A股算力硬件回落，工业富联触及跌停，港股科网股普涨，零跑汽车涨超6%

Market Overview - A-shares opened high but retreated, with major indices showing declines: Shanghai Composite down 0.34%, Shenzhen Component down 0.59%, and ChiNext down 0.77% [1] - The trading volume in the Shanghai and Shenzhen markets was 1.03 trillion yuan, a decrease of 381.7 billion yuan compared to the previous trading day [1] Sector Performance - The military, commercial aerospace, and wind power equipment sectors saw significant gains, while energy metals, Hainan, and gas sectors experienced declines [2] - Notable stocks included Shanghai Port Bay and Aerospace Power, which hit the daily limit, and China Shipbuilding Defense, which achieved two consecutive limits [2] - The controllable nuclear fusion sector surged, with stocks like Zhongtian Rocket hitting the daily limit and others like Srei New Materials and Hahuan Huaton showing strong gains [2] Hong Kong Market - The Hong Kong market rebounded, with the Hang Seng Index up 1.31%, Hang Seng Tech up 1.66%, and Hang Seng China Enterprises Index up 1.11% [3][4] - Technology stocks performed well, with notable increases in companies like NetEase, Kuaishou, and major players like Tencent and Alibaba also rising [4] Earnings Reports - November marks the earnings season for leading Hong Kong companies, with Alibaba, Meituan, Li Auto, and NIO set to release reports [5] - Tencent reported a third-quarter revenue of 192.9 billion yuan, a 15% year-on-year increase, and a net profit of 63.13 billion yuan, up 19% [5] - Bilibili's third-quarter net revenue was 7.69 billion yuan, a 5% increase, with adjusted net profit soaring 233% to 786 million yuan [5] Company Highlights - Alibaba's stock saw a peak increase of nearly 6%, with a market capitalization approaching 3 trillion Hong Kong dollars [6] - The AI assistant app Qianwen, launched by Alibaba, achieved over 10 million downloads in its first week, surpassing other AI applications in growth [6] - Li Auto's stock rose over 6% after being included in the Hang Seng Tech Index, effective December 8 [7]