每经AI快讯，AI语料板块震荡走低，上海电影跌7.39%，荣信文化跌4.36%，读客文化跌3.93%，中文在 线、世纪天鸿、视觉中国跌超2%。 （文章来源：每日经济新闻） ...

沪深两市主力资金净流出633.91亿元 4个行业主力资金呈现净流入 （原标题：数据复盘丨传媒、计算机等行业走强 57股获主力资金净流入超1亿元） 11月18日，上证指数全天震荡走低；深证成指、创业板指早盘窄幅震荡，午后震荡下探，尾盘有所回升；科创50指数早盘冲高回落，午后持续回 落，尾盘有所回升。截至收盘，上证指数报3939.81点，跌0.81%，成交额7909亿元；深证成指报13080.49点，跌0.92%，成交额11351.19亿元；创 业板指报3069.22点，跌1.16%，成交额5088.41亿元；科创50指数报1357.93点，涨0.29%，成交额612亿元。沪深两市合计成交19260.19亿元，成交 额较上一交易日增加152.61亿元。 传媒、计算机等行业走强 ST中迪20连板 盘面上来看，行业板块、概念跌多涨少。其中，传媒、计算机、教育、电子等行业涨幅靠前；Kimi、AI语料、拼多多、盲盒经济、短剧互动游戏 等概念走势活跃。电力设备、煤炭、有色金属、钢铁、化工、房地产、环保、石油石化等行业跌幅居前；钛白粉、刀片电池、有机硅、氟化工、 固态电池、低碳冶金、统一大市场、黄金、复合集流体等概念走势较弱 ...

（原标题：外围市场全线大跌！逆势拉升 A股这一概念突然爆发！） 11月18日，外围市场全线大跌。A股方面，AI应用概念逆势走强；互联网电商板块上涨。 11月18日，A股三大指数低开后持续震荡调整，截至收盘，沪指跌0.81%，深证成指跌0.92%，创业板指 跌1.16%。 盘面上，网红经济、厨卫电器、AI语料、半导体等概念涨幅居前，电池、钢铁、能源金属、钛白粉、 磷化工、有机硅等板块跌幅居前。全市场成交额超1.9万亿元，较昨日放量超150亿元，下跌个股超4100 只。 AI应用概念逆势走强，榕基软件、浪潮软件、宣亚国际、华胜天成2连板；互联网电商板块上涨，丽人 丽妆涨停；煤炭板块大跌，云煤能源、宝泰隆跌停；氟化工概念走弱，立中集团跌超12%，天际股份、 石大胜华等跌停。 小鹏汽车跌超10% 11月18日，小鹏汽车港股盘中跌近11%，最低至85.5港元。港股新能源车企同步下跌，零跑汽车、蔚 来、长城汽车、理想汽车跟跌。 纳斯达克100指数期货跌幅一度扩大至1%，标普500指数期货一度跌0.8%。比特币再度跌破9万美元，持 续一个月的下跌态势已抹去该加密货币2025年的所有涨幅。 值得注意的是，近期海外资管巨头在" ...

Core Insights - The Zhipu AI concept index rose by 1.68%, ranking 9th among concept sectors, with 48 stocks increasing in value, including Guangyun Technology and Vision China hitting the daily limit up [1][2] - The sector saw a net inflow of 999.2 million yuan, with major inflows into stocks like Vision China, Kingsoft Office, and Worth Buying [2][3] Stock Performance - Top gainers in the Zhipu AI sector included: - Guangyun Technology: +20% - Vision China: +20% - Worth Buying: +14.40% - BlueFocus: +11.51% - Fantou Shuchuang: +7.39% [1][2] - Major decliners included: - CIMC: -3.48% - Digital China: -2.76% - Kevin Education: -2.20% [1][2] Fund Flow Analysis - The leading stocks by net inflow were: - Vision China: 548 million yuan - Kingsoft Office: 293 million yuan - Worth Buying: 250 million yuan - Guangyun Technology: 112 million yuan [2][3] - The net inflow ratios for top stocks were: - Vision China: 20.70% - Guangyun Technology: 18.84% - Kingsoft Office: 10.75% [3]

Market Overview - On November 18, the A-share market experienced a decline, with the Shanghai Composite Index falling by 0.81% to 3939.81 points, and the Shenzhen Component Index dropping by 0.92% to 13080.49 points [2][3] - The overall market turnover exceeded 1.9 trillion yuan, an increase of over 15 billion yuan compared to the previous day, with more than 4100 stocks declining [2] Sector Performance - AI application concepts showed resilience, with stocks like Rongji Software, Inspur Software, and Xuanyuan International achieving consecutive gains [3] - The internet e-commerce sector also saw an increase, highlighted by Liren Lizhuang hitting the daily limit [3] - Conversely, the coal sector faced significant losses, with Yunmei Energy and Baotailong hitting the daily limit down [3] Automotive Industry - XPeng Motors reported a significant drop of over 10% in its stock price, reaching a low of 85.5 HKD [6] - In Q3, XPeng Motors achieved a total delivery of 116,007 vehicles, marking a year-on-year increase of 149.3% and a quarter-on-quarter increase of 12.4% [8] - The company's Q3 revenue reached 20.38 billion yuan, up 101.8% year-on-year, with a gross margin of 20.1%, an increase of 4.8 percentage points year-on-year [8] - For Q4 2025, XPeng anticipates total deliveries between 125,000 and 132,000 vehicles, representing a year-on-year increase of 36.6% to 44.3% [8] Global Market Context - Global markets faced a downturn, with the Nikkei 225 and the Korean Composite Index both dropping over 3% [9][10] - The Nasdaq 100 futures saw a decline of up to 1%, while Bitcoin fell below 90,000, erasing all gains for 2025 [10] - There is a growing debate regarding the valuation of AI stocks, particularly in light of Nvidia's performance and upcoming employment reports, with some institutions suggesting a bubble may be forming [10]

Market Overview - On November 18, the A-share market experienced a decline, with the Shanghai Composite Index falling by 0.81%, the Shenzhen Component Index down by 0.92%, and the ChiNext Index decreasing by 1.16% [1] - Despite the overall market downturn, AI application concepts and the internet e-commerce sector showed resilience, with significant gains in specific stocks [1] AI and E-commerce Sector - AI application concepts saw strong performance, with stocks like Rongji Software, Inspur Software, and Xuanyuan International achieving consecutive gains [1] - The internet e-commerce sector also rose, highlighted by Liren Lizhuang hitting the daily limit [1] Automotive Industry - XPeng Motors' stock fell over 10% on November 18, reaching a low of 85.5 HKD, amidst a broader decline in the Hong Kong electric vehicle sector, including companies like Li Auto and NIO [2] - XPeng Motors reported a record high total delivery of 116,007 vehicles in Q3 2025, marking a year-on-year increase of 149.3% and a quarter-on-quarter increase of 12.4% [2] - The company's Q3 revenue reached 20.38 billion RMB, up 101.8% year-on-year, with a gross margin of 20.1%, an increase of 4.8 percentage points from the previous year [2] - For Q4 2025, XPeng anticipates total deliveries between 125,000 and 132,000 vehicles, representing a year-on-year increase of 36.6% to 44.3% [2] New Energy Vehicle Market - In October, new energy vehicles accounted for over 50% of total new car sales in China, with production and sales reaching 1.772 million and 1.715 million units, respectively, reflecting year-on-year growth of 21.1% and 20% [3] - From January to October, cumulative production and sales of new energy vehicles reached 13.015 million and 12.943 million units, with year-on-year growth of 33.1% and 32.7% [3] Global Market Sentiment - Global stock markets faced significant declines, with the Nikkei 225 and KOSPI dropping over 3%, and the Hang Seng Index falling more than 2% [4] - The Nasdaq 100 and S&P 500 futures also experienced declines, indicating a broader risk-off sentiment among investors [4] - The ongoing debate regarding the valuation of AI stocks, particularly in light of Nvidia's performance, has intensified, with some institutions expressing concerns over potential bubbles in the AI sector [4]

人民财讯11月18日电，A股三大指数今日低开后持续震荡调整，截至收盘，沪指跌0.81%，深证成指跌 0.92%，创业板指跌1.16%。盘面上，互联网电商板块上涨，丽人丽妆涨停；煤炭板块大跌，云煤能 源、宝泰隆跌停；氟化工概念走弱，立中集团跌超12%，天际股份、石大胜华等跌停。网红经济、厨卫 电器、AI语料、半导体等概念涨幅居前，电池、钢铁、能源金属、钛白粉、磷化工、有机硅等板块跌 幅居前。全市场成交额超1.9万亿元，较昨日放量超150亿元，下跌个股超4100只。 转自：证券时报 ...

Core Viewpoint - The AI sector has experienced a significant rally, with multiple companies showing substantial stock price increases, indicating strong market interest and potential investment opportunities in this area [1] Company Performance - Dongfang Guoxin saw its stock price rise by over 13% [1] - Sanliu Ling (360) achieved a direct limit-up on its stock [1] - Fushi Holdings experienced a stock price increase of over 8.5% [1] - Other companies such as Zhi De Mai, Huina Technology, and Kunlun Wanwei also saw notable stock price increases [1]

Group 1 - The internet insurance sector experienced a decline of 1.43%, ranking among the top losers in concept sectors, with notable declines from Tianli Technology, Xinhua Insurance, and Jiayun Technology [1] - The main funds in the internet insurance sector saw a net outflow of 1.301 billion yuan, with 10 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was Dongfang Caifu, which had a net outflow of 1.230 billion yuan, followed by Weining Health, Jinzhen Shares, and China Ping An [2] Group 2 - Among the stocks in the internet insurance sector, the top gainers included Aishida, Tongfang Shares, and Qitian Technology, with increases of 1.04%, 0.80%, and 0.27% respectively [1][3] - The stocks with the highest net outflows included Dongfang Caifu (-1.85%), Weining Health (-1.81%), and Jinzhen Shares (-1.97%) [2][3] - The net inflow leaders in the sector were Tongfang Shares, Xinhua Insurance, and Xinzhisoft, with net inflows of 69.77 million yuan, 10.51 million yuan, and 5.81 million yuan respectively [2][3]

Market Overview - The three major A-share indices collectively adjusted today, with the Shanghai Composite Index down 0.25%, the Shenzhen Component Index down 0.36%, and the ChiNext Index down 0.51%. The North Stock 50 increased by 0.19% [1] - The total trading volume in the Shanghai and Shenzhen markets was 20,202 billion yuan, a decrease of 557 billion yuan compared to the previous day [1] - Over 3,100 stocks in the market experienced declines [1] Sector Performance - The organic silicon, chemical, energy metals, Hainan Free Trade Zone, photovoltaic equipment, and port shipping sectors saw the largest gains [1] - Conversely, the AI corpus, quantum technology, humanoid robots, cloud computing, and brain-computer interface sectors experienced the most significant declines [1] ETF Performance - The chemical sector was strong, with several ETFs such as Huabao Fund Chemical ETF, Guotai Fund Chemical Leader ETF, and others rising over 3% [1] - The new materials sector also performed well, with ETFs from Jianxin Fund, Ping An Fund, and Guotai Fund increasing by 2.46%, 2.44%, and 2.41% respectively [1] - The photovoltaic sector continued its upward trend, with the Puyin Ansheng Fund Photovoltaic Leader ETF rising by 2.28% [1] Hong Kong Market - The Hong Kong internet sector declined, with the Hong Kong Internet ETF and Hong Kong Stock Connect Internet ETF falling by 2.89% and 2.62% respectively [1] - The software sector also showed negative performance, with the Software Leader ETF and Software 50 ETF dropping by 2.44% and 2.41% respectively [1] - The artificial intelligence sector saw a comprehensive decline, with the AI ETF and Financial Technology ETF both falling by over 2% [1]