证券时报•数据宝统计，截至上午10:28，今日沪指涨0.08%，A股成交量517.40亿股，成交金额7852.09亿 元，比上一个交易日减少11.36%。个股方面，3168只个股上涨，其中涨停55只，2016只个股下跌，其 中跌停2只。从申万行业来看，通信、医药生物、电子等涨幅最大，涨幅分别为2.60%、1.65%、 1.35%；国防军工、银行、石油石化等跌幅最大，跌幅分别为1.89%、0.85%、0.51%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 申万行业 | 行业 涨跌 | 成交额 | 比上日 | 领涨（跌）股 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | （亿元） | （%） | | （%） | | | （%） | | | | | | 通信 | 2.60 | 675.79 | -2.16 | 特发信息 | 10.04 | | 医药生物 | 1.65 | 594.13 | 45.63 | 粤万年青 | 20.02 | | 电子 | 1.35 | 1325.72 | -13.21 | 明微电子 | 20.01 | ...

以下文章来源于申万宏源证券上海分公司 ，作者李金玲 申万宏源证券上海分公司 . 申万宏源证券上海分公司官微，能为您提供账户开立、软件下载、研究所及投顾资讯等综合服务，为您的财富保驾护航。 数据速看： 1.主力资金：近两周主力资金合计净流出4076.56亿元，主力资金净流入行业为银行，主力资金净流出额前三的行业为电子、电力设备和计 算机。 2.融资融券数据：当前市场融资融券余额为24917.03亿元，较上期下降0.29%，其中融资余额24743.85亿元，融券余额173.17亿元。本 期两融日均交易额为2070.58亿元，较上期下降16.13%，其中融资日均净买入2063.64亿元，较两周前下降16.13%，融券日均净卖出 6.94亿元，较上期下降15.67%。近两周融资净买入前三的行业分别为电力设备、基础化工和国防军工；融券净卖出前三的行业分别为计算 机、传媒和汽车。 3.涨跌情况：近两周全市场下跌家数高于上涨家数，近两周只有两个行业实现上涨，为食品饮料和银行，跌幅前三的行业为电力设备、电子 和通信。 4.强弱分析：近两周全部A股强弱分析得分为3.17，沪深300强弱分析得分3.35，创业板强弱分析得分3.3 ...

FICC日报 | 2025-11-26 股指缩量回升，通信行业领涨 市场分析 美国消费动能减弱。宏观方面，国务院新闻办公室将于11月27日上午10时举行国务院政策例行吹风会，请工信部、 国家发改委、商务部、文化和旅游部、市场监管总局有关负责人介绍增强消费品供需适配性进一步促进消费政策 措施有关情况，并答记者问。海外方面，特朗普表示，过去一周，他的团队在结束俄乌冲突方面取得了巨大进展， 最初由美国起草的28点和平计划已经经过完善，目前仅剩少数分歧。美国9月PPI环比上涨0.3%，核心PPI环比上涨 0.1%，均较前值明显加速，显示美国通胀在9月重新升温。同时，美国9月零售销售环比增长0.2%，连续四个月正 增长但显著放缓，且低于市场预期，汽车销售四个月来首次下滑。 股指上涨。现货市场，A股三大指数震荡上涨，沪指涨0.87%收于3870.02点，创业板指涨1.77%。行业方面，板块 指数涨多跌少，通信、传媒、有色金属、电子行业涨幅居前，仅国防军工、交通运输行业收跌。当日沪深两市成 交额小幅回升至1.81万亿元。海外方面，美国三大股指全线收涨，道指涨1.43%报47112.45点。 IC增仓。期货市场，基差方面，股 ...

Core Viewpoint - The consumer electronics sector has shown significant upward movement, with notable gains in related indices and ETFs, driven by strong market demand and new product launches in the semiconductor and AI chip sectors [2][3][4]. Group 1: Market Performance - The Zhongzheng Electronics Index increased by 1.7%, with component stocks like Changying Precision and Yandong Micro rising over 7% [2]. - The Electronic ETF (159997) recorded a trading volume exceeding 17 million yuan, with a premium rate of 0.06%, indicating frequent premium trading [2]. - The Chip ETF Tianhong (159310) also showed a premium rate of 0.09%, with a net inflow of over 14 million yuan in the last 10 trading days, ranking first among similar products in the Shenzhen market [3]. Group 2: Product Launches and Innovations - Huawei launched the new Mate80 and Mate80 Pro series, starting at prices of 4,699 yuan and 5,999 yuan respectively, featuring the HarmonyOS 6 operating system [3]. Group 3: IPO and Investment Opportunities - The IPO of Moore Threads, known as "China's version of Nvidia," achieved a record high issuance price of 114.28 yuan and is expected to raise 8 billion yuan, marking it as the largest IPO on the Sci-Tech Innovation Board this year [4]. - The electronic industry is projected to see positive performance in the first three quarters of 2025, driven by self-sufficiency and AI computing power, with significant growth in various sub-sectors such as integrated circuit manufacturing and optical components [4].

昨日（11月25日），A股三大指数集体收涨，科技板块持续回暖，机器人、电子赛道纷纷走强。 热门指数中，中证机器人指数昨日收涨0.35%，成分股中，博杰股份涨停，瑞松科技、晶品特装、瀚川 智能涨幅靠前。 数据显示，紧密跟踪该指数的机器人ETF（159770）昨日成交额达2.78亿元，换手率2.84%，全天交投 活跃，成交额居深市同标的产品第一。该ETF昨日获1650万份申购。 资金流向上，数据显示，截至11月24日，机器人ETF（159770）近20个交易日中，有19日获资金净流 入，累计"吸金"超13亿元。区间净流入天数及累计净流入额均居深市同标的产品首位。 此外，电子板块同样表现亮眼。电子ETF（159997）紧密跟踪的中证电子指数昨日收涨1.96%，成分股 中，沪电股份涨停，东山精密、深南电路、恒玄科技涨幅靠前。 数据显示，电子ETF（159997）昨日成交额超3200万元，全天获净申购达400万份。资金流向方面，截 至11月24日，该ETF已连续两日获资金净流入。 机器人ETF（159770）紧密跟踪中证机器人指数，行业配置包括制造业与信息传输、软件和信息技术服 务业等，重仓股含汇川技术、科大讯飞、石头 ...

Group 1 - The stock price of Saiwei Electronics reached a historical high, increasing by 15.69% to 41.88 yuan, with a trading volume of 121 million shares and a transaction amount of 4.681 billion yuan, resulting in a turnover rate of 20.21% [2] - The latest total market capitalization of the company in A-shares is 30.665 billion yuan, with a circulating market value of 25.021 billion yuan [2] - The electronic industry, to which the company belongs, has an overall increase of 1.04%, with 341 stocks rising and 134 stocks declining [2] Group 2 - The latest margin trading data shows that the company's margin balance is 1.381 billion yuan, with a financing balance of 1.376 billion yuan, which has increased by 267 million yuan over the past 10 days, representing a growth of 24.07% [2] - According to the company's Q3 report, it achieved an operating income of 682 million yuan in the first three quarters, a year-on-year decrease of 17.37%, while net profit reached 1.576 billion yuan, a year-on-year increase of 1438.05%, with basic earnings per share of 2.1521 yuan and a weighted average return on equity of 26.99% [2]

截至11月25日，市场最新融资余额为24462.88亿元，较上个交易日环比增加39.90亿元，分行业统计，申 万所属一级行业有24个行业融资余额增加，通信行业融资余额增加最多，较上一日增加16.51亿元；融 资余额增加居前的行业还有国防军工、电子、机械设备等，融资余额分别增加12.98亿元、10.52亿元、 8.35亿元；融资余额减少的行业有7个，银行、有色金属、非银金融等行业融资余额减少较多，分别减 少4.75亿元、4.56亿元、3.58亿元。 | 代码 | 最新融资余额（亿元） | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | 通信 | 1080.43 | 16.51 | 1.55 | | 国防军工 | 813.78 | 12.98 | 1.62 | | 电子 | 3506.74 | 10.52 | 0.30 | | 机械设备 | 1270.36 | 8.35 | 0.66 | | 计算机 | 1784.17 | 4.94 | 0.28 | | 交通运输 | 420.22 | 3.16 | 0.76 | | 房地产 | 354.18 | 3.02 | ...

Core Viewpoint - Employment is highlighted as a key indicator of economic development and improvement in people's livelihoods, with a focus on enhancing job stability and promoting high-quality employment in Chengdu [2] Group 1: Employment Services - Chengdu's Human Resources and Social Security Bureau has established a "1+3" public employment service system to enhance employment and entrepreneurship quality [2] - The "Rongyi Employment" service model has been innovatively launched, extending employment services to local communities and workplaces, with 2,647 service stations established and 234.62 million person-times served [4][5] - Various recruitment activities have been organized, totaling 3,224 events from January to October, focusing on personalized services for key groups such as college graduates and rural labor [5] Group 2: Employer Support - Chengdu has created a "Rongyi Labor" service mechanism to support enterprises in meeting their labor needs through a four-level coordination system [6] - In response to urgent labor demands, over 10,000 workers were recruited for BYD Electronics in just 35 days, showcasing the effectiveness of the coordination mechanism [6] - From January to October, 204.62 million job postings were made available to 78,200 employers, alleviating labor shortages [7] Group 3: Skills Training - Chengdu has implemented a comprehensive skills training initiative, with 82,000 participants receiving subsidized training and over 580,000 online training sessions provided [9] - The city has adopted a project-based training model that integrates job demand, skills training, evaluation, and employment services [9] Group 4: Entrepreneurship Support - Chengdu has developed a "trinity" entrepreneurial ecosystem combining policy support, financial backing, and service guarantees, with 976 entrepreneurial service stations established [11] - The "Yufu Entrepreneur Growth Camp" has successfully trained 188 small and medium-sized enterprise owners, resulting in an average revenue increase of 65% for their businesses [11][12] - The city has created various entrepreneurial spaces and communities, leading to over 430,000 jobs generated through entrepreneurship [12]

11月26日，港股AI延续涨势，重仓互联网龙头的港股互联网ETF（513770）场内价格续涨逾1%，连涨3日。科网龙头走势分化，美团-W涨超6%，小米集团- W涨近2%，腾讯控股、快手-W跟涨。阿里巴巴-W绩后一度跌超2%，现跌1%。 因对淘宝闪购和AI大幅投入，阿里巴巴三季度经营利润同比降85%，但云增速超预期。单季度实现云营收398.24亿元，同比增长34%，连续多个季度提速， 其中AI相关产品收入已实现9个季度三位数同比增长，成为云业务增长的核心引擎。 阿里明确积极加码AI能力建设，不排除在已承诺的三年超3800亿元云和AI硬件基建投资外追加投入。阿里CEO吴泳铭表示，未来三年内不太可能出现人工 智能泡沫。未来三年，人工智能资源整体将处于供不应求的状态。 | 十大权重 | | | | 更新日期: 2025-11-10 | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 中证一级行业分类 | 中证二级行业分类 | 权重(%) | | 9988. HK | 阿里巴巴-W | 可选消费 | 零售业 | 18.89 | | 0700.HK | 腾讯控股 | 通信服 ...

科创板融资余额环比前一日增加8.55亿元，其中，63股融资余额环比增加超1000万元，融资净买入居前 的有金山办公、华虹公司、源杰科技等股。 上述融资客大手笔净买入的科创板股中，从最新融资余额占流通市值比例看，算术平均值为4.95%，融 资余额占比最高的是英方软件，该股最新融资余额为3.02亿元，占流通市值的比例为11.86%，融资余额 占比较高的还有正帆科技、圣诺生物、国科军工，占比分别为11.29%、10.15%、9.88%。（数据宝） | 代码 | 简称 | 最新融资余额（万 | 环比增减金额（万 | 环比增减 | 当日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | 元） | 元） | （%） | （%） | | 688111 | 金山办 公 | 224325.82 | 10470.59 | 4.90 | -1.24 | | 688347 | 华虹公 司 | 183131.76 | 10212.34 | 5.91 | 0.35 | | 688498 | 源杰科 技 | 110731.15 | 10034.72 | 9.97 | 4.90 | | 688 ...