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 ...

Market Overview - The A-share market experienced a decline today, with the Shanghai Composite Index falling by 2.45% to close at 3834.89 points, and the Shenzhen Component Index dropping by 3.41% to 12538.07 points. The ChiNext Index decreased by 4.02% to 2920.08 points. Overall, 351 stocks rose while 5071 stocks fell, with a total trading volume of 17082 billion yuan, an increase of 2575 billion yuan compared to the previous trading day [1][12]. Industry Performance - Most of the Shenwan first-level industries saw declines today. The media, home appliances, and food and beverage sectors experienced relatively smaller declines of 0.32%, 0.40%, and 0.88% respectively. In contrast, industries such as comprehensive, non-ferrous metals, electric equipment, basic chemicals, electronics, communications, steel, and environmental protection faced larger declines, with drops of 5.50%, 5.26%, 5.17%, 4.70%, 4.58%, 4.51%, 4.40%, and 4.00% respectively [1][12]. Concept Sector Performance - The concept sectors that saw the largest gains today included the China Shipbuilding System, aquatic products, Xiaohongshu platform, Pinduoduo partners, short drama games, virtual humans, and Kimi. Conversely, sectors such as lithium mining, lithium battery anodes, and lithium extraction from salt lakes experienced corrections [2][11].

11月21日，亚太主要股指收盘多数下跌，日经225指数跌2.4%，韩国综合指数跌3.78%。A股市场全天震荡调整，沪指 跌2.45%，深成指跌3.41%，创业板指跌4.02%。沪深两市成交额1.98万亿，较上一个交易日放量2610亿。盘面上个股 普跌，全市场超5000只个股下跌，99只个股跌停。 板块方面，中船系、AI应用等板块涨幅居前，锂电池产业链领跌，锂矿方向掀跌停潮；算力硬件题材大幅走低，存储 器方向跌幅靠前；半导体、消费电子、光伏、金融科技概念股跌幅明显。 具体来看，AI应用概念逆势走强，榕基软件（002474）5连板。军工板块表现活跃，久之洋（300516）20cm触及涨 停，江龙船艇（300589）、天海防务（300008）逆势大涨。下跌方面，锂电池产业链集体调整，盛新锂能（002240） 等多股跌停。有机硅概念快速下跌，晨光新材（605399）跌停。存储芯片概念持续走弱，德明利（001309）、时空科 技（605178）跌停。 知名个股中，北交所新股N大鹏盘中大涨超1500%，截至收盘涨1211.11%，日内换手率超98%，以发行价9元/股计算， 股民中一签（100股）最高可赚1.5万元。公开资 ...

Market Overview - The market experienced significant fluctuations on November 21, with the Shanghai Composite Index falling over 2% and the ChiNext Index dropping more than 4% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.97 trillion yuan, an increase of 257.5 billion yuan compared to the previous trading day [1] - Nearly 5,100 stocks in the market declined, indicating a widespread downturn [1] Sector Performance - The AI application sector showed resilience, with Rongji Software achieving five consecutive trading limits [1] - The military industry sector was active, with stocks like Jiuzhiyang hitting the daily limit, while Jianglong Shipbuilding and Tianhai Defense saw significant gains [1] - Conversely, the lithium battery industry chain faced a collective adjustment, with stocks such as Shengxin Lithium Energy hitting the daily limit down [1] - The organic silicon concept experienced a rapid decline, with Chenguang New Materials also hitting the daily limit down [1] - The storage chip sector continued to weaken, with Demingli and Shikong Technology hitting the daily limit down [1] Index Performance - By the end of the trading session, the Shanghai Composite Index fell by 2.41%, the Shenzhen Component Index decreased by 3.41%, and the ChiNext Index dropped by 4.02% [1]

截至收盘，沪指跌2.45%，深成指跌3.41%，创业板指跌4.02%。 盘面上个股普跌，全市场近5100只个股下跌，99只个股跌停。从板块来看，AI应用概念逆势走强，榕基软件5连板。军工板块表现活跃，久之洋20cm 触及涨停，江龙船艇、天海防务逆势大涨。下跌方面，锂电池产业链集体调整，盛新锂能等多股跌停。有机硅概念快速下跌，晨光新材跌停。存储 芯片概念持续走弱，德明利、时空科技跌停。 板块方面，中船系、AI应用等板块涨幅居前，电池、硅能源、锂矿等板块跌幅居前。 今日A股市场全天震荡调整，沪指跌超2%，创业板指跌超4%。沪深两市成交额1.97万亿，较上一个交易日放量2575亿。 准确 快速 权威 专业 下载财联社APP获取更多资讯 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

A股三大指数集体收跌，截至收盘，上证指数跌2.45%，深证成指跌3.41%，创业板指跌4.02%，北证50 跌4.71%。沪深京三市全天成交额19836亿元，较上日放量2610亿元。全市场超5000只个股下跌。板块 题材上，中船系、Sora概念活跃，电池、能源金属、硅能源板块调整。盘面上，中船系板块活跃，久之 洋涨超15%。Sora概念部分活跃，易点天下、视觉中国涨停封板。电池板块全线走弱，天华新能、星源 材质、宏工科技等数十只跌超10%，德新科技等数只个股跌停。能源金属大幅调整，赣锋锂业、天齐锂 业等数只个股跌停。硅能源板块调整，大为股份、晨光新材跌停。 ...

【导读】A股市场低开低走，锂电板块遭重挫；"中船系"逆市走强，久之洋（300516）20cm涨停；光刻胶概念股午前异动 大家好！全球市场遭遇"黑色星期五"，来一起关注上午的市场行情和资讯~ 11月21日上午，亚太市场普遍走低，日经225指数跌超2%，韩国综合指数跌超3%，仅澳洲标普200指数微红。 | 亚太市场 区 | | | | --- | --- | --- | | 日轻225 | 韩国综合 | 新加坡海峡 | | 48730.53 | 3853.81 | 4469.94 | | -1093.41 -2.19% -151.04 -3.77% -41.93 --0.93% | | | | 澳洲标普200 | 印度 | MSCI台湾 | | 8429.50 | 85347.40 | 1043.02 | | +13.00 +0.15% -285.28 -0.33% -41.72 -3.85% | | | | 上证指数 | 深证成指 | 恒生指数 | | 3857.24 | 12627.85 | 25300.41 | | -73.81 -1.88% -352.96 -2.72% | | -535.16 -2.07 ...

Market Overview - Global market risk aversion continues to escalate, leading to significant declines in major Asia-Pacific stock indices [1] - The Shanghai Composite Index fell below 3900 points, with a drop of 1.88%, while the Shenzhen Component and ChiNext Index decreased by 2.72% and 3.18%, respectively [3][4] Stock Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.32 trillion yuan, with nearly 5000 stocks declining [4] - The lithium mining sector experienced a sharp decline, leading the A-share market with a drop of 9.43%, as stocks like Jiangte Motor, Tibet Summit, and Ganfeng Lithium hit the daily limit down [5][7] Sector Highlights - The lithium carbonate futures contract opened lower, dropping by 9% to 91,020 yuan per ton, despite a cumulative increase of 24.5% over the previous 12 trading days [6][8] - The shipbuilding sector saw a surge, with stocks like Jiuzhiyang and China Shipbuilding Defense rising nearly 5% [4][5] Hong Kong Market - The Hang Seng Index fell over 2%, with the Hang Seng Tech Index dropping more than 3%, as major tech stocks like JD Health, Baidu, and Tencent Music saw declines exceeding 6% [10][11] International Market Impact - Japanese and South Korean stock markets experienced significant drops, with the Nikkei 225 falling over 2% and the KOSPI declining nearly 4% [13] - U.S. stock market volatility affected global sentiment, with the Nasdaq dropping nearly 500 points, leading to a decrease in investor confidence regarding potential interest rate cuts by the Federal Reserve [13]

Group 1 - The China Shipbuilding sector saw a significant increase, with the index rising nearly 4% during trading on November 21 [1] - Jiuzhiyang experienced a sharp rise, with its stock price increasing over 17% [2] - China Shipbuilding Industry's subsidiaries, including China Shipbuilding Han Guang, China Shipbuilding Defense, and China Shipbuilding Technology, also reported gains of over 3% [3] Group 2 - Jiuzhiyang's stock price reached 49.50, reflecting a 17.77% increase, with a market capitalization of 8.91 billion [4] - China Shipbuilding Han Guang's stock price rose by 8.58% to 19.99, while China Shipbuilding Defense and China Shipbuilding Technology saw increases of 3.65% and 3.12%, respectively [4] - The overall market was down, with the Shanghai Composite Index falling by 1.90% and the Shenzhen Component Index down by 2.76% [5][6]

Group 1 - The China Shipbuilding sector experienced a decline of 2.39%, ranking among the top losers in the concept sector, with companies like China Shipbuilding Special Gas, China Marine Defense, and Kunshan Intelligent showing significant drops [1] - The main funds in the China Shipbuilding sector saw a net outflow of 617 million yuan, with ten stocks experiencing net outflows exceeding 10 million yuan, led by China Shipbuilding with a net outflow of 232 million yuan [2] - Other companies with notable net outflows include China Shipbuilding Defense, China Power, and China Marine Defense, with net outflows of 128 million yuan, 89.9 million yuan, and 49.7 million yuan respectively [2] Group 2 - The top gainers in the market included the Hainan Free Trade Zone with a rise of 2.20%, while the Silicon Energy sector fell by 2.66% [2] - The trading volume for China Shipbuilding stocks showed varying turnover rates, with China Shipbuilding Defense at 6.35% and Kunshan Intelligent at 7.20% [2] - The performance of individual stocks within the China Shipbuilding sector varied, with China Shipbuilding down by 1.63%, China Shipbuilding Defense down by 2.39%, and China Marine Defense down by 3.87% [2]