比 | 89.92% 委员 | 293076 | 5日 | -5.85% 250日 | 29.59% | | 死后 | 1.389 | 909 | 20日 | -8.34% 52周高 | 1.60 | | 卖品 | 1.388 | 5750 | 60日 | 16.69% 52周低 | 0.76 | | 第二 | 1.387 | 4369 | 突 ...

Market Overview - On November 21, A-shares experienced a collective decline across the three major indices, with the Shanghai Composite Index falling by 2.45%, the Shenzhen Component Index down by 3.41%, and the ChiNext Index decreasing by 4.02% [2][3]. Sector Performance - The lithium battery industry chain led the decline, with lithium mining stocks experiencing a wave of limit downs. Other sectors such as computing hardware, semiconductor, consumer electronics, photovoltaic, and fintech also saw significant drops [3]. - Conversely, the military industry sector showed strong performance, with stocks like Pinggao Group, Longxi Co., and TeFa Information hitting the daily limit, while JiuZhiYang and JiangLong Shipbuilding rose over 10% [3][4]. Stock Movements - Notable gainers included: - Pinggao Group: +20.00% at 49.02 - JiuZhiYang: +15.63% at 48.60 - JiangLong Shipbuilding: +14.50% at 22.42 - TeFa Information: +10.00% at 10.45 - Longxi Co.: +10.00% at 25.20 [4]. - Lithium mining stocks such as Tianqi Lithium, Ganfeng Lithium, and Shengxin Lithium Energy faced significant declines, with over ten stocks hitting the limit down [4]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.97 trillion yuan, an increase of 257.5 billion yuan compared to the previous trading day, with nearly 5,100 stocks declining [4]. Capital Flow - Main capital inflows were observed in sectors like media, agriculture, and shipbuilding, while outflows were noted in non-ferrous metals, power equipment, and electronics [6][7]. - Specific stocks with net inflows included: - Kaimete Gas: 767 million yuan - Yidian Tianxia: 641 million yuan - Vision China: 546 million yuan [6]. - Stocks facing significant net outflows included: - Industrial Fulian: 2.064 billion yuan - Shenghong Technology: 1.760 billion yuan - Xinyi Sheng: 1.729 billion yuan [7]. Analyst Insights - Qianhai JuZhen Capital indicated that the market is expected to continue its volatile adjustment phase, but the medium to long-term positive trend remains supported by capital, policy, and fundamentals [8]. - CITIC Securities suggested that the securities industry is likely to enter a new upward cycle, aligning with the core directive of enhancing the inclusiveness and adaptability of the capital market [8]. - Zhongyuan Securities projected a steady upward trend for the market in the short term, advising investors to maintain reasonable positions and avoid chasing highs or selling lows [9].

存储芯片概念持续走弱，德明利、时空科技跌停。 沪深两市成交额合计1.97万亿元，较上一交易日放量约2574.72亿元。其中，沪市成交额8249.31亿元， 深市成交额1.14万亿元。 中际旭创成交额居首，为194.79亿元。其后是新易盛、宁德时代、阳光电源、工业富联，成交额分别为 134.07亿元、118.51亿元、117.56亿元、117.08亿元。 | 还原 字代码 | | 名称 名称 | 深幅 | 嚴高 | 最低 | 现代 | 我题: | 昨收 | 开盘 | 涨速 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300308 中医期创 | 3 | -5.69% | 483.00 | 460.00 | 464.01 | 194.8 Z | 492.00 | 472.99 | -0.10% 通信设备 | | 2 | 300502 新易盛 | R | -8.46% | 314.00 | 299.85 | 300.00 | 134.1亿 | 327.74 | 313.90 | +0.00% 通信设备 ...

2025.11. 21 本文字数：755，阅读时长大约1分钟 作者 | 一财阿驴 11月21日，A股三大指数集体下挫，个股呈现普跌态势。截至收盘，沪指跌2.45%，深成指跌 3.41%，创业板指跌4.02%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 Wm | 3834.89 | -96.16 | -2.45% | | 399001 | 深证成指 | 200 | 12538.07 | -442.75 | -3.41% | | 399006 | 创业板指 | 3 mon | 2920.08 | -122.26 | -4.02% | 盘面上，锂电池产业链领跌，锂矿方向掀跌停潮；算力硬件题材大幅走低，存储器方向跌幅靠前；半 导体、消费电子、光伏、金融科技概念股跌幅明显。 具体来看，军工板块表现活跃，品高股份、龙溪股份、特发信息涨停，久之洋、江龙船艇涨超 10%。 | | | | | --- | --- | --- | | 青版价 | +20.00% | 49.02 | | 1 ...

Group 1 - The A-share market experienced a decline, with the Shanghai Composite Index down by 2.05%, the Shenzhen Component Index down by 2.80%, and the ChiNext Index down by 3.31% as of 14:13 on November 21 [1] - Lenovo Group announced plans to launch a personal super intelligent agent at the Lenovo Innovation Technology Conference next year, which will learn user habits and predict intentions to enhance user experience [1] - Lenovo's CEO Yang Yuanqing expressed confidence that the market will not experience an AI bubble, predicting a shift towards the popularization of AI technology, making it accessible to a broader audience [1] Group 2 - Huatai Securities noted that generative AI is entering a new development stage dominated by AI agents, with a trajectory of "first B2B, then B2C, and finally terminal" [2] - The AI ETF (515070) tracks the CS AI Theme Index (930713), focusing on companies providing technology, foundational resources, and applications in the AI sector, often referred to as the "robot brain" creators [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyisheng, and Hikvision, indicating a strong presence in the AI industry [2]

市场早盘震荡调整，三大指数低开低走，创业板指跌超3%。南财金融终端显示，截至早盘收盘，沪指 跌1.88%，深成指跌2.72%，创业板指跌3.18%。 下跌方面，锂矿概念集体调整，盛新锂能等多股跌停； 存储芯片概念持续走弱，德明利、时空科技跌停。 沪深两市半日成交额1.31万亿元，较上个交易日放量1975亿。 南财金融终端显示，个股方面，中际旭创半日成交额超135亿元居首，新易盛、阳光电源、工业富联成 交额靠前。 | 沪深A股 | 上证A股 | 深证A服 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 名称 | | 液幅 | 最新价 | 源跌 | 溶造 | 量比 | 换手事 | 摄锡 | 成交额 ▼ | | 1 300308 | | 中隔旭剑 | | -4.82% | 468.29 | -23.71 | +0.71%: | 0.96 | 2.59% | 4.67% | 135.22亿 | | 2 300502 | | 新易级 | ...

Group 1 - The CPO concept stocks in the A-share market experienced a significant decline, with major companies like Cambridge Technology and Kechuan Technology dropping over 8% and 7% respectively [1][2] - Other companies such as Tianfu Communication, Laimu Co., and Xinyi Sheng also saw declines exceeding 6%, indicating a widespread downturn in the sector [1][2] Group 2 - Cambridge Technology (stock code 603083) fell by 8.23%, with a total market capitalization of 35.2 billion and a year-to-date increase of 147.39% [2] - Kechuan Technology (stock code 603052) decreased by 7.42%, with a market cap of 5.5 billion and a year-to-date increase of 15.46% [2] - Tianfu Communication (stock code 300394) saw a decline of 6.88%, with a market cap of 115.9 billion and a year-to-date increase of 130.34% [2] - Laimu Co. (stock code 603633) dropped by 6.76%, with a market cap of 4.18 billion and a year-to-date increase of 20.28% [2] - Xinyi Sheng (stock code 300502) fell by 6.09%, with a market cap of 305.9 billion and a year-to-date increase of 274.32% [2] - Other notable declines include Shijia Photon (-5.86%), Jingwang Electronics (-5.58%), and Changfei Fiber (-5.51%) [2]