盘面上，AI应用股集体下挫，Sora概念、Kimi概念及AI语料等方向领跌，福石控股跌逾12%；快手概念 走低，新华都跌逾9%；国资云概念下挫，浪潮软件跌停；虚拟数字人、互联网服务及文化传媒等板块 跌幅居前。另外，培育钻石板块走高，黄河旋风涨停；强寒潮来袭华北等地气温"断崖式"下跌，煤炭板 块走强，大有能源、安泰集团等多股涨停；风电设备板块拉升，大金重工涨停；中药、流感、航空机场 及供销社概念等涨幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3878.00 | 12955.25 | 1392.49 | | -19.71 -0.51% -101.45 -0.78% -5.65 -0.40% | | | | 科创50 | 创业板指 | 万得全A | | 1308.37 | 3036.79 6179.29 | | | -11.79 -0.89% -34.36 -1.12% -45.08 -0.72% | | | | 沪深300 | 中证500 中证A500 | | | 4531.05 6996.36 5440.62 | | | | -23.29 -0. ...

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index down 0.51% to 3878 points, the Shenzhen Component down 0.78% to 12955.25 points, and the ChiNext Index down 1.12% to 3036.79 points, with a total trading volume of 1.67 trillion [1] Sector Performance - The superhard materials sector showed strong performance, with Huanghe Xuanfeng hitting the daily limit [1] - The coal sector strengthened, with Antai Group achieving two consecutive limit-ups, and Dayou Energy and New Dazhou A also hitting the daily limit [1] - The wind power sector surged, with Dajin Heavy Industry and Delijia both hitting the daily limit [1] - The commercial aerospace concept saw gains, with Shunhao Co. achieving four consecutive limit-ups and Aerospace Machinery achieving two limit-ups in four days [1] - The AI application sector weakened, with Sora and Kimi concepts leading the decline, and Fushi Holdings dropping over 12% [1] - The virtual digital human, internet services, and cultural media sectors experienced significant declines [1] Hot Sectors - The airport and shipping sector saw a short-term rise, with Huaxia Airlines and Juneyao Airlines stocks increasing, driven by a joint announcement from two departments to promote the integration of aviation and tourism, aiming to significantly improve travel service levels by 2027 [2] - The pharmaceutical sector remained strong, with Haiwang Biological achieving six consecutive limit-ups, supported by expectations of a peak in flu cases in mid-December and a favorable investment environment due to the Federal Reserve's interest rate cuts [3] - The cultivated diamond sector was active, led by Sifangda, with several companies seeing gains, influenced by the upcoming 2025 Cultivated Diamond Industry Conference and increased demand for diamonds due to AI development [4] Institutional Insights - Zheshang Securities emphasized a balanced allocation of growth and value styles, focusing on consumption and cyclical industries, with recommendations to pay attention to food and beverage, travel services, transportation, and innovative pharmaceuticals [5] - Xinda Securities outlined three conditions for index breakthroughs, including the need for unexpected policy changes from the Central Economic Work Conference, improvements in economic data, and significant inflows of resident funds [6][7][8] - Huaxi Securities noted that the slowdown in incremental capital entering the market has led to an acceleration in sector rotation [9]

Core Viewpoint - The market experienced fluctuations with the ChiNext Index dropping over 1% after an initial rise of more than 1% in the morning session, indicating a volatile trading environment [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.67 trillion, an increase of 765 billion compared to the previous trading day [1] - Over 3,800 stocks in the market declined, reflecting a broad-based sell-off [1] Sector Performance - The superhard materials sector showed strong performance, with Huanghe Xunfeng hitting the daily limit [1] - The coal sector also performed well, with Antai Group achieving two consecutive limit-ups, and Dayou Energy and New Dazhou A both hitting the daily limit [1] - The wind power sector saw gains, with Dajin Heavy Industry and Delijia both reaching the daily limit [1] - The commercial aerospace concept surged in the afternoon, with Shunhao Co. achieving four consecutive limit-ups and Aerospace Machinery achieving two limit-ups in four days [1] Declining Sectors - The AI application sector collectively weakened, with Fushi Holdings and Yinsai Group experiencing significant declines [1] - The sectors with the highest gains included cultivated diamonds, coal, and wind power equipment, while AI applications and lithium mining sectors faced the largest declines [1] Closing Indexes - At the close, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 0.78%, and the ChiNext Index dropped by 1.12% [1]

准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 从板块来看， 超硬材料概念表现活跃 ，黄河旋风涨停。煤炭板块走强，安泰集团2连板，大有能源、新大洲A涨停。风电板块拉升，大金重工、德力 佳双双涨停。商业航天概念午后冲高，顺灏股份4连板，航天机电4天2板。下跌方面， AI应用概念集体走弱 ，福石控股、因赛集团大跌。 截至收盘，沪指跌0.51%，深成指跌0.78%，创业板指跌1.12%。 下载财联社APP获取更多资讯 今日A股市场全天震荡调整，创业板指跌超1%，早盘一度涨超1%。沪深两市成交额1.67万亿，较上一个交易日放量765亿。全市场超3800只个股下 跌。 板块方面，培育钻石、煤炭、风电设备等板块涨幅居前，AI应用、锂矿等板块跌幅居前。 ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index dropping over 1% after initially rising more than 1% in the morning [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.67 trillion, an increase of 76.5 billion compared to the previous trading day [1] - More than 3,800 stocks in the market declined, indicating a broad market weakness [1] Sector Performance - The sectors that performed well included cultivated diamonds, coal, and wind power equipment, while AI applications and lithium mining sectors saw significant declines [1] - The Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index dropped by 0.78%, and the ChiNext Index decreased by 1.12% [1] Notable Stocks - The superhard materials concept showed strong activity, with Huanghe Xuanfeng hitting the daily limit [1] - The coal sector strengthened, with Antai Group achieving two consecutive limit-ups, and Dayou Energy and New Dazhou A also hitting the limit [1] - The wind power sector surged, with Dajin Heavy Industry and Delijia both reaching the daily limit [1] - The commercial aerospace concept saw a midday surge, with Shunhao Co. achieving four consecutive limit-ups and Aerospace Machinery Electric reaching two limit-ups in four days [1] - In contrast, the AI application sector collectively weakened, with Fushi Holdings and Yinsai Group experiencing significant declines [1] Limit-Up Performance - The limit-up rate was recorded at 66.00%, with 48 stocks hitting the limit and 25 stocks touching the limit [4] - The previous day's limit-up performance showed a 1.27% return, with a high opening rate of 70% [4]

盘面上，AI应用股集体下挫，Sora概念、Kimi概念及AI语料等方向领跌，福石控股跌逾12%；快手概念走低，新华都跌逾9%；国资云概念下挫，浪潮软件 跌停；虚拟数字人、互联网服务及文化传媒等板块跌幅居前。另外，培育钻石板块走高，黄河旋风涨停；强寒潮来袭华北等地气温"断崖式"下跌，煤炭板块 走强，大有能源、安泰集团等多股涨停；风电设备板块拉升，大金重工涨停；中药、流感、航空机场及供销社概念等涨幅居前。(格隆汇) A股三大指数今日继续下跌，截至收盘，沪指跌0.51%报3878点，深证成指跌0.78%，创业板指跌1.12%。全市场成交额1.68万亿元，较前一交易日增量763亿 元，逾3800股下跌。 | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 3878.00 | 12955.25 | 1392.4 | | -19.71 -0.51% -101.45 -0.78% -5.65 -0 | | | | 科创20 | 创业板指 | 万得全/ | | 1308.37 | 3036.79 | 6179.2 | | -11.79 -0.89% -34.36 -1.12% -45.0 ...

格隆汇12月3日｜创业板指午后跌超1%，早盘一度涨逾1%，深证成指现跌0.76%，AI应用、文化传媒板 块跌幅居前。 ...

Market Overview - The three major A-share indices experienced a pullback after initially rising, with the Shanghai Composite Index down 0.09%, the Shenzhen Component down 0.19%, and the ChiNext Index down 0.5% at midday [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,756 billion yuan, an increase of 195 billion yuan compared to the previous day, with over 3,500 stocks declining across the market [1] Sector Performance - AI applications, e-commerce, lithium mining, consumer electronics, stablecoins, solid-state batteries, and computing power sectors showed weakness [1] - In contrast, sectors such as superhard materials, coal, and non-ferrous metals performed strongly [1] ETF Performance - The non-ferrous metals sector led the ETF gains, with Wanji Fund's Industrial Non-Ferrous ETF and Huaxia Fund's Non-Ferrous Metals ETF rising by 2.48% and 1.41% respectively [1] - Cross-border ETFs were all in the green, with Invesco Great Wall Fund's Nasdaq Technology ETF, Huaxia Fund's Brazil ETF, and Huitianfu Fund's Nasdaq 100 ETF increasing by 1.76%, 1.7%, and 1.6% respectively [1] - Cash strategy ETFs were active, with Huaxia Fund's Cash Flow 500 ETF rising by 1.37% [1] Weak Sectors - The AI application sector saw a broad decline, with the Film and Television ETF, Online Consumption ETF, and Media ETF falling by 2.31%, 2.3%, and 1.89% respectively [1] - The gaming sector also declined, with the Gaming ETF down by 1.65% [1] - The financial technology sector showed negative performance, with the Financial Technology ETF from Huitianfu down by 1.63% [1]

Group 1 - The market experienced fluctuations with the ChiNext index initially rising over 1% before retreating [1] - The commercial aerospace sector showed signs of recovery, with Aerospace Power hitting the daily limit and Shunhao Co. achieving four consecutive trading limits [1] - The coal sector saw a rapid increase, with Antai Group achieving two consecutive trading limits, and Dayou Energy and New Dazhou A hitting the daily limit [1] Group 2 - The Fujian sector was active, with Haixin Food reaching six consecutive trading limits and Sun Cable achieving two consecutive trading limits [1] - The superhard materials concept strengthened, with Huanghe Xuanfeng hitting the daily limit [1] - In contrast, the AI application sector collectively weakened, with Fushi Holdings dropping over 11% [1] Group 3 - By the end of the trading day, the Shanghai Composite Index fell by 0.09%, the Shenzhen Component Index decreased by 0.19%, and the ChiNext index dropped by 0.5% [1]

【导读】超硬材料板块表现活跃，AI应用方向走低 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 换手率 | 市盈率 | 总市值 | | --- | --- | --- | --- | --- | --- | --- | | 四方达 | 17.50 | 13.49% | 6429万 | 17.19% | 102 | 85亿 | | 惠丰钻石 | 37.43 | 12.33% | 585万 | 13.91% | -220 | 34亿 | | 黄河旋风 | 6.77 | 10.08% | 1.24亿 | 9.71% | -9.0 | 98亿 | | 力量钻石 | 40.25 | 7.62% | 1615万 | 8.30% | 149 | 105亿 | | 国机精工 | 34.38 | 5.27% | 2032万 | 3.84% | 65.5 | 184亿 | | 沃尔德 | 67.74 | 5.19% | 654万 | 4.34% | 109 | 102亿 | | 博云新材 | 9.99 | 2.46% | 5113万 | 8.92% | -281 | 57亿 | | 岱勒新材 | 11.70 | 1.56% ...