每经AI快讯，11月26日，AI应用端反复走强，欢瑞世纪4连板。此前，实达集团（维权）、新华都、石 基信息涨停，光云科技、宣亚国际、佳创视讯、蓝色光标等冲高。 ...

2025.11.25 本文字数：562，阅读时长大约1分钟 09:28贵金属板块盘初走强，四川黄金、中金黄金涨超3%，晓程科技、山金国际、湖南白银等跟涨。 09:25 A股开盘丨创业板指高开1.42% 上证指数涨0.36%，深证成指涨0.85%，创业板指涨1.42%。 | મ્દ્રક | | 内日图 | 现价 | 消费 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3850.57 | 5.01 | 0.36% | | 399001 | 深证成指 | W | 12692.09 c | 107.00 | 0.85% | | 399006 | 创业板指 | m/ | 2970.73 c | 41.69 | 1.42% | 睁大你们的双眼，握紧你们的手机！ 作者 |一财阿驴 09:29优必选低开2.3%，此前公告称，拟折让逾一成配售新股筹31亿港元。 盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前，中际旭创涨超4%；量子技术、光伏、贵金 属板块反弹；AI应用端多数回调，军工、地产、农业板块小幅下跌。 09:22 港股开盘丨恒 ...

2025.11. 25 本文字数：562，阅读时长大约1分钟 作者 | 一财 阿驴 09:29 优必选低开2.3%，此前公告称，拟折让逾一成配售新股筹31亿港元。 09:28 贵金属板块盘初走强，四川黄金、中金黄金涨超3%，晓程科技、山金国际、湖南白银等跟 涨。 睁大你们的双眼，握紧你们的手机！ 没错，你们催了八百遍的「实体周边」 它！终！于！来！了！ 09:25 A股开盘丨创业板指高开1.42% 上证指数涨0.36%，深证成指涨0.85%，创业板指涨1.42%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | W | 3850.57 c | 13.81 | 0.36% | | 399001 | 深证成指 | 5 | 12692.09 с | 107.00 | 0.85% | | 399006 | 创业板指 | W/2 | 2970.73 с | 41.69 | 1.42% | 盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前，中际旭创涨超4%；量子技术、光伏、贵 金属板块反 ...

盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前，中际旭创涨超4%；量子技术、光伏、贵金 属板块反弹；AI应用端多数回调，军工、地产、农业板块小幅下跌。 09:22 港股开盘丨恒指跳空高开0.9% 盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前。 09:29 优必选低开2.3%，此前公告称，拟折让逾一成配售新股筹31亿港元。 09:28 贵金属板块盘初走强，四川黄金、中金黄金涨超3%，晓程科技、山金国际、湖南白银等跟涨。 09:25 A股开盘丨创业板指高开1.42% 上证指数涨0.36%，深证成指涨0.85%，创业板指涨1.42%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 15 | 3850.57 c | 13.81 | 0.36% | | 399001 | 深证成指 | 25 | 12692.09 c | 107.00 | 0.85% | | 399006 | 创业板指 | Wh | 2970.73 с | 41.69 | 1.42% | 恒指跳空高开0.9% ...

（原标题：主力资金丨这只军工股尾盘获主力大幅抢筹） 今日有10个行业主力资金净流入。 A股三大指数今日（11月24日）集体小幅上涨。行业板块多数收涨，船舶制造板块大涨，航天航空、互联网服务、工程咨询服务、通信设备、游 戏、软件开发、文化传媒板块涨幅居前，能源金属板块逆市大跌。 从今日主力资金情况来看，沪深两市全天主力资金净流出130.24亿元。10个行业主力资金净流入，国防军工、传媒行业主力资金净流入金额分别 为24.98亿元、20.27亿元，远超其他行业；商贸零售、建筑装饰、公用事业行业主力资金净流入金额均超2亿元。 21个主力资金净流出行业中，电子行业主力资金净流出金额居首，超40亿元；计算机、电力设备行业主力资金净流出金额均超20亿元；基础化 工、通信、医药生物、有色金属行业主力资金净流出金额均超10亿元。 航天发展主力资金净流入4.46亿元，股价涨停。消息面上，11月27日，2025亚洲通用航空展将在珠海国际航展中心盛大启幕，全方位展示全球通 用航空及低空经济领域的新产品、新技术、新服务，众多展品为"首展""首秀"。 今日有70股主力资金净流出均超1亿元，其中，新易盛、中际旭创、工业富联、榕基软件、易 ...

今日有10个行业主力资金净流入。 A股三大指数今日（11月24日）集体小幅上涨。行业板块多数收涨，船舶制造板块大涨，航天航空、互 联网服务、工程咨询服务、通信设备、游戏、软件开发、文化传媒板块涨幅居前，能源金属板块逆市大 跌。 从今日主力资金情况来看，沪深两市全天主力资金净流出130.24亿元。10个行业主力资金净流入，国防 军工、传媒行业主力资金净流入金额分别为24.98亿元、20.27亿元，远超其他行业；商贸零售、建筑装 饰、公用事业行业主力资金净流入金额均超2亿元。 21个主力资金净流出行业中，电子行业主力资金净流出金额居首，超40亿元；计算机、电力设备行业主 力资金净流出金额均超20亿元；基础化工、通信、医药生物、有色金属行业主力资金净流出金额均超10 亿元。 8股获主力资金 净流入均超3亿元 据证券时报·数据宝统计，从个股来看，21股主力资金净流入均超2亿元，8股获主力资金净流入均超3亿 元。 今日AI应用端持续走强，蓝色光标涨超15%，主力资金净流入13.44 亿元；省广集团涨停，主力资金净 流入7.38亿元。 机构表示，蓝色光标收入稳健增长，AI创收规模快速扩张，截至第三季度末，BlueAI平台 ...

（文章来源：每日经济新闻） 每经AI快讯，11月24日，AI应用端涨势扩大，光云科技涨停，值得买涨超10%，福石控股、万兴科技、 开普云、三六零跟涨。 ...

来源：市场投研资讯 （来源：汇丰晋信基金） 本周市场回顾 本周A股市场呈现调整趋势，本周上证指数累计跌幅3.90%，深证成指累计跌幅5.13%，创业板指累计跌幅6.15%，微盘股指数表现弱于大盘，显示 小盘股的调整压力更大。内部因素来看，10月工业增加值同比增速回落至4.9%，社零增速降至2.9%，房地产持续回调，拖累市场信心；外部因素上 看，地缘政治风险、美联储鹰派表态、美股的震荡调整，也对A股情绪形成扰动。 表一：本周各指数涨跌幅 数据来源：Wind，截至2025.11.21。过往表现不预示未来，市场有风险，投资需谨慎。 本周银行板块防御性凸显 近期国内外大厂相继发布AI应用端的重大进展，某电子商务龙头公司推出"千问"app，全面对标ChatGPT，并迅速冲入苹果免费榜前四；同时， OpenAI发布下一代视频生成模型Sora2，以AI营销、AI智能体为首的 AI应用端全线爆发，逆势走强。 *文中所示公司仅作示意，不构成投资建议，市场有风险，投资需谨慎。 11月19日，广期所碳酸锂主力合约自2024年6月以来首次突破10万元/吨关口，锂矿股再获提振，但后半段动力不足，同时前期强势的电解液方向回 落，锂电产业 ...

Group 1: Market Overview - The A-share market continues to show a "two-eight differentiation" trend, with banking and real estate sectors leading, while technology stocks, particularly those related to AI, have shown weakness [1] - As of the market close, the Shanghai Composite Index fell by 0.40% to 3931.05 points, the Shenzhen Component Index decreased by 0.76% to 12980.82 points, and the ChiNext Index dropped by 1.12% to 3042.34 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 170.81 billion yuan, a decrease of 17.7 billion yuan from the previous day, with over 3800 stocks declining [1] Group 2: Banking Sector Performance - Bank stocks have been a key factor in stabilizing the market, with China Bank and Industrial and Commercial Bank of China reaching historical highs, with market capitalizations of over 2 trillion yuan and 2.9475 trillion yuan respectively [1] - The report from Kaiyuan Securities emphasizes the importance of focusing on banks' growth potential and long-term value, suggesting a base allocation in large state-owned banks and flexible allocation in quality regional banks [2] Group 3: Real Estate Sector Insights - The real estate sector showed positive movement, with the Shenwan Real Estate Index rising by 0.33% and the construction materials index increasing by 1.40% [2] - Data from the Ministry of Housing and Urban-Rural Development indicates that from January to October, the transaction area of second-hand homes increased by 4.7% year-on-year, with second-hand homes accounting for 44.8% of total transactions [2] Group 4: Technology Sector Analysis - Recent fluctuations in the technology sector have raised concerns about valuation bubbles and the sustainability of AI investments, with a focus on valuation corrections rather than fundamental changes [4] - Despite the volatility, leading tech companies' revenue growth has met expectations, and the return on AI investments continues to accelerate, indicating ongoing potential in the underlying technology [4]

Core Viewpoint - The article analyzes the performance of the A-share market in the last two months of the year over the past decade, highlighting that large-cap value and dividend styles tend to outperform, while small-cap and growth styles lag behind. Consumer and cyclical sectors show relatively better performance [1][7]. Market Performance Summary - In the last two months of each year, large-cap value and dividend styles have consistently outperformed small-cap and growth styles, indicating a trend in investor preference [7]. - The historical performance of major indices from 2015 to 2024 shows fluctuations, with notable years such as 2020 where the large-cap growth index rose by 16.5% [2]. Leading Industries Summary - Over the past decade, the leading industries in the last two months have included: - 2015: Comprehensive, Social Services, Real Estate, Electronics, Beauty Care [4] - 2016: Oil & Petrochemicals, Construction Decoration, Steel, Retail, Building Materials [4] - 2017: Food & Beverage, Oil & Petrochemicals, Home Appliances, Steel, Coal [4] - 2018: Electronics, Comprehensive, Food & Beverage, Agriculture, Beauty Care [4] - 2019: Building Materials, Non-ferrous Metals, Electronics, Media, Automotive [4] - 2020: Non-ferrous Metals, Social Services, Power Equipment, Food & Beverage, Defense [4] - 2021: Media, Light Industry Manufacturing, Communication, Environmental Protection, Building Materials [4] - 2022: Food & Beverage, Social Services, Beauty Care, Retail, Media [4] - 2023: Coal, Machinery, Media, Communication, Comprehensive [4] - 2024: Retail, Banking, Comprehensive, Textile & Apparel, Oil & Petrochemicals [4] Investment Strategy Insights - Various institutions suggest strategies for the year-end market, emphasizing the importance of focusing on low-value sectors and potential rebounds in banking and non-bank financials. They also highlight opportunities in energy metals, chemical products, and technology sectors [8][9]. - The recommendation includes a balanced investment approach, combining dividend and technology strategies to optimize asset allocation while maintaining a long-term perspective [9].