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调整观望?
第一财经· 2025-11-19 11:28
2025.11. 19 →尾盘反弹"的深V走势: MACD绿柱持续收窄, KDJ指标低位金叉,显示短期超卖反弹信号。 1196家上涨 4173家下跌 涨跌停比 55 35 个股呈普跌格局,局部热点活跃,盘面上,黄金 股走强,水产养殖板块午后拉升,军工装备、保 险、硅能源、美容护理板块表现活跃;海南自贸 区板块调整,燃气、文化传媒、多元金融、房地 产、医药板块跌幅居前。 资金情绪 主力资金净流出 今天你冲了还是撤了? 51 3.0 两市成交额 5万亿元 ▼ 10.39% 两市成交额大幅萎缩,投资者观望情绪浓厚, 早盘集中交易后,午后参与热情大幅下降,资金 采取"速战速决"策略,贵金属、军工、能源金属 成交量显著放大,海南板块、燃气、影视院线成 交量菱缩。 散户资金净流入 机构呈现防御为主、结构性布局特征,谨慎中寻求确定性,重点加仓银行、通信设备、电力和食品饮料,资 金从高估值赛道向低估值板块迁移,电力设备、医药生物成抛售重灾区; 散户观望氛围浓厚, "多看少动"心 态明显,呈"轻指数、重个股"博弈特征,部分资金聚焦于涨停板和热点题材,但整体观望情绪浓厚。 散户情绪 75.85% link 海 足 P 上 证 指 ...
调整观望?
Di Yi Cai Jing· 2025-11-19 11:04
i用 ** 刘文章 ? 11月19日A股市场投资情绪 资本市场是投资者信心的晴雨表。投资者情绪的波动会影响其对未来收; 判断,进而影响投资行为,形成合力后对市场产生显著影响。我们想通 题,了解投资者对每日市场的看法。11月19日共有24061位用户参与了调 情况如下: 上证指数 深 证 成 指 0.18% 0-00% A股三大指数呈现"两阳一平"格局,均小幅收涨,涨幅有限,指数全天呈现"低开- →尾盘反弹"的深V走势, MACD绿柱持续收窄, KDJ指标低位金叉, 显示短期超卖反 1196家上涨 涨跌停比 1513 个股呈普跌格局,局部热点活跃,盘面上,黄金 股走强,水产养殖板块午后拉升,军工装备、保 险、硅能源、美容护理板块表现活跃;海南自贸 区板块调整,燃气、文化传媒、多元金融、房地 产、医药板块跌幅居前。 亿元 机构呈现防御为主、结构性布局特征,谨慎中寻求确定性,重点加仓银行、通信设备、电力和食品 金从高估值赛道向低估值板块迁移, 电力设备、医药生物成抛售重灾区; 散户观望氛围浓厚, "多看 态明显,呈"轻指数、重个股"博弈特征,部分资金聚焦于涨停板和热点题材,但整体观望情绪浓厚 ▪情绪 两市成交额 万 ...
国家电投获国际金奖!
Zhong Guo Dian Li Bao· 2025-11-19 10:49
Industry News - The National Development and Reform Commission has approved five flexible power interconnection projects, which will enhance inter-provincial power support and accident response capabilities, providing reliable power for economic and social development [3] - The Ministry of Industry and Information Technology has announced the establishment of a Green Low-Carbon Standardization Technical Committee, aiming to gather opinions from various sectors [3] - The Ministry of Industry and Information Technology has published a list of typical cases for power demand-side management in the industrial sector for 2025, including 34 enterprises and 30 products [3] - The Daqin Railway has maintained high coal transportation levels, with daily shipments exceeding 1.2 million tons, and a total coal transport volume of 21.166 million tons in November [3] Company News - China Petroleum Group Electric Power Co., Ltd. was officially established, focusing on integrating power generation and consumption resources to build a comprehensive energy supply system [5] - Two achievements from State Power Investment Corporation were awarded gold medals at the 50th International Quality Control Circle Conference, highlighting the company's commitment to quality management [5] - The first "Hualong One" nuclear power unit with a cooling tower has begun construction, marking a significant step in the project [5] - Inner Mongolia Power Group signed a cooperation agreement with China Southern Power Grid to deepen strategic collaboration on flexible DC technology [5] Local News - The Gansu Electric Power Zhangye Power Plant's expansion project has successfully put its third unit into operation, significantly enhancing the power supply capacity in the Hexi Corridor [6][7] - A 900,000-kilowatt renewable energy project in Xinjiang is nearing completion, combining solar thermal and photovoltaic technologies to optimize energy structure and improve system stability [9] International News - Two nuclear power plants in Ukraine are operating at reduced capacity due to military attacks on substations, which are critical for maintaining external power and safety systems [11]
阿里云:做能源产业下一代智能核心的构建者
Zhong Guo Dian Li Bao· 2025-11-19 10:44
Core Viewpoint - The energy industry is undergoing a significant transformation towards low-carbon, clean, and efficient practices, with smart technology seen as a key solution to address challenges in traditional energy sectors and the integration of renewable energy sources [1][12]. Group 1: Smart Technology Integration - Alibaba Cloud has established partnerships with all major state-owned energy enterprises, with 70% already utilizing its AI technology to build a robust digital foundation for the energy sector [3][4]. - The digital transformation in the energy sector is exemplified by the State Grid's "State Grid Cloud," which supports the growing demand for intelligent applications, with Alibaba Cloud providing the necessary technological support [4][6]. Group 2: AI-Driven Innovations - The integration of AI into energy operations is reshaping traditional practices, as seen in the collaboration between the State Grid and Alibaba Cloud, which has led to the development of a multi-modal industry model that enhances operational efficiency and decision-making processes [6][7]. - The "Qingyuan" power generation model developed by the National Energy Group utilizes AI to optimize decision-making across various operational aspects, significantly improving efficiency in safety evaluations [7][9]. Group 3: Talent Development and Training - Alibaba Cloud is focusing on cultivating talent in the energy sector through specialized training programs that combine theoretical knowledge with practical applications, aimed at enhancing AI capabilities among industry professionals [10][11]. - The "Spark" digital talent training initiative launched by Shandong Energy Group in collaboration with Alibaba Cloud emphasizes the importance of skilled personnel in driving digital transformation within the energy industry [10][11]. Group 4: Future Outlook - The future of energy will see AI playing a central role in creating a new energy system that integrates various components, facilitating seamless energy and data flows across different sectors [13]. - Alibaba Cloud aims to be a key partner in the energy industry's transition to a smart, efficient, and clean future, supporting both domestic and global energy enterprises in their digital and AI-driven transformations [12][13].
华电国际选举祝月光为职工董事,任期自2025年11月18日起
Zhong Guo Dian Li Bao· 2025-11-19 10:42
Core Viewpoint - China Huadian International Power Co., Ltd. has elected Zhu Yueguang as the employee director of its 10th board of directors, effective from November 18, 2025, until the term of the 10th board ends [1] Group 1 - The election was conducted through a democratic process [1] - Zhu Yueguang will serve as the employee director for the company [1]
航天科技:目前公司业务涉足航天、汽车等多个领域
Group 1 - The company, Aerospace Science and Technology, is involved in multiple sectors including aerospace, automotive, transportation, oil, and electricity [1] - The main business scope of the company includes research and development, production, processing, sales of products, as well as overall solutions and operational services in the aforementioned fields [1]
马来西亚国家电力公司因加密货币偷电损失超10亿美元,共有13827处场所通过非法用电方式进行加密货币挖矿
Ge Long Hui· 2025-11-19 10:12
格隆汇11月19日|马来西亚能源部表示,2020年至今年8月期间,该国国有公用事业公司国家电力公司 因加密货币矿工非法用电,损失已超过10亿美元。马来西亚能源与水务转型部在一份日期为周二的议会 书面回复中称,国家电力公司发现,在此期间共有13827处场所通过非法用电方式进行加密货币挖矿。 ...
雄安新区容西1号220千伏变电站建成投运
Zhong Guo Xin Wen Wang· 2025-11-19 09:45
编辑:熊思怡 工程建设过程中,国网河北省电力有限公司建设公司项目管理团队在光导照明、地道风设计、GIS五级 防尘等八个方面提升工程质量和工艺标准。同时将"AI违章抓拍、火灾烟感报警、北斗越界报警、临电 远程监控"新技术融入工程建设各环节,在"北斗+"技术应用、异形钢结构安装、大曲率镜面清水混凝土 工艺等方面实现了创新突破。 据了解,该变电站及其配套线路工程投运后,将助力首次实现环雄安新区500千伏变电站链式结构"拉 手",大幅提升雄安电网主干网架的联络能力和供电可靠性,肩负起主城区及容城片区电力稳定供应重 任。(完) 来源:中国新闻网 雄安新区容西1号220千伏变电站建成投运 广告等商务合作,请点击这里 中新网雄安11月19日电 (赵丹媚 韩冰)国网河北省电力有限公司建设公司19日消息,雄安新区容西1号 220千伏变电站当日正式建成投运。该工程是雄安目标电网建设规划中的重要变电站,是服务雄安新区 发展、优化区域电网结构的关键项目。 本文为转载内容,授权事宜请联系原著作权人 据了解,该变电站本期变电容量360兆伏安,占地面积10400平方米,是雄安新区首个分体式建筑。它以 中国古代四大发明之一"司南"为设计灵感 ...
新瓦特时代下的中国制造机遇
淡水泉投资· 2025-11-19 09:32
重要提示:本材料不构成淡水泉任何形式的要约、承诺或其他法律文件,亦非任何投资、法律或财务等方面的专业建议。过往业绩 不预示未来表现。投资须谨慎。 "算力的尽头是电力" ,这句话正成为美国科技巨头不得不面对的现实难题。 微软CEO纳德拉近期坦言,公司陷入一个尴尬境地:仓库里堆满了高性能GPU,却因电力供应短缺和数 据中心空间不足,无法投入使用。 随着算力需求激增,缺电引发的连锁反应正越演越烈,全美多地出现数据中心与居民"抢电" 的现象, 美国最大区域电力市场PJM的远期容量电价更是同比飙升20%。 美国"供电荒"的根源在于电力基础设施的长期投资不足。 在需求倒逼下,此次危机也为能源基础设施 的建设与投资带来了新的机遇。 美国缺电不是短期问题 美国的电力困境并非偶然,根源是长期供需失衡的结构性矛盾,具体体现在三个层面: 01 电网建设周期与算力需求增长严重错配 美国电力可靠性委员会(NERC)的预测显示,到2030年数据中心将带来65GW的新增负荷;但按英伟 达 GPU 实际出货量测算,仅算力需求在五年内驱动的负荷增量就可能高达180GW,是官方预测的近 3 倍。尽管美国政府已推出一系列举措加速电网建设,如202 ...
长江电力(600900.SH):公司暂未参与雅江水电站建设或投资
Ge Long Hui· 2025-11-19 09:25
Group 1 - The company has not participated in the construction or investment of the Yajiang Hydropower Station [1]