部分内容综合自人民财讯等 校对：高源 消息面上，英伟达第三季度营收及第四季度营收展望均超出市场预期。英伟达第三财季营收570.1亿美元，同比增长62%，市场预期551.9亿美元； 预计第四财季营收约为650亿美元，市场预期620亿美元。 华为算力概念午后走强，青云科技盘中涨超15%，新晨科技、首都在线、东方国信、优刻得、并行科技等走强。 华为11月18日官宣，将于11月21日在上海举办"2025AI容器应用落地与发展论坛"。该论坛以"AI容器智驱未来，引领算力资源利用新范式"为主 题，现场将正式发布并开源创新AI容器技术Flex:ai，助力算力资源的利用效率。 个股方面，早盘一度涨停的九牧王，午后触及跌停上演"天地板"，随后快速直线拉升大涨，成交额超15亿元。 宁德时代成交额超100亿元，截至发稿，下跌2.54%。宁德时代港股仍跌超7%。 （原标题：午后异动！300814，直线20%涨停！宁德时代，成交额超100亿元！） 午后A股有所走弱，三大指数盘中均翻绿。 CPO概念异动拉升，中富电路(300814)20%涨停，腾景科技、德科立涨超10%，天孚通信、方正科技等跟涨。 ...

2025.11. 17 本文字数：1310，阅读时长大约2分钟 作者 | 一财 阿驴 11:31 A股午盘丨创业板指半日跌0.8% 截至午盘，沪指跌0.43%，深成指跌0.35%，创业板指跌0.8%。 沪深两市半日成交额1.27万亿，较上个交易日放量329亿。全市场超2900只个股下跌。 10:49 碳酸锂期货主力合约涨超7%，现报93600元/吨。 10:40 沪深两市成交额突破1万亿，较上一日此时放量近200亿。 10:34 国债期货涨幅扩大，30年期主力合约涨0.43%，10年期主力合约涨0.09%，5年期主力合约涨 0.04%，2年期主力合约涨0.03%。 | 名称 | 最新 涨幅� | 涨跌 | | --- | --- | --- | | 三十年国债主连 | 116.57 +0.43% +0.50 | | | 十年国债主连 | 108.490 +0.09% +0.100 | | | 五年国债主连 | 105.895 +0.04% +0.045 | | | 二年国债主连 | 102.474 +0.03% +0.028 | | 10:01 集运指数欧线期货主力合约涨超8%，报1747点。 09:47 存 ...

市场早盘震荡调整，深成指、创指盘中一度翻红。板块方面，军工板块早盘强势，长城军工10cm涨 停；华为算力概念震荡走强，垒知集团、航天发展等多股涨停；AI应用端逆势活跃，三六零、宣亚国 际等多股涨停；下跌方面，贵金属板块弱势震荡，招金黄金跌幅居前；创新药板块陷入回调，海辰药业 跌幅居前；光伏设备板块大面积飘绿，弘元绿能领跌。总体来看，个股跌多涨少，下跌个股超2900只。 截至午间收盘，沪指报3973.31，跌0.43%；深成指报13169.37点，跌0.35%；创指报3086.67点，跌 0.80%。盘面上，能源金属、兵装重组概念、华为欧拉板块涨幅居前，贵金属、生物制品、光伏设备板 块跌幅居前。 ...

Market Performance - The three major A-share indices experienced a decline in the afternoon, with the Shanghai Composite Index down by 1.15%, the Shenzhen Component Index down by 1.06%, and the ChiNext Index down by 1.64% [1] - The overall market saw more stocks declining than rising, with a total trading volume of approximately 3.16 trillion yuan [1] Sector Highlights - The CPO concept was active throughout the day, with Dekeli hitting the daily limit [1] - The restaurant and tourism sector strengthened in the afternoon, with Qujiang Cultural Tourism also hitting the daily limit [1] - The Huawei computing power concept saw a rise in the afternoon, with Fenghuo Communication reaching the daily limit [1] - The semiconductor sector, communication equipment sector, and copper-clad laminate concept had notable gains [1] - Conversely, sectors such as precious metals, large financials, and leisure products experienced significant declines [1]

Core Viewpoint - Huawei's computing concept continues to rise, with significant stock price increases for related companies following the announcement of new chip releases at the Huawei Connect 2025 event [1] Group 1: Stock Performance - Fenghuo Communication (600498) reached the daily limit increase - Xingtuxinke, Xinghuan Technology, and Xinan Century all rose over 10% - Other companies such as Shenzhou Digital (000034), Gaoxin Development (000628), and Dahua Technology (002236) also experienced stock price increases [1] Group 2: Huawei's Chip Release Timeline - Huawei plans to launch the Ascend 950PR chip in Q1 2026 - The Ascend 950DT chip is expected to be released in Q4 2026 - The Ascend 960 chip is scheduled for Q4 2027, followed by the Ascend 970 chip in Q4 2028 [1]

Core Viewpoint - The article highlights the recent performance of the A-share market, focusing on the rise of military and robotics sectors, while also addressing the volatility of specific stocks like Weiwai New Materials [1][3][5]. Market Overview - On Wednesday morning, all three major A-share indices experienced slight increases, with the Shanghai Composite Index up 0.27% to 3627.54 points, and total market turnover reaching 10,735 billion yuan, an increase of 549 billion yuan compared to the previous trading day [1]. - Over 2,900 stocks in the market rose, with significant attention on military and robotics themes [3]. Sector Performance - The military sector showed strong momentum, with Changcheng Military Industry achieving four consecutive daily limits [3]. - The robotics industry chain collectively strengthened, with stocks like Haosen Intelligent and Guorui Technology hitting the daily limit of 20% [7][9]. Notable Stocks - Weiwai New Materials saw a significant drop, with its stock price falling below 100 yuan and hitting a 20% limit down, closing at 90 yuan per share, down 18.54% with a turnover of 16.52 billion yuan [3][5]. - The article also mentions the performance of various robotics stocks, including Haosen Intelligent and Guorui Technology, which both achieved a 20% increase [7][8]. Industry Insights - IDC forecasts that the global robotics market will exceed 400 billion USD by 2029, with China accounting for nearly half of this market. In 2024, the global shipment of commercial service robots is expected to surpass 100,000 units, with Chinese manufacturers holding an 84.7% share [9]. - The Shanghai government has released a plan to develop the embodied intelligence industry, aiming for breakthroughs in core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion yuan [9]. Upcoming Events - The 2025 World Robot Conference will be held from August 8 to August 12 in Beijing, featuring over 200 domestic and international robotics companies and more than 1,500 exhibits, with a significant increase in the number of new product launches compared to the previous year [10]. Company Developments - Huawei's computing concept stocks saw a rise, with companies like Dongfang Guoxin hitting the daily limit of 20%. Huawei announced the open-source of its Ascend hardware and software tools, which may enhance the efficiency of domestic computing resources [11][14].

Group 1 - The core viewpoint of the news highlights a significant movement in the robotics sector, with various companies experiencing notable stock price increases, particularly in the A-share market [2][3] - Companies such as Zhongdali De and Haode Hongwai reached their daily price limits, with Zhongdali De hitting a historical high, while Guorui Technology, Robot, and Anche Detection saw gains exceeding 10% [3] Group 2 - Yushu Technology launched a new quadruped robotic dog product, Unitree A2, weighing approximately 37 kilograms, with a maximum running speed of 5 meters per second and a climbing height of 1 meter [5] - The Shanghai Municipal Government released the "Implementation Plan for the Development of Embodied Intelligence Industry," aiming for breakthroughs in core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion yuan [5][6] - The plan includes incentives for companies selling or leasing embodied intelligent robots, offering rewards up to 5% of contract amounts, capped at 5 million yuan, and aims to attract high-quality enterprises to establish operations in Shanghai [5][6] Group 3 - The plan emphasizes leveraging Shanghai's advantages in autonomous intelligent computing chips and robotics, accelerating the development of core components like specialized chips and mainboards, and enhancing the compatibility of hardware and software [6] - The robotics sector is expected to see the establishment of research and production bases for high-value components such as joint modules and intelligent sensors in Shanghai [6] Group 4 - The Huawei computing concept showed localized strength, with stocks like Dongfang Guoxin rising over 15%, alongside other companies experiencing significant gains [7] - At the Ascend Computing Industry Development Summit, Huawei announced the full open-source of its Ascend hardware and related tools, enabling users to conduct in-depth exploration and custom development [9]

Group 1: Market Overview - The A-share market opened lower but saw a recovery, with all three major indices turning positive during the session [1] - The Shanghai Composite Index rose by 1.37 points, or 0.04%, closing at 3574.58 [2] - The Shenzhen Component Index increased by 48.46 points, or 0.44%, closing at 11058.23 [2] - The Northbound 50 Index rose by 3.77 points, or 0.27%, closing at 1426.65 [2] Group 2: Sector Movements - The polysilicon and silicon wafer sectors experienced significant upward movement, with Shuangliang Energy hitting the daily limit [5][6] - Other companies in the polysilicon sector, such as Daqo New Energy, Huamin Co., Tongwei Co., TCL Zhonghuan, and Hongyuan Green Energy, also saw notable gains [6] - The futures contract for polysilicon rose after previously declining over 4%, following the Ministry of Industry and Information Technology's release of a special energy-saving inspection task list for the polysilicon industry [7] Group 3: Innovation Drug Sector - The innovative drug sector continued to rise, with companies like Shuyou Shen, Rejing Bio, Kangchen Pharmaceutical, and Fuyuan Pharmaceutical reaching historical highs [8] - The FDA accepted the listing application for HSK3486 (环泊酚注射液) from Haishi Ke, and Huahai Pharmaceutical received approval for a dual-target drug [8] - Analysts noted that the innovative drug sector remains a core direction for the pharmaceutical industry, supported by policies and increasing global competitiveness [8] Group 4: Real Estate Sector - Dalian City Real Estate surged over 40% after announcing plans for privatization and delisting from the Hong Kong Stock Exchange [14][15] - The company proposed a buyback of shares at HKD 0.62 per share, totaling approximately HKD 29.32 billion [17] - NIO's stock rose over 9% following the launch of its new L90 model, which offers various seating configurations and competitive pricing [17] Group 5: Logistics Sector - The logistics sector saw significant gains, with companies like Shentong Express and Yunda Holdings hitting the daily limit [9][13] - The National Postal Administration held a meeting to address issues in the industry and promote high-quality development [13]

Core Viewpoint - The performance of Huawei's computing concept stocks is active, with significant gains observed in several companies ahead of the World Artificial Intelligence Conference (WAIC) [1] Group 1: Stock Performance - Yuncong Technology saw a rise of over 10% [1] - Zhizhen Technology reached its daily limit up [1] - Tianrun Technology, Tuolisi, and Zhongcheng Technology increased by over 5% [1] - Other companies such as Hand Information, Danghong Technology, Youkede, and Hengwei Technology also experienced gains [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 29 [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event [1] - Huawei's Ascend super node technology has achieved the industry's largest scale with 384 card high-speed bus interconnection [1]

Core Viewpoint - Huawei's computing concept is gaining traction in the market, with companies like Zhizhen Technology and Hengwei Technology reaching their daily limit up, driven by the upcoming World Artificial Intelligence Conference (WAIC) [1] Group 1: Market Activity - Huawei's computing concept stocks, including Zhizhen Technology and Hengwei Technology, saw significant price increases, with both reaching the daily limit up [1] - Other companies such as Qingyun Technology, Huayu Software, Youkede, Gaoxin Development, and Yakang Co. also experienced price increases, indicating a broader market interest in Huawei's technology [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is scheduled to take place from July 26 to July 29, which is expected to further boost interest in AI technologies [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event, highlighting its advancements in high-speed interconnect technology [1]