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存储芯片涨的乱?逻辑脉络今天看!| 1111 张博划重点
Hu Xiu· 2025-11-11 15:45
Market Overview - The market experienced a high-to-low trading pattern on November 11, with technology stocks, particularly AI hardware, remaining sluggish, leading to declines of over 1% in the ChiNext Index, STAR Market 50, and Shenzhen Component Index [1] - The Shanghai Composite Index, supported by dividend stocks, remained relatively strong, closing above 4000 points, while the total trading volume in the Shanghai and Shenzhen markets was below 2 trillion [1] - The micro-cap stock index reached a new historical high, and the CSI Dividend Low Volatility Index recorded a seven-day consecutive increase, indicating continued investment strategies focusing on small micro-cap and dividend stocks [1] Sector Performance - The photovoltaic sector surged against the trend due to the announcement from the Chinese Academy of Sciences regarding a perovskite solar cell prototype with a conversion efficiency of 27.2%, leading to significant gains in stocks like Zhonglai Co., Xiexin Integration, and Tuori New Energy [2] - The National Development and Reform Commission and the National Energy Administration released guidelines to promote renewable energy consumption and regulation, reviving interest in the energy storage sector, with companies like Haibosi Chuang, Canadian Solar, and Penghui Energy seeing substantial increases [2] Industry Developments - A report indicated that leading polysilicon companies are planning to form a consortium with a total investment of 20 to 30 billion yuan, aimed at eliminating excess capacity and settling accumulated debts in the industry, potentially leading to a new phase of "de-involution" in the photovoltaic sector [3]