09:42 A股三大指数悉数翻红，海南、工程机械、流感板块涨幅居前。 09:35 日经225指数日内涨幅扩大至2%。 09:32 抗流感概念继续走强，广济药业3连板，北大医药2连板，海南海药、粤万年青、尔康制药等跟涨。 09:21 港股开盘丨恒指高开0.59% 恒指高开0.59%，恒生科技指数涨0.67%。锂电池产业链企稳，宁德时代高开逾2%；医药股回暖，信达生物涨超3%；科网股分化，蔚 来、阿里巴巴绩后双双低开，美团涨4%。 | HSTECH 恒生科技 | | WA | 5649.77c | 37.74 | 0.67% | | --- | --- | --- | --- | --- | --- | | Hટા | 恒生指数 | n/ | 26046.74c | 152.19 | 0.59% | 09:20 央行公开市场开展2133亿元7天期逆回购操作，操作利率1.40%。今日3105亿元逆回购到期。 09:31 卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远信科、天银机电等多股跟涨。消息 上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的通知。 09:30 游戏板 ...

2025.11. 26 本文字数：560，阅读时长大约1分钟 作者 | 一财 阿驴 睁大你们的双眼，握紧你们的手机！ 09:31 卫星互联网概念开盘活跃，雷科防务3连板，达华智能、特发信息涨超7%，航天智装、创远 信科、天银机电等多股跟涨。消息上，工业和信息化部发布关于组织开展卫星物联网业务商用试验的 通知。 09:30 游戏板块盘初走弱，富川股份跌超4%，汤姆猫、星辉娱乐、盛天网络、掌趣科技跟跌。 09:25 A股开盘丨三大指数集体低开 沪指低开0.07%，深成指低开0.06%，创业板指低开0.14% | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Mr. | 3867.43c | -2.59 | -0.07% | | 399001 | 深证成指 | 17 | 12769.93c | -7.39 | -0.06% | | 399006 | 创业板指 | VM | 2976.70c | -4.23 | -0.14% | 盘面上，能源金属、工程机械、有机硅概念表现活跃；中船系板块领 ...

证券之星消息，11月6日游戏板块较上一交易日下跌0.48%，星辉娱乐领跌。当日上证指数报收于4007.76，上涨0.97%。深证成指报收于 13452.42，上涨1.73%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002558 | 巨人网络 | 36.75 | 3.43% | 37.35万 | | 13.55 Z | | 300002 | 神小泰岳 | 12.38 | 1.98% | 66.01万 | | 8.17亿 | | 002624 | 完美世界 | 16.48 | 0.37% | 36.09万 | | 5.90亿 | | 002174 | 游族网络 | 12.60 | 0.16% | 24.99万 | | 3.14亿 | | 600633 | 浙数文化 | 13.57 | -0.07% | 14.64万 | | 1.98亿 | | 002605 | 姚记科技 | 25.64 | -0.39% | 3.73万 | | 9547.53万 | ...

Core Viewpoint - The Shanghai Composite Index is showing strong performance, approaching the 4000-point mark, with the CSI A500 Index rising by 1.14% [1] Market Performance - The market is experiencing rapid rotation of hot sectors, with strong performance in computing hardware and active trading in controllable nuclear fusion concept stocks, while gaming and wind power sectors are undergoing collective adjustments [1] - As of the morning close, ETFs tracking the CSI A500 Index have seen significant gains, with 10 related ETFs exceeding a trading volume of 100 million yuan, and 3 surpassing 2.8 billion yuan [1] ETF Trading Data - The trading volumes for major CSI A500 ETFs are as follows: - A500 ETF Fund: 4.22 billion yuan, up 1.11% - A500 ETF E Fund: 3.44 billion yuan, up 1.17% - CSI A500 ETF: 2.83 billion yuan, up 1.10% [2] - Other notable ETFs include: - A500 ETF Huatai-PB: 2.40 billion yuan, up 1.20% - A500 ETF Southern: 2.21 billion yuan, up 1.22% [2] Analyst Recommendations - Analysts suggest a high probability of the index continuing to break upwards, recommending a short-term increase in risk appetite and active buying of A-shares [1] - In the medium term, factors such as anti-involution policies, increased household savings entering the market, potential Federal Reserve interest rate cuts, and technical reversals are expected to support a bullish trend in A-shares for the fourth quarter [1]

Macro Dynamics - The "2025 China Top 500 Enterprises" list has been released, with total operating revenue reaching 110.15 trillion yuan, and the threshold for entry has increased for 23 consecutive years to 47.96 billion yuan, up by 579 million yuan. The total net profit attributable to shareholders reached 4.71 trillion yuan, growing by 4.39% [2] - The number of enterprises with operating revenue exceeding 100 billion yuan has significantly increased, with 267 companies in the 2025 list, an increase of 14 from the previous year, making up 53.4% of the total [2] Company Dynamics - Qilu Bank announced that its directors, supervisors, and senior management plan to voluntarily increase their holdings in the company by no less than 3.5 million yuan [4][5] - Junsheng Electronics has received project designation notifications from two leading brand manufacturers, with an expected total order value of approximately 15 billion yuan over the product lifecycle, set to begin mass production in 2027 [14] - Meizu Technology held a product launch event, officially releasing its AI shooting glasses StarV Snap, with a starting price of 1999 yuan [12] - Shoukai Co., Ltd. reported significant stock trading activity, with a cumulative price increase of 100% from September 3 to September 12, indicating abnormal trading conditions [13] - Honor has clarified that there are no former executives joining automotive companies, countering media speculation [11] Market Data - The Shanghai Composite Index fell by 0.26%, while the ChiNext Index rose by 1.52%. The automotive parts sector saw a surge, with several stocks hitting the daily limit [8] - The total margin financing balance increased by 11.182 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1.183985 trillion yuan and the Shenzhen Stock Exchange reporting 1.143112 trillion yuan [9] - The Hang Seng Technology Index rose by 0.91%, with notable stock performances including a 115% increase for Yaojie Ankang [10]

Market Overview - The three major indices in China experienced collective gains in early trading, with a mixed performance in the afternoon session [1] - The Shanghai Composite Index closed at 3860.50 points, down 0.26%, with a trading volume of 986.17 billion yuan [1] - The Shenzhen Component Index closed at 13005.77 points, up 0.63%, with a trading volume of 1,291.21 billion yuan [1] - The ChiNext Index closed at 3066.18 points, up 1.52%, with a trading volume of 616.54 billion yuan [1] Sector Performance - The automotive industry chain stocks were active throughout the day, with the auto parts sector strengthening in the afternoon [1] - Notable stocks such as Di Sheng Li reached the daily limit [1] - The energy storage concept saw a surge, with Ningde Times hitting a record high during trading [1] - The film and cinema sector also saw gains, with China Film reaching the daily limit [1] - Other sectors with significant gains included CRO concepts, pre-made dishes, gaming, and pork concepts [1] - Conversely, sectors such as soft drinks, communication equipment, and banking showed weak performance [1]

Market Performance - The gaming sector increased by 3.01% on August 22, with Kunlun Wanwei leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Individual Stock Performance - Kunlun Wanwei (300418) closed at 44.38, up 20.01% with a trading volume of 2.1688 million shares and a transaction value of 9.047 billion [1] - Shunwang Technology (300113) also saw a rise of 20.00%, closing at 27.24 with a trading volume of 866,700 shares [1] - Other notable performers included ST Dazheng (600892) with a 5.07% increase, and Zhejiang Shuju Culture (600633) with a 3.77% increase [1] Capital Flow Analysis - The gaming sector experienced a net inflow of 1.491 billion in main funds, while retail investors saw a net outflow of 637 million [2][3] - Main funds showed significant interest in Kunlun Wanwei with a net inflow of 1.28 billion, while retail investors had a net outflow of 400 million [3] ETF Performance - The Gaming ETF (product code: 159869) tracked the China Securities Animation and Gaming Index, with a recent five-day increase of 2.53% and a net inflow of 21.067 million [5] - The Food and Beverage ETF (product code: 515170) saw a five-day increase of 3.13% but experienced a net outflow of 23.49 million [5]

Market Overview - The gaming sector experienced a decline of 1.5% on July 31, with Glacier Network leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Individual Stock Performance - Kunlun Wanwei (300418) saw an increase of 3.01% with a closing price of 35.90 and a trading volume of 1.0273 million shares, totaling 3.699 billion yuan [1] - Glacier Network (300533) reported a significant drop of 4.84%, closing at 36.16 with a trading volume of 198,800 shares, amounting to 737 million yuan [2] - Other notable declines include Star Entertainment (300043) down 4.79% and WenTou Holdings (600715) down 3.73% [2] Capital Flow Analysis - The gaming sector experienced a net outflow of 718 million yuan from major funds, while retail investors contributed a net inflow of 679 million yuan [2] - Major funds showed a negative net inflow for several companies, including ST Huatong (002602) with a net outflow of 3.561 million yuan and ST Dazheng (600892) with a net outflow of 9.6075 million yuan [3] ETF Performance - The Gaming ETF (159869) tracking the China Animation and Gaming Index increased by 2.52% over the past five days, with a net inflow of 15.936 million yuan [5] - The Food and Beverage ETF (515170) saw a slight decline of 0.51% with a net outflow of 956,000 yuan [5]

Group 1 - The gaming sector has increased by over 3%, with the Huatai-PineBridge Gaming ETF (516770) rising by 3.43%, reaching a new five-day high [1] - The trading volume for the ETF was 15.298 million yuan, which is an increase of 148.07% compared to the same time yesterday [1] - In the past month, the trading volume has increased by 15 million units [1]

Group 1 - The gaming sector has increased by over 3% [1] - The Huatai-PineBridge Gaming ETF (516770) has risen by 2.62%, with a trading volume of 9.3844 million yuan, which is a 38.34% increase compared to the same time yesterday [1] - The trading volume has increased by 10 million units over the past month [1] Group 2 - The market leader in packaged gaming is suggested for rebound buying through index ETFs [1]