两市全天特大单净流入17.88亿元，其中36股特大单净流入超2亿元，中际旭创特大单净流入25.15亿元， 特大单净流入资金居首。 | 300394 | 天孚通信 | 156.95 | 6.24 | 3.78 | 通信 | | --- | --- | --- | --- | --- | --- | | 603083 | 剑桥科技 | 103.95 | 6.30 | 3.69 | 通信 | | 002510 | 天汽模 | 7.04 | 10.00 | 3.54 | 汽车 | | 002413 | 雷科防务 | 7.71 | 9.99 | 3.43 | 国防军工 | 特大单净流出资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 300620 | 光库科技 | 150.65 | 2.48 | -8.15 | 通信 | | 000547 | 航天发展 | 12.69 | -10.00 | -6.01 | 国防军工 | | 688205 | 德科立 | 133.03 | -6.68 | ...

Core Insights - The average stock price on the STAR Market is 38.87 yuan, with 65 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1314.66 yuan, which increased by 4.34% today [1][2] - Among the stocks priced over 100 yuan, 203 stocks rose while 379 stocks fell, with an average increase of 1.31% for the rising stocks [1] - The average premium of the stocks priced over 100 yuan relative to their issue price is 511.43%, with the highest premiums seen in companies like Shunwei New Materials and Cambrian-U [1] Stock Performance - Cambrian-U closed at 1314.66 yuan, up 4.34%, followed by SourceJ Technology at 587.08 yuan, up 7.42%, and GuoDun Quantum at 455.88 yuan, down 0.90% [2][3] - The stocks with the highest net inflow of funds today include Cambrian-U, Dongxin Technology, and SourceJ Technology, with net inflows of 6 billion yuan, while the largest net outflows were from DeKeLi, Tengjing Technology, and Zhongxin International [2] - The total margin balance for stocks priced over 100 yuan is 896.97 billion yuan, with Cambrian-U, Zhongxin International, and Haiguang Information having the highest margin balances [2] Industry Distribution - The stocks priced over 100 yuan are concentrated in the electronics, pharmaceutical, and computer industries, with 33, 9, and 9 stocks respectively [1] - The top-performing sectors today include electronics and pharmaceuticals, with significant movements in stocks like Changguang Huaxin and Haoubo [1][3]

沪指11月26日下跌0.15%，申万所属行业中，今日上涨的有11个，涨幅居前的行业为通信、综合，涨幅分别为4.64%、1.79%。电子行业位居今日涨幅榜第三。跌幅居前的行业为国防军工、社 资金面上看，两市主力资金全天净流出141.01亿元，今日有10个行业主力资金净流入，电子行业主力资金净流入规模居首，该行业今日上涨1.58%，全天净流入资金77.32亿元，其次是通信行 主力资金净流出的行业有21个，国防军工行业主力资金净流出规模居首，全天净流出资金55.68亿元，其次是传媒行业，净流出资金为44.07亿元，净流出资金较多的还有计算机、电力设备、有 电子行业今日上涨1.58%，全天主力资金净流入77.32亿元，该行业所属的个股共471只，今日上涨的有197只，涨停的有7只；下跌的有262只。以资金流向数据进行统计，该行业资金净流入的 电子行业资金流入榜 电子行业资金流出榜 ...

Core Viewpoint - The A-share market is expected to return to a "technology growth" theme by 2026, with a continued trend of high performance growth in the technology sector [1] Group 1: Technology Sector - The performance growth trend in the technology sector has not reversed, and the valuation differentiation between growth and value is not at an extreme [1] - The TMT (Technology, Media, and Telecommunications) sector remains relatively under-traded overall, despite some overheating in AI hardware areas like electronics and communications [1] - There are potential rebound opportunities in media and computer sectors as AI application sectors lag behind [1] Group 2: Traditional Industries - The "anti-involution" policy is expected to improve the fundamentals of certain industries, with traditional sectors like coal and steel likely to see a recovery in profitability driven by policy support [1] - Emerging industries such as photovoltaics and lithium batteries may stabilize in supply-demand dynamics after capacity clearing [1] Group 3: Consumer Sector - The consumer sector is anticipated to experience a mild recovery, with structural opportunities in service consumption and travel industries supported by demand recovery and policy backing [1] Group 4: Index Overview - The CSI A500 ETF (159338) tracks the CSI A500 Index (000510), which selects 500 stocks with large market capitalization and good liquidity from the Shanghai and Shenzhen stock exchanges [1] - The index emphasizes balanced industry allocation, focusing on both growth and cyclical sectors, and highlights leading companies in niche industries and representative firms in the new economy [1]

Choice统计显示，11月26日，沪深两市可交易A股中，上涨个股有1631只，下跌个股有3375只，平盘个 股有149只。不含当日上市新股，共有76只个股涨停，8只个股跌停。从所属行业来看，涨停个股主要集 中在医药生物、商贸零售、化工、电子、计算机等行业。 （文章来源：证券时报网） ...

Communication Sector - North American tech giants are increasing capital expenditures, with Amazon planning $125 billion, Google raising to $91-93 billion, Meta guiding $70-72 billion, and Microsoft aiming to double its data center size within two years [2] - Operators are positioned as key players in the future 6G technology, with strong profitability, cash flow, and dividend levels, and technology maturity expected to improve during the 14th Five-Year Plan [2] - The communication ETF Guangfa (159507) rose by 4.49% [2] ChiNext Index - The latest VAT invoice data from the State Taxation Administration shows steady growth in high-end manufacturing, innovative industries, and digital-physical integration, injecting new vitality into economic development [3] - Recent expectations of a Federal Reserve interest rate cut and stabilizing international conditions may boost market risk appetite, with AI applications and tech sectors likely to continue performing well [3] - The ChiNext ETF Guangfa (159952) increased by 2.16%, while the Double Innovation 50 ETF Enhanced (588320) rose by 2.79% [3] Electronics Sector - Singapore's National AI Strategy is undergoing a major strategic shift, moving from Meta's model to Alibaba's Qwen open-source architecture for its Southeast Asian language model project [4] - Huawei launched the Mate 80 series and Mate X7, along with several new products on November 25 [4] - The AI industry is transitioning its value focus from computing power to application, marking a significant moment for industry intelligence upgrades [4] - The AI ETF Kexin (588760) has seen over 1300% growth in shares year-to-date, while the largest information technology ETF (159939) has a latest scale of 1.269 billion [4] Defense and Military - New fourth-generation equipment is expected to be a key focus for military weaponry development during the 14th Five-Year Plan, with an emphasis on unmanned systems and military AI [6] - The leading military ETF (512680) has a latest scale of 7.536 billion [6] Media Sector - The media and internet industry growth is driven by performance and AI empowerment, with a focus on AI applications and quality content production [7] - The largest media ETF (512980) has a latest scale of 3.185 billion, having attracted 279 million in net inflows over the past five days [7] Market Performance - As of November 26, 2025, the communication index led the market with a 4.64% increase, followed by the ChiNext index at 2.14% and the electronics index at 1.58% [5] - The defense and military sector saw a decline of 2.25%, while the media sector decreased by 0.82% [9]

在开始阅读这篇文章之前，请您点击关注，这样不仅方便大家讨论和分享，还能让您获得更多参与感，感谢您的支持！编辑：XY大家好，我是大眼仔，今 天给大家带来的国际政治分析是——2025年的关税风暴，比我们预想的要更加猛烈，甚至可以说是充满了戏剧性！尤其是特朗普政府的一系列极端操作，更 是让这些政治事件变得有趣又复杂！当美国政府将关税提高至125%时，全球都为之一震！而在美国国内，普通的工薪家庭看到超市里鸡蛋和牛奶的价格不 断攀升，只能默默承受这一切带来的痛苦。 政客们站在讲台上激动地喊着遏制与重回，但当这一切最终反映到普通民众的账单时，却意味着每年多支出的2400美元开销。这笔费用，几乎是为了维持日 常的基本生活！美国的关税政策不仅对国内经济带来了巨大的负面影响，也波及到了全球各个方面。想要了解具体情况吗？那就跟着大眼仔一起看看，你会 有更多的收获！ 然而，到了2025年，局面已经发生了彻底的变化。上证指数创下了十年来的新高，创业板和深成指更是一路飘红。这种资本市场的热烈表现，不是盲目的狂 欢，而是基于对国家全产业链能力的坚定信心，也是对这次反击精准策略的充分认可。 与此同时，当大洋彼岸因物价上涨而导致社会裂痕加剧 ...

Core Viewpoint - The company, Ultrasonic Electronics (000823.SZ), has indicated that its products can be utilized in AR applications, highlighting a stable customer resource base [1] Group 1 - The company's products are applicable in augmented reality (AR) applications [1] - The customer resource base for the company is relatively stable [1]

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 东海证券指出，电子行业需求持续复苏，供给有效出清，存储芯片价格上涨，我国国产化力度超预 期。英伟达三季度财报显示，数据中心营收同比增长66%，主要由GB300加速推广推动，四季度预计营 收650亿美元，大超市场预期。谷歌发布Gemini 3，由自研TPU训练，各项基准测试表现远超上一代， 展现了最先进的推理能力和多模态理解技术。当前行业结构性机会集中在AI算力、AIOT、半导体设 备、关键零部件及存储涨价等领域。北美云厂商资本开支持续增长，高通进军AI芯片市场，进一步印 证行业高景气度。 信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数从沪深市场中选取涉及半导体、 软件开发、计算机设备等信息技术创新领域的上市公司证券作为指数样本，以反映信息技术创新相关上 市公司证券的整体表现。成分股侧重于信息技术创 ...

从历史表现来看，Wind数据显示，截至11月21日，该指数自2019年12月31日基日以来的涨幅达146%， 年化收益率超17%，年化夏普比率约0.63，指数成分股2026年一致预测归母净利润增速超70%，具有高 弹性、高成长的特征。 当前，"加快高水平科技自立自强，引领发展新质生产力"已被明确为"十五五"时期战略部署之一，人工 智能产业作为关键载体，正迎来政策与市场的双重机遇。科创创业人工智能ETF易方达（159140）等产 品的发行，既能助力资金流向科技前沿领域、为科创生态注入活水，又能为投资者布局硬科技领域、分 享产业成长红利提供多样化选择。 （文章来源：每日经济新闻） 据公告，易方达中证科创创业人工智能ETF（场内简称：科创创业人工智能ETF易方达；基金代码： 159140）等7只跟踪中证科创创业人工智能指数的ETF即将于11月28日启动发行，有望为投资者布局中 国硬科技资产提供全新选择。 该指数从科创板和创业板中选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的股票作为 指数样本，聚焦AI产业链核心环节，既涵盖光通信、国产AI芯片等基础资源领域，也包括AI技术与应 用环节，一键打包双创板块 ...