（原标题：主力资金丨这只军工股尾盘获主力大幅抢筹） 今日有10个行业主力资金净流入。 A股三大指数今日（11月24日）集体小幅上涨。行业板块多数收涨，船舶制造板块大涨，航天航空、互联网服务、工程咨询服务、通信设备、游 戏、软件开发、文化传媒板块涨幅居前，能源金属板块逆市大跌。 从今日主力资金情况来看，沪深两市全天主力资金净流出130.24亿元。10个行业主力资金净流入，国防军工、传媒行业主力资金净流入金额分别 为24.98亿元、20.27亿元，远超其他行业；商贸零售、建筑装饰、公用事业行业主力资金净流入金额均超2亿元。 21个主力资金净流出行业中，电子行业主力资金净流出金额居首，超40亿元；计算机、电力设备行业主力资金净流出金额均超20亿元；基础化 工、通信、医药生物、有色金属行业主力资金净流出金额均超10亿元。 航天发展主力资金净流入4.46亿元，股价涨停。消息面上，11月27日，2025亚洲通用航空展将在珠海国际航展中心盛大启幕，全方位展示全球通 用航空及低空经济领域的新产品、新技术、新服务，众多展品为"首展""首秀"。 今日有70股主力资金净流出均超1亿元，其中，新易盛、中际旭创、工业富联、榕基软件、易 ...

今日有10个行业主力资金净流入。 A股三大指数今日（11月24日）集体小幅上涨。行业板块多数收涨，船舶制造板块大涨，航天航空、互 联网服务、工程咨询服务、通信设备、游戏、软件开发、文化传媒板块涨幅居前，能源金属板块逆市大 跌。 从今日主力资金情况来看，沪深两市全天主力资金净流出130.24亿元。10个行业主力资金净流入，国防 军工、传媒行业主力资金净流入金额分别为24.98亿元、20.27亿元，远超其他行业；商贸零售、建筑装 饰、公用事业行业主力资金净流入金额均超2亿元。 21个主力资金净流出行业中，电子行业主力资金净流出金额居首，超40亿元；计算机、电力设备行业主 力资金净流出金额均超20亿元；基础化工、通信、医药生物、有色金属行业主力资金净流出金额均超10 亿元。 8股获主力资金 净流入均超3亿元 据证券时报·数据宝统计，从个股来看，21股主力资金净流入均超2亿元，8股获主力资金净流入均超3亿 元。 今日AI应用端持续走强，蓝色光标涨超15%，主力资金净流入13.44 亿元；省广集团涨停，主力资金净 流入7.38亿元。 机构表示，蓝色光标收入稳健增长，AI创收规模快速扩张，截至第三季度末，BlueAI平台 ...

机构专用席位卖出额排名：紫金矿业(1136.8万元)、工业富联(1054.47万元)、阳光电源(944.25万元)、新 易盛(893.65万元)、万达信息(713万元)、特发信息(270.25万元)、华统股份(211.99万元)。 成交价方面，共11只股票平价成交，0只股票溢价成交，65只股票折价成交；海泰新能、中创股份、炬 光科技折价率居前，折价率依次为30.18%、22.91%、22.54%。 机构专用席位买入额排名：翱捷科技-U(6009.43万元)、深桑达A(4785.47万元)、卓易信息(4665.15万 元)、辰欣药业(2997.52万元)、中天火箭(2651.91万元)、科力尔(2366.39万元)、上大股份(2237.76万元)、 华海药业(1652万元)、洛阳钼业(1381.5万元)、江化微(1200.54万元)、中航西飞(1114.87万元)、德科立 (1030.32万元)、风语筑(1003万元)、阳光电源(944.25万元)、新易盛(893.65万元)、北京人力(829.35万 元)、银邦股份(808.04万元)、西陇科学(786.92万元)、灿芯股份(716.1万元)、值得买(400. ...

11月24日，上证指数全天窄幅震荡；深证成指、创业板指早盘窄幅震荡，临近午盘回落走低，午后震荡 回升，尾盘有所回落；科创50指数早盘窄幅震荡，午后回升上扬，尾盘有所回落。截至收盘，上证指数 报3836.77点，涨0.05%，成交额7155亿元；深证成指报12585.08点，涨0.37%，成交额10122.34亿元；创 业板指报2929.04点，涨0.31%，成交额4822.99亿元；科创50指数报1296.60点，涨0.84%，成交额508亿 元。沪深两市合计成交17277.34亿元，成交额较上一交易日减少2379.27亿元。 传媒、国防军工等行业走强 中水渔业7连板 盘面上来看，行业板块、概念涨多跌少。其中，传媒、国防军工、计算机、机械设备、教育、建筑装 饰、医药生物、商贸零售等行业涨幅靠前；快手、空间站、智普AI、卫星互联网、短剧互动游戏、商 业航天、北斗导航、6G、航母、AIGC等概念走势活跃。石油石化、煤炭、保险、银行、食品饮料等行 业跌幅居前；锂矿、磷化工、刀片电池、钛白粉、免税等概念走势较弱。涨停个股主要集中在国防军 工、计算机、传媒、建筑装饰、轻工制造等行业。 个股涨跌情况，截至收盘，沪深两市合 ...

证券时报·数据宝统计显示，新易盛今日收盘价为293.00元，下跌2.33%，日换手率为5.29%，成交额为 138.79亿元，全天主力资金净流出11.34亿元，近5日该股累计下跌6.00%，近5日资金合计净流出2.21亿 元。 两融数据显示，该股最新融资余额为152.70亿元，近5日减少4.25亿元，降幅为2.71%。 机构评级来看，近5日共有2家机构给予该股评级，预计目标价最高的是国泰海通证券，11月18日国泰海 通证券发布的研报预计公司目标价为481.00元。（数据宝） 新易盛11月24日大宗交易平台出现一笔成交，成交量3.05万股，成交金额893.65万元，大宗交易成交价 为293.00元。该笔交易的买卖双方均为机构专用席位。 进一步统计，近3个月内该股累计发生7笔大宗交易，合计成交金额为1.25亿元。 11月24日新易盛大宗交易一览 | 成交量（万 | 成交金额（万 | 成交价格 | 相对当日收盘折溢价 | 买方营业 | 卖方营业 | | --- | --- | --- | --- | --- | --- | | 股） | 元） | （元） | （%） | 部 | 部 | | 3.05 | 893.6 ...

主力资金净流出的行业有20个，电子行业主力资金净流出规模居首，今日上涨0.64%，全天净流出资金 67.08亿元，其次是电力设备行业，今日涨幅为0.49%，净流出资金为20.87亿元，净流出资金较多的还 有基础化工、通信、有色金属等行业。 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） | | --- | --- | --- | --- | --- | --- | | 国防军工 | 4.31 | 54.66 | 纺织服饰 | 0.22 | -2.56 | | 传媒 | 3.49 | 25.42 | 家用电器 | -0.01 | -2.57 | | 建筑装饰 | 1.36 | 6.27 | 煤炭 | -1.09 | -2.72 | | 商贸零售 | 1.08 | 4.84 | 银行 | -0.79 | -3.98 | | 社会服务 | 2.22 | 3.25 | 交通运输 | -0.34 | -4.44 | | 轻工制造 | 1.18 | 2.21 | 计算机 | 2.41 | -4.66 | | 房地产 | 0.26 | 1.36 | ...

【振幅大】 【主力资金】 -主力资金今日净流入国防军工、传媒、商贸零售、建筑装饰、公用事业、银行等板块，净流出电子、 计算机、电力设备、基础化工、通信、医药生物等板块； -蓝色光标、省广集团、航天发展、数据港、美的集团资金净流入规模居前，分别净流入13.44亿元、 7.38亿元、4.46亿元、3.97亿元、3.47亿元； -新易盛、中际旭创、工业富联、榕基软件、易点天下资金净流出规模居前，分别净流出11.77亿元、 11.26亿元、8.83亿元、8.78亿元、8.35亿元。 (本文来自第一财经) -今日A股共有13只个股振幅超过20%； -美登科技、江龙船艇、久之洋等个股振幅居前； 【换手率高】 -今日A股共有7只个股换手率超过40%； -榕基软件、南方路机、江龙船艇等个股换手率居前； ...

Investment Rating - The report maintains a "Buy" rating for several key companies in the telecommunications and AI computing chain, including ZTE Corporation, NewEase, Ruijie Networks, Zhongji Xuchuang, China Telecom, Haige Communication, China Mobile, and Shanghai Hantong [9][41]. Core Insights - The report highlights the ongoing concerns regarding the sustainability of the AI "bubble" and the effectiveness of Scaling Law, while expressing optimism about the performance of Gemini 3 and Banana Pro, which have exceeded initial expectations [2][3]. - The AI computing chain is expected to continue its upward trend, with a focus on Google's core components such as optical modules and liquid cooling systems [2][3]. - The report emphasizes the generational leap in capabilities of Gemini 3, which has achieved significant benchmarks in reasoning and multimodal tasks, thereby shortening the time from investment to revenue [20][14]. Summary by Sections Market Overview - The telecommunications index fell by 2.51% last week, while the Shanghai Composite Index and Shenzhen Component Index dropped by 3.90% and 5.13%, respectively [2][13]. - Concerns about the overseas AI "bubble" are prevalent, particularly regarding the effectiveness of Scaling Law and the sustainability of ROI [2][3]. Key Companies and Dynamics - The report recommends several companies within the AI computing chain, including: - ZTE Corporation (Buy, target price: 64.34) [41] - NewEase (Buy, target price: 476.71) [41] - Ruijie Networks (Buy, target price: 102.51) [41] - Zhongji Xuchuang (Buy, target price: 626.68) [41] - China Telecom (Buy, target price: 9.11) [41] - Haige Communication (Buy, target price: 13.70) [41] - China Mobile (Buy, target price: 126.20) [41] - Shanghai Hantong (Buy, target price: 28.28) [41] - China Unicom (Hold, target price: 7.56) [41] AI Computing Chain Insights - The report notes that the performance of Gemini 3 and Nano Banana Pro has significantly advanced the capabilities in reasoning and multimodal tasks, indicating a strong integration into the AI ecosystem [20][14]. - The demand for AI computing resources is expected to grow, driven by the increasing need for reasoning capabilities and the expansion of cloud token scales [20][14]. Financial Performance - ZTE Corporation reported a revenue of 100.52 billion yuan for the first nine months of 2025, a year-on-year increase of 12%, but a net profit decline of 33% [42]. - NewEase's revenue for the first three quarters of 2025 reached 16.5 billion yuan, a year-on-year increase of 222%, with a net profit increase of 284% [44]. - Ruijie Networks reported a revenue of 10.68 billion yuan for the first nine months of 2025, a year-on-year increase of 28%, with a net profit increase of 65% [46].

Core Insights - The report maintains a "stronger than market" investment rating for the communication industry, highlighting its growth potential and favorable valuation levels [1][5][12] - The communication industry index has shown significant performance, ranking second among 30 major industry indices with a 60.87% increase as of November 20, 2025 [12][14] - The report emphasizes the optimistic outlook for AI-related developments, particularly in AI computing and cloud services, which are expected to drive industry growth [4][5][45] Market Review and Industry Performance - In the first three quarters of 2025, the communication industry achieved a total revenue of CNY 19,753.67 billion, representing a year-on-year growth of 2.30%, while net profit reached CNY 1,886.40 billion, up 6.95% [18] - The overall gross margin for the communication industry was 28.45%, with a net margin of 10.19% for the first three quarters of 2025, indicating stable profitability [19] - The telecommunications operators segment reported a revenue of CNY 14,819.21 billion, growing by 0.57%, and a net profit of CNY 1,548.98 billion, increasing by 4.30% [35] Segment Performance - The optical communication segment (including optical modules, devices, and chips) saw a revenue of CNY 795.38 billion, a year-on-year increase of 56.14%, with net profit soaring by 116.86% [41] - The telecommunications equipment segment recorded a revenue of CNY 1,390.0 billion, growing by 11.2%, while the consumer electronics components segment also grew by 11.1% [21] - The cable segment achieved a revenue of CNY 464.54 billion, reflecting a growth of 6.99%, driven by increasing demand across multiple applications [46] Investment Recommendations - The report suggests focusing on companies within the optical module/device/chip sector, such as NewEase, Huagong Technology, and Guangxun Technology, due to their strong growth prospects [5][41] - For AI mobile phones, companies like Xunwei Communication and ZTE are highlighted as key players to watch [5][41] - The telecommunications operators, including China Mobile, China Telecom, and China Unicom, are recommended for their stable operations and high dividend yields [5][41]

2025.11.24 本文字数：827，阅读时长大约2分钟 作者 |一财阿驴 11月24日，A股三大指数集体收涨，截至收盘，上证指数涨0.05%，深证成指涨0.37%，创业板指涨 0.31%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | w | 3836.77 | 1.87 | 0.05% | | 399001 | 深证成指 | Winn | 12585.08 | 47.01 | 0.37% | | 399006 | 创业板指 | while | 2929.04 | 8.97 | 0.31% | 盘面上，军工、卫星导航、低空经济、AI应用、云计算、6G、电商概念股表现活跃；锂电池产业链再 度回调，锂矿方向领跌；海南本地股走弱。 军工板块集体爆发，江龙船艇、久之洋、中船防务、国机精工等超10股涨停。 锂矿股延续调整，盛新锂能跌停，金圆股份、赣锋锂业、天齐锂业等跌幅居前。 | 代码 | 名称 | 涨幅� | 现价 | | --- | --- | --- | --- | | 300 ...