Market Performance - The three major indices opened higher, with the Shanghai Composite Index at 3848.66 points, up 0.36%, the Shenzhen Component Index at 12605.13 points, up 0.53%, and the ChiNext Index at 2946.46 points, up 0.90% [1] Economic and Policy Developments - China's Vice Premier He Lifeng emphasized the broad cooperation space and common interests between China and the U.S., suggesting that economic and trade relations should continue to be a stabilizing force in bilateral ties [2] - The Trump administration is reportedly considering approving the export of Nvidia's H200 AI chips to China, indicating potential easing of tech export restrictions [2] - The Ministry of Civil Affairs reported that marriage registrations in the first three quarters of this year reached 5.152 million pairs, an increase of 405,000 pairs compared to the same period last year [2] Industry Insights - The National Internet Information Office and the Ministry of Public Security have drafted regulations for personal information protection on large online platforms, requiring data collected in China to be stored domestically [3] - The 2025 China Aviation Industry Conference forecasts that the low-altitude economy market in China will reach 1.5 trillion yuan by 2025 and is expected to exceed 2 trillion yuan by 2030, driven by significant growth in the low-altitude equipment industry [3] - Longxin Storage has launched its latest DDR5 product series with speeds up to 8000 Mbps and a maximum chip capacity of 24 Gb, covering various sectors including servers and personal computers [3] Corporate Announcements - Huawai has released Flex:ai AI container software, which utilizes computing power partitioning technology to allow a single GPU/NPU card to support multiple AI workloads simultaneously [4] - Jiuhua Technology announced plans to acquire controlling interest in Shudun Technology, leading to a stock suspension [6] - A contract worth 1 billion yuan for new energy power battery assembly has been signed by Nenghui Technology, while Guangku Technology plans to acquire 99.97% of Suzhou Anjie Xun Optoelectronics for 1.64 billion yuan [5] Market Analysis - CITIC Securities noted that stable return-oriented funds are entering the A-share market, enhancing its internal stability, and suggesting that current risk release presents an opportunity for investors to reallocate towards A-shares and Hong Kong stocks [9] - Huatai Securities highlighted that recent debates around AI narratives, tightening liquidity, and geopolitical disturbances have contributed to increased market volatility, but adjustments may have reached a supportive level [9]
开盘：三大指数集体高开 赛马概念涨幅居前
Sou Hu Cai Jing·2025-11-24 01:40