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4200股飘红,AI应用午后爆发
Guan Cha Zhe Wang· 2025-11-24 08:43
Market Performance - The A-share market showed a rebound with all three major indices closing higher, with the Shanghai Composite Index up by 0.05%, the Shenzhen Component Index up by 0.37%, and the ChiNext Index up by 0.31% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion yuan, a decrease of 243.3 billion yuan compared to the previous trading day [1] Sector Performance - The military, AI applications, and commercial aerospace sectors led the gains, with multiple stocks in the commercial aerospace sector hitting the daily limit [3] - The military sector showed strong performance, with China Shipbuilding Defense achieving two limit-ups in four days, and Jianglong Shipbuilding achieving three limit-ups in six days [3] - AI application stocks surged in the afternoon, with companies like Jiuxi Software and Shenguang Group also hitting the daily limit [3] - Conversely, the energy metals, Hainan, and gas sectors experienced declines, with lithium mining stocks under pressure, notably Shengxin Lithium Energy hitting the limit-down [3] Investment Outlook - Guotai Junan Securities indicated that the market risks have significantly been released, suggesting that the Chinese stock market is entering a "strike zone" [3] - The market is expected to gradually stabilize and embark on a year-end rally, with considerable upward potential, presenting a good opportunity for accumulation [3] - Key sectors to focus on for the year-end rally include technology, brokerage, and consumer sectors [3]
A股三大指数集体收涨!逾4200只股飘红,军工板块大涨
Sou Hu Cai Jing· 2025-11-24 07:38
11月24日,A股三大指数高开。截至收盘,沪指涨0.05%,收报3836.77点;深证成指涨0.37%,收报12585.08点;创业板指涨0.31%,收报2929.04点。 上涨股票数量超过4200只,近80只股票涨停。 军工板块爆发,中船防务4天2板,江龙船艇6天3板。AI应用概念股走强,久其软件、省广集团等多股涨停。下跌方面,锂矿概念股下挫,盛新锂能跌停。 算力硬件概念走弱,工业富联触及跌停。 来源:读创财经 | 上证指数 | 深证成指 | 创业材 | | --- | --- | --- | | 3836.77 | 12585.08 | 2929 | | 1.88 0.05% | 47.01 0.37% | 8.96 ( | | 科创 50 | 沪深 300 | 上证 | | 1296.60 | 4448.05 | 2950 | | 10.77 0.84% | -5.56 -0.12% | -5.29 - | | 中证500 | 上证 180 | 中证1 | | 6868.97 | 9713.47 | 7156 | | 51.56 0.76% | -4.37 -0.04% | 88.71 1 | 沪深两市 ...
军工板块强势来袭!三大指数高开低走暗藏玄机,紧盯政策与量能
Sou Hu Cai Jing· 2025-11-24 04:28
三大指数集体高,两市个股涨多跌少,题材板块方面工程咨询服务、航海装备、地面兵装等板块表现较强,林业、能源金属、冶钢原料等板块表现较差。军 工板块延续上周强势,中船防务、航天动力等多股涨停,航天环宇、久之洋等多股涨超10%,在智能化战争向纵深演进的趋势下,人工智能(AI)正逐步渗 透赋能并重构军事作战体系。从架构角度出发,智能战场的AI 建设可划分为基础层、传输层与感知应用层三个技术维度,各层相辅相成,构成"数据驱动— 智能协同—精准打击"的闭环体系。 固态电池概念活跃,广汽集团一字涨停,孚能科技、利元亨等多股跟涨,国内已建成首条大容量全固态电池产线,目前正在小批量测试生产。该产线由广汽 集团建成,并在行业内率先具备了60安时以上车规级全固态电池的批量量产条件。算力硬件概念再度活跃,中富电路涨超10%,续创历史新高,光库科技、 腾景科技等多股涨幅靠前,谷歌AI基础设施负责人Amin Vahdat日前在全体大会中表示,公司必须每6个月将AI算力,并在未来4到5年内额外实现1000倍的增 长,以应对持续上升的AI服务需求。 A股市场仍然跟随外围市场决定开盘的涨跌幅度,而美股的重心变成了科技股的涨跌与否,从而决定了美 ...
超3200只个股上涨
第一财经· 2025-11-24 03:51
2025.11. 24 本文字数:1102,阅读时长大约2分钟 作者 | 一财 阿驴 11:32 A股午盘丨创业板指跌0.77% 截至午盘,沪指跌0.34%,深成指跌0.59%,创业板指跌0.77%。 盘面上,锂电池产业链再度回调,锂矿方向领跌;光伏、摩尔线程、磷化工、消费电子概念股跌幅靠 前;商业航天、军工、6G题材逆势走强。 沪深两市半日成交额1.02万亿,较上个交易日缩量2807亿。 全市场超3200只个股上涨。 11:01 算力硬件股盘中震荡回落,工业富联触及跌停,成交超121亿,创出2个月以来新低,方正科 技、剑桥科技、仕佳光子等跟跌。 | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 盘前盘后 赣加 九转 画线 工具 @ 2 » | | | | | 中水渔业 立即 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 000798[中水渔业] 09:34 价 16.60 涨跌 1.51(10.01%) 均价 16.27 成交备 876 成交合额 143万 16.60 | | 2025/11/24 ...
市场高开回落,创业板指跌近1%,两市成交额半日萎缩超2800亿
Feng Huang Wang Cai Jing· 2025-11-24 03:46
凤凰网财经讯 11月24日,市场早盘高开回落,三大指数集体翻绿,创业板指跌近1%。截至午间收盘, 沪指跌0.34%,深成指跌0.59%,创业板指跌0.77%。沪深两市半日成交额1.02万亿,较上个交易日缩量 2807亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 强制幅% | | 涨跌 | | 总手 | 现手 金额 | | 上证指数 | 3821.68 | -0.34 | -13.21 | 1334/897 | 0.08 | 3.0017. | 158 4248.60 7. | | 深证成指 | 12463.79 | -0.59 | -74.28 | 1770/1015 | 0.11 | 4.11 7. | 592 5999.68 亿 | | 北证50 | 1375.73 | -0.12 | -1.66 | 130/145 | -0.04 | 364万 | 192 77.47 7. | | 创业板指 | 2897.68 | -0.77 | -22.40 | аво/зае ...
A股午评:创业板指跌近1%,商业航天概念集体上涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-24 03:45
A股午评:创业板指跌近1%,商业航天概念集体上涨 相关文章 南方财经11月24日电,市场早盘高开回落,三大指数集体翻绿,创业板指跌近1%。截至早盘收盘,沪 指跌0.34%,深成指跌0.59%,创业板指跌0.77%。沪深两市半日成交额1.02万亿,较上个交易日缩量 2807亿。 盘面上热点快速轮动切换,全市场超3200只个股上涨。从板块来看,商业航天概念集体上涨,上海港 湾、航天动力等多股涨停。地产板块表现活跃,财信发展3连板,世联行2连板。下跌方面,锂矿概念股 多数回调,盛新锂能2连跌停。算力硬件概念快速回落,工业富联触及跌停,"易中天"光模块三巨头震 荡下跌。 板块方面,商业航天、风电设备等板块涨幅居前,能源金属、海南、燃气等板块跌幅居前。 盘面上热点快速轮动切换,全市场超3200只个股上涨。从板块来看,商业航天概念集体上涨,上海港 湾、航天动力等多股涨停。地产板块表现活跃,财信发展3连板,世联行2连板。下跌方面,锂矿概念股 多数回调,盛新锂能2连跌停。算力硬件概念快速回落,工业富联触及跌停,"易中天"光模块三巨头震 荡下跌。 板块方面,商业航天、风电设备等板块涨幅居前,能源金属、海南、燃气等板块跌幅居前。 ...
A股多个板块异动!300814,20%涨停、000798,七连板
Zheng Quan Shi Bao· 2025-11-24 03:26
Market Overview - The A-share market experienced a decline with the Shenzhen Component Index, Shanghai Composite Index, and ChiNext Index all turning negative as of the report time [1] - The Shenzhen Component Index is at 12,492.11, down by 0.37%, the Shanghai Composite Index is at 3,822.36, down by 0.33%, and the ChiNext Index is at 2,909.92, down by 0.35% [2] Solid-State Battery Sector - The solid-state battery sector showed significant activity, with stocks such as Gaole Co., Guosheng Technology, and GAC Group hitting the daily limit up, while other companies like Funeng Technology and Liyuanheng also saw gains [3] - A total of 272 stocks are involved in the solid-state battery sector, with notable performers including: - Gaole Co. (+10.07%, current price 4.81, net inflow 25.83 million) - Guosheng Technology (+10.07%, current price 8.09, net inflow 143 million) - GAC Group (+10.00%, current price 8.36, net inflow 264 million) [4] - GAC Group's chairman announced the establishment of a pilot production line for all-solid-state batteries, achieving conditions for mass production of batteries over 60Ah [4] AI Computing Hardware Sector - The AI computing hardware sector is gaining momentum, with companies like Zhongfu Circuit hitting a 20% limit up, and other firms such as Guangku Technology and Tengjing Technology also showing strong performance [5] - Google’s AI infrastructure head stated the need to double AI computing power every six months and achieve a thousandfold increase in the next 4 to 5 years to meet rising demand [7] Aquaculture Sector - The aquaculture sector is experiencing a surge, with Zhongshui Fishery achieving a seven-day consecutive limit up, and Kaichuang International also hitting the limit up [8] - Zhongshui Fishery's stock has shown significant volatility, with a recent announcement indicating a cumulative price deviation exceeding 20% over two trading days, raising concerns about irrational trading behavior [10] Real Estate Sector - The real estate sector is seeing a boost, with companies like Everbright Jiabao hitting the limit up, alongside others such as Shilianhang and Zhangjiang High-Tech also rising [7] - Recent policies from various local governments, including a set of 12 measures from the Foshan Housing and Urban-Rural Development Bureau, aim to promote stable and healthy development in the real estate market [11]
A股,多个板块异动!300814,20%涨停!000798,七连板!
Zheng Quan Shi Bao Wang· 2025-11-24 03:13
| 固态电池板块个股共有 272 只。 | | | | | | | --- | --- | --- | --- | --- | --- | | 代码 | | | 涨幅%v | 现价 | 主力净流入 | | 1 002348 | | 高乐股份 | +10.07% | 4.81 | 2583.69万 | | 2 603778 | | 国晟科技 | +10.07% | 8.09 | 1.43亿 | | ന | | 601238 广汽集团 | +10.00% | 8.36 | 2.64 亿 | | ব | 688499 利元亨 | | +7.00% | 53.80 | 2149.87万 | | 5 | 688345 | 博力威 | +6.19% | 32.07 | 85.08万 | 据报道,11月21日,广汽集团董事长冯兴亚在广州车展上透露,广汽全固态电池中试产线已经建成试产,率先具备了60Ah以上车规级全固态电池批量制 造条件,向小批量装车搭载的目标迈出了关键一步。 有机构指出,全固态电池正从实验室向中试阶段加速推进,多家企业已启动百兆瓦级中试线建设,重点攻关材料体系、制造工艺和成本三大瓶颈。随着硫 化物/氧化物验 ...
算力硬件股震荡回落 工业富联触及跌停
Xin Lang Cai Jing· 2025-11-24 03:06
算力硬件股盘中震荡回落,工业富联触及跌停,成交超121亿,创出2个月以来新低,方正科技、剑桥科 技、仕佳光子、中际旭创、天孚通信、新易盛等跟跌。 ...
抄底补仓?
第一财经· 2025-11-21 10:41
2025.11. 21 资金情绪 主力资金净流出 A股二人馆致王场里侄,吹掘赵狄们 人, 上证指数大寸JJUU品登双大口,仅小吸以明亚, 门刀 3800点支撑及岌可危。 351 家上涨 涨跌停比 33:107 个股普跌,全市场近5100只个股下跌,赚钱效 应极差,盘面上,锂电池产业链领跌,锂矿方向 掀跌停潮;算力硬件题材大幅走低,存储器方 向跌幅靠前;半导体、消费电子、光伏、金融科 技概念股跌幅明显。 两市成交额 01 万亿元 ▲ 15.08% 两市成交额放量下跌,恐慌盘涌出,较前一日放 量约2575亿元,表明当日抛压沉重,资金流向方 面,虽有少量板块如传媒获得主力资金净流入, 但有色金属、电力设备等行业则遭遇了大额资金 1474.31 亿元 散户资金净流入 机构减仓特征显著, 机构集中抛售有色金属、电力设备等前期热门赛道, 转而少量布局银行、石油等低估值 防御板块;散户跟风抛售现象突出,转为谨慎观望心态,部分杠杆资金因亏损被动平仓,避险情绪主导交 易行为。 散户情绪 75.85% 净流出。 上 证 指 数 3834.89 日 18 ter all Bloss (B El Of State 8月5日 10月4 ...