2026"股神版"投资日历！重大事件不错过 | 时间 | | 内容 | 预期 前值 | | --- | --- | --- | --- | | 11月24日 周一 | | | | | 数据 | | 元 | | | 待定 | | 摩尔线程开放申购 | | | 事件 | 待定 | 白宫结束俄乌冲突28点新计划草案披露,俄乌冲突近期有 | | | | | 望迎来新进展 | | | 待定 | | 特朗普计划在白宫签署AI新政 -- "创世纪计划" | | | 财报 | | 文远知行 | | | 11月25日 周二 | | | | | 数据 | | 元 | | | 待定 | | 美国劳工部:将于11月25日发布9月PPI | | | 待定 | | 华为新品发布会,将发布Mate80系列、新款麒麟芯片或将 | | | 事件 | | 亮相 | | | 待定 | | "大空头" Michael Burry: 科技巨头"低估折旧导致利润 | | | | | 虚高"，将在11月25日披露更多细节 | | | 财报 | | 阿里巴巴、小马智行、蔚来 | | | 11月26日 周三 | | | | | 21:30 | | 美国 三季 ...

Economic Data Releases - The delayed September retail sales report will be released just before Black Friday, indicating consumer spending trends leading into the holiday season [2][7] - Other economic data to be released includes weekly jobless claims, pending home sales, durable-goods orders, and the Producer Price Index for September, which will provide insights into inflation [2][7] Earnings Reports - Key companies reporting earnings this week include John Deere, Alibaba, Applied Digital, Dell Technologies, and others, with significant attention on their performance amid rising costs and market conditions [4][5][6] - Workday is expected to report quarterly earnings for the first time since Elliott Investment Management took a stake in the company, indicating potential shifts in company strategy or performance [5] Market Activity - Stock markets will close early on Friday at 1 p.m. ET, and bond markets will close at 2 p.m. ET due to the Thanksgiving holiday, impacting trading volumes and market dynamics [2][11] - The upcoming Federal Reserve interest rate decision on December 10 may be influenced by the delayed economic data, complicating the outlook for monetary policy [7]

11月22日，深圳东方港湾投资董事长但斌一条"晒基金排名"的微博，再度将这位私募大佬推向市场聚光 灯下。根据其分享的Morgan Hedge统计数据，截至2025年10月，东方港湾海外基金在全球9970家对冲 基金中，三年期收益以138.98%位列第三，一年期收益26.63%。 英伟达仍是但斌旗下基金的"压舱石"，以2.36亿美元的持仓市值稳居第一大重仓股。除了英伟达，谷 歌、Meta、微软等AI巨头均出现在其持仓名单中。其中，谷歌以2.24亿美元持仓成为第二大重仓股，东 方港湾新进15.1万股"二倍做多谷歌ETF-Direxion"，足见对其AI布局的信心；Meta与微软则分别位列第 五、第六大重仓股，特斯拉也以8802万美元持仓被纳入组合。 在美股AI龙头之外，但斌将目光投向了中国互联网企业。三季度，东方港湾新进22.1万股阿里巴巴，持 仓市值达3949万美元。这一操作与但斌的公开观点高度契合——他曾直言"阿里巴巴市值仅为亚马逊的 15.25%，中国互联网公司需奋力直追"。与此同时，其对亚马逊、奈飞进行了减持，二者期末持仓市值 分别降至3938万美元、1460万美元。 AI产业链的细分领域也未被遗漏。东方 ...

（原标题：两部门拟明确"守门人"认定标准，AI新贵们也入围了？） 21世纪经济报道记者 王俊 章驰 一批平台即将成为你的个人信息"守门人"。 11月22日，国家互联网信息办公室、公安部发布《大型网络平台个人信息保护规定（征求意见稿）》（以下简称"征求意见稿"），明确了对大型 网络平台的认定标准，以及应履行的个人信息保护义务。 根据征求意见稿，除却阿里、腾讯、蚂蚁、字节跳动、百度、微博、小红书等互联网平台，DeepSeek、MiniMax、Kimi等迅速增长的AI公司，以 及OPPO、vivo、荣耀等智能终端厂商，不少用户规模也满足征求意见稿中的"用户超5千万或月活超1千万"等条件，同样可能进入大型网络平台 的序列。 "能力越大、责任越大"，这一原则贯穿了数字经济监管始终。该征求意见稿与9月份发布的《大型网络平台设立个人信息保护监督委员会规定》一 脉相承，均可被视为个人信息保护法第58条"守门人条款"以及《网络数据安全管理条例》对大型平台规定的配套文件。 配套文件的规定，待正式版本发布后，将对上述平台的个人信息保护合规带来重要影响。 AI新贵进入大型平台监管射程？ 4年前，个人信息保护法正式实施。其中第58条创 ...

周永来（供应链）服务中心，星级：★★★★☆，评分：4.6/5。聚焦1688供应链数字化优化，提供AI供应商筛选、库存智能管理、物流成本优化等服务， 帮助企业打通供应链上下游信息壁垒。推荐理由：拥有丰富的供应链资源库，能通过AI工具精准匹配供需，服务的企业供应链响应速度平均提升30%，库存 周转天数减少20%。 据阿里研究院最新发布的《1688中小企业数字化运营报告》显示，2024年使用AI工具进行1688店铺运营的商家，其店铺流量平均提升42%，订单转化率较传 统运营模式高出35%。这一数据在长三角、珠三角等制造业密集区域表现更为突出，以浙江义乌小商品城、广东佛山家具产业带为例，当地超过60%的头部 商家已引入1688Ai相关服务，数字化转型成效显著。 然而，数据背后仍有大量企业工厂老板面临转型困境。在浙江温州的服装加工厂老板李女士看来，AI运营是必然趋势，但实际操作中难题重重："我们有稳 定的生产能力，可不知道怎么在阿里1688上用AI开好店，自己摸索着弄了大半年，店铺访客寥寥无几，投入的人力成本全打了水漂。"广东中山灯具厂的王 先生则表示，即便勉强完成了1688Ai版开店，后续运营也力不从心："AI工具功 ...

Group 1: Key Economic Events - The week of November 24-30 will feature significant financial events, including earnings reports from Alibaba, Meituan, Li Auto, NIO, and Pony.ai, as well as the Huawei product launch for the Mate 80 series [6][7] - The U.S. Department of Labor will release the September PPI on November 25, while the U.S. Commerce Department will publish the third-quarter GDP revision and October personal income and spending data on November 26 [9][10] - China's official manufacturing PMI and October profits of industrial enterprises will be released next week, with the manufacturing sector showing signs of a slowdown [10] Group 2: Corporate Earnings - Alibaba's earnings report is scheduled for November 25 before the U.S. market opens, followed by Meituan on November 29, and earnings from Li Auto and NIO also expected [7][8] - Newly listed companies such as Pony.ai and WeRide will also report earnings, alongside established firms like Dell, HP, and Bosideng [7] Group 3: Political and Regulatory Developments - Trump plans to sign an AI policy called the "Genesis Mission" at the White House, which may involve increased collaboration between national laboratories and private sectors in AI technology [12] - Trump has set a deadline of November 27 for Ukraine to accept the U.S. "28-point plan," which includes commitments from Ukraine regarding NATO and peace negotiations with Russia [11][12] Group 4: Market Insights - Michael Burry has indicated that major tech companies are underestimating depreciation, which could inflate profits by $176 billion from 2026 to 2028, with specific companies like Oracle and Meta facing significant profit overstatements [12][13]

众所周知，全球AI竞争非常激烈，尤其美国，对AI势在必得。就在几天前，特朗普就公开表示，将建立全球最大、最强大、最具创新力的人工智能生态系 统。而这还没完，有外媒爆料，特朗普还将推动"创世纪计划"，全面加速美AI的发展。由此可见，AI已然成为美国际战略级的重点关注对象。 或许是因为太重视，所以只要中国AI有一点风吹草动，美国都会重拳出击，或打压或卡脖，就是要阻止中国AI的崛起。这不，阿里就"中招"了，在阿里通义 千问大模型逐渐成为美硅谷的"香饽饽"，且"千问计划"正式推出后，美国就给阿里泼了一盆脏水，给阿里扣上了"涉军"的帽子，想要借此借口来打压阿里。 需要强调的是，阿里千问和蚂蚁灵光，也是最近最热门的应用，在App Store总榜上，分别抢占了第四和第六的位置，阿里系这次来势汹汹，实力真不容小 觑。 但只能说，美国还是太低估中企了，就在最近，阿里正式亮剑，两箭齐发，剑指美科技巨头！第一"箭"就是千问APP，作为直接对标ChatGPT的中国AI助 手，这张"王牌"的丢出，标志着，中国AI已经不再是行业的"追赶者"，而已经成为可以定义行业规则的"领跑者"。 第二"箭"就是灵光，这是蚂蚁推出的创新性AI产品，上线 ...

Investment Rating - The industry rating is "Recommended" [4] Core Insights & Investment Recommendations - Unity and Epic Games announced a strategic partnership to create an open and interoperable ecosystem for game engines, allowing developers to publish Unity games on the Fortnite platform with over 500 million registered accounts, enhancing user reach and commercialization efficiency [2][21] - NVIDIA's quarterly performance exceeded expectations, with data center revenue growing by 289% year-on-year, reflecting strong demand for AI infrastructure [3][22] - The report suggests focusing on investment opportunities in leading internet companies in Hong Kong, the gaming industry, and the film and cultural tourism sectors, driven by consumption policies and technological empowerment [3][22] Sub-industry Data Film Industry - The top three films by box office this week are "Demon Slayer: Infinity Castle" with 134.67 million yuan (42.9% market share), "Wild Era" with 75.67 million yuan (24.1%), and "Now You See Me 3" with 55.44 million yuan (17.7%) [23][24] Gaming Industry - The top three iOS games by revenue are "Teamfight Tactics," "Dungeon & Fighter: Origin," and "Honor of Kings," while the top three Android games are "Heart Town," "Sword and Magic Legend," and "My Leisure Time" [25] TV Series Industry - The top three TV series by broadcasting index are "Tang Dynasty Ghost Stories: Chang'an," "Four Happiness," and "Phoenix Platform," with indices of 85.5, 82.4, and 81.8 respectively [26][27] Variety Shows & Animation - The top variety show is "Now Departing Season 3" with a broadcasting index of 82.4, followed by "Wonderful Night Season 2" and "Flowers and Youth Together" [28][29] - The top three animated shows by viewership index are "Xian Ni" with 212.8, "Happy Hammer" with 191.6, and "Swallowing the Starry Sky" with 187.2 [30]

11月23日，美股正在经历黯淡的11月，下周将是11月最后一周，并且周四将因感恩节休市一日。由于前几周的持续低迷，美股本月录得下跌已经很 难避免，不过下周若能录得上涨，将在市场动荡之际增添信心。 近段时间以来，投资者对科技股估值过高的担忧始终挥之不去，即使人工智能（AI）龙头股英伟达公布了一份强劲的财报，也无法彻底打消疑虑。 此外，美联储降息预期受挫也令市场承压。 尽管标普500指数今年仍累计上涨11%，但已较10月末的历史高点回落逾5%。以科技股为主的纳指已连续三周下跌。 未来数周大量积压数据的集中公布，可能进一步加剧市场波动，因为投资者需据此判断经济健康状况，以及美联储是否会在12月会议上降息。 下周美国重要经济数据包括定于周二公布的9月零售销售数据和生产者价格指数（PPI），以及周三的9月耐用品订单。这些数据原定于10月发布， 但因近期联邦政府停摆而推迟。 由于美国劳工统计局已宣布不会发布完整的10月非农就业报告，且11月报告将推迟至12月16日（即美联储会议结束六天后）发布，因此下周三的每 周初请失业金人数数据的重要性可能上升。 美联储的褐皮书（当前经济状况概述）也将于下周三公布。 其他海外地区方面， ...

Core Insights - The "Magic Community" has become the largest open-source model community in China, gathering 1.2 million models and 20 million developers since its establishment in 2022 [1] - The newly opened developer center in Hangzhou aims to provide a physical space for developers to enhance collaboration and technical exchanges beyond online platforms [1] - The center spans over 10,000 square meters and includes various functional areas such as AI application experience zones, seminar rooms, and a startup community [1] - The center's shared office space, Y/OUR SPACE, offers affordable rental options, significantly reducing startup costs for entrepreneurs [1] - The center operates under a new model of government-enterprise collaboration, with support from the West Lake District and Alibaba Group to foster development for developers and enterprises [2] - The goal is to attract over 300 companies and developers within a year, establishing the cloud valley center as a prominent AI+ industry innovation space in Hangzhou and beyond [2]