在每日经济新闻App举办的掘金大赛中，第78期比赛从11月17日开始，多位选手跑步入场。报名时间为11月15日至11月28日，比赛时间为11月17日至11月 28日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分王大奖！ 上证指数在上周五破位后，11月24日，上证指数表现疲软，成交额大幅萎缩。沪深两市成交额超过1.7万亿元，较上一交易日缩量逾2000亿元。 盘面上，商业航天、军工涨幅居前，谷歌大模型刺激光交换机、AI应用概念走强。 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11~30名奖励68元/人，第31~100名奖励18元/人。 为方便选手了解有价值的信息，与高手交流市场热点和投资技巧。报名掘金大赛后，就能申请加入掘金大赛交流群，加群方法是：点击微信主页右上 角"+"号，选择"添加朋友"，然后点击"企业微信联系人"，输入手机号13882019385，添加企 ...

Core Viewpoint - The article discusses the performance of various sectors in the A-share market, highlighting the strong performance of the banking sector and the fluctuations in the lithium mining sector, while noting the overall market trends and trading volumes. Market Performance - As of midday, the Shanghai Composite Index rose by 0.38%, while the Shenzhen Component Index fell by 0.05% and the ChiNext Index decreased by 0.52% [3] - The banking sector showed strength, with China Bank and Industrial and Commercial Bank of China reaching new historical highs [3][18] - The total trading volume in the Shanghai and Shenzhen markets reached 1.11 trillion yuan, an increase of 23 billion yuan compared to the previous trading day, with over 3,000 stocks declining [3] Sector Highlights - The banking sector saw a rise of 1.93%, with notable gains from major banks [4] - The real estate sector also performed well, with stocks like Sunac China and Country Garden rising by over 9% and 5% respectively [5] - Lithium mining stocks were active, with significant price movements in lithium carbonate futures, which rose over 4% to exceed 102,000 yuan per ton [14] Notable Stocks - China Bank's stock price increased by over 4%, marking a new historical high [18] - The stock of HeFu China surged by over 10% in a single trading day, accumulating a 290% increase over 15 trading days [8][16] - The stock of Dazhong Mining also saw a strong performance, achieving multiple consecutive gains [14] Trading Trends - The market experienced a significant number of declines, with over 3,900 stocks falling [10] - The energy sector showed mixed results, with some stocks rising while others faced declines [4] - The overall market sentiment was cautious, with adjustments in various sectors including tourism, food consumption, and textiles [10]

2025.11.20 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | N | 3960.70 c | | 0.35% | | 399001 | 深证成指 | W | 13215.07 c | 134.98 | 1.03% | | 399006 | 创业板指 | 11 | 3131.84 c | 54 00 | 1.79% | 盘面上，英伟达产业链领跑，CPO、存储器方向涨幅居前；半导体、金融科技、AI应用题材走强。石 油、煤炭、军工板块回调。 09:22央行公开市场开展3000亿元7天期逆回购操作，操作利率1.40%。今日1900亿元逆回购到期。 09:21 港股开盘丨恒生指数高开0.65% 恒生指数高开0.65%，恒生科技指数涨0.7%。百度集团、华虹半导体涨逾3%；小鹏汽车、理想汽车、蔚 来股价走弱。 作者 |一财阿驴 09:27证券板块集体高开，首创证券高开超8%，东北证券、中国银河、国盛证券、湘财股份、申万宏源 涨幅靠前。消息面上，11月19日，中金公司、东兴证券、信达证 ...

Market Overview - The A-share market opened higher with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index increasing by 1.03%, and the ChiNext Index up by 1.79% [4][5]. - The securities sector saw significant gains, with firms like CICC, Dongxing Securities, and Xinda Securities announcing major asset restructuring plans, leading to a collective high opening [3]. Sector Performance - The NVIDIA supply chain led the market, with sectors such as CPO and memory storage showing strong performance. Semiconductor, fintech, and AI application themes also gained traction [5]. - Conversely, the oil, coal, and military industries experienced a pullback [5]. Monetary Policy - The central bank conducted a 300 billion yuan reverse repurchase operation for 7 days at an interest rate of 1.40%, with 190 billion yuan of reverse repos maturing today [6]. Hong Kong Market - The Hong Kong market opened with the Hang Seng Index up by 0.65% and the Hang Seng Tech Index rising by 0.7%. Notable gains were seen in Baidu Group and Huahong Semiconductor, while shares of Xpeng Motors, Li Auto, and NIO weakened [7].

| 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 11 | 3960.70 c | 13.96 | 0.35% | | 399001 | 深证成指 | W | 13215.07 c | 134.98 | 1.03% | | 399006 | 创业板指 | August | 3131.84 c | 54.99 | 1.79% | 盘面上，英伟达产业链领跑，CPO、存储器方向涨幅居前；半导体、金融科技、AI应用题材走强。石 油、煤炭、军工板块回调。 09:22 央行公开市场开展3000亿元7天期逆回购操作，操作利率1.40%。今日1900亿元逆回购到期。 盘面上，英伟达产业链领跑，CPO、存储器方向涨幅居前。 09:27 证券板块集体高开，首创证券高开超8%，东北证券、中国银河、国盛证券、湘财股份、申万宏源 涨幅靠前。消息面上，11月19日，中金公司、东兴证券、信达证券发布《关于筹划重大资产重组的停牌 公告》。 09:25 A股开盘丨三大股指集体高开 上证指数涨0.35%，深成指涨1. ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index down by 0.39% closing at 4002.76 points, the Shenzhen Component Index down by 1.03% at 13289.01 points, and the ChiNext Index down by 1.40% at 3134.32 points. Overall, 2784 stocks rose while 2500 fell, with a total trading volume of 19936 billion yuan, a decrease of 1809 billion yuan from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, sectors such as retail, real estate, steel, basic chemicals, and agriculture showed positive growth, with increases of 1.43%, 0.81%, 0.62%, 0.61%, and 0.60% respectively. Conversely, industries like telecommunications, electronics, computers, coal, and defense showed declines, with decreases of 2.20%, 1.74%, 1.41%, 1.34%, and 1.18% respectively [1][2]. Concept Sector Performance - The leading concept sectors today included cultivated diamonds, superhard materials, lithium battery electrolytes, germanium-gallium-antimony inks, calcium titanate batteries, HJT batteries, BC batteries, SPD, Pinduoduo partners, TOPcon batteries, dairy industry, cross-strait integration, high turnover, energy exports, and PEEK materials [2].

沪深两市半日成交额1.42万亿，较上个交易日放量719亿。 10月29日，亚太主要股指早盘集体上涨，其中日经225指数盘中首次突破51000点，韩国综合指数涨超1%；A股高开高走，截至午盘，上证指数上涨0.37% 重回4000点，深成指涨0.9%，创业板指涨1.35%。 | 内地股票 区 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 4002.83 | 13550.65 | 1455.84 | | +14.61 +0.37% +120.55 +0.90% +4.27 +0.29% | | | | 科创20 | 创业板指 | 万得全A | | 1468.64 | 3273.28 | 6403.95 | | -3.09 -0.21% +43.70 +1.35% +30.14 +0.47% | | | | 沪深300 | 中证500 | 中证A500 | | 4714.54 | 7425.69 | 5659.15 | | +22.57 +0.48% +84.66 +1.15% +30.86 +0.55% | | | ...

Market Overview - Major Asia-Pacific stock indices collectively rose, with the Nikkei 225 index breaking the 51,000-point mark for the first time, and the South Korean Composite Index increasing by over 1% [1][10] - The Shanghai and Shenzhen markets saw a half-day trading volume of 1.42 trillion, an increase of 71.9 billion compared to the previous trading day [2] Stock Performance - The Shanghai Composite Index rose by 0.37% to 4002.83, while the Shenzhen Component Index increased by 0.90% to 13550.65 [3] - The ChiNext Index saw a rise of 1.35% to 3273.28, and the CSI 300 Index increased by 0.48% to 4714.54 [3] Sector Performance - Quantum technology, the Nvidia supply chain, and Hainan Free Trade Port sectors led the gains, while sectors like cross-strait integration, server concepts, banking, liquor, and semiconductors showed weakness [5] - Notable stocks in the quantum materials sector included Keda Guokuan, which surged by 12.78%, and Tianrongxin, which rose by over 10% [6] Nvidia and Related Stocks - Nvidia's stock rose nearly 5% in the US market, approaching a market capitalization of $5 trillion, leading the Dow Jones index [8] - The Nvidia supply chain saw multiple stocks rise, with Shanzi Gaoke hitting the daily limit and Industrial Fulian increasing by over 7% [6][7] Financial Sector - The financial sector experienced localized surges, with the securities sector leading the gains, including Huashan Securities hitting the daily limit [9] Japanese Market Factors - Four key factors driving the Japanese stock market include corporate profit growth and low valuations, loose monetary policy and yen depreciation, new Prime Minister Kishida's economic policy expectations, and external positive factors such as reduced uncertainty regarding US tariffs [12]

Core Viewpoint - The A-share market shows positive momentum with major indices rising, particularly the ChiNext Index, which increased by 1.35% [3][4]. Market Performance - The Shanghai Composite Index returned to the 4000-point mark, closing at 4002.83, up 0.37% [4]. - The Shenzhen Component Index rose by 0.9%, reaching 13550.65 [4]. - The ChiNext Index saw a significant increase of 1.35%, closing at 3273.28 [4]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.42 trillion yuan, an increase of 719 billion yuan compared to the previous trading day [5]. Sector Performance - The financial sector experienced a rally, with stocks like Huazhang Securities and Guowang Yingda hitting the daily limit [6]. - The solid-state battery concept gained traction, with stocks such as Fangda Carbon and Keli Yuan reaching their daily limit [9]. - The storage chip sector also showed strength, with multiple stocks like Shikong Technology achieving consecutive gains [10]. Notable Events - Nvidia announced a $1 billion investment in Nokia to accelerate AI-RAN innovation, which positively impacted related stocks [12]. - The People's Bank of China conducted a reverse repurchase operation of 557.7 billion yuan at an interest rate of 1.40% [14]. Additional Insights - The market saw over 3200 stocks decline, indicating a mixed sentiment despite the rise in major indices [5]. - The banking sector faced challenges, with several banks experiencing significant declines in their stock prices [9].

Group 1 - The core viewpoint of the article highlights the strong performance of the A-share market, with major indices opening higher, indicating positive market sentiment [3][4]. - The Shanghai Composite Index rose by 0.05% to 3990.27, the Shenzhen Component increased by 0.4% to 13484.01, and the ChiNext Index saw a rise of 1.07% to 3263.98 [4]. - Specific sectors such as the circuit board and CPO themes are active, with companies in the Nvidia supply chain, particularly Industrial Fulian, seeing significant gains, rising over 5% to reach a new historical high [5]. Group 2 - The article mentions a collective high opening for computing hardware stocks, with companies like Zhongji Xuchuang, Xinyi Sheng, and Industrial Fulian reaching new highs [2]. - There is a noted adjustment in sectors such as photovoltaic and server concept stocks, indicating a mixed performance across different industry segments [5].