格隆汇11月19日丨天津发展(00882.HK)发布公告，2025年11月19日，力生制药（公司间接非全资附属公 司）与兴银理财及兴业银行订立第十一份兴业银行理财协议，以本金金额人民币3000万元认购另一项固 定收益投资产品。 ...

在阅读文章前，辛苦您点下"关注"，方便讨论和分享。作者定会不负众望，按时按量创作出更优质的内容。 文I不可史意 编辑I不可史意 持续 43 天的美国史上最长政府停摆正式落幕，特朗普签字的瞬间，全球金融市场掀起剧烈震荡：道指狂涨 326.86 点创历史新高，纳指却逆势下跌 61.84 点；黄金冲破 4200 美元 / 盎司大关，原油暴跌 4.19%。 更关键的是，美国即将向千万家庭发放 2000 美元现金补贴，咖啡、香蕉等民生商品关税全免，每一项变动都直接关联你的投资决策与生活成本。 这场打破 35 天历史纪录的停摆，从 10 月 1 日延续至 11 月 12 日，根源是美国民主共和两党对年度预算的僵持。43 天里，美国社会陷入多重困境：4200 万民众的食品救济金停发，超市食品银行排起数公里长队，无数家庭面临断炊危机。 民生红利与隐形风险 空中交通管制员缺勤率飙升，全美航班延误取消率同比上涨 37%，数百万旅客滞留机场；更致命的是，核心经济数据全面停更，投资者与美联储如同 "盲 投"，全球市场被迫在信息真空里悬心等待。 前言 大家好，小编我呀，是一个爱扒关于美国事情的热心博主，今天就给大家讲一件事情，那就是你 ...

Market Overview - The Shanghai Composite Index rose by 0.18% on November 19, with 10 industries experiencing gains, led by non-ferrous metals and petroleum & petrochemicals, which increased by 2.39% and 1.67% respectively [1] - Conversely, the comprehensive and real estate sectors saw declines of 3.08% and 2.09%, with the comprehensive sector being the worst performer of the day [1] Capital Flow Analysis - The main capital flow showed a net outflow of 40.955 billion yuan across the two markets, with 7 industries experiencing net inflows [1] - The defense and military industry had the highest net inflow of 3.610 billion yuan, rising by 1.11%, followed by the banking sector with a 0.92% increase and a net inflow of 1.265 billion yuan [1] - A total of 24 industries faced net capital outflows, with the electronics sector leading with a net outflow of 7.580 billion yuan, followed by the computer sector with 6.941 billion yuan [1] Comprehensive Sector Performance - The comprehensive sector declined by 3.08% with a net capital outflow of 46.4 million yuan, comprising 16 stocks, all of which fell, including 2 hitting the daily limit down [2] - Among the stocks in the comprehensive sector, Ningbo United saw the highest net inflow of 4.7328 million yuan, while Taida Co. had a net inflow of 1.7201 million yuan [2] - Nine stocks in the comprehensive sector experienced net outflows exceeding 10 million yuan, with the largest outflows from Yuegui Co. (191 million yuan), Zhangzhou Development (77.1612 million yuan), and Nanjing Xinbai (57.3389 million yuan) [2] Comprehensive Sector Capital Flow Rankings - The top three stocks with the largest net outflows included: - Yuegui Co.: -3.55% with a net outflow of 191.0275 million yuan [2] - Zhangzhou Development: -10.03% with a net outflow of 77.1612 million yuan [2] - Nanjing Xinbai: -3.18% with a net outflow of 57.3389 million yuan [2]

格隆汇11月19日丨渣打集团(02888.HK)发布公告，2025年11月18日耗资735.70万英镑回购47.49万股。 ...

智通财经APP讯，渣打集团(02888)发布公告，于2025年11月18日，该公司斥资合共约735.7万英镑回购 47.49万股股份。 ...

Core Viewpoint - The banking sector experienced a rise of 0.92% on November 19, with a net inflow of 1.265 billion yuan in main funds, indicating positive investor sentiment towards the sector [1][2]. Market Performance - The Shanghai Composite Index increased by 0.18% on the same day, with 10 out of 28 sectors showing gains. The top-performing sectors included non-ferrous metals and petroleum & petrochemicals, which rose by 2.39% and 1.67%, respectively [1]. - The banking sector's performance was bolstered by a net inflow of 1.265 billion yuan, with 33 out of 42 banking stocks rising [2]. Fund Flow Analysis - The defense and military industry led the net inflow of main funds, attracting 3.610 billion yuan, while the banking sector followed with a net inflow of 1.265 billion yuan [1]. - The electronic industry faced the largest net outflow, with 7.580 billion yuan leaving the sector, followed by the computer industry with a net outflow of 6.941 billion yuan [1]. Individual Stock Performance - Among banking stocks, China Bank saw the highest net inflow of 375 million yuan, followed by Ping An Bank and China Merchants Bank with inflows of 234 million yuan and 185 million yuan, respectively [2]. - The stocks with the largest net outflows included Agricultural Bank, Shanghai Bank, and Construction Bank, with outflows of 85.029 million yuan, 74.060 million yuan, and 32.577 million yuan, respectively [2][3].

Market Overview - The Shanghai Composite Index rose by 0.18% on November 19, with 10 industries experiencing gains, led by non-ferrous metals and petroleum & petrochemicals, which increased by 2.39% and 1.67% respectively. Conversely, the comprehensive and real estate sectors saw declines of 3.08% and 2.09% respectively [1] - The net outflow of capital from the two markets reached 40.955 billion yuan, with 7 industries seeing net inflows. The defense and military industry led with a net inflow of 3.610 billion yuan and a daily increase of 1.11%, followed by the banking sector with a 0.92% increase and a net inflow of 1.265 billion yuan [1] Electronic Industry Performance - The electronic industry fell by 0.90%, with a total net capital outflow of 7.580 billion yuan. Out of 471 stocks in this sector, 81 rose, 3 hit the daily limit up, while 388 fell, with 1 hitting the daily limit down [2] - Within the electronic sector, 127 stocks experienced net capital inflows, with 12 stocks seeing inflows exceeding 100 million yuan. The top inflow was for Nanda Optoelectronics, which had a net inflow of 338 million yuan, followed by Founder Technology and Yuanjie Technology with inflows of 319 million yuan and 316 million yuan respectively [2] Electronic Industry Capital Outflow - The stocks with the highest capital outflows in the electronic industry included SMIC, with a net outflow of 802 million yuan, followed by Baiwei Storage and Lanke Technology with outflows of 344 million yuan and 255 million yuan respectively [3] - Other notable stocks with significant outflows included Shengyi Electronics, Dongxin Co., and Lens Technology, with outflows of 253 million yuan, 251 million yuan, and 219 million yuan respectively [3]

主力资金净流出的行业有24个，电子行业主力资金净流出规模居首，全天净流出资金75.80亿元，其次 是计算机行业，净流出资金为69.41亿元，净流出资金较多的还有医药生物、电力设备、传媒等行业。 房地产行业今日下跌2.09%，全天主力资金净流出17.17亿元，该行业所属的个股共100只，今日上涨的 有15只，涨停的有2只；下跌的有83只，跌停的有3只。以资金流向数据进行统计，该行业资金净流入的 个股有26只，其中，净流入资金超千万元的有10只，净流入资金居首的是合肥城建，今日净流入资金 2.83亿元，紧随其后的是张江高科、华夏幸福，净流入资金分别为1.16亿元、9544.26万元。房地产行业 资金净流出个股中，资金净流出超亿元的有6只，净流出资金居前的有首开股份、海南机场、保利发 展，净流出资金分别为4.01亿元、2.94亿元、1.68亿元。（数据宝） 房地产行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002208 | 合肥城建 | 9.98 | 16.10 | 28316.75 ...

最近后台被问爆了："明明是牛市，怎么手中券商股涨得磨磨唧唧，反倒银行保险一路飘红？慢牛格局 下，啥时候券商股会再来行情？" 不少散户朋友盯着账户犯嘀咕，当初满仓券商盼着"牛市旗手"发力，结果看着隔壁农业银行接连创新 高，心里那叫一个急。 先别慌着换仓，今天咱们把这事说透——券商不是涨得少，是前面冲得太猛，你刚好错过了它的"热身 赛"。 所谓"券商涨不过银行保险"，本质上是个"视觉误差"。 咱们先把尺子亮出来，用数据说话才靠谱。记住两个关键时间点：2024年9月24日，还有2025年4月7日 的特朗普黄金坑，这都是本轮行情的两个重要起点。 从2024年9月24日算起，到昨天券商板块整体涨幅超过47%，而银行板块超36%，保险板块略超33%。 再看2025年4月7日以来的这波反弹，券商也以14%的涨幅，跑赢了银行的9%和保险的5%，而需要注意 的是这区间农业银行区间涨幅接近57%，远超其他大金融个股，后面我们再会详细讲讲它的影响。 这么一看是不是很清晰？券商压根没输，甚至一直是"隐形冠军"。 那为啥大家总觉得银行保险更能打？这就得说说三类资产的"性格"差异了。本质是券商整体行业β要高 于银行和保险，所以大振幅下对 ...

| 家用电 | 14.01 | -15.35 | 1.83 | -0.45 | -10.45 | | --- | --- | --- | --- | --- | --- | | 器 | | | | | | | 商贸零 | 35.67 | -5.38 | 2.96 | -1.70 | -13.48 | | 售 | | | | | | | 建筑装 | 38.75 | -20.66 | 1.39 | -1.25 | -13.51 | | 饰 | | | | | | | 房地产 | 69.58 | -18.00 | 3.16 | -2.09 | -17.17 | | 汽车 | 44.61 | -14.90 | 2.00 | -0.69 | -24.81 | | 非银金 | 32.35 | -3.24 | 0.78 | 0.31 | -25.37 | | 融 | | | | | | | 机械设 | 71.06 | -12.28 | 2.60 | -1.05 | -38.42 | | 备 | | | | | | | 传媒 | 55.27 | -16.69 | 3.75 | -1.72 | -40.54 | | 电力设 | ...