Core Viewpoint - The overnight decline in U.S. semiconductor stocks has negatively impacted the A-share market, particularly affecting storage chip concept stocks, which saw significant drops across the board [1][2]. Group 1: Market Performance - The storage chip sector experienced widespread declines, with notable drops including Shannon Zhichuang down 12%, and Gai Shen Co. down nearly 12% [1]. - Other companies such as Demingli, Guokemi, Jiangbolong, and Dwei Co. fell over 9%, while Bawei Storage, Aerospace Zhizhuang, and Yingxin Development dropped over 8% [1][2]. Group 2: Individual Stock Performance - Specific stock performances include: - Shannon Zhichuang (300475) down 12% with a market cap of 59.7 billion and a year-to-date increase of 351.6% [2]. - Gai Shen Co. (688766) down 11.97% with a market cap of 18.3 billion and a year-to-date increase of 71.31% [2]. - Demingli (001309) down 9.68% with a market cap of 50.7 billion and a year-to-date increase of 259.71% [2]. - Guokemi (300672) down 9.59% with a market cap of 20.4 billion and a year-to-date increase of 41.08% [2]. - Jiangbolong (301308) down 9.02% with a market cap of 99.4 billion and a year-to-date increase of 175.81% [2]. Group 3: Market Sentiment and Analysis - The decline in U.S. semiconductor stocks was influenced by Nvidia's volatile performance, which fluctuated from a 5% increase to a closing gain of over 3%, while AMD and Micron Technology saw declines of nearly 8% and 11%, respectively [1][2]. - Analysts noted that Nvidia's attempts to counter bearish sentiments during its earnings call did not alleviate investor concerns regarding the sustainability of capital expenditures in AI over the next couple of years [2].

【文/观察者网 熊超然】当地时间11月19日，美国芯片制造商英伟达公司发布今年第三季度财报，在截 至10月26日的三个月内，其总营收同比增长62%，达到创纪录的570亿美元。 香港《南华早报》11月20日报道指出，尽管英伟达的季度营收创下历史新高，但其在中国市场的销售额 却不断下滑，该公司在中国大陆（包括香港地区）的销售额暴跌63%，至30亿美元。 从拜登政府到特朗普政府，为围堵打压中国科技发展，美国实施了一系列芯片出口限制措施，且不断收 紧，而英伟达的AI芯片则是其"重中之重"。为此，英伟达寻求对华出售"减配特供版"H20芯片，但仍被 特朗普政府紧盯不放。 据报道，今年第一季度，H20芯片曾为英伟达创造了46亿美元销售额，但在今年第二季度，英伟达未向 中国客户出售任何H20芯片。 今年7月中旬，英伟达创始人兼首席执行官黄仁勋在华宣布，美国政府已批准H20芯片销往中国。然 而，这款H20芯片在今年第三季度仅创造约5000万美元的收入。 更严重的问题还不是在销售方面，英伟达在中美两国之间的处境似乎变得越发尴尬，特别是此后围绕在 这家公司身上的争议持续扩散发酵。 7月31日，为维护中国用户网络安全、数据安全，中方 ...

每经AI快讯，11月21日，港股芯片股下挫，华虹半导体、中芯国际、上海复旦均跌超4%。 ...

"这不是跨界转型，而是技术能力的自然扩展。机器人与汽车的核心零部件重叠度极高，芯片、传感器、电机等供应链可直接复用。"黑芝麻智能机器人业务 负责人徐劲博士在接受经济观察报等媒体采访时表示。而车规级ISO 26262功能安全标准的引入，让SesameX平台在医疗、电力等对安全性要求极高的场景 中形成差异化优势。 产业爆发的关键在于生态协同。发布会上，黑芝麻智能公布了首批机器人合作伙伴名单，包括云深处、傅利叶智能、极智嘉、联想等11家企业，覆盖商用服 务、特种作业、具身智能等多个细分领域。同时，黑芝麻智能与均胜电子达成战略合作，计划联合推出机器人头部总成和域控制器；黑芝麻智能还与湖北华 中电力科技达成合作，双方将在监控跟踪高危作业、配网带电登高作业等深入合作。 从商业化进度来看，黑芝麻智能已具备一定的先发优势。据透露，黑芝麻智能自2024年底已启动机器人业务落地并产生收入，目前处于卡位布局阶段。"商 业化进程将加速，因为我们提炼的通用平台更符合客户需求。"黑芝麻智能首席市场营销官杨宇欣表示，机器人业务将成为公司"第二增长曲线"，长期目标 是在上市公司营收中占据重要比重。 值得一提的是，当前，AI芯片和工业机器人核 ...

港股芯片股下挫，华虹半导体、上海复旦跌超4%，中芯国际、贝克微跟跌。 ...

11月21日，北京君正跌5.17%，截至发稿，报80.84元/股，成交3.77亿元，换手率1.10%，总市值390.09 亿元。北京君正股价已经连续3天下跌，区间累计跌幅9.26%。 华安中证500指数增强A（014587）成立日期2022年5月24日，最新规模3103.49万。今年以来收益 23.87%，同类排名2016/4208；近一年收益19.7%，同类排名2055/3972；成立以来收益6.86%。 华安中证500指数增强A（014587）基金经理为张序。 截至发稿，张序累计任职时间5年189天，现任基金资产总规模76.61亿元，任职期间最佳基金回报 142.52%， 任职期间最差基金回报-7.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，北京君正集成电路股份有限公司位于北京市海淀区西北旺东路10号院东区14号楼A座一至三 层,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2005年7月15日，上市日期2011年5月3 ...

Core Insights - Junsheng Electronics and Hezhima Intelligent have established a strategic partnership to focus on the joint development of robot domain controllers, optimization of intelligent computing platforms, and collaborative solutions for industry scenarios [1][3] - The collaboration aims to enhance innovation capabilities and industrial competitiveness in the field of intelligent manufacturing and embodied intelligence technology [1][3] Group 1: Company Collaboration - The partnership will leverage the strengths of both companies in key areas such as robot controllers, intelligent computing platforms, and typical industry applications [3] - Junsheng Electronics has been actively expanding its robot component business since 2025, building on its deep expertise in the automotive parts sector [1] - Hezhima Intelligent specializes in high-performance AI SOC chips and intelligent computing solutions, with its products widely used in intelligent driving and robotics [2] Group 2: Technological Development - Junsheng Electronics has developed a comprehensive solution for robot controllers based on various chip platforms, which will now extend to domestic chip platforms through the partnership with Hezhima Intelligent [1] - Hezhima Intelligent has launched the SesameX multi-dimensional intelligent computing platform aimed at the robotics industry, enhancing its capabilities in robot control and perception decision-making [2] - The collaboration is expected to drive the development, validation, and implementation of next-generation embodied intelligent robot control systems and solutions [3]

现在黄仁勋对美国股市乃至经济的重要性与影响力，比马斯克更大。昨天全美国都在惴惴不安地等着黄仁勋发布英伟达财报。 香槟开太早了 英伟达最终交出的靓丽业绩让整个市场松了口气。Wedbush分析师艾夫斯(Dan Ives)昨晚这样写道："今晚市场和科技股迎来了'开香槟时刻'，这一切都得 益于英伟达强劲的盈利和预期。"可以说，华尔街的投资信心，都靠黄仁勋的这份财报撑着。 这一点都不夸张。从昨天盘后到今天早盘，AI类股以及大盘集体反弹，几乎都是拜英伟达这份强劲季度财报所赐。财报发布后，英伟达股价在盘后交易 中大涨5%。此前三周，这家全球市值最高公司的股价已经累计下跌了10%。 这种即时反应很容易理解："卖铲子"的业绩很好，说明AI市场还在稳步增长，需求依然旺盛，泡沫担忧可以暂时缓解。尽管投资者对科技巨头们万亿美元 AI豪赌的未来仍存疑，英伟达用实际数字至少暂时缓解了"AI泡沫论"。 只是，英伟达的强心针效应看起来并没有持续多久。艾夫斯的香槟开得太早了。美股今天盘中再次掉头向下，纳斯达克下跌了2.15%，标普500下跌了 1.56%，英伟达股价也下滑了3.2%，AMD等AI类股同样走低。目前英伟达市值4.4万亿美元，较之 ...

Core Viewpoint - Junsheng Electronics and Hezhima Intelligent have established a strategic partnership to advance the development of robotic control systems and intelligent computing platforms, aiming to enhance innovation capabilities and industrial competitiveness in smart manufacturing and intelligent computing integration [1][2][3] Group 1: Strategic Collaboration - The collaboration will focus on joint research and development of robotic domain controllers, optimization of intelligent computing platforms, and co-building industry scenario solutions [1][3] - Both companies aim to leverage their strengths to deepen technical collaboration and industrial cooperation in key areas such as robotic controllers and intelligent computing platforms [3] Group 2: Industry Context - The embodied intelligent robotics industry is accelerating, with companies from automotive and semiconductor sectors entering the industry chain, driving upgrades in this emerging sector [1] - Junsheng Electronics plans to expand its robotic components business starting in 2025, relying on its strong foundation in automotive parts to promote the application of core robotic components [1] Group 3: Technological Advancements - Junsheng Electronics has completed the basic setup of its key component solutions and has previously released a robotic all-domain controller assembly solution based on various chip platforms [1] - The strategic partnership will extend to domestic chip platforms, enhancing the capability to support the research and manufacturing of robotic products based on both domestic and international chip platforms [1][2]

Core Viewpoint - The semiconductor leader ETF (516640) opened down by 2.18% at 0.986 yuan, reflecting a broader decline in the semiconductor sector [1] Group 1: ETF Performance - The semiconductor leader ETF (516640) has a performance benchmark based on the CSI Semiconductor Industry Index return [1] - Since its establishment on August 19, 2021, the ETF has returned 0.82%, while its return over the past month is -3.38% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) down 2.50% - Cambricon (寒武纪) down 2.42% - Haiguang Information (海光信息) down 2.25% - Northern Huachuang (北方华创) down 2.40% - Lattice Semiconductor (澜起科技) down 2.66% - Zhaoyi Innovation (兆易创新) down 5.07% - Zhongwei Company (中微公司) down 2.90% - OmniVision (豪威集团) down 1.31% - Chipone (芯原股份) down 4.01% - Changdian Technology (长电科技) down 1.44% [1]