豆神教育所属申万行业为：社会服务-教育-教育运营及其他。所属概念板块包括：DeepSeek概念、网络 安全、人脸识别、财税信息化、人工智能等。 截至9月30日，豆神教育股东户数10.05万，较上期增加7.62%；人均流通股16547股，较上期减少 7.08%。2025年1月-9月，豆神教育实现营业收入7.76亿元，同比增长39.36%；归母净利润9177.18万元， 同比减少17.23%。 分红方面，豆神教育A股上市后累计派现1.56亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，豆神教育十大流通股东中，香港中央结算有限公司位居第八大流 通股东，持股1990.65万股，相比上期减少47.79万股。博时恒乐债券A（014846）位居第十大流通股 东，持股1138.97万股，为新进股东。 责任编辑：小浪快报 11月24日，豆神教育（维权）盘中上涨2.04%，截至10:25，报6.51元/股，成交1.27亿元，换手率 1.18%，总市值134.54亿元。 资金流向方面，主力资金净流出1660.17万元，特大单买入260.76万元，占比2.05%，卖出1497.90万元， 占比11.80% ...

中新网武汉11月24日电 (胡思洁 高龙 卢琪)以"智联世界·贸通天下"为主题的2025武汉(汉口北)商品交易 会(以下简称"汉交会")23日在武汉黄陂闭幕。这场国际经贸盛会线上线下总成交额超1800亿元，彰显了 武汉作为国际交往中心的蓬勃活力。 "含新量"勾勒展会新图景 本届汉交会总展览面积达19万平方米，新产品密集涌现，消费新场景亮点纷呈，市场新空间加速拓展。 主展区与分展区聚焦前沿产业与新兴消费，构建多层次创新展示体系。人工智能、低空经济、高端制造 等领域标杆企业参展，集中展示产业升级新成果。165家优质企业入驻主展区，数量为去年的3倍，其中 外贸优品与新消费领域企业占比60%，数字经济与数字贸易领域企业占比40%。 图为机器人与机器狗进行表演。 郑子颜 摄 走进展区，药食同源展区的 AI面诊、名医把脉与非遗技艺"圈粉"客商；纺织服装产业供应链展区推 出"供应链＋直播"模式，企业"即看即订、即播即卖"；国际软装展区打造"智慧科技家"等实景剧场，在 感知中激发消费需求……科技赋能、文化加持的沉浸式场景成为消费新选择。 本届展会在巩固传统欧美市场的同时，深化与共建"一带一路"国家及拉美地区的商贸交流，通过侨 ...

当地时间11月22日和23日，国务院总理李强在约翰内斯堡出席二十国集团领导人第二十次峰会第二及第 三阶段会议，分别围绕"建设一个韧性的世界"和"造福所有人的公平公正未来"议题发言。这是当地时间 11月23日，李强在第三阶段会议上发言。新华社记者 黄敬文 摄 李强表示，当前气候变化、能源、粮食等多重挑战叠加，需要国际社会以团结凝聚力量、靠协作破解难 题。二十国集团应当推动更为广泛的国际合作，共同应对挑战，合力推动发展。一是加强生态环保合 作，提升发展韧性。在气候和生态问题上秉持科学精神，坚持共同但有区别的责任原则，体现担当，抓 紧行动。中方愿同各方加强"昆明－蒙特利尔全球生物多样性框架"内合作，推动《联合国气候变化框架 公约》第三十次缔约方大会成果加快落地。二是加强绿色能源合作，推进公正转型。推动全球绿色产业 合作，保持产供链稳定畅通，促进相关技术、产品的自由流通应用。中国愿继续以自身所能，为各国能 源转型提供支持。三是加强粮食安全合作，保障稳定供应。推动优化全球粮食流通供给，构建大宗商品 合作伙伴关系，建设开放、稳定、可持续的全球粮食市场，强化对粮食短缺国家的供应保障。同时，加 强农业科技合作，提升粮食生产能 ...

Group 1 - Alibaba's stock in the Hong Kong market rose by 4.6%, reaching HKD 154.5 [1] - The AI assistant app, Qianwen, developed by Alibaba, has surpassed 10 million downloads within a week of its public testing [1] - Qianwen has outpaced competitors such as ChatGPT, Sora, and DeepSeek, becoming the fastest-growing AI application in history [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月24日早盘，英伟达产业链获利好，光模块表现活跃，光库科技领涨超14%，长芯博创、锐捷网络涨 超5%，中际旭创、新易盛等飘红。光模块含量超54%的创业板人工智能ETF（159363）场内下探逾1% 后再度翻红拉升，实时成交额近3亿元。 | 分时 多日 1分 5分 15分 30分 · | F9 盘前盘后 量加 九转 画线 工具 @ CO | 创业板人工智能ETF华宝 | 159363 | 159363[创业板人工程能ETF华宝] 10:36 价 0.813 温深 0.006(0.74%) 均价 0.810 股. | 0.87 3 | +0.006 +0.74% | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.82 | B/ 0 + | SZSE CNY 10:36:33 交易中 ...

尽管标普500指数仅较历史高点回落数个百分点，但市场交易情绪已降至冰点。高盛首席交易员Brian Garrett表 示，周五虽录得100个基点的反弹，却被视为近年来"最失败"的反弹之一，交易台的氛围更像是市场跌停时的景 象。 高盛多项技术指标显示市场正处于危险区域：流动性随波动率上升而枯竭，标普500的Gamma值已转为负值， 防御性板块轮动加剧，系统性交易阈值被突破，波动率指标闪现恐慌信号。市场正呼吁美联储在12月降息。 主经纪商账簿数据显示，总敞口已达高位，投资者继续沿着防御性板块链条调整配置，主题策略团队总结 称："客户一直处于买入罢工状态，关键主题的不确定性导致更加防御性的姿态，资金流向偏向AI板块抛售和动 量对冲。" 系统性抛压：刚刚开始 这种情绪分裂在数据上表现明显。纳斯达克100指数平均日交易区间接近3%，标普500指数超过2%，而标普500 指数期权的日均交易量已达到3.5万亿美元的历史新高，超过整个罗素2000指数的市场总值。 尽管如此，部分积极因素正在浮现。高盛指出，经济增长担忧可能被过度放大，流动性状况有望改善，AI生产 力主题在客户对话中获得更多关注。许多客户将比特币等高贝塔资产视为风 ...

Core Insights - The UK aims to localize the production of critical minerals, targeting at least 50,000 tons of lithium by 2035 to reduce reliance on global supply chains [1] - The government plans to meet 10% of mineral demand through domestic production and 20% through recycling by 2035, with an investment of approximately £50 million (around $65 million) to support local businesses [1] - Key minerals identified for development include lithium, nickel, tungsten, and rare earth elements, which are essential for smartphones, electric vehicles, and data centers for AI applications [1] Industry Developments - A cooperation agreement was signed between the UK and Saudi Arabia earlier this year to strengthen supply chains and create opportunities for UK companies, attracting new investments [4]

Sora概念(文生视频)板块短线拉升，值得买涨超10%，福石控股、万兴科技、开普云、三六零、拓尔思 等跟涨。相关ETF方面，人工智能ETF基金（159248）成交额1089.82万元，人工智能AIETF（515070） 成交额7979.3万元。 ...

Report Industry Investment Ratings No relevant content provided. Core Views of the Report - Overseas, the US employment data shows significant divergence, and the performance of NVIDIA's AI business has restored market risk appetite. The Fed's October meeting minutes revealed serious differences, and the change of the October non - farm report schedule has led to a lack of key data for the December interest - rate decision. Domestically, the economic fundamentals are cooling marginally, but the policy remains firm, and the market's expectation of policy intensification is rising [2]. - The spot pressure of the container shipping European line continues, and the futures price fluctuates lower. The market is currently mixed with long and short factors, and the short - term volatility may intensify. It is expected to maintain a low - level shock in the short term [8][9][10]. - For precious metals, the uncertainty of the Fed's December interest rate cut increases, and it is expected to continue to oscillate and consolidate in the short term. Although the medium - and long - term prices are expected to rise, the short - term trend is unclear [14][15][17]. - For copper, the uncertainty of the Fed's December interest rate cut increases, and the driving force for copper price increase weakens. It is expected to fluctuate in the range of [86000, 87000] [18][20][21]. - For the aluminum industry chain, aluminum is expected to oscillate at a high level, alumina is expected to run weakly, and cast aluminum alloy is expected to oscillate at a high level [22]. - Zinc is expected to oscillate narrowly, and the nickel - stainless steel market should be wary of callbacks in the unilateral downward range and pay attention to option opportunities [22][24][25]. - Tin is expected to oscillate narrowly, and it is recommended to enter the market on dips [25][26]. - The risk of a decline in lithium carbonate prices still exists, and the near - month contracts are under pressure. It is expected to show a "wide - range shock and weak" operating characteristic in the range of 83000 - 93000 yuan/ton in the next two weeks [27]. - The fundamentals of industrial silicon and polysilicon are weak, and they are expected to oscillate widely. The industrial silicon futures price is likely to maintain an oscillating and weak pattern in the short term [27][28][29]. - Lead is expected to oscillate, and there is support below [30]. - For steel products, the overall finished products are supported by raw material costs below, but the upward drive is suppressed by inventory. It is expected to oscillate in the range, with rebar in the range of 2900 - 3200 and hot - rolled coil in the range of 3100 - 3400 [31][32]. - Iron ore prices continue to oscillate widely. It is recommended to wait for the basis to repair and the market sentiment to improve before considering shorting at high prices [33][34]. - For coking coal and coke, the support for coking coal is loosening, and the expectation of price cuts is increasing. The coking coal 01 contract is under pressure in the short term, while the 05 contract has medium - and long - term long - allocation potential [34][35]. - Ferrosilicon and ferromanganese are expected to oscillate weakly due to high inventory and weak demand [36][37]. - The crude oil market is affected by macro and geopolitical negatives, and it is expected to oscillate in the range of 60 - 65 in the short and medium term [38][39][40]. - The valuation of LPG is being repaired, and attention should be paid to the profit of PDH and the progress of the Russia - Ukraine issue [41][42]. - For PTA - PX, the speculation on blending for oil is weakening. It is necessary to pay attention to the implementation of maintenance plans and the actual dynamics of blending for oil. Consider short - term callbacks and long - term positions [42][43][45]. - For MEG - bottle chips, it is too early to bottom - fish, and attention should be paid to the opportunity of selling call options on rebounds [46][47][48]. - The upward height of methanol 01 is limited. It is recommended to hold the previous short - call positions and consider 12 - 1 and 1 - 5 reverse spreads [48][49]. - The downward space of PP is limited, and it is expected to maintain a low - level shock pattern [50][52][53]. - PE is expected to continue the low - level shock pattern, and a selling option strategy can be considered [54][55][56]. - For pure benzene and styrene, the market sentiment is significantly boosted in the short term, but the domestic pure benzene fundamentals are still weak. Do not chase high prices in the medium and long term [56][57][58]. - For fuel oil, the high - sulfur fuel oil cracking has rebounded after a sharp decline, but it is still bearish in the future; the low - sulfur fuel oil cracking is weakening, and it is recommended to wait and see [58][59]. - The bottom space of asphalt is not large, and attention should be paid to the winter storage policy. It is expected to oscillate in the short term [60][61]. - Rubber and 20 - rubber fell after reaching the upper limit of the range, and attention should be paid to the revision of the 20 - rubber futures contract and delivery rules [61]. Summaries by Relevant Catalogs Financial Futures - **Macro**: Domestic policies remain firm. Overseas, the US employment data is divided, and the Fed's attitude towards interest rate cuts is inconsistent. The market is concerned about the November employment data and the appointment of the Fed chairman. The RMB exchange rate is expected to "oscillate and build a bottom, with the center slowly declining" [1][2][3]. - **Stock Index**: The dovish remarks of Fed officials have increased the expectation of interest rate cuts, which may support the stock index in the short term. However, due to the tense Sino - Japanese relations and the lack of policy news, the stock index is expected to oscillate [4][5]. - **Treasury Bonds**: The mid - term long positions should be held. Although there are some negative factors, the impact on the bond market is mainly short - term sentiment, and the substantial negative impact is limited [6]. - **Container Shipping European Line**: The spot index has weakened again, and the shipping companies' price - holding efforts have not been effective. The market is mixed with long and short factors, and it is expected to maintain a low - level shock in the short term [8][9][10]. Commodities Non - ferrous Metals - **Gold & Silver**: The uncertainty of the Fed's December interest rate cut increases, and the precious metals are expected to continue to oscillate and consolidate in the short term. The long - term price is expected to rise, but attention should be paid to the 60 - day moving average [14][15][17]. - **Copper**: The uncertainty of the Fed's December interest rate cut increases, and the driving force for copper price increase weakens. The downstream demand is mainly for rigid needs, and it is expected to fluctuate in a narrow range [18][20][21]. - **Aluminum Industry Chain**: Aluminum is expected to oscillate at a high level, alumina is expected to run weakly, and cast aluminum alloy is expected to oscillate at a high level. Attention should be paid to the Fed's interest rate decision and the fundamentals of each link [21][22]. - **Zinc**: It is expected to oscillate narrowly. The reduction of TC in November has increased the willingness of smelters to cut production, and the inventory has decreased. Attention should be paid to exports and the macro situation [22][23][24]. - **Nickel, Stainless Steel**: They are in a unilateral downward range, and attention should be paid to callbacks and option opportunities. The cost of nickel - iron has collapsed, and the downstream demand for stainless steel is weak [24][25]. - **Tin**: It is expected to oscillate narrowly. The supply of concentrates is tight, and it is recommended to enter the market on dips [25][26]. - **Lithium Carbonate**: The risk of a decline still exists, and the near - month contracts are under pressure. The supply of lithium ore is expected to increase, and the downstream demand may decline seasonally [27]. - **Industrial Silicon & Polysilicon**: The fundamentals are weak, and they are expected to oscillate widely. The industrial silicon futures price is likely to follow the price fluctuations of related varieties and maintain an oscillating and weak pattern [27][28][29]. - **Lead**: It is expected to oscillate, and there is support below. The raw materials for smelting are tight, and the cost of recycled lead provides support [30]. Black Metals - **Rebar & Hot - Rolled Coil**: They are expected to oscillate in the range, with the lower limit supported by raw material costs and the upper limit suppressed by inventory. Attention should be paid to the de - stocking speed and downstream consumption [31][32]. - **Iron Ore**: The price continues to oscillate widely. The decline of coking coal price may support the iron ore price. It is recommended to wait for the basis to repair before shorting at high prices [33][34]. - **Coking Coal & Coke**: The support for coking coal is loosening, and the expectation of price cuts is increasing. The coking coal 01 contract is under pressure in the short term, while the 05 contract has medium - and long - term long - allocation potential [34][35]. - **Ferrosilicon & Ferromanganese**: They are expected to oscillate weakly due to high inventory and weak demand. The production is expected to decline, and de - stocking may depend on production cuts [36][37]. Energy and Chemicals - **Crude Oil**: The market is affected by macro and geopolitical negatives, and it is expected to oscillate in the range of 60 - 65 in the short and medium term. Attention should be paid to the changes in macro and geopolitical factors [38][39][40]. - **LPG**: The valuation is being repaired. The supply is increasing slightly, and the demand for PDH is in a loss state. Attention should be paid to the profit and the Russia - Ukraine issue [41][42]. - **PTA - PX**: The speculation on blending for oil is weakening. It is necessary to pay attention to the implementation of maintenance plans and the actual dynamics of blending for oil. Consider short - term callbacks and long - term positions [42][43][45]. - **MEG - Bottle Chips**: It is too early to bottom - fish, and attention should be paid to the opportunity of selling call options on rebounds. The supply is expected to increase, and the demand is stable in the short term [46][47][48]. - **Methanol**: The upward height of 01 is limited. The port pressure is increasing, and the inland is de - stocking. It is recommended to hold short - call positions and consider reverse spreads [48][49]. - **PP**: The downward space is limited, and it is expected to maintain a low - level shock pattern. The supply pressure is relieved, and the demand growth is slowing down [50][52][53]. - **PE**: It is expected to continue the low - level shock pattern. The supply is strong, and the demand is weak, especially with the end of the agricultural film peak season. A selling option strategy can be considered [54][55][56]. - **Pure Benzene & Styrene**: The market sentiment is significantly boosted in the short term, but the domestic pure benzene fundamentals are still weak. Do not chase high prices in the medium and long term [56][57][58]. - **Fuel Oil**: The high - sulfur fuel oil cracking has rebounded after a sharp decline, but it is still bearish in the future; the low - sulfur fuel oil cracking is weakening, and it is recommended to wait and see [58][59]. - **Asphalt**: The bottom space is not large, and attention should be paid to the winter storage policy. It is expected to oscillate in the short term. The supply has decreased, and the demand is gradually weakening [60][61]. - **Rubber & 20 - Rubber**: They fell after reaching the upper limit of the range. Attention should be paid to the revision of the 20 - rubber futures contract and delivery rules [61].

人民财讯11月24日电，据阿里巴巴官微消息，千问APP公测一周，千问APP下载量突破1000万。 ...