A股收评：沪指本月跌1.67% 终结月线六连阳 南方财经11月28日电，沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。创业 板指本月累计跌4.23%，创业板指、深成指呈现"先抑后扬"的整体格局，随着11月下旬算力硬件概念的 带动下，逐步小幅修复前期跌幅。从板块来看，本月热点轮动加快，市场热点主要集中在电池产业链、 海南、福建、算力硬件等方向。电池板块中涌现出多只翻倍股，其中国晟科技涨155%，华盛锂电涨 132%，海科新源涨122%。海峡两岸概念中，平潭发展累计涨51%，合富中国累计涨143%。海南板块 中，海南瑞泽累计涨47%。算力硬件概念股本月中下旬线轴走强，中富电路、赛微电子、腾景科技、光 库科技、中际旭创均创历史新高。此外，农业银行、工商银行、中国银行月中均创新高。 2025-11-28 15:06 相关快讯 相关文章 南方财经11月28日电，沪指本月累计跌1.67%，月中续创十年新高后震荡回落，终结月线六连阳。创业 板指本月累计跌4.23%，创业板指、深成指呈现"先抑后扬"的整体格局，随着11月下旬算力硬件概念的 带动下，逐步小幅修复前期跌幅。从板块来看，本月热点轮动加快，市 ...

Market Overview - The Shanghai Composite Index has decreased by 1.67% in November, ending a six-month streak of gains after reaching a ten-year high mid-month [1] - The ChiNext Index has dropped by 4.23% this month, showing a "first decline then recovery" pattern, with a gradual repair of previous losses driven by the computing hardware concept in late November [1] Index Performance - The Shanghai Composite Index closed at 3888.60, with a slight increase of 0.34% [2] - The Shenzhen Component Index reached 12984.08, up by 0.85% [2] - The ChiNext Index stood at 3052.59, rising by 0.70% [2] Sector Highlights - Market hotspots have shifted rapidly, focusing on the battery supply chain, Hainan, Fujian, and computing hardware sectors [2] - Notable stocks in the battery sector include Guosheng Technology, which surged by 155%, and Huasheng Lithium Battery, which increased by 132% [2] - In the Hainan sector, Hainan Ruize has risen by 47%, while Pingtan Development in the cross-strait concept has gained 51% [2] - Computing hardware stocks have shown strength in mid to late November, with several companies reaching historical highs [2] Trading Volume and Market Activity - The total trading volume for the two markets was 1.59 trillion, a decrease of 124 billion from the previous day [3] - The market heat index was recorded at 690, indicating a moderate level of market activity [3] Stock Performance Metrics - The limit-up performance rate was 0.90%, with a high opening rate of 43% and a profit rate of 53% [5] - A total of 4122 stocks increased, while 1193 stocks declined, with 81 stocks hitting the limit-up [6]

Market Performance - The Shanghai Composite Index has decreased by 1.67% this month, ending a six-month streak of gains after reaching a ten-year high in the middle of the month [1] - The ChiNext Index has dropped by 4.23%, showing a "first decline then recovery" pattern, with a gradual repair of previous losses driven by the computing hardware concept in late November [1] Sector Highlights - Market hotspots have shifted rapidly this month, primarily focusing on the battery supply chain, Hainan, Fujian, and computing hardware sectors [2] - The battery sector has seen multiple stocks doubling in value, with notable increases such as Guosheng Technology up 155%, Huasheng Lithium up 132%, and Haike Xinyuan up 122% [2] - In the cross-strait concept, Pingtan Development has risen by 51%, and Hefei China has increased by 143% [2] - The Hainan sector has also performed well, with Hainan Ruize up 47% [2] - Stocks in the computing hardware sector have strengthened in mid to late November, with companies like Zhongfu Circuit, Saiwei Electronics, Tengjing Technology, Guangku Technology, and Zhongji Xuchuang reaching historical highs [2] Banking Sector - Agricultural Bank of China, Industrial and Commercial Bank of China, and Bank of China have all reached new highs in the middle of the month [3]

算力硬件股震荡回升，福晶科技涨停，此前东田微20cm涨停，长芯博创、方正科技、天孚通信、长光 华芯跟涨。 ...

Market Overview - The A-share market showed a mixed performance with the Shanghai Composite Index attempting to reclaim the 3900-point level but ultimately closing with a small gain and a long upper shadow [1] - Trading volume remained low at around 1.7 trillion yuan, indicating a cautious market sentiment as the year-end approaches [1] - The market is expected to experience fluctuations around the 4000-point level, which may prepare for a potential upward movement as the manufacturing sector is likely to see improved supply-demand dynamics by 2026 [1] Sector Focus - The technology sector is anticipated to continue its orderly rotation in November, with potential rebound opportunities in underperforming areas such as robotics, military, and smart vehicles [2] - The semiconductor industry is expected to maintain its growth trajectory, with a focus on domestic production across various segments including equipment, wafer manufacturing, materials, and IC design [2] - The military sector is projected to see a recovery in orders by 2025, with signs of bottoming out in the performance of various military sub-sectors [2] - The innovative pharmaceutical sector is entering a recovery phase after nearly four years of adjustment, with positive net profit growth expected to continue into 2025 [2] - The banking sector is witnessing a rebound in mid-year performance growth following the impact of loan rate re-pricing, making it attractive to long-term institutional investors due to its dividend yield [2]

Market Overview - A-shares exhibited a strong divergence today, with technology stocks surging in the morning and weight stocks rebounding in the afternoon, indicating a tug-of-war between bulls and bears [1][2] - The market is currently cautious, with a lack of significant trading volume, suggesting that investors are hesitant to chase higher prices, which benefits the relatively undervalued Shanghai main board [1][2] Sector Performance - The technology growth sector saw funds flow out in the afternoon, shifting towards sectors with policy support and reasonable valuations, benefiting the weight stocks while putting pressure on the ChiNext [1] - The consumer electronics sector experienced a strong rise due to the launch of Huawei's Mate80 series, while solid-state battery concepts also gained momentum, although they retreated after reaching highs [1] Technical Indicators - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index are all below their 60-day moving averages, facing significant pressure [2] - The ChiNext Index, despite recovering from last Friday's losses, has not yet surpassed key moving averages, leading to greater selling pressure [2] Economic Indicators - The Federal Reserve's Beige Book indicated a further decline in U.S. consumer spending, with some companies warning of increased risks of economic activity slowing in the coming months, raising expectations for a December rate cut to 85% [2] - Although this positive news initially boosted the market, the late-session sell-off highlighted that external positives could not offset internal pressures, maintaining fragile market confidence [2] Future Outlook - The current market volatility and divergence are not necessarily negative, as the rise in technology growth stocks suggests that positive news can have a stimulating effect, even if the overall atmosphere remains subdued [3] - Short-term fluctuations are expected to continue, with the market awaiting further positive news, while a long-term bullish outlook remains intact, with aspirations to challenge the 4000-point mark [3]

Core Viewpoint - The market experienced a morning surge followed by a pullback, with the Shanghai Composite Index showing volatility and the CSI A500 Index rising by 0.29% [1] Market Performance - The consumer electronics sector showed strength, while computing hardware stocks continued their strong performance, and the large consumption sector was active [1] - In contrast, the AI application concept exhibited divergence [1] ETF Trading Activity - As of the morning close, ETFs tracking the CSI A500 Index saw slight increases, with 10 related ETFs having transaction volumes exceeding 100 million yuan, and 3 surpassing 2.7 billion yuan [1] - Specific transaction volumes for A500 ETFs included 4.276 billion yuan for A500ETF Fund, 3.006 billion yuan for CSI A500ETF, and 2.727 billion yuan for A500ETF E-Fund [1] Future Market Outlook - Some brokerages suggest waiting for a significant upward trend or other clear signs of recovery in the short term [1] - It is anticipated that around mid-December, as institutional funds reposition for the next year and the Federal Reserve's interest rate cuts materialize, the A-share market will enter a new bullish phase [1]

【午评：创业板指冲高回落涨0.56% 消费电子板块走强】智通财经11月27日电，市场早盘冲高回落，沪 指震荡拉升，创业板指一度涨超2%。沪深两市半日成交额1.09万亿，较上个交易日缩量466亿。全市场 超3300只个股上涨。从板块来看，消费电子板块走强，福日电子、科森科技等多股涨停。算力硬件股延 续强势，赛微电子触及20cm涨停创历史新高。大消费板块表现活跃，茂业商业3连板，海欣食品、广百 股份双双2连板。固态电池概念再度走强，壹石通20cm涨停。下跌方面，AI应用概念出现分化，欢瑞世 纪、石基信息均跌停。板块方面，有机硅、消费电子、电池等板块涨幅居前，海南、影视院线等板块跌 幅居前。截至收盘，沪指涨0.49%，深成指涨0.38%，创业板指涨0.56%。 转自：智通财经 ...

凤凰网财经讯 11月27日，市场早盘冲高回落，沪指震荡拉升，创业板指一度涨超2%。截至午间收盘， 沪指涨0.49%，深成指涨0.38%，创业板指涨0.56%。沪深两市半日成交额1.09万亿，较上个交易日缩量 466亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 | | 总手 | 现手 金额 | | 上证指数 | 3883.01 | 0.49 | 18.83 | 1471/747 | -0.04 | 2.80 7. | 3.62万 4470.62亿 | | 深证成指 | 12956.99 | 0.38 | 49.16 | 1793/1000 | -0.08 | 4.0247 | 887 6415.27 乙 | | 北证50 | 1389.77 | -0.09 | -1.23 | 99/178 | -0.04 | 371 万 | 625 85.19 7. | | 创业板指 | 3061.79 | 0.56 | 17.10 | 940/408 | ...

准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 下跌方面， AI应用概念出现分化， 欢瑞世纪、石基信息均跌停。板块方面，有机硅、消费电子、电池等板块涨幅居前，海南、影视院线等 板块跌幅居前。截至收盘，沪指涨0.49%，深成指涨0.38%，创业板指涨0.56%。 今日A股早盘冲高回落，沪指震荡拉升，创业板指一度涨超2%。沪深两市半日成交额1.09万亿，较上个交易日缩量466亿。全市场超3300只个股上 涨。 下载财联社APP获取更多资讯 从板块来看， 消费电子板块走强， 福日电子、科森科技等多股涨停。算力硬件股延续强势，赛微电子触及20cm涨停创历史新高。大消费 板块表现活跃，茂业商业3连板，海欣食品、广百股份双双2连板。固态电池概念再度走强，壹石通20cm涨停。 ...