本文字数：560，阅读时长大约1分钟 作者 |一财阿驴 09:31卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远信 科、天银机电等多股跟涨。消息上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的通 知。 2025.11.26 09:30游戏板块盘初走弱，富川股份跌超4%，汤姆猫、星辉娱乐、盛天网络、掌趣科技跟跌。 09:25 A股开盘丨三大指数集体低开 沪指低开0.07%，深成指低开0.06%，创业板指低开0.14% | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Mr | 3867.43 c | -2.59 | -0.07% | | 399001 | 深证成指 | M | 12769.93c | -7.39 | -0.06% | | 399006 | 创业板指 | M | 2976.70c | -4.23 | -0.14% | 盘面上，能源金属、工程机械、有机硅概念表现活跃；中船系板块领跌，Sora概念、游戏板块跌幅居 前。 3,2, ...

2025.11. 26 本文字数：560，阅读时长大约1分钟 作者 | 一财 阿驴 睁大你们的双眼，握紧你们的手机！ 09:31 卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远 信科、天银机电等多股跟涨。消息上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的 通知。 09:30 游戏板块盘初走弱，富川股份跌超4%，汤姆猫、星辉娱乐、盛天网络、掌趣科技跟跌。 09:25 A股开盘丨三大指数集体低开 沪指低开0.07%，深成指低开0.06%，创业板指低开0.14% | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Mr. | 3867.43c | -2.59 | -0.07% | | 399001 | 深证成指 | 17 | 12769.93c | -7.39 | -0.06% | | 399006 | 创业板指 | VM | 2976.70c | -4.23 | -0.14% | 盘面上，能源金属、工程机械、有机硅概念表现活跃；中船系板块领 ...

09:31 卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远信 科、天银机电等多股跟涨。消息上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的通 知。 09:30 游戏板块盘初走弱，富川股份跌超4%，汤姆猫、星辉娱乐、盛天网络、掌趣科技跟跌。 09:25 A股开盘丨三大指数集体低开 09:15 人民币对美元中间价报7.0796，调升30个基点。前一交易日中间价报7.0826。 09:08 集运指数欧线期货主力合约跌超8%，报1373.1点。 09:21 港股开盘丨恒指高开0.59% 恒指高开0.59%，恒生科技指数涨0.67%。锂电池产业链企稳，宁德时代高开逾2%；医药股回暖，信达 生物涨超3%；科网股分化，蔚来、阿里巴巴绩后双双低开，美团涨4%。 | HSTECH | 恒生科技 | | 6649.770 | 37.74 | 0.67% | | --- | --- | --- | --- | --- | --- | | મટા | 恒生指数 | n/ | 26046.74c | | 0.59% | 09:20 央行公开市场开展2133亿元7天期逆回购操作，操作利率1. ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 今天上午，AI大爆发，硬件和应用端齐发力。在个股成交额榜前三十的个股中，AI概念股占了绝大 多数，其中， 中际旭创上涨6.06%，成交额为165.9亿元，居A股第一 。 值得一提的是， 谷歌概念股全面爆发 ，成为上午AI主线行情的最强引擎。光库科技、德科 立"20CM"涨停，腾景科技、长芯博创均涨超15%，此外，胜宏科技、赛微电子等个股大涨。 在AI行情带动下，A股三大股指集体上涨。截至上午收盘，上证指数上涨1.13%，深证成指上涨 2.04%，创业板指上涨2.6%。 科技股反弹 今天上午，科技股迎来反弹，AI主线领涨，光模块、Sora概念大涨。半导体产业链上涨，存储芯 片、光刻机等板块上涨。消费电子概念走强，AI PC、华为手机等概念板块上涨。 | 光库科技 | 147.00 | 20.00% | 363亿 | | --- | --- | --- | --- | | 融 300620 | | | | | 首板涨停 最终涨停 11:14 | | | | | 德科立 | 142.56 | 20.00% | 226亿 | ...

Core Viewpoint - The AI sector is experiencing a significant surge, with hardware and application segments driving the market, leading to substantial gains in related stocks and overall market indices [1][2]. Group 1: AI Sector Performance - AI concept stocks dominated the trading volume, with Zhongji Xuchuang rising by 6.06% and a trading volume of 16.59 billion yuan, leading the A-share market [1]. - Google concept stocks saw a comprehensive breakout, with stocks like Guangku Technology and Dekeli hitting the daily limit, while Tengjing Technology and Changxin Bochuang rose over 15% [1][2]. - The three major A-share indices all rose, with the Shanghai Composite Index up by 1.13%, Shenzhen Component Index up by 2.04%, and ChiNext Index up by 2.6% [1]. Group 2: Institutional Behavior - Berkshire Hathaway disclosed a significant investment in Google-A, acquiring nearly 17.85 million shares valued at approximately 4.3 billion USD, marking it as the largest new holding in Q3 2025 [5]. - Conversely, Thiel Macro liquidated its entire position in Nvidia, which previously constituted 40% of its stock holdings, reducing its total stock portfolio from 212 million USD to about 74 million USD [5]. - Major institutions like Barclays, Bank of America, and UBS have also reduced their holdings in Nvidia during the same period [5]. Group 3: Market Trends and Catalysts - Analysts suggest that the market is entering a new layout window, with November typically favoring thematic plays, particularly in technology stocks like AI [6]. - Upcoming events, such as the 22nd China International Semiconductor Expo, are expected to catalyze interest in the semiconductor sector, showcasing new products from Changxin Storage [6]. - The market's internal stability is reportedly increasing, with a shift towards more conservative investment strategies as risk assets face volatility [7].

Group 1 - The core viewpoint of the news highlights a significant surge in AI-related stocks, with a notable performance from Google-related stocks driving the market upward [1][2][5] - AI concept stocks dominated the trading volume, with Zhongji Xuchuang rising by 6.06% and achieving a trading volume of 16.59 billion yuan, leading the A-share market [1] - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.13%, the Shenzhen Component Index by 2.04%, and the ChiNext Index by 2.6% [1] Group 2 - Technology stocks experienced a rebound, led by AI, with significant gains in sectors such as optical modules and semiconductor supply chains [2] - Major stocks like Guangku Technology and Dekeli reached their daily limit up of 20%, indicating strong market interest [3][4] - The market is entering a new layout window, with analysts noting a seasonal trend where November to March focuses on expectations, making AI stocks particularly attractive due to their visibility in growth [6] Group 3 - Institutional attitudes are shifting, with Berkshire Hathaway disclosing a significant purchase of Google shares, while other institutions have reduced their holdings in Nvidia [5] - The upcoming China International Semiconductor Expo is expected to showcase new products, further stimulating interest in the semiconductor sector [6] - A-share market stability is improving, with a potential for a rebound as risk factors have been addressed, allowing for a reallocation of assets towards A-shares [7][8]

11月25日，创业板指盘中突破3000点整数关口，截至发稿，沪指涨0.91%，深成指涨1.85%，创业板指 涨2.49%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3871.54 | 34.78 | 0.91% | 3053亿 | 15.51% | | 399001 | 深证成指 | 12818.41 | 233.33 | 1.85% | 4744亿 | 23.08% | | 899050 北证50 | | 1409.57 | 23.53 | 1.70% | 60亿 | 35.82% | | 881001 万得全A | | 6159.68 | 91.56 | 1.51% | 7858亿 | 22.66% | | 000688 科创50 | | 1313.80 | 17.20 | 1.33% | 224亿 | 32.85% | | 399006 | 创业板指 | 3001.90 | 72.86 | 2.49% | 2315亿 | 40.17% | ...

Wind数据显示，全市场上涨个股近4900只。 11月25日，创业板指盘中突破3000点整数关口，截至发稿，沪指涨0.91%，深成指涨1.85%，创业板指 涨2.49%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 年初至今 | | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3871.54 | 34.78 | 0.91% | 3053亿 15.51% | | | 399001 深证成指 | | 12818.41 | 233.33 | 1.85% | 4744亿 23.08% | | | 899050 北班50 | | 1409.57 | 23.53 | 1.70% | 60亿 | 35.82% | | 881001 万得全A | | 6159.68 | 91.56 | 1.51% | 7858亿 | 22.66% | | 000688 科创20 | | 1313.80 | 17.20 | 1.33% | 224亿 | 32.85% | | 399006 创业板指 | | 3001.90 | 72.86 | 2 ...

本文自南都·湾财社。 采写 | 南都·湾财社记者 赵元 编辑 | 柴华 A股震荡调整持续，截至11月21日收盘，上证指数报3834.89，较上日下跌96.16，跌2.45%，深证成指报 12538.07，跌3.41%，创业板指报2920.08，跌4.02%。全市场超5000只个股下跌。三市全天成交额19836 亿元，较上日放量2610亿元。 业内分析 多空分歧加大，需阶段调整确认趋势 近期，大盘出现了反复震荡调整的走势，对此，前海开源基金首席经济学家杨德龙认为，临近年底，部 分投资者出于兑现全年收益的考虑，出现一定程度的获利了结行为，这在情理之中。因此，年底市场往 往呈现反复震荡的特征，但这并不意味着本轮结构性行情的结束。短期市场走势是无法预测的，但这轮 调整不会持续太久，因为场外还有很多资金等待这个调整来进行布局。 同时，杨德龙指出近期权益类基金销售明显回暖，出现了很多日光基，说明在牛市启动之后，市场的赚 钱效应逐步体现出来，已经开始吸引居民存款流入，越来越多投资者来股市找机会，特别是现在银行理 财、余额宝、银行定期存款利率都很低。日光基的出现并不意味着市场见顶的信号，只有出现一天销售 上百亿的基金，买基金 ...

今天打开行情软件，估计不少朋友都倒吸一口凉气吧？沪指直接低开低走失守3900点，跌了2.45%，深证成指和创业板指跌得更狠，全市场超5000只个股飘 绿，手里的票要么绿油油要么原地踏步，是不是越看越慌，甚至想点开卖出键割肉离场？ 作为跑了20年财经的老记者，也是盯着中长线做投资的老兵，帮主见过太多这样的恐慌时刻。从2008年的1664点到2018年的2440点，每次市场跌得大家直 呼"扛不住"的时候，其实都是情绪在主导，而非基本面真的塌了。今天这波下跌也一样，前期涨得火的电池、能源金属、硅能源这些赛道股，不少资金赚了 钱想年末落袋为安，加上3900点这个心理关口一破，杠杆资金和止损盘集中出逃，越卖越跌形成了恶性循环，就像菜市场没人抢菜，商贩只能降价甩卖，不 管菜品好坏先清仓再说。 下周操作，帮主给中长线朋友三个实在建议。第一，绝对别割肉，尤其是手里拿着消费、金融、优质制造龙头的朋友，现在割肉就是把便宜筹码在地板上送 给别人，咱们做中长线图的是稳，不是跟着短期波动追涨杀跌。第二，分批布局，重点关注两类标的：一类是高股息的银行、公用事业股，它们分红稳定， 就像投资里的"压舱石"，现在股息率比不少理财还高；另一类是 ...