日本在与中国台湾邻近的西南诸岛部署进攻性武器，刻意制造地区紧张，挑动军事对立。 中国国防部11月27日正告日方，解放军有强大的能力、可靠的手段打败一切来犯之敌，日方胆敢越雷池半步给 自己招事惹事，必将付出惨痛代价。 俄罗斯外交部发言人扎哈罗娃当天也表示，日方举动加剧地区安全紧张局势，并对邻国构成重大风险，俄罗斯 保留对日本采取强硬回应的权利。 来源：CCTV国际时讯 责编： 王璐璐 校 对： 苏焕文 百万用户都在看 直线封板！国企改革，突发大利好！ 白宫突发，进入封锁状态！特朗普发声！ 深夜，直线拉升！人工智能，突传重磅！ 存储芯片，重磅突发！ 刚刚！两大利好，彻底引爆！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 用 券中社 12 券商中国 × 券 中 社 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 ...

格隆汇11月28日丨强瑞技术(301128.SZ)在投资者互动平台表示，公司部分治具、散热产品系向芯片厂 商供应，该等产品可能用于存储芯片相关产品。公司主要根据客户的需求开展定制化研发及生产交付， 公司的产品具体应用于客户何种产品，属于商业机密范畴，公司不一定掌握该等情况，或者不便于披露 相关信息。 ...

证券日报网讯 国林科技11月27日在互动平台回答投资者提问时表示，国林半导体所研制臭氧发生器以 及各类功能水设备可以满足应用在存储芯片领域，且浓度稳定性高于上述指标，具体产品介绍请关注公 司官网及定期报告。 （编辑 袁冠琳） ...

11月25日，义乌市公安局发布通告：2025年9月16日，我局对犯罪嫌疑人王俊凯（男，36岁，浙江省义乌市人）涉嫌非 法吸收公众存款犯罪一案立案侦查。 为查明案情、打击犯罪，保护人民群众合法权益，请涉及该案的集资参与人携带本人居民身份证、借款协议、转款交 易明细和收取利息明细等材料（原件和复印件）到义乌市公安局经济犯罪侦查大队核查登记。请案件当事人于2025年 12月31日前及时报案登记，避免因逾期报案影响自身合法权益。 有网友质疑，警方为何会公布犯罪嫌疑人王俊凯全名，而不是王某某、王某凯。 | F | [ = @义乌公安 你们昨回事呢?官方媒体就这样吗 | | --- | --- | | 52分钟前 | E 19 63 | | ■ ‖■ 『 『时都是某某,怎么和大明星同名就全名全姓的发,给无辜人士造成的名誉损失谁来负责 | | | ◎义务公安 | | | 18分钟前 | 投诉 E 18 ל | | ■■ 是晚,官方一般都是王某某,怎么这个直接全名 | | | 26分钟前 | િ 17 14 | | 一、一、二、 2、 2义乌公安 无良媒体博服球 | | | 31分钟前 | િમન 15 15 | 11月26 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 1.22% and the ETF increasing by 1.01%, indicating a bullish trend in the technology sector [1] - The technology sector is leading the A-share market, with significant gains in solid-state batteries, advanced packaging, semiconductors, CPO, and storage chips, contributing to the strength of related indices [1] - The Chief Economist of Guohai Securities predicts a continued slow bull market for A-shares, with technology remaining a key focus [1] Group 2 - Bank of China International notes that AI application companies are showing signs of performance improvement, with the launch of Gemini3 indicating rapid enhancements in large model capabilities [2] - The AI industry is transitioning from "tool innovation" to "ecosystem integration," with vertical applications validating business models in specific scenarios, revealing profit potential [2] - The AI industry chain has experienced a rotation from overseas computing power to domestic computing power, with AI applications still offering high cost-performance ratios for investment [2] Group 3 - The Sci-Tech 100 Index ETF has seen a significant increase in scale, growing by 135 million yuan over the past week, and its shares have increased by 11.1 million [3] - The ETF has experienced a net outflow of 69.1 million yuan recently, but has attracted a total of 152 million yuan over the last five trading days [3] - The top ten weighted stocks in the Sci-Tech 100 Index account for 25.77% of the index, with notable companies including Huahong Semiconductor and GuoDun Quantum [3]

Core Viewpoint - The A-share technology sector is experiencing a significant rally, driven by key concepts such as solid-state batteries, advanced packaging, semiconductors, CPO, and storage chips, leading to a strong performance in related indices [1] Group 1: Market Performance - As of 10:05 AM, the Sci-Tech Innovation Board 50 Index rose by 2.4%, while the ChiNext Index increased by 2.1% [1] - The Sci-Tech Innovation Board 50 Index consists of 50 stocks with high market capitalization and liquidity, with over 65% of its composition from the semiconductor industry [1] - The ChiNext Index is made up of 100 stocks from the ChiNext market, with approximately 60% of its composition from AI hardware and the new energy industry chain [1] Group 2: Investment Outlook - According to Guosen Securities, the foundation for the current slow bull market remains intact due to sustained global technology investment enthusiasm, ongoing "anti-involution" policies, and increased household savings entering the market [1] - There is potential for continued strength in A-share indices, with a focus on strong industry trends in technology, particularly in "AI+" and policy-driven "anti-involution" and self-controllable sectors [1] Group 3: Investment Products - The Sci-Tech Innovation Board 50 ETF (588080) and ChiNext ETF (159915) are leading products in their respective indices, with management fees of only 0.15% per year, providing investors with a low-cost way to invest in leading technology innovation companies [1]

Group 1 - As of November 26, the A-share margin balance reached 24,693.55 billion yuan, an increase of 6.32 billion yuan from the previous trading day, accounting for 2.59% of the A-share circulating market value [1] - The margin trading volume on the same day was 186.77 billion yuan, a decrease of 1.21 billion yuan from the previous trading day, representing 10.38% of the A-share transaction volume [1] - Among the 31 primary industries, 20 experienced net financing inflows, with the electronics industry leading at a net inflow of 2.86 billion yuan [1] Group 2 - A total of 26 individual stocks had net financing inflows exceeding 1 billion yuan, with Zhongji Xuchuang at the top with a net inflow of 1.37 billion yuan [2] - Other notable stocks with significant net financing inflows included Xinyi Sheng, Yangguang Electric, Hanwujing, Luxshare Precision, Huhua Electric, and Industrial Fulian [2] - Guojin Securities reported that AI-driven storage demand is rapidly increasing, while capital expenditures from storage manufacturers have not yet entered an expansion phase [2]

百万用户都在看 存储芯片，重磅突发！ 降息大反转！美联储，重磅发声！ 刚刚！两大利好，彻底引爆！ 盘中，直线涨停！集体异动，什么情况？ 涨停潮！中国股票，突传利好！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 当地时间26日，香港大埔宏福苑发生火灾。据香港消防处和警方最新数据，截至目前，火灾已致13人死 亡，另有28人受伤。 稍早前，香港特区行政长官李家超表示，对今日在大埔宏福苑发生的大火极度关注，已即时启动紧急事故 监察及支援中心，并指示部门全力做好灭火救援救治工作。 来源：央视新闻客户端 责编： 刘珺宇 校 对： 许欣 看券商中国 知天下财经 用 券中社 12 券商中国 × 券 中 社 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 ...

Group 1 - The core viewpoint is that storage prices are continuously rising, with TrendForce adjusting the price increase forecast for general DRAM in Q4 2025 from 8%-13% to 18%-23% [1] - The demand for storage chips is primarily driven by the infrastructure construction of large technology companies in the AI era, indicating strong sustainability [1] - The significant increase in storage prices may exert pressure on the consumer electronics sector, with TrendForce predicting a further 5%-7% increase in smartphone costs next year and an expansion of storage costs in laptops to over 20% [1] Group 2 - There is a differentiation in the expansion structure of storage manufacturers, with Samsung and SK Hynix accelerating the construction of 1c DRAM capacity, potentially leading to tighter supply and demand for consumer-grade storage [1] - The rise in storage prices provides a favorable environment for domestic storage manufacturers to expand, benefiting both original manufacturers and related semiconductor equipment suppliers [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry, reflecting the overall performance of the core foundational segments of the semiconductor industry [1]

华为Mate 80系列 | Mate X7及全场景新品发布会 （原标题：英华号周播报|震荡市下，投资要重归"长期配置逻辑"？科技与高股息又该如何配置？） NO.3： 华为 # " 当期热文 NO.1 国泰基金 一只ETF的初心 NO.2 摩根士丹利基金 摩根士丹利基金市场洞察：全球股市下跌，长期逻辑资产或迎布局机会 NO.3 长城基金 长城"科技+" | 解码AI医疗："政策红利+产业迭代"的战略配置机会 （点击文章标题跳转原文，下同） # " 热转好文 NO.1 招商证券投教基地 投资基础设施REITs的收益来源丨投资一点通 NO.2 中银证券投教基地 银兜兜奇遇记：穿越宋朝悟出的财富真经，原来是。。。。。。 NO.3 华安基金 9月美国就业略偏弱，12月仍有较大概率降息 # " 趣投教 NO.1： 基金君走现场 价格翻倍都一货难求！基金君实探华强北：存储芯片缘何成为"黑金条"？ NO.2： 工银瑞信基金 走进工银瑞信基金系列视频|第12期 底线，生命线 NO.3： 对话 香港数码港郑松岩：数码港可协助企业对接资本市场 # " 热门直播 NO.1： 平安证券 把握中国资产确定性，共享高质量发展红利 NO.2 ...