盘面上看，保险、银行、煤炭等板块走低，军工板块强势拉升，传媒、建筑、半导体、医药板块走强， 军贸概念、商业航天、AI应用概念等活跃。 国泰海通表示，近期中国股市走弱，原因在于临近年末部分投资人保收益和降仓位动机较高，FED降息 预期的降温、美股波动加剧与内部政策缺位交织助推了交易波动和信心走弱，加之权益产品备案放缓市 场增量供给不足，客观上股市微观结构受到负面冲击。与当下谨慎共识不同的是，国泰海通策略坚决看 好中国市场前景，股指进入击球区。机会总在恐慌中出现，中国股市将逐步企稳与展开跨年攻势，上升 的空间还很大，眼下是增持的良机。 （原标题：收评：沪指午后翻红，军工板块强势，医药等板块走强） 24日，三大股指午后震荡回升，沪指翻红，创业板指小幅走高，场内超4200股飘红。 截至收盘，沪指微涨0.05%报3836.77点，深证成指涨0.37%报12585.08点，创业板指涨0.31%报2929.04 点，科创50指数涨0.84%，沪深北三市合计成交17405亿元。 ...

中信建投证券表示，当前市场处于"三期叠加"：牛市中段整固期，景气验证关键期，业绩政策空窗期， 市场震荡轮动和资金年底止盈等特征也会进一步放大。近期海外环境出现较多扰动，美联储12月降息预 期反复，带动全球市场流动性预期波动；英伟达财报超预期，但股价出现巨震，投资者担忧AI开支可 持续性，蔓延影响A股情绪。长期而言，慢牛格局的主要因素不变；短期来看，策略层面以择机布局为 主，时点上等待12月中上旬的美联储议息会议和中央经济工作会议落地，其间若调整较充分也可加仓吸 筹，关注60日线与半年线支撑和市场缩量情况。 24日早盘，两市主要股指盘中震荡回落，创业板指盘中跌约1%失守2900点，场内约3200股飘红。 盘面上看，煤炭、燃气、有色、电力、保险等板块走低，军工、医药等板块逆市拉升，军贸概念、AI 应用概念等活跃。 截至午间收盘，沪指跌0.34%报3821.68点，深证成指跌0.59%，创业板指跌0.77%，沪深北三市合计成交 10326亿元。 ...

每经AI快讯，港股AI应用概念股多数走高，截至发稿，创新奇智(02121.HK)涨6.85%，报5.93港元；阿 里巴巴-W(09988.HK)涨4.54%，报154.3港元；快手-W(01024.HK)涨4.38%，报66.8港元；美图公司 (01357.HK)涨3.21%，报8.04港元；阅文集团(00772.HK)涨3.56%，报36.1港元。 ...

本文字数：625，阅读时长大约1分钟 2025.11.24 | | | 作者 |一财阿驴 09:36海南板块反复活跃，京粮控股快速拉升封板，海南海药、海南高速、康芝药业等纷纷冲高。 09:34中水渔业盘初拉升涨停，走出7连板。 | 60 6 6 19 59 159 305 609 日 11 月 慶 6 | F9 盘前盘后 静加 九轮 阅读 工程 @ 0 > | | | | | 中水温泉 (1) | | --- | --- | --- | --- | --- | --- | --- | | | 0007984中水流量103:34 价 16.0 座度 1.51(10.01%) 比较 16.27 成交量 876 幅交金额 143万 --- 2025/11/24 11 WindASW $1388 | | | 16.60 .1.51 +10.01% | | 000798 84 | | | | | | SZSE CNY 9:34:06 字第中 | | 好似然的变得 不过来 | | | | 7,50% | 發比 | 100.00% 变差 | | 124749 Wind ESGIP® $ Wind Wa | | | | | ...

2025.11. 24 本文字数：625，阅读时长大约1分钟 作者 | 一财 阿驴 09:36 海南板块反复活跃，京粮控股快速拉升封板，海南海药、海南高速、康芝药业等纷纷冲高。 09:34 中水渔业盘初拉升涨停，走出7连板。 | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 盘前盘后 赣加 九转 画线 工具 @ 2 » | | | | | | 中水渔业 立即 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000798[中水渔业] 09:34 价 16.60 涨跌 1.51(10.01%) 均价 16.27 成交备 876 成交金额 143万 16.60 | 2025/11/24 | 10.01% | | 16.60 +1.51 +10.01% | | 000798 交易 | | | | Win.d人气榜 第138名 | | | SZSE CNY 9:34:06 交易中 | | 轻似城持受路 ■ 团 团 | | | 16.22 | | 7.50% | 委比 | 100.00% 委差 | | 124749 Wind ESG ...

Core Viewpoint - The media industry is the only sector to receive net inflows of capital, while the overall market experiences significant outflows, particularly in the technology and materials sectors [1][2]. Capital Flow Summary - The main capital outflow from the Shanghai and Shenzhen markets today amounts to 985.55 billion yuan, with the ChiNext board seeing a net outflow of 377.44 billion yuan and the CSI 300 index experiencing a net outflow of 267.85 billion yuan [1][2]. - Among the 31 primary industries, all experienced declines, with the comprehensive, non-ferrous metals, and power equipment sectors dropping over 5%. Other sectors like basic chemicals, electronics, and communications fell over 4% [2]. - Only the media industry saw a net inflow of 13.26 billion yuan, while the electronic, power equipment, and computer sectors had the largest outflows, each exceeding 100 billion yuan. Other sectors such as non-ferrous metals, pharmaceuticals, machinery, communications, and non-bank financials also faced significant outflows, each exceeding 42 billion yuan [2]. Individual Stock Performance - In individual stock performance, 37 stocks saw net inflows exceeding 1 billion yuan, with 6 stocks receiving over 3 billion yuan. The leading stock in net inflow was the photolithography concept stock, Kaimete Gas, with 7.75 billion yuan [3]. - The photolithography concept stocks rose against the market trend, with stocks like Guofeng New Materials hitting the daily limit, and Kaimete Gas reaching its limit during trading [3]. - AI application concept stock Yidian Tianxia saw a limit increase with a net inflow of 6.54 billion yuan, with significant buying from specific trading desks [4]. Tail-End Capital Flow - At the market close, there was a net outflow of 143.68 billion yuan, with the ChiNext board experiencing a net outflow of 57.56 billion yuan and the CSI 300 index seeing a net outflow of 41.92 billion yuan [8]. - Among individual stocks, 19 stocks had net inflows exceeding 20 million yuan at the close, with the leading stock being Changxin Bochuang, which had a net inflow of 1.13 billion yuan [8]. - A total of 22 stocks had net outflows exceeding 80 million yuan, with 13 stocks seeing outflows exceeding 1 billion yuan [9].

盘面上，锂矿概念、锂电池板块掀跌停潮，赣锋锂业(002460)、江特电机(002176)及天齐锂业(002466)等 近二十股跌停；有机硅板块下挫，远翔新材等多股跌逾10%；钛白粉板块走低，国城矿业(000688)跌 停；电池股普跌，星源材质(300568)等多股跌逾10%；化肥、磷化工板块下挫，澄星股份(600078)跌 停；光伏设备板块走弱，金辰股份(603396)跌停；小金属、化学原料、石墨烯及存储芯片等板块跌幅居 前。另外，船舶制造板块逆市走高，江龙船艇(300589)涨超14%；AI应用板块小幅上涨，Kimi概念、 Sora概念方向领涨，易点天下20CM涨停。(格隆汇) | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3834.89 | 12538.07 | 1377.39 | | -96.16 -2.45% -442.75 -3.41% -68.14 -4.71% | | | | 科创50 | 创业板指 | 万得全A | | 1285.83 | 2920.08 | 6030.56 | | -42.36 -3.19% -122.26 -4.02% -197. ...

Market Overview - The market experienced a volatile adjustment in the early session, with all three major indices opening lower and continuing to decline, particularly the ChiNext index which fell over 3% [1] - By the end of the morning session, the Shanghai Composite Index dropped by 1.88%, the Shenzhen Component Index fell by 2.72%, and the ChiNext Index decreased by 3.18% [1] Stock Performance - Nearly 5,000 stocks across the market saw declines, indicating a broad-based sell-off [2] - Specific sectors showed mixed performance, with the military industry experiencing a partial rebound, exemplified by Jiuzhiyang hitting the daily limit up [3] - The agriculture sector was active, with Qianyinhigh Technology also reaching the daily limit up [3] - AI application concepts showed strength, with Rongji Software achieving five consecutive limit ups [3] - The aquaculture sector maintained its strong performance, as Zhongshui Fishery recorded six consecutive limit ups [3] Declining Sectors - The lithium mining sector faced collective adjustments, with stocks like Shengxin Lithium Energy hitting the daily limit down [4] - The storage chip sector continued to weaken, with companies such as Demingli and Shikong Technology also hitting the daily limit down [4] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.31 trillion yuan, an increase of 197.5 billion yuan compared to the previous trading day [5] - Among individual stocks, Zhongji Xuchuang led with a trading volume exceeding 13.5 billion yuan, followed by Xinyi Sheng and Yangguang Electric Power [5]

记者丨黎雨桐 编辑丨曾静娇 11月21日，全球市场避险情绪继续发酵，受隔夜美股走势影响，亚太主要股指集体重挫。 沪指失守3 9 0 0点，锂矿股批量跌停 截至早盘收盘，沪指跌1.88%，深成指跌2.72%，创业板指跌3.18%。沪深两市半日成交额1.32万亿。 恒生科技跌超3%，中芯国际跌近5% 港股方面，截至发稿，恒生指数跌超2%，恒生科技跌超3%，京东健康、百度、腾讯音乐跌超6%，中芯国际跌近5%，阿里巴巴跌近4%。 盘面上个股普跌，全市场近5000只个股下跌。 中船系概念直线拉升，涨近5%，久之洋20cm涨停； 农业板块表现活跃，荃银高科20cm涨停。 AI应用概念局部走强，榕基软件5连板。水产概念延续强势，中水渔业6连板。 | 久之洋 | 50.44 | 20.01% | 0.00% | | --- | --- | --- | --- | | 300516.SZ | | | | | 中船防务 | 30.20 | 6.94% | 0.17% | | 600685.SH | | | | | 昆船智能 | 20.87 | 6.59% | -0.29% | | 301311.SZ | | | | | 中船汉光 ...

Group 1 - The market focus stocks include HeFu China, which has seen a 14-day streak of 12 consecutive gains, opening flat [1] - Local stock Jiumuwang from Fujian opened up by 7.11% with a 6-day gain streak [1] - Aerospace Development, with a 4-day gain streak, opened at the daily limit [1] Group 2 - The actual controller change in Zhenai Meijia led to a 0.18% increase at the opening, maintaining a 6-day gain streak [1] - Perovskite concept stock Guosheng Technology opened flat, having a streak of 8 days with 6 gains [1] - Aquaculture stock Zhongshui Fishery reached the daily limit with a 4-day gain streak [1] Group 3 - Kaolin material concept stock Huaci Co., Ltd. opened down by 2.29% with a 4-day gain streak [1] - AI application concept stocks Rongji Software and Inspur Software opened up by 7.87% and 7.01% respectively, both with a 3-day gain streak [1] - Lithium extraction from salt lake concept stock Jinyuan Co., Ltd. reached the daily limit with a 3-day gain streak [1]