12月2日，A股三大指数集体下跌，截至收盘，沪指跌0.42%报3897点，深证成指跌0.68%，创业板指跌0.69%。全市场成交额1.61万亿 | 代码 | 名称 | 涨幅 现价 | 涨跌 | | --- | --- | --- | --- | | 000001 | 上证指数 | -0.42% 3897.71 | -16.30 | | 399001 | 深证成指 | -0.68% 13056.70 | -90.02 | | 399006 创业板指 | | -0.69% 3071.15 | -21.35 | 元，较前一交易日缩量2822亿元，逾3700股下跌。 盘面上，福建再推12条惠台利民政策措施，福建板块爆发，平潭发展、睿能科技及福建高速等多股涨停；医药商业、SPD概念走高， 人民同泰、开开实业涨停；另一方面，能源金属概念普跌，天齐锂业领跌；影视院线、光伏设备、贵金属及教育等板块跌幅居前。 具体来看： 福建板块走高，嘉戎技术、招标股份20cm涨停，福建高速、海欣食品、太阳电缆等多股涨停，海峡创新涨超13%，恒锋信息涨超 12%。 消息面上，《福建省有序推进算力基础设施发展若干措施》印发。其中提到，优化算力空 ...

Market Overview - The market experienced fluctuations with both the Shenzhen Component Index and the ChiNext Index dropping over 1% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.59 trillion, a decrease of 280.5 billion compared to the previous trading day [1] - Over 3,700 stocks in the market declined [1] Sector Performance - The Fujian sector showed strong performance, with Hai Xin Food achieving five consecutive trading limits, Rui Neng Technology with four, and Ping Tan Development with two in three days [1] - The food concept sector also saw localized strength, with both Tongqing Lou and Hui Fa Food hitting the daily limit [1] - The commercial aerospace sector was active, with Aerospace Development achieving nine limits in thirteen days and Tongyu Communication with four consecutive limits [1] - The battery sector experienced a decline, with Shida Shenghua dropping over 7% [1] - The shipping sector performed poorly, with China Merchants Energy hitting the daily limit down [1] Index Closing - The Shanghai Composite Index closed down 0.42%, the Shenzhen Component Index down 0.68%, and the ChiNext Index down 0.69% [1]

人民财讯12月2日电，A股三大指数全天窄幅震荡，截至收盘，沪指跌0.42%，深证成指跌0.68%，创业 板指跌0.69%。盘面上，医药商业板块全天活跃，人民同泰、合富中国、海王生物涨停；福建地区板块 逆势走强，福建高速、太阳电缆、平潭发展等多股涨停。此外船舶制造、装修建材、商业百货、煤炭、 保险、化纤、房地产服务等板块涨幅居前；小金属、电池、教育、游戏、光伏设备、机器人执行器、减 速器概念等板块跌幅居前。全市场超1500只个股上涨，今日成交额约1.61万亿元。 ...

Group 1 - The A-share market continues to show volatility, with the ChiNext Index down by 0.9%, while certain optical module stocks, such as Tianfu Communication, Xin Yisheng, and Zhongji Xuchuang, are experiencing gains of 2.3%, 1.9%, and 0.5% respectively [1] - Morgan Stanley's latest report indicates a significant increase in TPU orders, raising Google's TPU production forecast for 2027 from approximately 3 million units to about 5 million units, representing a growth of around 67%. If Google initiates an "export" model for TPU, it could create new revenue streams, potentially adding around $13 billion in revenue and $0.4 in earnings per share for every 500,000 TPU chips sold in 2027 [1] - Zhongtai Securities believes that Google has established a strong AI moat through a complete technology ecosystem encompassing chips (TPU), networks (OCS), models (Gemini), and applications (cloud computing/search/advertising), which will drive continued capital expenditure growth. The expected increase in TPU shipments, higher OCS penetration, and the ramp-up of 1.6T optical modules will present significant growth opportunities for related hardware suppliers [1] Group 2 - The ChiNext Index is composed of 100 stocks with large market capitalization and good liquidity, with a high representation of the AI hardware industry chain. The CSI Kechuang AI Index selects 50 stocks from the Sci-Tech Innovation Board and ChiNext that are involved in AI foundational resources, technology, and applications, covering leading companies like Zhongji Xuchuang and Xin Yisheng [2] - The ChiNext ETF (159915) and the E Fund Sci-Tech Innovation AI ETF (159140) track the aforementioned indices, providing investors with a convenient way to invest in the AI hardware industry chain [2]

Core Insights - The global spatial computing industry is reaching a critical point of large-scale implementation, with Chinese chip company GravityXR making significant advancements [1][3] - GravityXR launched three self-developed spatial computing chips and a comprehensive "Extreme Domain" solution, marking a technological breakthrough in the next-generation computing platform [1][5] Company Overview - GravityXR focuses on designing next-generation spatial computing chips, providing a complete suite of technical services including chip platforms, hardware solutions, and software [3] - The company has raised nearly 2 billion yuan in funding from notable investors, positioning itself as a potential "unicorn" [3] Product Launch - The newly launched chips include the G-X100, a full-function MR chip, the G-VX100 for AI/AR applications, and the G-EB100 for real-time 3D rendering [1][8] - The G-X100 chip features a 5nm process, achieving global leadership in several key technical indicators, with a latency of less than 9ms [6][10] Technological Innovations - The G-X100 chip supports dual 8K/120Hz output and integrates advanced features such as eye and gesture tracking, and depth perception algorithms [6][9] - The G-VX100 chip is designed for low-power visual enhancement and can be integrated into lightweight smart devices [8] Industry Impact - GravityXR's "dedicated chip + full-stack platform" approach aims to resolve long-standing industry challenges, facilitating the transition from concept to large-scale industrialization [5][14] - The company's solutions are expected to accelerate the digital transformation across various sectors, including industrial manufacturing, healthcare, and education [15][16] Market Potential - The integration of spatial computing with AI is anticipated to create new market opportunities, enhancing the capabilities of AI models and enabling new applications [15][16] - WellsennXR predicts that global sales of AI smart glasses will reach 18 million units by 2027, indicating significant growth potential in the spatial computing market [16]

Core Viewpoint - The A-share market is experiencing slight declines, particularly in the AI sector, with the ChiNext AI Index down by 0.50% as of 14:29 on December 2. However, certain stocks like Zhaolong Interconnect and Tianfu Communication are performing well despite the overall trend [1]. Group 1: Market Performance - The ChiNext AI Index has seen a decline of 0.50% as of the specified time [1]. - The Huaxia ChiNext AI ETF (159381) is actively traded, with a transaction volume exceeding 300 million yuan during the day [1]. - Over the past five days, the Huaxia ChiNext AI ETF has accumulated an increase of 11.13%, ranking first among comparable funds [1]. Group 2: Fund Inflows - In the last two trading days, the Huaxia ChiNext AI ETF has experienced a continuous net inflow of over 60 million yuan [1]. Group 3: Future Outlook - According to China International Capital Corporation (CICC), the overseas AI hardware sector is expected to maintain high growth. The capital expenditure of the four major cloud providers in North America increased by 75% year-on-year in Q3 2025, with a positive outlook for AI investments in 2026 [1]. - The transition of cloud providers towards AI ASICs is anticipated to optimize costs and power consumption, with global AI ASIC shipments expected to more than double year-on-year by 2026 [1]. - The sustained demand is likely to drive the AI server and high-speed optical interconnect markets, with the global market size for 400G+ optical modules projected to reach 37.8 billion USD by 2026 [1].

行情回顾及主要观点： 上周A股市场整体呈现上涨趋势，主要指数普遍反弹：沪深300涨1.6%，中证500涨3.1%，中证1000涨 3.8%，创业板50涨4.7%，科创50涨3.2%。交易面，A股市场上周日均成交额在17400亿元左右，市场投 资热情高涨。近期市场热点主要集中在AI应用、商业航天、军工、半导体及创新药等领域。建议关注 高景气成长板块及多元化配置，借道ETF布局相关产品如创业板50ETF（159949）等。 基金，截至2025-11-28 创业板50指数：追"光"识"新"更掘"金"。横向对比来看，创业板50指数的光模块含量、新能源光伏含量 以及金融科技含量优于创业板指以及主流宽基指数。 创业板50ETF（159949）：汇聚创业板优势领域的成长白马，聚焦于科技成长属性的龙头企业。当前估 值38.98倍，近十年35.98%分位（数据来源：Wind，截至2025-11-28）。 创业板50指数（399673.SZ）权重行业观点： 科技、AI、通信 创业板为主要"三创（创新、创造、创意）四新（新技术、新产业、新业态、新模式）"的成长型创新创 业企业提供直接融资平台。权重行业方面，创业板50指数聚焦信息技 ...

消息面上，业内消息，继六氟磷酸锂、电解液添加剂VC（碳酸亚乙烯酯）之后，电解液溶剂EC（碳酸 乙烯酯）接过价格上涨的"接力棒"。据了解，目前电池级EC供求关系处于"紧平衡"状态，部分厂家"限 量接单"，甚至"暂停报价"。供求关系"紧平衡"之下，EC价格触底回升，行业盈利有望回暖。 （文章来源：每日经济新闻） 展望后市，招商证券点评，伴随需求的持续增长，锂电溶剂细分行业过去几年供需态势得到有效修复， 目前头部几家溶剂公司开工率已经比较高。近几周，溶剂三方价格也开始小幅度普涨。由于主流企业扩 产克制，预计明年锂电溶剂盈利情况有望显著改善。 12月2日午后，A股三大指数震荡回调，创业板新能源ETF华夏（159368）午后下跌1.21%。盘面上，多 数成分股回调，先导智能、亿纬锂能等跌超2%，阳光电源、宁德时代等跟跌。截至发文，创业板新能 源ETF华夏（159368）成交额达5914万元，居同类基金首位。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）弹性最 ...

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 中银国际指出，AI产业链景气趋势仍向好，下游需求旺盛，AI基础设施建设短期面临供应端存力 与电力短缺，资源紧缺带来存力与电力投资机会，算力特别是国产算力仍有广阔成长空间。流动性预期 及风险偏好修复下，科技成长或最为受益，创业板有望率先迎来修复。 创业板50ETF国泰（159375）跟踪的是创业板50指数（399673），单日涨跌幅达20%，该指数从创 业板市场中选取日均成交额较大的50只证券作为指数样本，集中反映具有较高知名度、较大市值且流动 性优良的上市公司证券整体表现。指数成分股主要分布于电力设备、医药生物等高成长性行业，充分体 现科技创新驱动与持续成长潜力相结合的板块特征。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何 ...

11月28日，山东省青年创业导师交流营暨2025日照市青年电商直播创新创业大赛颁奖活动在日照举办。 团省委有关负责同志、日照市委有关负责同志出席活动并致辞，省市相关部门负责同志、获奖选手、青 创导师、青年企业家、青年创业者代表等100余人参加活动。 本次大赛以"逐日追梦 '播'种未来"为主题，设置新锐、精英、新农人三个赛道，自9月启动以来，吸引 300余名青年电商创业者参与，40组选手晋级复赛、20组选手入围决赛。历经"理论培训、导师交流、实 战特训"与"初赛、复赛、决赛"的"三训三赛"体系淬炼，选手们迅速从"电商小白"进阶到"数字达人"。 活动指出，电商赛道是广大青年追逐梦想、建功立业的重要舞台，山东共青团将一如既往做青年创业路 上的坚实依靠。活动鼓励青年电商创业者主动融入国家发展大局，立足齐鲁特色产业，精准对接群众消 费需求，用年轻人喜爱的鲜活表达和贴近市场的前沿视角，在追逐流量的同时坚守方向，在紧跟热度的 同时扎根现实，推动电商创业与时代同频共振、与民生紧密相连。 齐鲁晚报·齐鲁壹点记者 范佳 通讯员 洪冰 活动现场，获奖选手上台领奖；优秀项目代表张云倩、刘锦滢分享成长感悟；优秀电商创业代表孙浩茗 传授 ...