格隆汇11月28日丨科大国创(300520.SZ)在投资者互动平台表示，公司参股投资了九章量子，目前持有 其4.29%股权。 ...

人民财讯11月28日电，广电计量（002967）今日(11月28日)官微消息，公司与长沙北斗研究院、长沙量 子研究院、湖南大学长沙半导体技术与应用创新研究院相继举行战略合作签约仪式。其中，在与长沙北 斗研究院的合作中，双方将围绕共建联合实验室、科研项目攻关、成果孵化转化等方面开展战略合作， 共同搭建北斗导航产品检测、时空安全检测与评估技术等服务平台，推动北斗导航及商业航天等领域新 生态的建设。另外，在与长沙量子研究院的合作中，双方将聚焦量子测量这一"卡脖子"技术领域，携手 共建"量子计量与测量联合实验室"。同时，在与长沙半导体技术与应用创新研究院的合作中，双方共同 组建"功率半导体与集成电路研发中心"。 ...

Market Overview - A-shares opened slightly lower, with the Shanghai Composite Index down 0.11% and the ChiNext Index down 0.04% [1] - The total trading volume in the Wande All A collection auction was only 12.9 billion, marking a new low for the stage [1] - Hong Kong stocks opened higher but turned negative, with the Hang Seng Index down 0.33% and the Hang Seng Tech Index down 0.2% [1][2] Sector Performance - OCS concept stocks mostly retreated, while sectors like deep-sea technology, gold, and superconductors performed well [1] - Large technology stocks in Hong Kong saw minor increases, with Alibaba, Baidu, and JD.com all rising less than 0.9% [1] - The non-ferrous metals sector continued its upward trend, with Chalco International rising by 6% [1] Bond Market - Government bond futures opened higher across the board, with the 30-year main contract up 0.11% and the 10-year main contract up 0.02% [2][3] Currency Exchange - The RMB to USD central parity rate was reported at 7.0789, down 10 points from the previous day [7]

早盘提示 Morning session notice 更多精彩内容请关注格林大华期货官方微信 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | | | --- | --- | --- | --- | | | | | 【重要资讯】 | | | | | 1、阿里 CEO 表示，行业内包括阿里，以及我们看到美国的大型云厂商，他们不仅 | | | | | 是现在新的 GPU 基本上是跑满的，甚至是上一代或者三、五年前的前几代 GPU 都是 | | | | | 跑满的。所以我们认为，在未来三年内，所谓的 AI 泡沫应该是不太存在的。 | | | | | 2、谷歌 CEO 表示，谷歌从芯片到应用的全栈创新正在创造倍增效应，而 Gemini 已 | | | | | 成为贯穿所有产品线的核心纽带。"Vibe Coding"（氛围编码）正在降低编程门槛， | | | | | 让非技术人员也能创建应用。大约 5 年后，人们会对量子技术感到无比兴奋。 | | | | | 3、自 11 月以来，代表"谷歌链"的谷歌 ...

证券日报网讯 中国长城（000066）11月26日在互动平台回答投资者提问时表示，公司系统装备业务聚 焦通信业务、特种计算业务、海洋信息化业务，加强能力建设，助力国家系统装备业务发展；公司2023 年系统装备业务营业收入为429980.09万元，2024年系统装备业务营业收入为268306.80万元；公司持续 关注量子技术，并有一定的研发投入。 ...

Communication Sector - North American tech giants are increasing capital expenditures, with Amazon planning $125 billion, Google raising to $91-93 billion, Meta guiding $70-72 billion, and Microsoft aiming to double its data center size within two years [2] - Operators are positioned as key players in the future 6G technology, with strong profitability, cash flow, and dividend levels, and technology maturity expected to improve during the 14th Five-Year Plan [2] - The communication ETF Guangfa (159507) rose by 4.49% [2] ChiNext Index - The latest VAT invoice data from the State Taxation Administration shows steady growth in high-end manufacturing, innovative industries, and digital-physical integration, injecting new vitality into economic development [3] - Recent expectations of a Federal Reserve interest rate cut and stabilizing international conditions may boost market risk appetite, with AI applications and tech sectors likely to continue performing well [3] - The ChiNext ETF Guangfa (159952) increased by 2.16%, while the Double Innovation 50 ETF Enhanced (588320) rose by 2.79% [3] Electronics Sector - Singapore's National AI Strategy is undergoing a major strategic shift, moving from Meta's model to Alibaba's Qwen open-source architecture for its Southeast Asian language model project [4] - Huawei launched the Mate 80 series and Mate X7, along with several new products on November 25 [4] - The AI industry is transitioning its value focus from computing power to application, marking a significant moment for industry intelligence upgrades [4] - The AI ETF Kexin (588760) has seen over 1300% growth in shares year-to-date, while the largest information technology ETF (159939) has a latest scale of 1.269 billion [4] Defense and Military - New fourth-generation equipment is expected to be a key focus for military weaponry development during the 14th Five-Year Plan, with an emphasis on unmanned systems and military AI [6] - The leading military ETF (512680) has a latest scale of 7.536 billion [6] Media Sector - The media and internet industry growth is driven by performance and AI empowerment, with a focus on AI applications and quality content production [7] - The largest media ETF (512980) has a latest scale of 3.185 billion, having attracted 279 million in net inflows over the past five days [7] Market Performance - As of November 26, 2025, the communication index led the market with a 4.64% increase, followed by the ChiNext index at 2.14% and the electronics index at 1.58% [5] - The defense and military sector saw a decline of 2.25%, while the media sector decreased by 0.82% [9]

11月26日，银轮股份盘中上涨2.03%，截至10:33，报34.19元/股，成交1.96亿元，换手率0.73%，总市值 288.44亿元。 资金流向方面，主力资金净流入1504.30万元，特大单买入768.10万元，占比3.91%，卖出554.29万元， 占比2.82%；大单买入4241.07万元，占比21.61%，卖出2950.58万元，占比15.04%。 银轮股份今年以来股价涨83.81%，近5个交易日涨4.08%，近20日跌12.40%，近60日跌9.55%。 今年以来银轮股份已经3次登上龙虎榜，最近一次登上龙虎榜为9月18日。 资料显示，浙江银轮机械股份有限公司位于浙江省天台县福溪街道始丰东路8号，成立日期1999年3月10 日，上市日期2007年4月18日，公司主营业务涉及油、水、气、冷媒间的热交换器、汽车空调等热管理 产品以及后处理排气系统相关产品的研发、生产与销售。主营业务收入构成为：热交换器88.73%，其 他10.51%，贸易0.76%。 银轮股份所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：量子技术、小鹏 汽车概念、人形机器人、汽车热管理、汽车电子等。 截至9月3 ...

日本据悉计划将人工智能与先进机器人、量子技术、半导体和电信、生物技术与保健、核聚变和太空6 个领域指定为"国家战略技术"，优先提供研究资金和税收优惠待遇。日本政府的目标是，通过支持对经 济增长至关重要的领域，吸引民间投资。 ...

2025.11.25 本文字数：562，阅读时长大约1分钟 09:28贵金属板块盘初走强，四川黄金、中金黄金涨超3%，晓程科技、山金国际、湖南白银等跟涨。 09:25 A股开盘丨创业板指高开1.42% 上证指数涨0.36%，深证成指涨0.85%，创业板指涨1.42%。 | મ્દ્રક | | 内日图 | 现价 | 消费 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3850.57 | 5.01 | 0.36% | | 399001 | 深证成指 | W | 12692.09 c | 107.00 | 0.85% | | 399006 | 创业板指 | m/ | 2970.73 c | 41.69 | 1.42% | 睁大你们的双眼，握紧你们的手机！ 作者 |一财阿驴 09:29优必选低开2.3%，此前公告称，拟折让逾一成配售新股筹31亿港元。 盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前，中际旭创涨超4%；量子技术、光伏、贵金 属板块反弹；AI应用端多数回调，军工、地产、农业板块小幅下跌。 09:22 港股开盘丨恒 ...

2025.11. 25 本文字数：562，阅读时长大约1分钟 作者 | 一财 阿驴 09:29 优必选低开2.3%，此前公告称，拟折让逾一成配售新股筹31亿港元。 09:28 贵金属板块盘初走强，四川黄金、中金黄金涨超3%，晓程科技、山金国际、湖南白银等跟 涨。 睁大你们的双眼，握紧你们的手机！ 没错，你们催了八百遍的「实体周边」 它！终！于！来！了！ 09:25 A股开盘丨创业板指高开1.42% 上证指数涨0.36%，深证成指涨0.85%，创业板指涨1.42%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | W | 3850.57 c | 13.81 | 0.36% | | 399001 | 深证成指 | 5 | 12692.09 с | 107.00 | 0.85% | | 399006 | 创业板指 | W/2 | 2970.73 с | 41.69 | 1.42% | 盘面上，科技股集体反弹，存储芯片、CPO概念涨幅居前，中际旭创涨超4%；量子技术、光伏、贵 金属板块反 ...