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002398!不到2分钟,直线封板!A股这一赛道,涨停潮
Zheng Quan Shi Bao Wang· 2025-11-25 04:51
(原标题:002398!不到2分钟,直线封板!A股这一赛道,涨停潮) 今日早间,A股强势上攻,科技成长股领涨,创业板指盘中大涨逾3%,收复3000点大关,科创50亦一度涨逾2%,重回1300点以上,北证50也高开 高走,再度站上1400点。近5000只个股上涨,成交呈温和放大趋势。 盘面上,人工智能、芯片、游戏、通信设备等板块涨幅居前,水产品、航空机场、航空装备、石油化工等板块跌幅居前。 芯片行业密集IPO 芯片股早间集体走强,板块指数高开高走大涨近3%。品高股份连续第3日开盘20%涨停,股价再创历史新高,德科立、光库科技、长光华芯、佳 缘科技等也密集"20cm"封板,长芯博创、力芯微、灿芯股份、瑞斯康达等逾30股亦强势涨停或涨超10%。 元器件、CPO概念、汽车芯片、存储芯片等板块也纷纷大涨,盈新发展、博杰股份、鼎信通讯、沪电股份等批量涨停。 近来,芯片行业头部企业密集IPO。被喻为"国产GPU第一股"的摩尔线程今日公告,根据上交所提供的数据,本次网上发行有效申购户数为482.66 万户,有效申购股数为462.17亿股,网上发行初步中签率为0.02423369%。本次发行价格为114.28元/股,发行数量为 ...
超700亿元资金抄底A股
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-25 01:14
Core Viewpoint - The recent downturn in the A-share market has led to a significant inflow of funds into ETFs, indicating a "buy the dip" mentality among investors despite the market's overall decline [2][6][10]. Market Performance - The A-share market experienced a substantial adjustment from November 17 to 21, with the Shanghai Composite Index falling over 3% and the ChiNext Index dropping more than 6%, marking the largest weekly decline in months [1][4][5]. - As of November 24, signs of stabilization were observed, with all three major indices showing slight increases and a total of 4,228 stocks rising [3]. Fund Inflows - A total net inflow of 701.21 billion yuan was recorded for stock ETFs and cross-border ETFs, with broad-based index ETFs attracting 359.31 billion yuan, highlighting a strong preference for these investment vehicles during market corrections [2][6]. - Specific ETFs such as the CSI 500 ETF, STAR 50 ETF, and ChiNext ETF were particularly favored, with net inflows of 64.29 billion yuan, 56.99 billion yuan, and 55.33 billion yuan, respectively [6]. Investment Trends - The current market adjustment is viewed as a normal correction, with many investors seizing the opportunity to buy into ETFs as a long-term strategy rather than short-term speculation [6][7]. - A notable trend of "high cutting low" has emerged, where funds are flowing out of high-valuation sectors like electronics and into more stable sectors such as banking and consumer goods [8][9]. Sector Preferences - Despite the overall market correction, there remains a strong interest in technology stocks, with significant inflows into sector-specific ETFs such as AI and robotics [9]. - The market is expected to see a shift towards undervalued assets with high dividend yields and positive fundamental outlooks as investors adjust their strategies [10].
方正证券:收到盛京银行股份转让对价款约4.35亿元;16只硬科技主题基金同日获批 | 券商基金早参
Mei Ri Jing Ji Xin Wen· 2025-11-24 01:36
Group 1: Talent Movement in Securities Firms - The rapid turnover of Chief Information Officers (CIOs) in the securities industry reflects a talent competition driven by industry transformation, with at least 13 firms changing their CIOs this year [1][2] - Notable movements include He Jiang, the former CIO of First Capital Securities, potentially returning to Southwest Securities, where he began his career [1][2] - The trend indicates a significant shift in the technology talent landscape within the securities sector, emphasizing the importance of technology investment [2] Group 2: Approval of Hard Technology Themed Funds - On November 21, 16 hard technology themed funds were approved, including several ETFs focused on artificial intelligence and chips, signaling a substantial influx of capital into the market [3][4] - This approval highlights ongoing policy support for technological innovation, with direct benefits expected for sectors like artificial intelligence and semiconductor industries [3][4] - The move is anticipated to enhance liquidity and market activity in the STAR Market, reinforcing investor confidence in the technology growth sector [4] Group 3: Fund Issuance Trends - The new fund issuance in 2025 has reached 1,340 funds with a total scale of approximately 1,044.6 billion, marking the seventh consecutive year of exceeding the trillion yuan threshold [4] - Active equity products, particularly stock and mixed funds, have become the dominant force in new fund issuance, contributing over half of the total scale [4] - This trend reflects a long-term confidence in equity assets, benefiting asset management firms and potentially increasing capital inflows into the A-share market [4] Group 4: Transaction by Founder Securities - Founder Securities announced the completion of a share transfer of approximately 4.35 billion yuan from its holdings in Shengjing Bank, enhancing its liquidity and focusing on core business development [5][6] - This transaction may prompt market attention towards the divestment of non-core assets by securities firms, accelerating resource integration within the financial sector [6] - Overall, such capital operations are expected to boost investor confidence in the governance optimization of financial enterprises, providing a positive market signal [6]
鹏辉能源(300438.SZ):暂未以直接投资入股的方式投资机器人及芯片领域
Ge Long Hui· 2025-11-24 00:48
格隆汇11月24日丨鹏辉能源(300438.SZ)在投资者互动平台表示,公司专注于新能源相关领域的投资发 展,暂未以直接投资入股的方式投资机器人及芯片领域,但公司可为这些领域企业提供新能源产品和服 务。 ...
鹏辉能源:暂未以直接投资入股的方式投资机器人及芯片领域
Ge Long Hui· 2025-11-24 00:48
格隆汇11月24日丨鹏辉能源(300438.SZ)在投资者互动平台表示,公司专注于新能源相关领域的投资发 展,暂未以直接投资入股的方式投资机器人及芯片领域,但公司可为这些领域企业提供新能源产品和服 务。 ...
MSCI中国指数调整11月24日收盘后正式生效
Zhong Zheng Wang· 2025-11-24 00:16
Group 1 - 16 hard technology-themed funds have been approved, including 7 AI ETFs, 3 chip ETFs, 4 chip design ETFs, and 2 actively managed technology equity funds from various fund managers such as E Fund, GF Fund, and Invesco Great Wall Fund, expected to be launched soon [1] - QDII products, represented by indices like Nasdaq 100 and S&P 500, have tightened subscription limits, with some products suspending subscriptions due to high premium rates in the market, indicating a disparity in technology asset performance across different markets [1] - MSCI announced the results of its index review for November 2025, which will take effect after the market closes on November 24, including the addition of 26 Chinese stocks and the removal of 20 stocks from the MSCI China Index [1]
8点1氪:霸王茶姬创始人发朋友圈辟谣;俞敏洪再发全员信道歉,回应被叫“老登”;《哪吒之魔童闹海》未入围奥斯卡大名单
36氪· 2025-11-24 00:05
张俊杰表示:此前围绕他婚姻和创业的诸多谣言,让其本人及家人受到了很大伤害,"有必要站出来说话"。 整理 |娃娃菜 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 霸王茶姬创始人发朋友圈辟谣 日前霸王茶姬创始人张俊杰本人通过朋友圈证实了婚讯,并透露已于今年6月登记领证。在感谢公众祝福的同时,张俊杰也表示:此前围绕他婚姻和创业 的诸多谣言,让其本人及家人受到了很大伤害,"有必要站出来说话"。"我郑重声明:在我遇见我妻子(高海纯)前,从未有过婚姻,也从未发生'茶叶富 商残疾女儿'的任何故事。"(新浪财经) 俞敏洪再发全员信道歉,回应被叫老登 11月22日深夜,俞敏洪再发全员全员信再向员工道歉,并详细解释了自己写信的缘由和初衷。对于"用员工的血汗钱旅游"的说法,俞敏洪认为这样的表达 不妥,你在努力工作的同时,老板们也在拼命努力,并承担更大的风险,确保公司的正常发展。 此外,俞敏洪还表示尽管被叫"老登",自己还是要说几句: 尽管有些人骂我老登,但有关工作和成长的事情,我还是要啰嗦几句。如果你在新东方工作,并且没有放弃这份工作,我觉得你就有责任维护新东方的发 展和形象。如果 ...
周末突传重大利好!硬科技国家队弹药就位,周一A股能否绝地反击?
Sou Hu Cai Jing· 2025-11-23 17:59
上周五那根大阴线,估计让不少股民朋友心里都咯噔一下。 沪指一口气砸破3900点,成交量放大,摆明了是带点恐慌性的抛售。 技术图形难看得很,市场 情绪瞬间降温,仿佛一夜回到了冬天。 就在这个节骨眼上,周末市场没闲着,监管层甩出了一张牌。 16只硬科技主题基金在同一天拿到批文,这场面可真不多见。 这16只基金,说白了就是给市场输送弹药的。 里面包括了7只瞄准科创创业和人工智能的ETF,3只跟踪科创板芯片的ETF,还有4只同类产品和2只主动管理 的科技主题基金。 易方达、广发这些大块头基金公司是主力军。 最关键的一点是,这批基金从上报到获批,快得惊人,几乎是"光速"通关。 这种效率背后,信号意义再明显不过了。 周五的大跌,正好把这种流动性窘境暴露无遗。 跌破了关键点位,技术派资金会止损离场,趋势投资者会跟风卖出,很容易形成恶性循环。 现在,16只基金虽然还没开始募集,具体能带来多少增量资金还是个未知数,但它给了市场一个明确的预期:水龙头要打开了,而且是精准地对准了"硬科 技"这个方向。 硬科技这个词,最近一年耳朵都快听出茧子了。 为什么它这么受重视? 因为这就是上面定下的大方向,是经济转型的命脉。 芯片、人工智能、 ...
基金周报:ETF 简称统一规范正式落地,非货基 T+0.5 赎回时代来临-20251123
Guoxin Securities· 2025-11-23 13:28
- The report highlights that the median excess return of index-enhanced funds last week was 0.05%, while the median return of quantitative hedge funds was -0.15%[36] - Year-to-date, the median excess return of index-enhanced funds is 4.00%, and the median return of quantitative hedge funds is 0.62%[36] - The report includes a detailed table showing the weekly and annual performance of the top ten index-enhanced funds and quantitative hedge funds[57][58]
越跌越买?超700亿资金,借道ETF逆势加仓
证券时报· 2025-11-23 13:27
Market Overview - The stock market has recently experienced a significant correction, with the Shanghai Composite Index dropping by 2.45% to close at 3834.89 points, and the Shenzhen Component and ChiNext Index falling by 3.41% and 4.02% respectively, with nearly 5100 stocks declining [1][3] - High-performing sectors such as AI, chips, and lithium batteries have collectively adjusted, leading to a market-wide downturn [1][3] Fund Flows - Despite the market correction, over 70 billion yuan has flowed into ETFs as investors have taken the opportunity to buy on dips, indicating a contrarian approach [2][4] - Notable ETFs such as the Southern CSI 500 ETF, E Fund ChiNext ETF, and Huatai-PB CSI 300 ETF have seen net inflows exceeding 30 billion yuan each in the past week [4] External Factors - Multiple fund companies attribute the recent market pullback to external factors, particularly the declining expectations for a Federal Reserve rate cut in December and rising concerns over an AI bubble [6][7] - The U.S. job market data showed unexpected growth in employment but also a rise in the unemployment rate, contributing to uncertainty regarding the Fed's monetary policy [7][9] Sector Performance - Cyclical and growth sectors have faced significant declines, with indices for industries such as coking coal, photovoltaic equipment, electronics, batteries, and chemicals dropping over 10% in the past week [3][8] - Conversely, consumer and financial sectors have remained relatively stable during this period [8] Future Outlook - Several fund companies maintain a positive long-term outlook for Chinese assets, suggesting a "slow bull" market trend despite short-term volatility [10][11] - The market is expected to benefit from supportive policies in the tech industry and a potential influx of retail investment as household savings may shift towards equities [11][12] - The long-term fundamentals, including real estate stabilization and the performance of high-tech sectors, are anticipated to support continued market growth [12][13]