盘面看着回暖，但资金观望情绪没减。沪深两市全天成交额仅15858亿元，比前一日减少1240亿元。不过，个股端很热闹，两市超4100只股票飘红，81 只个股涨停，能源金属、船舶制造、化肥等板块轮番发力，中药、银行、保险少数几个板块逆势下跌，市场赚钱效应明显回升。 再看当日资金流向，成长赛道重新成了资金青睐的重点，三大板块主力资金净流入都超78亿元，热度拉满。锂电池概念表现最突出，主力资金净流入 88.47亿元，板块里11只股涨停、441只个股上涨，近期锂电池产业链多家企业实现满产满销，碳酸锂价格一个月涨超20%，甚至有不少下游企业签下长 期锁量订单，显示出市场对该板块长期需求具备信心。 机器人概念紧跟着发力，主力资金净流入84.92亿元，10只股涨停、超800只个股上涨，靠着具身智能商业化加速的利好，板块热度一直涨，成了科技赛 道里的核心主线之一。储能板块主力资金净流入78.11亿元，12只股涨停、600多只个股上涨。分析认为，行业景气度高、政策给支持、需求又爆发，几 大因素撑起了成长赛道的热度。 来源：川观新闻 川观新闻记者 彭瑀珩 11月28日，A股迎来11月最后一个交易日，三大指数集体收涨，给全月行情画上 ...

Market Overview - The Hang Seng Index closed down 0.34% at 25,858.89 points, while the Hang Seng Tech Index rose slightly by 0.02% to 5,599.11 points. The Hang Seng China Enterprises Index fell by 0.38% to 9,130.18 points. The total market turnover was HKD 146.2 billion, with a net inflow of HKD 2.727 billion from southbound funds [1][2]. Sector Performance - The robotics sector showed strong performance, with stocks like Yujian rising by 9.75% and Horizon Robotics-W increasing by 4.23%. Other notable gains included Ubiquity rising by 3.76% and SUTENG Juchuang up by 4.93%. In contrast, Alibaba Health fell by 3.30% [2][11]. - The semiconductor sector also performed well, with Huahong Semiconductor increasing by 2.69% and ASMPT rising by 1.69% [2][8]. Company Specifics - Haiwei Co., Ltd. debuted with a significant drop of 22.97%, closing at HKD 11.00 per share. The company is the second-largest capacitor film manufacturer in China, with applications in electric vehicles, renewable energy systems, industrial equipment, and home appliances [4][7]. - Huahong Semiconductor's stock rose by 2.34%, indicating positive market sentiment towards the semiconductor industry [8][11]. Investment Insights - Morgan Stanley maintains a constructive outlook on the CSI 300 Index for 2026, projecting a target level of 5,200 points. Key investment themes include the execution of "anti-involution" policies, growth in AI infrastructure, and a favorable macroeconomic environment for overseas sales [12][14]. - The report highlights that the expected net profit margin and return on equity for 2026 are 12% and 11%, respectively, positioning the index favorably within the Asia-Pacific market [13][14].

今天（11月28日）A股市场主要指数低开高走，主要指数不同程度上涨，截至收盘，逾4000股上涨。具体个股方面表 现也比较活跃，多只A股午后强劲拉升，同时成交额激增。 港股市场今天整体小幅下跌，恒生指数收盘跌0.34%，机器人概念大涨。 A股海南自贸区概念大涨 多股午后扩大涨幅 今天A股市场主要指数低开高走，主要指数不同程度上涨，截至收盘，上证指数涨0.34%，深证成指涨0.85%，创业板 指涨0.7%。 盘面上，若按照申万一级行业划分，农林牧渔板块领涨，板块整体涨幅超过1.5%。 基础化工、钢铁、有色金属、电子等板块跟涨，涨幅均超过1%。 银行、煤炭板块走弱，成为少数下跌的板块。 今天A股市场个股表现活跃，截至收盘，全市场逾4000只个股上涨，不少个股午后拉升。 海昌新材午后快速拉升，盘中涨幅一度接近19%，后涨幅有所回落。成交方面，海昌新材今天全天成交超过5亿元，是 上一交易日的10倍以上。 思林杰午后扩大涨幅，盘中涨幅一度超过9%，至收盘仍大涨8.26%。与此同时，思林杰成交也出现放量，全天成交 1.14亿元，是上一交易日的3倍以上。 港股机器人概念大涨 港股市场今天整体小幅下跌，恒生指数收盘跌0.34% ...

Market Overview - A-shares experienced a low open and high close today, with major indices rising to varying degrees, and over 4000 stocks closing higher [1][3][6] - The Shanghai Composite Index rose by 0.34%, the Shenzhen Component increased by 0.85%, and the ChiNext Index gained 0.7% [3] Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector led the gains with an overall increase of over 1.5% [3] - Basic chemicals, steel, non-ferrous metals, and electronics sectors also saw increases, each exceeding 1% [4] - The banking and coal sectors were among the few that declined [5] Notable Stocks - Hainan Free Trade Zone concept stocks surged, with Hainan Ruize (002596) hitting the daily limit, and Shennong Seed Industry (300189) closing up nearly 9% [5] - Haichang New Materials (300885) saw a significant intraday rise of nearly 19%, with total trading volume exceeding 500 million yuan, more than ten times the previous trading day [6] - Silin Jie experienced a rise of 8.26%, with trading volume reaching 114 million yuan, over three times the previous day [8] Hong Kong Market - The Hong Kong market saw a slight decline, with the Hang Seng Index closing down 0.34% [2][10] - The robotics sector in Hong Kong was a highlight, with stocks like Yujian rising nearly 10% and Horizon Robotics-W increasing by 4.23% [12][13] - A strategic cooperation agreement was signed between Green Source Group and Yujian Technology, aiming to deploy 5000 robotic dogs in smart store upgrades [12]

Market Overview - A-shares experienced a low open and high close today, with major indices rising to varying degrees, and over 4000 stocks closing higher [1][4][9] - The Shanghai Composite Index rose by 0.34%, the Shenzhen Component Index increased by 0.85%, and the ChiNext Index gained 0.7% [4] Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector led the gains with an overall increase of over 1.5% [5] - Basic chemicals, steel, non-ferrous metals, and electronics sectors also saw increases, each exceeding 1% [6] - The banking and coal sectors weakened, being among the few sectors that declined [7] Notable Stocks - The Hainan Free Trade Zone concept stocks surged, with Hainan Ruize hitting the daily limit, and Shennong Seed Industry increasing by nearly 9% [7] - Haichang New Materials saw a rapid rise, with an intraday increase of nearly 19%, and total trading volume exceeding 500 million yuan, more than ten times the previous trading day [10] - Tangyuan Electric experienced a significant increase of nearly 6% at the close, with a noticeable increase in trading volume [10] Hong Kong Market - The Hong Kong market saw a slight decline, with the Hang Seng Index closing down 0.34% [15] - The robotics sector in Hong Kong experienced significant gains, with stocks like Yujian Technology rising nearly 10% [17][18] - Other notable stocks in the robotics sector included Horizon Robotics-W, which closed up 4.23%, and UBTECH, which rose nearly 4% [20]

机器人概念股集体走强，广汽集团涨超16%，越疆涨超9%，优必选涨超3%。 11月28日，香港恒生指数收跌0.34%，恒生科技指数涨0.02%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | ISH | 恒生指数 | 25858.89c | -87.04 | -0.34% | 1462亿 | | HSTECH | 恒生科技 | 5599.11c | 1.06 | 0.02% | 431亿 | | HSBIO | 恒生生物科技 | 15663.98c | -144.54 | -0.91% | 81亿 | | HSCEI | 恒生中国企业指数 | 9130.18c | -34.69 | -0.38% | 565亿 | | HSCI | 恒生综合指数 | 3957.64c | -7.04 | -0.18% | 1046亿 | 编辑 ｜ 钉钉 | 广汽集团 | 4.140 | 16.62% | | --- | --- | --- | | HK 2238 | | | | 越疆 | 40.080 | 9.75% | | H ...

Market Overview - The Hong Kong stock market showed mixed performance, with the Hang Seng Index down 0.34% to 25,858.89 points, and a total trading volume of 146.2 billion HKD. The Hang Seng China Enterprises Index fell 0.38%, while the Hang Seng Tech Index rose 0.02% [1] - For the month, the Hang Seng Index declined 0.18%, the China Enterprises Index fell 0.42%, and the Tech Index dropped 5.23% [1] - Everbright Securities suggests that there is still significant upside potential compared to previous bull markets, but the duration of the bull market may be more important than the magnitude of the increase under the government's "slow bull" policy [1] Blue Chip Performance - Pop Mart (09992) rose 2.84% to 224.8 HKD, contributing 7.21 points to the Hang Seng Index, supported by strong performance during the Thanksgiving period [2] - Other blue chips like Sands China (01928) and Galaxy Entertainment (00027) also saw gains, while WuXi AppTec (02359) and Alibaba Health (00241) experienced declines [2] Sector Highlights - Technology stocks had mixed results, with Tencent flat, Alibaba up 0.6%, and Baidu up nearly 1%. Gold stocks generally rose due to expectations of a Fed rate cut, while the robotics sector saw active performance with significant orders [3][4] - Gold stocks saw notable increases, with Zhenfeng Gold (01815) up 12.56% and China Silver Group (00815) up 5.97% [3] - The robotics sector was buoyed by recent positive developments, including major contracts for companies like UBTECH [5] Gaming Sector Insights - Macau's gaming revenue for the first 23 days of the month reached 15.6 billion MOP, indicating a year-on-year growth of over 10% [6] - Major gaming stocks like MGM China (02282) and Sands China (01928) saw price increases, reflecting optimism in the sector [5][6] Notable Stock Movements - Haiwei Co. (09609) saw a significant drop of 22.97% on its first trading day, while GAC Group (02238) surged 16.62% following positive developments in electric vehicle production [7][8] - Bole Technology (02592) rose 14.05% after securing patents in Japan and Europe, indicating potential for collaboration with major pharmaceutical companies [9] - Tianyue Advanced (02631) and Dongyue Group (00189) also showed strong performance, driven by advancements in AI technology and rising prices in the PVDF market, respectively [10][11]

11月28日，香港恒生指数收跌0.34%，恒生科技指数涨0.02%。 编辑 ｜ 钉钉 | 代码 | 名称 | 现价 | 涨跌｜ | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 25858.89c | -87.04 | -0.34% | 1462亿 | | HSTECH 恒生科技 | | 5599.11c | 1.06 | 0.02% | 431亿 | | HSBIO | 恒生生物科技 | 15663.98c -144.54 | | -0.91% | 81亿 | | HSCEI | 恒生中国企业指数 9130.18c | | -34.69 | -0.38% | 565亿 | | HSCI | 恒生综合指数 | 3957.64c | -7.04 | -0.18% | 1046亿 | 机器人概念股集体走强，广汽集团涨超16%，越疆涨超9%，优必选涨超3%。 | 广汽集团 | 4.140 | 16.62% | | --- | --- | --- | | HK 2238 | | | | 越疆 | 40.080 | 9.75% | | ...

Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index down 0.34% to 25,858.89 points, while the Hang Seng Tech Index rose 0.02% to 5,599.11 points. The total trading volume for the day was HKD 146.2 billion [1] - For the month, the Hang Seng Index fell 0.18%, the Hang Seng China Enterprises Index decreased by 0.42%, and the Hang Seng Tech Index dropped 5.23% [1] Blue Chip Performance - Pop Mart (09992) rose 2.84% to HKD 224.8, contributing 7.21 points to the Hang Seng Index, supported by strong performance during the Thanksgiving period [2] - Other blue chips like Sands China (01928) and Galaxy Entertainment (00027) also saw gains, while WuXi AppTec (02359) and Alibaba Health (00241) experienced declines [2] Sector Highlights Gold Stocks - Gold stocks generally performed well, with notable increases in shares such as Everest Gold (01815) up 12.56% and China Gold International (02099) up 5.17% [3] - The rise in gold prices was driven by expectations of a rate cut by the Federal Reserve, with a probability of 86.9% for a 25 basis point cut in December [3] Robotics Sector - The robotics sector showed strong activity, with companies like UBTECH (09880) rising 3.76% after securing significant contracts [4] - The sector is expected to see further growth as major players receive large orders, marking 2025 as a critical year for commercialization [4] Gaming Sector - The gaming sector saw a general upward trend, with companies like MGM China (02282) and Sands China (01928) reporting gains [5] - Morgan Stanley noted that Macau's gaming revenue for the month was up over 10% year-on-year, indicating potential for growth in the sector [5] Company-Specific Developments - Hawei Co. (09609) saw its shares drop 22.97% on its first trading day after an IPO priced at HKD 14.28 [6] - GAC Group (02238) experienced a strong performance, rising 16.62% following the launch of a new vehicle model [7] - Bole Technology (02592) surged 14.05% after receiving patents for its core product, indicating potential for future collaborations [8] - Tianyue Advanced (02631) and Dongyue Group (00189) also reported positive stock performance, driven by developments in AI and material prices respectively [9][10]

Group 1 - The core viewpoint of the article highlights that the stock market is experiencing a significant surge, with a 40% advancement rate for consecutive rising stocks, excluding ST and delisted stocks [1] - A total of 70 stocks hit the daily limit up, with 9 consecutive rising stocks, including 4 stocks with three or more consecutive rises [1] - Notable individual stock performances include Guosheng Technology achieving 10 consecutive limit-ups in 15 days, and Meng Tian Home recording 6 limit-ups in 8 days despite recent volatility [1] Group 2 - The commercial aerospace sector continues to strengthen, with Lei Ke Defense achieving 4 limit-ups in 5 days, and other stocks like Qian Zhao Optoelectronics and Aerospace Huanyu hitting the daily limit [1] - The robotics sector is also active, with Xiangyang Bearing achieving 2 limit-ups in 4 days, and major stocks like GAC Group hitting the daily limit [1] - A significant contract was awarded to UBTECH for a humanoid robot data collection and training center project in Jiujiang, Jiangxi, with a contract value of 143 million yuan [1]