11月26日，A股三大指数走势分化，沪指午后震荡转跌，截至收盘，上证指数跌0.15%，深证成指涨 1.02%，创业板指涨2.14%。盘面上，CPO概念再度走强，长光华芯2连板，中际旭创大涨超13%。医药 股全线走强，流感、创新药概念领涨，粤万年青、华人健康、北大医药等多股涨停。零售股尾盘拉升， 东百集团、国光连锁等多股涨停。军工板块回调，航天发展跌停。此外，半导体、元器件、海南自贸概 念、人形机器人概念等板块涨幅居前，水产品、银行、旅游等板块跌幅居前。全市场个股跌多涨少， 3500只个股下跌，成交金额近1.8万亿元。 ...

沪深两市成交额1.78万亿，较上一个交易日缩量288亿。 11月26日，A股三大指数走势分化，截至收盘，上证指数跌0.15%，深证成指涨1.02%，创业板指涨2.14%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Minny | 3864.18 | -5.84 | -0.15% | | 399001 | 深证成指 | 3 | 12907.83 | 130.52 | 1.02% | | 399006 | 创业板指 | m | 3044.69 | 63.76 | 2.14% | 盘面上，军工、水产板块大幅下挫，石油、教育、化工板块表现低迷；CPO概念午后涨势收窄，医药股表现活跃，大消费题材尾盘异动 拉升。 CPO等算力硬件股走强，中际旭创大涨超10%，股价创历史新高；长光华芯、永鼎股份、青山纸业涨停。 | | | 【资金流向】 主力资金全天净流入电子、通信、医药生物等板块，净流出软件开发、银行、传媒等板块。 具体到个股来看，新易盛、中际旭创、阳光电源获净流入16.51亿元、12 ...

2769 1200 641 248 168 107 127 76 92 45 26 30 6 大于 小于 涨停 -2% -8% 跌停 +8% +6% +4% +2% 0% -4% -6% -8% +8% 上涨 1692家 168家 持平 下跌 3593家 停牌 19家 跌停 6家 涨停 76家 两市成交额: 1.78万亿 市场热度: 29 0 较上一日:-288亿 今日预测量能: 50 100 0 1.78万亿 -288亿 下载财联社APP获取更多资讯 准确 快速 权威 专业 板块方面，医药、零售、CPO等板块涨幅居前，军工装备、林业、游戏等板块跌幅居前。 截至收盘，沪指跌0.15%，深成指涨1.02%，创业板指涨2.14%。 上证指数 创业板指 深证成指 -12907.83 -3864.18 -3044.69 -0.15% +130.52 +1.02% +63.76 +2.14% -5.84 市场概况 今日深成指、创业板指双双低开高走，创业板指盘中一度涨超3%。沪深两市成交额1.78万亿，较上一个交易日缩量288亿。 盘面上，市场热点快速轮动，全市场超3500只个股下跌。从板块来看， 算力硬件概念集体走强 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.15% closing at 3864 points, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index increased by 2.14% [1] - The total market turnover was 1.8 trillion yuan, a decrease of 29 billion yuan compared to the previous trading day, with nearly 3600 stocks declining [1] Sector Performance - The pharmaceutical retail sector saw gains, with companies like Huaren Health and Ruikang Pharmaceutical hitting the daily limit [1] - The commercial retail and tax refund store sectors also performed well, with Dongbai Group and Sanjiang Shopping both reaching the daily limit [1] - The CPO concept remained active, with Yongding Co. hitting the daily limit and Zhongji Xuchuang rising over 13% to a new high [1] - Other sectors with notable gains included duty-free concepts, cultivated diamonds, and innovative drugs [1] Declining Sectors - The shipbuilding sector experienced a downturn, with Jianglong Shipbuilding dropping over 12% [1] - The aerospace sector also fell, with Chenxi Aviation declining by over 11% [1] - The nuclear pollution prevention sector showed weak performance, with Rongji Software hitting the daily limit down [1] - The aquaculture sector faced volatility, with Zhongshui Fishery hitting the daily limit down [1] - Other sectors with significant declines included aircraft carrier concepts, digital watermarking, and offshore engineering equipment [1] Top Gainers - The top gainers included sectors such as communication equipment, electronic components, and motorcycles, with respective increases of 2.30%, 2.249%, and 2.57% [2] - Other sectors with positive performance included engineering machinery, retail, and computer hardware, with increases of 2.22%, 1.67%, and 1.45% respectively [2]

今日早盘，CPO、半导体等AI硬件板块领涨，中际旭创大涨近14%、盘中股价创下历史新高，新易盛涨超10%。截至午间收盘，创业板成长指数上涨3.9%， 创业板指数上涨2.8%，创业板中盘200指数上涨0.4%，创业板ETF（159915）半日成交额近40亿元。 每日经济新闻 ...

11月26日，A股市场早盘震荡反弹，截至收盘，沪指涨0.14%，深成指涨1.61%，创业板指涨2.76%。 沪深两市半日成交额1.14万亿，较上个交易日缩量420亿。盘面上热点快速轮动，全市场超2800只个股上涨。 水平已达到中等程度，个别省份甚至已达到高度流行水平。据央视消息，数据显示，奥司他韦近七天销量增长率达237%，玛巴洛沙韦上涨达180%。 国债方面，国债期货午盘全线下跌，30年期主力合约跌0.49%报114.710元，10年期主力合约跌0.17%报108.060元，5年期主力合约跌0.08%报105.890元，2 年期主力合约跌0.02%报102.404元。 公开市场方面，央行公告称，11月26日以固定利率、数量招标方式开展了2133亿元7天期逆回购操作，操作利率1.40%，投标量2133亿元，中标量2133亿 元。Wind数据显示，当日3105亿元逆回购到期，据此计算，单日净回笼972亿元。 汇率方面，在岸人民币兑美元汇率升至7.0821，为2024年10月14日以来的最强水平。 亚太股市方面，截至发稿，日经225涨1.94%，软银集团反弹近7%，索尼、日立涨近3%；韩国综合指数涨约1.96%， ...

Market Overview - The market experienced a rebound in early trading, with the Shenzhen Component Index rising over 1% and the ChiNext Index increasing nearly 3%. The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion, a decrease of 39 billion from the previous trading day [1] - Over 2,800 stocks in the market saw gains, with notable performances in the flu prevention sector, where stocks like Guangji Pharmaceutical and Peking University Medicine hit their daily limits [1][5] - The CPO sector showed strong performance, with key stocks like Zhongji Xuchuang rising nearly 14% to reach a new historical high [1] Sector Highlights Flu Prevention Sector - The flu prevention concept stocks remained active, with several companies such as Guangdong Wannianqing, Huaren Health, and Hainan Haiyao hitting their daily limits. The demand for flu antiviral drugs surged, with a reported increase of over 500% in the number of buyers on Alibaba Health's platform in the past two weeks [5][12] AI and Technology Sector - Google recently launched its new multimodal AI model Gemini 3 and image generation model Nano Banana Pro, which are expected to benefit the OCS optical switching industry chain. Cignal AI predicts that the total addressable market for OCS optical switching will exceed $1.6 billion by 2029 [5][20] - The industrial robot manufacturing sales revenue saw a year-on-year increase of 41.7%, driven by the acceleration of the "Artificial Intelligence +" initiative [15][22] Robotics Sector - The robotics sector showed strength, with stocks like Dayang Electric and Dahua Intelligent hitting their daily limits. The demand for robots is expected to grow significantly, with leading domestic robot manufacturers accumulating orders exceeding 2 billion units by November 2025 [15][22] Pharmaceutical Sector - The pharmaceutical industry is witnessing a shift towards innovation, with companies like Yuyuan Pharmaceutical and Qianfang Biological showing significant stock price increases. The Chinese pharmaceutical industry is entering a critical phase of "innovation realization + global layout" [33] Commercial Aerospace Sector - The National Space Administration has issued a plan to promote the high-quality and safe development of commercial aerospace, which is expected to enhance investment and financing mechanisms in the sector [34] Consumer Electronics Sector - Huawei launched its Mate 80 series and other products, while Alibaba is set to unveil its first self-developed flagship AI glasses, indicating a strong push in the consumer electronics market [36]

此外，新加坡国家人工智能计划（AISG）正在进行一次重大战略调整，在其最新的东南亚语言大模型 项目中，放弃了Meta模型，转向阿里巴巴的通义千问Qwen开源架构，标志着中国开源AI模型在全球影 响力版图中的一次关键扩张。 中信证券指出，当前，阿里云在中国AI云市场份额居首，AI技术被视为驱动云计算增长的核心动力； 公司目前拥有全球领先的开源模型库，通义千问已包括超14万个衍生模型，全球下载量超4亿次。基础 设施方面，2025年至今，阿里云已新增并启用8个数据中心，覆盖全球29个公共云地域、87个公共云可 用区、3200+边缘节点。在持续强劲的AI需求推动下，国内头部云厂商已开启新一轮的战略性投入周 期，AI相关收入与算力基础设施的飞轮正在形成。 CPO概念等AI产业链股26日盘中再度活跃，截至发稿，长光华芯涨停、赛微电子涨约16%，光库科技、 新易盛、太辰光等跟涨。中际旭创涨超13%，创下历史新高，市值再度突破6000亿元。 消息面上，11月25日晚间，阿里巴巴发布2026财年第二季度财报，公司云收入同比增长34%，AI相关产 品收入连续9个季度实现三位数同比增长；本季度资本开支为315亿元，过去4个季度在A ...

（文章来源：证券时报网） 盘面上看，军工板块回落，保险、银行板块走低；医药、半导体、有色、汽车等板块拉升，CPO概念、 创新药、锂矿概念等活跃。 东莞证券表示，当前A股市场情绪偏谨慎，板块轮动加快、资金再配置凸显，热点持续性不足，呈现高 低切特征。短期看，前期涨幅较大板块面临估值消化压力，叠加宏观预期波动引发担忧，行情阶段性承 压。但基本面层面，上市公司盈利韧性不改，核心产业赛道向上趋势未变，市场支撑逻辑稳固，为中长 期资金提供调整后布局契机。经济转型下新兴产业结构性亮点突出，叠加流动性向上逻辑有望持续兑 现，A股长期向好趋势不变。 26日早盘，沪指盘中震荡上扬，创业板指大涨近3%，场内超2800股飘红。 截至午间收盘，沪指微涨0.14%报3875.48点，深证成指涨1.61%，创业板指涨2.76%，沪深北三市合计成 交11439亿元。 ...

记者丨吴桂兴 见习记者张嘉钰 编辑丨刘巷 11月26日，A股市场早盘震荡反弹，截至收盘，沪指涨0.14%，深成指涨1.61%，创业板指涨2.76%。 沪深两市半日成交额1.14万亿，较上个交易日缩量420亿。盘面上热点快速轮动，全市场超2800只个股上涨。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3875.48 | 12982.74 | 1402.36 | | +5.45 +0.14% +205.43 +1.61% +5.53 +0.40% | | | | 科创50 | 创业板指 | 万得全A | | 1319.35 | 3063.09 | 6189.48 | | +17.19 +1.32% +82.16 +2.76% +45.85 +0.75% | | | | 沪深300 | 中证500 | 中证A500 | | 4527.22 | 7013.45 | 5441.06 | | +36.81 +0.82% +58.85 +0.85% +48.15 +0.89% | | | | 中证1000 ...