俄罗斯外交部发言人扎哈罗娃18日在莫斯科接受采访时表示，日本首相高市早苗日前的涉台言 论非常危险，日本应深刻反省历史、汲取二战教训。 今年是世界反法西斯战争胜利80周年。扎哈罗娃指出，世界各地一系列纪念活动都在提醒世人勿忘历史、汲取 教训。高市早苗必须牢记历史教训，尤其要正视本国历史中那些不光彩的部分。 扎哈罗娃表示，日本军国主义发动的侵略战争给亚洲和世界带来深重灾难，也让日本付出惨痛代价。高市早苗 等日本政界人士应深刻反省历史，警惕错误言行可能引发的严重后果。 来源：央视新闻 责编：李丹 证 券 时 报 新 媒 体 矩 阵 海 15 王崇 数据5 ULL l 35 数据宝 人民财讯 券商中国 e公司 全景财经 北证 新財富 CHDC Rustway 杂志 期货回报 资讯 创业资本汇 北证资讯 信托百佬汇 新财富 期货日报 识别二维码关注 点击下载app 证券时报微信公众号 屏幕下方点个赞， 天天抓牛股！ 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 14天12板！603122，明日复牌！ 丨 突传大消息！荷兰：暂停对安世半导体干预 ...

Core Viewpoint - Xiaomi Group reported a strong Q3 2025 financial performance, with revenue of 113.1 billion yuan, a year-on-year increase of 22.3%, and an adjusted net profit of 11.3 billion yuan, up 80.9%, marking the highest quarterly profit in history [2] Financial Performance - Revenue breakdown: - Mobile and AIoT business contributed 84.1 billion yuan - Smartphone revenue was 46 billion yuan with global shipments of 43.3 million units, a 0.5% year-on-year increase, achieving nine consecutive quarters of growth [2] - IoT and consumer products revenue reached 27.6 billion yuan, up 5.6% year-on-year - Internet services revenue was 9.4 billion yuan, a 10.8% increase year-on-year [2] Market Outlook - Xiaomi's management indicated a "slight recovery" in the global smartphone market, primarily driven by low-end demand in emerging markets [2] - The company set its smartphone shipment target for the year at approximately 170 million units, with a cautious outlook for Q4 [2] Automotive Business - The automotive segment saw significant growth, with revenue reaching 29 billion yuan, a year-on-year increase of over 199%, and a quarterly delivery of over 100,000 electric vehicles, marking a new high since its launch [3] - Cumulative deliveries for the first three quarters exceeded 260,000 units, with a target of 350,000 units for the year [3] Product Strategy - Xiaomi is focusing on high-end product strategies, with a market share of 18.9% in the 4,000 to 6,000 yuan smartphone segment, an increase of 5.6 percentage points year-on-year [3] - The recently launched Xiaomi 17 series saw a 30% increase in sales compared to the previous generation, with over 80% of sales coming from high-end models [3] R&D Investment - R&D expenses for the first three quarters reached 23.5 billion yuan, nearing the total for the entire year of 2024, with expectations to exceed 30 billion yuan for the year [5] - The third quarter saw R&D investment of 9.1 billion yuan, a year-on-year increase of over 50% [5] Competitive Strategy - Xiaomi aims to avoid price wars and instead focus on enhancing average selling prices (ASP) through product line expansions [5] - The company is expanding its high-end home appliance business into Southeast Asia and Europe, with plans to accelerate overseas growth next year [5]

个股方面，108只个股下半年以来融资净买入额在10亿元以上。融资净买入前20名个股中，有10只是与 算力、芯片或半导体相关的科技股，还有4只是新能源产业个股。 14个申万一级行业融资净买入额在100亿元以上。电子行业增幅第一，净买入额达1480.62亿元；电力设 备紧随其后，净买入额948.03亿元；通信、有色金属净买入额超过400亿元。仅煤炭、石油石化遭融资 净偿还，金额分别为9.76亿元、10.74亿元。 人民财讯11月19日电，据证券时报·数据宝统计，今年下半年以来（7月1日以来，下同），A股融资余额 不断攀升，10月后持续维持在2.4万亿元之上，最新余额为2.48万亿元（截至11月17日），处于历史高 位，相较上半年末增长6441.71亿元，增幅为35%。 ...

Group 1: A-Share Market Financing Trends - The financing balance of A-shares has been steadily increasing since July 1, reaching 2.48 trillion yuan as of November 17, marking a historical high and a growth of 644.17 billion yuan (35%) compared to the end of the first half of the year [1] - 14 sectors in the Shenwan first-level industry saw net financing inflows exceeding 10 billion yuan, with the electronics sector leading at 148.06 billion yuan, followed by power equipment at 94.80 billion yuan, and communications and non-ferrous metals each exceeding 40 billion yuan [1] - The increase in financing balance reflects a positive change in investor sentiment and serves as a significant source of incremental capital for the A-share market [1] Group 2: Individual Stock Performance - 108 individual stocks have seen net financing inflows exceeding 1 billion yuan since the second half of the year, with the top 20 stocks in net financing inflows including 10 related to computing power, chips, or semiconductors, and 4 from the new energy sector [1] - Notable stocks with high net financing inflows include CATL, NewEase, Zhongji Xuchuang, Shenghong Technology, and Cambrian, each exceeding 10 billion yuan, while Sunshine Power, SMIC, and Industrial Fulian followed with inflows above 5 billion yuan [1] Group 3: Optical Module Sector Insights - The optical module sector has seen significant stock price increases, attracting substantial capital inflows, with NewEase and Zhongji Xuchuang ranking second and third in net inflows, and Tianfu Communication also showing a net inflow of 3.07 billion yuan [2] - Demand for 800G optical modules is currently maturing, while 1.6T optical modules are in the early stages of ramp-up, with expectations for continued high growth rates through 2025 and 2026 [2] - The global optical module market is projected to grow at a compound annual growth rate of 22% over the next five years, driven by strong demand from AI cluster applications and upgrades in DWDM networks by cloud companies and telecom service providers [2] Group 4: Company-Specific Financial Performance - Sifang Precision's main business includes digital transformation and traditional financial IT services, reporting a revenue of 453 million yuan in the first three quarters, a year-on-year decline of 14.46%, while net profit attributable to shareholders increased by 27.36% to 66.89 million yuan [3] - Several coal stocks, including Electric Power Investment Energy and Lu'an Environmental Energy, have experienced net financing repayments, with forecasts indicating stable coal prices and steady profitability for leading companies in the sector [3]

Core Insights - Multiple public funds have issued warnings regarding the premium risk associated with US stock QDII products, as retail investors and speculators increasingly favor these investments, leading to significant premiums between secondary market prices and net asset values [1][2][3] Group 1: Premium Risks - On November 17, major fund companies including E Fund, GF Fund, and others alerted investors about the premium risks in their US stock-themed QDII products, emphasizing that high premiums could lead to substantial losses [1][2] - E Fund's Nasdaq 100 ETF (QDII) reported a closing price of 1.767 yuan on November 14, reflecting a premium of 7.47% over its net asset value [2] - Other QDII funds, such as the S&P Consumer Select QDII and the S&P 500 Index QDII, have also issued similar warnings regarding premium risks and the potential for temporary trading halts [3] Group 2: Investment Trends - The narrative surrounding new technologies like AI, chips, and innovative pharmaceuticals has made US stock QDIIs particularly attractive, drawing significant capital compared to Hong Kong stock QDIIs [4] - Despite conservative returns, US stock QDIIs have shown strong capital inflow, with E Fund's Nasdaq 100 QDII growing from 1.4 billion yuan at the beginning of the year to 3.7 billion yuan by the end of September [4] - Fund managers have been reducing their positions in Hong Kong stocks while increasing their allocations to US stocks, with some funds completely exiting Hong Kong positions to focus on US markets [7] Group 3: Performance and Strategy - Fund managers have reported significant performance improvements after reallocating to US stocks, with some QDII funds achieving over 85% returns year-to-date [7] - The focus on US technology stocks is driven by expectations of continued growth in sectors like AI and high-performance computing, which are seen as critical for future investment opportunities [8][9] - The Nasdaq 100 index, representing leading tech companies, is expected to outperform other indices and serve as a key tool for investors looking to capitalize on US tech sector growth [9]

11月17日，多家公募集体发布公告，提示美股QDII产品存在溢价风险。 在美股市场单边逞强背景下，散户和游资纷纷拥抱美股主题QDII，并使此类QDII的二级市场价格 与基金净值之间出现大幅溢价。17日，易方达基金、广发基金、景顺长城基金、大成基金、华夏基金等 公司同时发布公告，提示投资者关注二级市场交易价格溢价风险，如果高溢价买入，可能面临较大损 失，基金公司也可能通过申请盘中临时停牌、延长停牌时间等方式，向市场警示风险。 值得一提的是，不仅散户在拥抱美股资产，基金经理也同样如此，近期多个公募QDII基金降低港 股市场仓位，同时加大对美股巨头的重仓力度，部分QDII基金甚至完全清仓港股，并将卖出的港股仓 位全部增加到美股市场，短时间内获得丰厚的回报和基金业绩排名。 美股QDII吸引力大增，头部基金纷纷发声 在游资、散户追捧美股QDII的情况下，头部公募们集体发声。 11月17日，易方达基金、广发基金、景顺长城基金、大成基金、华夏基金、汇添富基金、国泰基金 等纷纷发布公告，指相关基金公司旗下的QDII产品存在溢价风险，且这些QDII产品无一例外的为美股 主题QDII。 易方达基金17日表示，近期，易方达基金旗下 ...

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Group 1: Economic Overview - The Hong Kong stock market showed weakness in November, with the Hang Seng Index falling by 1.85%, the Hang Seng China Enterprises Index down by 2.09%, and the Hang Seng Tech Index decreasing by 2.82% [2] - In October, China's industrial production maintained growth, with a year-on-year increase of 4.9% and a month-on-month increase of 0.17%. The equipment manufacturing and high-tech manufacturing sectors performed particularly well, growing by 8.0% and 7.2% respectively [3][4] - The retail sales of consumer goods increased by 2.9% year-on-year, while fixed asset investment decreased by 1.7%, primarily due to a decline in real estate investment [4] Group 2: Company Analysis - Shoujia Technology - Shoujia Technology, established in 1991 and listed in Hong Kong in 1992, is a leading producer of steel wire for tires in China, with plans to expand its production capacity to over 300,000 tons [6] - The company is entering the new market of robotic tendons, leveraging its existing production technology for steel wire. It has initiated a joint research and development project with Stardust Intelligent [6] - Financial forecasts indicate that Shoujia Technology's revenue will reach HKD 2.42 billion, HKD 2.58 billion, and HKD 2.79 billion from 2025 to 2027, with net profit expected to grow significantly [7] Group 3: Investment Recommendation - Shoujia Technology is recognized as a leading player in the steel wire industry with strong shareholder backing and unique capabilities in transitioning to robotic tendon production [7] - A comparison with A-share company Daye Co., which has a projected PE ratio of 45.3, shows Shoujia Technology's PE at 32.1, indicating potential undervaluation [7] - The estimated market value of Shoujia Technology is HKD 2.61 billion, suggesting a target share price of HKD 4.9, with a recommended buy rating [7]

人民财讯11月17日电，金禄电子（301282）11月17日在互动平台表示，公司专业从事印制电路板(PCB) 的研发、生产与销售，暂未涉及半导体和芯片和先进封装领域。 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【三星等韩企宣布未来大规模投资计划】11月17日，三星集团透露，其附属企业将在未来五年于韩国投 资450万亿韩元，用于人工智能基础设施建设与研发等。 现代汽车集团承诺，未来五年投入125.2万亿韩 元。 SK集团重申，到2028年向人工智能、芯片、能源和生物技术领域投资128万亿韩元的计划。 LG集 团重申2024年至2028年100万亿韩元的投资计划，主要用于材料、零部件和设备。 ...