（文章来源：每日经济新闻） 每经AI快讯，11月24日，AI应用端涨势扩大，光云科技涨停，值得买涨超10%，福石控股、万兴科技、 开普云、三六零跟涨。 ...

Core Insights - The Sora concept (Wensheng Video) sector experienced a short-term surge, with notable stocks like Fushi Holdings, Wanxing Technology, Kaipuyun, 360, and Tuolisi showing gains of over 10% [1] - In the related ETF market, the Artificial Intelligence ETF fund (159248) recorded a transaction volume of 10.89 million yuan, while the AI ETF (515070) had a transaction volume of 79.79 million yuan [1] Company Performance - Fushi Holdings, Wanxing Technology, Kaipuyun, 360, and Tuolisi are highlighted as stocks that have benefited from the recent surge in the Sora concept sector, indicating strong investor interest and potential growth [1] - The significant gains in these companies suggest a positive market sentiment towards the Sora concept and related technologies [1] ETF Market Activity - The Artificial Intelligence ETF fund (159248) and AI ETF (515070) show substantial trading activity, reflecting increased investor engagement in AI-related investments [1] - The transaction volumes of 10.89 million yuan and 79.79 million yuan for the respective ETFs indicate a robust interest in the AI sector [1]

Core Viewpoint - Alibaba-related stocks experienced a short-term surge, indicating positive market sentiment towards the sector [2] Group 1: Stock Performance - Shiji Information reached the daily limit increase, reflecting strong investor interest [2] - Other companies such as Tefa Information, Shida Group, and Xinhua Dou also saw their stocks hit the limit up [2] - Data Port, Zhi De Mai, Yi Dian Tian Xia, Guang Yun Technology, and San Jiang Shopping followed suit with price increases [2]

Group 1 - The stock of Zhidingmai increased by 5.03%, reaching 45.27 CNY per share, with a trading volume of 816 million CNY and a turnover rate of 15.23%, resulting in a total market capitalization of 9 billion CNY [1] - Zhidingmai Technology Co., Ltd. was established on November 10, 2011, and went public on July 15, 2019. The company operates a content-based shopping guide platform, providing promotional services for e-commerce and brands [1] - The revenue composition of Zhidingmai includes: information promotion income at 41.83%, internet marketing platform income at 28.38%, operational service fees at 27.62%, brand marketing income at 2.00%, and product sales income at 0.17% [1] Group 2 - Among the top ten circulating shareholders of Zhidingmai, the Noan Fund has a new entry with its Noan Active Return Mixed A fund, holding 1.4898 million shares, which is 1.22% of the circulating shares [2] - The Noan Active Return Mixed A fund was established on September 22, 2016, with a current scale of 1.365 billion CNY. It has experienced a loss of 3.34% this year, ranking 8075 out of 8209 in its category [2] - The fund manager, Liu Huiying, has been in position for 3 years and 115 days, with a total fund asset scale of 23.634 billion CNY. The best return during her tenure is 56.57%, while the worst is 4.13% [2]

Group 1 - Moonshot AI is set to complete a funding round that may raise its valuation to approximately $4 billion (28.4 billion RMB) with potential investment from firms like IDG Capital and Tencent [1] - The funding amount is expected to reach several hundred million dollars, and Moonshot AI may initiate an IPO next year [1] - The company recently launched KimiK2Thinking, its most advanced open-source thinking model, which excels in various benchmark tests, demonstrating state-of-the-art (SOTA) performance in areas such as autonomous web browsing and complex information reasoning [1] Group 2 - Jiuzan Medical has invested approximately $10 million in Moonshot AI through its wholly-owned subsidiary [2] - The company "What Worth Buying" has established collaborations with Moonshot AI and other general large model enterprises, integrating Kimi and other platforms to provide consumer information services [2]

11月21日，值得买大宗交易成交111.5万股，成交额3859.02万元，占当日总成交额的2.06%，成交价 34.61元，较市场收盘价43.1元折价19.7%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-11-21 | 300785 | 值得买 | 34.61 | 5.80 | 200.74 | 机构专用 | 国泰海通证券股份 | | | | | | | | | 有限公司济南泉城 | | | | | | | | | 路正券营不部 | | 2025-11-21 | 300785 | 值得益 | 34.61 | 5.80 | 200.74 | 机构专用 | 国泰海通证券股份 | | | | | | | | | 有限公司济南泉城 | | | | | | | | | 路证券营业部 | | 2025-11-21 | 300785 | 值得买 | 34.61 | ...

Market Overview - On November 20, the digital media sector declined by 1.1%, with ZhiDeMai leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable stock performances include: - Sanliu Wu (300295) rose by 9.89% to close at 14.34, with a trading volume of 473,100 shares and a turnover of 697 million yuan [1] - ZhiDeMai (300785) fell by 4.51% to close at 42.73, with a trading volume of 296,600 shares and a turnover of 1.283 billion yuan [2] - Other stocks like Fengyu Zhu (603466) and ZhuoChuang Information (301299) showed minor fluctuations, with Fengyu Zhu up by 1.01% and ZhuoChuang down by 0.41% [1][2] Capital Flow - The digital media sector experienced a net outflow of 327 million yuan from institutional investors, while retail investors saw a net inflow of 416 million yuan [2] - Detailed capital flow for specific stocks indicates: - Sanliu Wu had a net inflow of 98.62 million yuan from institutional investors, but a net outflow of 47.44 million yuan from retail investors [3] - ZhiDeMai saw a significant net outflow of 62.41 million yuan from institutional investors [3] Summary of Key Stocks - The following stocks had notable capital movements: - Sanliu Wu (300295): Institutional net inflow of 98.62 million yuan, retail net outflow of 47.44 million yuan [3] - ZhiDeMai (300785): Institutional net outflow of 62.41 million yuan [3] - Fengyu Zhu (603466): Institutional net inflow of 11.67 million yuan, retail net outflow of 3.11 million yuan [3]

Group 1 - The company, ZhiDeMai, announced the election of Mr. Qu Kai as a member of the fourth board of directors' audit committee [2]

Group 1 - The company announced the decision to purchase liability insurance for its directors and senior management to enhance its risk management system [2] - The board and supervisory committee meetings were held on November 18, 2025, where the proposal was approved [2] - The purpose of the liability insurance is to ensure that directors and senior management can perform their duties fully while reducing operational risks and protecting the interests of investors [2]

截至发稿，值得买市值为89亿元。 每经头条（nbdtoutiao）——爱泼斯坦案文件解密倒计时，美国会"秒过"法案直通特朗普，引爆两党"极 限撕扯" 每经AI快讯，值得买（SZ 300785，收盘价：44.75元）11月19日晚间发布公告称，公司第四届第九次董 事会会议于2025年11月18日以现场会议和通讯表决相结合的方式召开。会议审议了《关于修订 <公司章 程> 的议案》等文件。 2025年1至6月份，值得买的营业收入构成为：互联网和相关服务行业占比100.0%。 （记者 王晓波） ...