每经编辑｜何小桃 杜宇 富时A50期指连续夜盘收涨0.41%，报15248点。 贵金属市场出现剧烈波动，现货黄金一度涨超1.2%，随后转跌失守4200美元。 当地时间12月5日，美股三大指数均小幅收涨，道指涨0.22%；纳指涨0.31%；标普500指数涨0.19%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47954.99 | 23578.13 | 6870.40 | | +104.05 +0.22% | | +72.99 +0.31% +13.28 +0.19% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7831.43 | 25735.00 | 6879.50 | | +99.55 +1.29% +112.25 +0.44% | | +12.75 +0.19% | 大型科技股多数上涨，博通涨超2%，谷歌、Meta涨超1%，苹果、英伟达跌幅不足1%。存储概念、零售百货涨幅居前，SanDisk涨超7%，美光科技涨超 4%，梅西百货、迪拉德百货涨超2%。加密货币概念、综合油气跌幅居前，Strive跌超7%，英国石油跌超3%，道达尔、埃尼 ...

美联储下周降息方面也有新消息。 12月5日，美国商务部公布的9月核心个人消费支出（PCE）物价指数年率为2.8%，低于预期的2.9%。疲软的数据，更加强化下周美联储降息的预期。 另外，美国白宫国家经济委员会主任哈塞特最新表示：现在是美联储"谨慎降息"的好时机，预计美联储将在下周采取行动。哈塞特预计政府关门的影响比 预期的要大。针对关税问题，他警告称，若最高法院最终否决现行关税政策，可能引发巨大混乱。 周五（12月5日），美股全线飘红，中概股普涨。黄金、白银尾盘跳水。 美股三大指数均收涨。大型科技股多数上涨，博通涨超2%，谷歌、Meta涨超1%。存储概念涨幅居前，SanDisk涨超7%，美光科技涨超4%。 中概股普涨，纳斯达克中国金龙指数涨超1%。百度集团涨近6%，小米集团涨超2%，美团涨近2%，小鹏汽车、爱奇艺、好未来涨超2%。 黄金、白银盘中拉升后明显跳水。现货黄金最新报4197.405美元/盎司，报跌0.26%，此前一度涨超1%。现货白银在创下历史新高后跳水，报涨2.07%，此 前一度涨近4%。 据新华社报道，12月5日晚，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特和贸易代表格 ...

格隆汇12月6日｜美股三大指数均小幅收涨，道指涨0.22%，本周累计上涨0.5%；纳指涨0.31%，本周累 计上涨0.91%；标普500指数涨0.19%，本周累计上涨0.31%。大型科技股多数上涨，博通涨超2%，谷 歌、Meta涨超1%，苹果、英伟达跌幅不足1%。存储概念、零售百货涨幅居前，SanDisk涨超7%，美光 科技涨超4%，梅西百货、迪拉德百货涨超2%。加密货币概念、综合油气跌幅居前，Strive跌超7%，英 国石油跌超3%，道达尔、埃尼石油、Circle跌超2%。 纳斯达克中国金龙指数收涨1.3%，本周累涨约0.5%。热门中概股里，百度收涨5.8%，万国数据涨 4.5%，小鹏涨2.7%，新东方涨2.5%，小马智行则跌2.8%，阿特斯太阳能跌3.7%。 ...

今年以来好上好已经15次登上龙虎榜，最近一次登上龙虎榜为11月13日，当日龙虎榜净买入-1.59亿 元；买入总计1.85亿元 ，占总成交额比7.72%；卖出总计3.43亿元 ，占总成交额比14.35%。 资料显示，深圳市好上好信息科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区高新南一 道002号飞亚达科技大厦1501A，成立日期2014年12月23日，上市日期2022年10月31日，公司主营业务 涉及主要向消费电子、物联网、照明等应用领域的电子产品制造商销售电子元器件,并提供相关产品设 计方案和技术支持等服务。主营业务收入构成为：分销业务99.08%，物联网产品设计及制造0.91%，其 他0.01%，芯片定制0.01%。 好上好所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：小盘、存储概念、送转填 权、机器人概念、物联网等。 12月3日，好上好盘中下跌2.09%，截至13:33，报30.46元/股，成交1.44亿元，换手率2.85%，总市值 90.42亿元。 资金流向方面，主力资金净流出889.95万元，特大单买入0.00元，占比0.00%，卖出179.39万元，占比 1.24%；大 ...

Core Viewpoint - Tongyou Technology's stock price has shown mixed performance this year, with a year-to-date increase of 21.89% but a recent decline of 13.86% over the past 20 days [2]. Company Overview - Tongyou Technology, established on November 3, 1998, and listed on March 21, 2012, is located in Haidian District, Beijing. The company specializes in data storage, data protection, and disaster recovery [2]. - The main revenue sources for Tongyou Technology are storage systems (56.11%) and solid-state storage (43.89%) [2]. - As of September 30, 2025, the company had 47,100 shareholders, a decrease of 5.06% from the previous period, with an average of 7,831 circulating shares per person, an increase of 5.33% [2]. Financial Performance - For the period from January to September 2025, Tongyou Technology reported revenue of 327 million yuan, representing a year-on-year growth of 7.73%. However, the net profit attributable to shareholders decreased by 70.37% to 9.29 million yuan [2]. - The company has distributed a total of 66.89 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Market Activity - On December 2, the stock price of Tongyou Technology fell by 2.04%, trading at 19.21 yuan per share, with a total transaction volume of 44.57 million yuan and a turnover rate of 0.63%. The total market capitalization stood at 9.21 billion yuan [1]. - In terms of capital flow, there was a net outflow of 805,100 yuan from major funds, with large orders buying 3.84 million yuan (8.61% of total) and selling 4.64 million yuan (10.42% of total) [1].

Core Viewpoint - The company "好上好" has shown significant stock performance and financial growth, with a notable increase in revenue and net profit year-on-year, indicating a positive outlook for the business and potential investment opportunities. Group 1: Stock Performance - On December 1, "好上好" stock rose by 2.01%, reaching 31.42 CNY per share, with a trading volume of 154 million CNY and a turnover rate of 3.00%, resulting in a total market capitalization of 9.327 billion CNY [1] - Year-to-date, "好上好" stock price has increased by 82.31%, with a 3.02% rise in the last five trading days, a 4.06% decline over the last 20 days, and a 10.25% drop over the last 60 days [1] - The stock has appeared on the "龙虎榜" 15 times this year, with the most recent appearance on November 13, where it recorded a net buy of -159 million CNY [1] Group 2: Company Overview - "好上好" was established on December 23, 2014, and went public on October 31, 2022. The company is based in Shenzhen, Guangdong Province, and primarily sells electronic components to manufacturers in the consumer electronics, IoT, and lighting sectors [2] - The company's revenue composition is heavily weighted towards distribution business at 99.08%, with minimal contributions from IoT product design and manufacturing [2] - As of November 20, the number of shareholders increased to 76,900, a rise of 13.85%, with an average of 2,140 circulating shares per person, down by 11.48% [2] Group 3: Financial Performance - For the period from January to September 2025, "好上好" achieved a revenue of 6.128 billion CNY, reflecting a year-on-year growth of 14.46%, while the net profit attributable to shareholders was 49.1458 million CNY, up by 62.14% [2] - The company has distributed a total of 69.3405 million CNY in dividends since its A-share listing [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the fifth largest shareholder, holding 1.6462 million shares as a new investor [3]

Core Viewpoint - Yake Technology's stock has shown a significant increase this year, with a 23.48% rise, reflecting strong market interest and performance in the semiconductor materials sector [1][2]. Financial Performance - For the period from January to September 2025, Yake Technology achieved a revenue of 6.467 billion yuan, representing a year-on-year growth of 29.36%. The net profit attributable to shareholders was 796 million yuan, with a year-on-year increase of 6.33% [2]. - The company has distributed a total of 1.156 billion yuan in dividends since its A-share listing, with 752 million yuan distributed over the past three years [3]. Stock Market Activity - As of December 1, Yake Technology's stock price was 70.84 yuan per share, with a market capitalization of 33.715 billion yuan. The stock experienced a trading volume of 187 million yuan and a turnover rate of 0.83% [1]. - The net inflow of main funds was 13.3683 million yuan, with significant buying activity from large orders, indicating strong investor interest [1]. Shareholder Information - As of September 30, 2025, Yake Technology had 61,500 shareholders, an increase of 13.91% from the previous period. The average number of circulating shares per shareholder was 5,179, a decrease of 12.21% [2]. - Notable changes in major shareholders include a reduction in holdings by Hong Kong Central Clearing Limited and the entry of new shareholders such as Guotai Junan's semiconductor materials ETF [3]. Business Overview - Yake Technology, established on October 29, 1997, specializes in the research, production, and sales of electronic materials, LNG insulation materials, and flame retardants. The revenue composition includes semiconductor chemical materials (49.23%), LNG insulation composite materials (27.13%), and other segments [1].

【11 月 28 日，美联储12 月降息 25 个基点概率升至 86.9%，美股高开】11 月 28 日，美联储 12 月降息 25 个基点的概率升至 86.9%，美股三大指数集体高开。纳指涨 0.34%，标普500 指数涨 0.19%，道指涨 0.17%。 谷歌涨超 1%，大摩预期每对外销售约 50 万颗 TPU，将推升 2027 年每股盈利约 3%。 存储概 念股齐涨，闪迪涨超 5%，美光科技涨超 2%。研究机构预测存储芯片价格预计再涨 50%。 霸王茶姬涨 超 4.7%，Q3 全球门店数达 7338 家，GMV 达 79.3 亿元，经调整后净利润 5.03 亿元。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Group 1 - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 86.9%, leading to a collective increase in major U.S. stock indices [1][3] - The Nasdaq Composite rose by 0.34%, the S&P 500 increased by 0.19%, and the Dow Jones Industrial Average gained 0.17% [1][3] - Google shares rose over 1%, with Morgan Stanley predicting that sales of approximately 500,000 TPUs will boost earnings per share by about 3% by 2027 [1][3] Group 2 - Storage-related stocks saw significant gains, with SanDisk rising over 5% and Micron Technology increasing by over 2% [1][3] - Research institutions forecast a further 50% increase in storage chip prices [1][3] - Bawang Tea Ji's shares rose over 4.7%, reporting a global store count of 7,338 and a GMV of 7.93 billion yuan in Q3, with an adjusted net profit of 503 million yuan [1][3]

Group 1 - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 86.9% [1] - Major U.S. stock indices opened higher, with the Nasdaq up 0.34%, S&P 500 up 0.19%, and Dow Jones up 0.17% [1] - Google shares increased by over 1%, with Morgan Stanley projecting that selling approximately 500,000 TPU units will boost earnings per share by about 3% by 2027 [1] Group 2 - Storage-related stocks saw significant gains, with SanDisk rising over 5% and Micron Technology increasing by over 2% [1] - Research institutions predict that storage chip prices are expected to rise by an additional 50% [1] Group 3 - Bawang Tea's shares rose by over 4.7%, reporting a global store count of 7,338 and a GMV of 7.93 billion yuan in Q3, with an adjusted net profit of 503 million yuan [1]