来源：喜娜AI异动分析 2025年11月27日，英方软件（sh688435）触及涨停，涨停价63.11元，涨幅15.99%，总市值50.94亿元， 流通市值28.78亿元，截止发稿，总成交额3.32亿元。 根据喜娜AI异动分析，英方软件涨停原因可能如下，营收增长+研发实力+数据安全： 1、公司2025Q3 营收同比增长36.07%，显示出业务扩张态势，且2025H1净利润亏损同比收窄55.35%，虽仍处于亏损状 态，但亏损幅度的收窄给市场带来一定积极信号。公司专注于数据复制相关业务，产品用于容灾、备份 等领域，在数据安全重要性日益凸显的当下，有较好的市场前景。 2、公司研发实力强劲，累计获得61 项专利+161项软著，研发投入占比达59.83%。强大的研发能力有助于公司保持技术领先，推出更具竞 争力的产品。同时，国家对数据安全产业给予政策支持，行业前景良好，为公司发展提供了有利的政策 环境。此外，公司境外收入同比增长2098.02%，国际化初见成效，拓展了业务版图。 3、从市场板块表 现来看，数据安全概念是近期市场热点之一，同概念板块内部分个股有较好表现，形成板块联动效应。 东方财富数据显示，当日计算机应用板 ...

A股三大指数今日（11月24日）集体小幅上涨。市场全天成交额1.74万亿元，较前一交易日缩量超2400 亿元；收盘上涨个股超4200只，其中收盘股价涨停的有79只。 盘面上，中船系、小红书、军工信息化等概念领涨，海南自贸区、盐湖提锂、磷化工概念等概念跌幅居 前。 （原标题：603906签署重大合同，总金额超450亿元！） 机构净卖出个股中，视觉中国遭机构净卖出7992.4万元，居首；其次是易点天下、省广集团、江龙船 艇，净卖出金额均超5800万元。 17股今日获机构买入评级 据证券时报•数据宝统计，今日机构研报共发布17条买入型评级记录。 市场表现方面，机构给予买入型评级的个股今日平均上涨1.62%，表现强于沪指。股价上涨的有14只， 涨幅居前的有首都在线、大位科技、赛维时代，涨幅分别为5.2%、3.9%、3.77%。 从行业来看，基础化工行业最受青睐，华峰化学、平安电工等5股上榜机构买入评级榜。计算机、机械 设备等行业也较受机构关注，均有2股上榜。 龙虎榜揭秘：7股净买入金额均超千万元 今日龙虎榜中，净买入个股有9只，净卖出的个股为17只。7股净买入金额均超千万元，大中矿业获机构 净买入1.3亿元，居首；其 ...

| 指标 | 元力控股 | 计算机应用 行业平均 | 行业排名 | | --- | --- | --- | --- | | ROE | -3.2% | -13.52% | 42 69 | | 港股流通市值 | 7710.09万 | 79.76亿 | 69 65 | | 营业收入 | 4.21亿 | 45.447, | 38 63 | | 净利率 | -7.58% | -15.21% | 63 69 | | 毛利率 | 9.66% | 34.99% | 57 69 | | 负债率 | 58.15% | 8668.54% | 48 69 | 元力控股(01933.HK)发布公告，预计截至2025年9月30日止六个月(报告期)取得收入约人民币1.2亿元至 1.3亿元之间，而截至2024年9月30日止六个月(上年同期)则取得收入约人民币1.8亿元。 截至2025年11月24日收盘，元力控股(01933.HK)报收于0.15港元，与上一交易日持平，成交量0.0股，成 交额0.0港元。投行对该股关注度不高，90天内无投行对其给出评级。 元力控股港股市值7710.09万港元，在计算机应用行业中排名第59。主要指标见下表： ...

神州数码公告称，公司近期为子公司提供两笔担保，与邮储银行北京东城区支行、中国银行北京科创中 心支行分别签署担保合同，为神州数码（中国）有限公司、北京神州数码云科信息技术有限公司提供连 带责任保证担保，金额分别为1.8亿元、1.5亿元，保证期间均为债务履行期限届满之日起三年。截至公 告日，公司及控股子公司对外担保总金额为660.64亿元，实际占用额278.49亿元，占最近一期经审计净 资产的301.23%，无逾期及涉诉担保。 ...

今天A股市场发生了一场令人震惊的暴跌。 三大指数集体跌破60天牛熊分界线，整个市场4635只个股下跌，仅有485只上涨，45只股票跌停，305只跌幅超过 5%。 科创50指数最早发出转熊信号，走出典型的头肩顶形态；创业板指数跳空低开，多根均线形成死叉，呈现M头形态；就连一直有银行股护盘的上证指 数，也未能守住关键点位。 这场暴跌的直接导火索是美联储释放的重磅利空。 市场对12月降息的预期发生剧烈逆转：从上个月的98.8%概率降息，到上一周的50%，再到当前仅剩30% 左右。 美联储10月会议纪要显示，官员们对12月是否继续降息存在严重分歧，鲍威尔更明确表示12月降息"远未成定局"。 美联储政策的突然转向引发全球风险资产重新定价。 隔夜美股道指狂泻近800点，纳指大跌逾2%。 亚太市场紧随其后，日本日经225指数大跌1.8%，韩国综 合指数暴跌3.81%。 A股作为"水牛行情"的典型代表，对流动性变化极为敏感，美联储降息预期落空相当于直接"抽水"。 资金流向显示防御心态加重。 主力资金净流入前三的板块为化学制药、中药、燃气，分别净流入6.65亿元、5.95亿元和5.09亿元。 而AI应用概念则逆势集体 大涨，显 ...

每经AI快讯，海联讯（SZ 300277，收盘价：12.8元）11月21日晚间发布公告称，公司第六届2025年第 六次董事会临时会议于2025年11月21日在公司会议室以现场（视频）与通讯表决相结合的方式召开。会 议审议了《关于公司组织架构调整的议案》等文件。 2025年1至6月份，海联讯的营业收入构成为：计算机应用服务占比99.86%，其他业务占比0.14%。 截至发稿，海联讯市值为44亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 贾运可） ...

Market Overview - The market opened high but closed lower, with the ChiNext index dropping over 1% by the end of the day. Bank stocks continued to perform strongly, with China Bank and Industrial and Commercial Bank reaching new highs. The Hainan sector was active, with Hainan Haiyao hitting the daily limit. Lithium mining stocks remained strong, with Dawi Co. also hitting the limit. In contrast, consumer stocks fell collectively, with Liren Liyang hitting the limit down and Guolian Aquatic dropping over 10%. A total of nearly 3,800 stocks declined across the Shanghai, Shenzhen, and Beijing markets, with a trading volume of 1.72 trillion yuan [1]. Hot Topics Free Trade Zone in Fujian - The Fujian Free Trade Zone was active again today, with HeFu China resuming trading and hitting the limit up, Jiuzhou Wang achieving a seven-day limit up streak, and Rongji Software and Yingli Auto also hitting the limit up [3]. Real Estate Sector - The real estate sector showed unusual activity, with Caixin Development and Haolaike hitting the limit up, New Town Holdings rising by 7%, and I Love My Home also hitting the limit up. Reports indicate that on November 19, the Housing and Urban-Rural Development Bureau of Foshan, Guangdong Province, along with seven other departments, issued a notice with 12 measures to promote the stable and healthy development of the real estate market, covering land supply, development construction, financial support, and home purchasing convenience [5]. Banking Sector - The banking sector continued to perform well, with China Bank rising by 4% to reach a historical high, and Industrial and Commercial Bank also reaching a historical high, while Construction Bank increased by 3% [7]. The current price-to-book ratio (PB) for A-share banks is 0.73, while the PB for Hong Kong's state-owned banks is around 0.55, indicating that valuations remain significantly low compared to international peers. The banking sector's performance since 2022 has been primarily driven by valuation re-evaluation and upward adjustment [8][9]. Stock Performance Notable Stocks - HeFu China (603122.SS) reached a price of 26.18 yuan with a 10% increase and a market cap of 10.421 billion yuan [4]. - Jiuzhou Wang (601566.SS) achieved a price of 18.41 yuan with a 9.98% increase and a market cap of 10.579 billion yuan [4]. - Caixin Development (000838.SZ) reached a price of 3.40 yuan with a 10.03% increase and a market cap of 3.583 billion yuan [6]. - Haolaike (603898.SS) reached a price of 13.97 yuan with a 10% increase and a market cap of 4.349 billion yuan [6].

Summary of 360 Company Conference Call Industry Overview - The computer application sector is expected to be evaluated from a 2026 perspective, with a strong performance in Q3 2025, indicating a continuation of positive results into Q4 and the following year. The recovery of leading companies is a significant variable, and the current investment strategy focuses on stock selection rather than timing, emphasizing the purchase of undervalued stocks at market lows [2][5] Company Performance - 360 Company's traditional internet advertising business is benefiting from AI development, with projected revenue of nearly 2.1 billion yuan in H1 2025, marking a turnaround. Value-added services like 360 AI Office generated 457 million yuan in revenue in H1 2025, with an annual target of 1 billion yuan [2][6] - The company has introduced innovative AI search products, including 360 AI Search and Nano AI Search Super Agent, exploring a membership plus advertising revenue model, which may reshape its AI search business [2][7] - Revenue for 360 Company is expected to achieve close to double-digit growth in 2025, with profits likely turning positive due to the recovery of traditional businesses, growth in membership products, and reduced investment losses [2][8] Financial Metrics - The gross margin for 360 Company reached 66.1% in 2024, a 5 percentage point increase year-on-year, driven by the decline of low-margin businesses and growth in high-margin AI office services. Revenue growth is projected to be around 10% from 2025 to 2027, with a potential return to profitability in 2025 [4][13][15] - The company has seen a positive revenue growth trend for three consecutive quarters in 2025, primarily due to the recovery of traditional internet business and increased contributions from consumer-end revenue [10] Investment Logic - The core investment logic for 360 Company revolves around its traditional internet advertising business, which is expected to stabilize with the embrace of AI. Despite recent revenue declines, the company is optimistic about its recovery trajectory [6][11] - The introduction of the Nano AI Search Super Agent, which is the first domestic search product based on a super intelligent agent, aims to break down information barriers and utilizes a membership model priced at 59 yuan per month [9] Future Outlook - The company is expected to maintain a strong push rating, with anticipated revenue growth of around 10% from 2023 to 2027, and a potential return to profitability this year [15] - The AI and cybersecurity sectors present significant development opportunities, supported by policy backing and a recovering market environment. The company's core competitiveness lies in its large model capabilities and self-developed AI systems [14] Additional Insights - The revenue structure has shifted, with internet advertising accounting for 53% of total revenue last year, and the value-added business showing significant growth since being integrated into the 360 AI membership model [12] - The company’s chairman holds a direct stake of 5.35%, and strategic adjustments have been made to address losses in the smart hardware business [10]

Market Overview - A-shares market experienced an overall decline on November 18, with most major indices falling [4] - The media sector led the gains, with a mid-session increase of over 2% [4] - The Hang Seng Index fell below the 26,000-point mark during the morning session [2][11] Sector Performance - The media sector saw significant gains, with stocks like Fushi Holdings, Xuan Ya International, and Zhi De Mai hitting the 20% daily limit [4] - The computer sector also performed well, with a mid-session increase exceeding 1%, and several stocks reaching the daily limit [4] - Conversely, sectors such as coal, electric equipment, and steel experienced the largest declines [5] New Stock Listings - Three new stocks were listed on the A-shares market, all experiencing substantial increases [7] - North Mine Testing saw a mid-session increase of over 370%, specializing in non-ferrous metal inspection and testing [8] - Hengkun New Materials had a mid-session increase of over 330%, focusing on key materials for integrated circuits [9] - Nanwang Digital experienced a mid-session increase of over 270%, providing digital solutions for the power energy sector [10] Notable Stock Movements - Victory Dragon International surged over 130% after announcing a positive profit forecast, expecting a net profit of approximately HKD 25.7 million for the current period [15][13]

相关快讯 相关文章 南方财经11月17日电，市场震荡调整，深成指翻红后再度回落。沪深两市半日成交额1.27万亿，较上个 交易日放量329亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，福建板块再度爆 发，厦工股份、平潭发展等10余股涨停。AI应用概念快速走强，三六零等多股涨停。锂矿概念表现活 跃，大中矿业3连板。下跌方面，医药股出现分化，济民健康、药易购下挫。截至收盘，沪指跌 0.43%，深成指跌0.35%，创业板指跌0.8%。 相关股票： 厦工股份三六零平潭发展济民健康药易购大中矿业 A股午评：创业板指跌0.8% 福建、AI应用概念集体走强 2025-11-17 11:33 南方财经11月17日电，市场震荡调整，深成指翻红后再度回落。沪深两市半日成交额1.27万亿，较上个 交易日放量329亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，福建板块再度爆 发，厦工股份、平潭发展等10余股涨停。AI应用概念快速走强，三六零等多股涨停。锂矿概念表现活 跃，大中矿业3连板。下跌方面，医药股出现分化，济民健康、药易购下挫。截至收盘，沪指跌 0.43%，深成指跌0.35%，创业板指跌0.8 ...