「每日收评」三大指数缩量震荡小幅上涨,全市场逾百股涨超9%,AI应用、军工方向领涨
Sou Hu Cai Jing·2025-11-24 10:16

Core Viewpoint - The market shows signs of recovery with all three major indices closing in the green, driven by active sectors such as commercial aerospace, military industry, and AI applications, despite a decline in trading volume [1][2][3]. Market Overview - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion yuan, a decrease of 237.9 billion yuan compared to the previous trading day [1]. - Over 4,200 stocks rose, indicating a broad market recovery [1][5]. Sector Performance - AI Applications: This sector saw significant gains, with stocks like Jiuxi Software and Shenguang Group hitting the daily limit. The launch of Google's updated AI model and the rapid growth of Alibaba's AI assistant contributed to this momentum [2][3]. - Commercial Aerospace: Stocks in this sector also performed well, with several hitting the daily limit. The establishment of the Commercial Aerospace Administration and the upcoming launch of China's reusable rocket boosted investor interest [3][5]. - Military Industry: Stocks such as Changcheng Military and Zhongtian Rocket saw strong performance, supported by expectations of a new cycle of orders and government focus on military and aerospace development [3][5]. Individual Stock Highlights - Notable stocks included Aerospace Development, which recorded a seven-day streak of gains, and Zhongchuan Defense, which achieved two consecutive limit-ups [5]. - However, the lithium mining sector faced declines, with stocks like Shengxin Lithium Energy hitting the daily limit down [5]. Future Market Analysis - The market is expected to continue its oscillation, with a focus on whether the current upward trends in AI applications, commercial aerospace, and military sectors can sustain momentum. The overall market needs to see a reduction in the number of declining stocks for a more stable recovery [7].