在激发市场要素活力方面，《行动方案》提出壮大技术经理人队伍，将优秀技术经理人纳入市级人才支 持政策体系。 值得关注的是，《行动方案》还提出推进全国高校区域技术转移转化中心建设，在海淀、房山、昌平等 建设主承载区。 中国青年报客户端北京11月18日电（中青报·中青网记者 尹希宁）如何推动科技成果转得出、帮得上、 落得下？今天，北京发布《北京市推进科技成果转化落地行动方案（2025-2027年）》（以下简称"《行 动方案》"），加速科技成果"从1到10"在京落地。 据《中国科技成果转化2024年度报告》数据统计，首都高校上年度以技术转让、许可、开发、咨询、服 务、作价投资等6种方式转化成果的合同数量为30332项，合同金额达到201.9亿元，年均增长率约 15%。 今天，北京市科委、中关村管委会党组成员、副主任杨璞在北京市人民政府新闻办公室举行的新闻发布 会上介绍，《行动方案》的主要目标是，到2027年，基本形成高效协同、富有活力的科技成果转化体 系，促成1000家合作平台、5000项技术开发合作项目，转化孵化3000家科技型企业、600家专精特新企 业，转化一批服务国家战略需求、满足北京经济社会发展需要的重大科 ...

每经记者｜宋欣悦 每经编辑｜何小桃 高涵 ① 【三大期指普跌】截至发稿，道指期货跌0.26%、标普500指数期货跌0.29%、纳指期货跌0.38%。 ② 【中概股盘前涨跌不一】中概股盘前涨跌不一。阿里巴巴涨0.71%，消息面上，阿里巴巴千问App开启公测第二天，夸克App全面接入千问对话助手； 百度涨3%，消息面上，其最新财报显示，百度三季度营收312亿元，首次披露AI业务收入，显示高速增长超50%。其中，AI云收入同比增长33%；AI应用 收入达26亿元；AI原生营销服务收入同比增长262%达28亿元。小鹏汽车跌1.92%，消息面上，小鹏汽车发布第三季度业绩报告称，第三季股东应占亏损收 窄至3.81亿元，经调整亏损收窄至1.5亿元。公司预期今年第四季度总收入为215亿至230亿元，按年增加约33.5%至42.8%，不及市场预期。 ③ 【金价连跌四日，一度跌破4000美元】11月18日，伦敦黄金现货价格一度跌至3999.2美元/盎司，跌幅达1.14%，连续第四个交易日出现下跌。 ④ 【获瑞银看好，亚玛芬体育涨超2.3%】始祖鸟母公司亚玛芬体育盘前涨超2.3%。消息面上，亚玛芬体育将于今日盘前公布三季度业绩，分 ...

Core Viewpoint - The upcoming earnings report from Nvidia will be a critical moment for Wall Street's significant bets on artificial intelligence, as investors seek evidence to support or refute concerns about a potential bubble in the AI sector [2] Group 1: Market Sentiment and Investor Behavior - Investors are increasingly anxious about the AI hype potentially detaching from fundamentals, with some business leaders highlighting "circular trading" among partners that could exacerbate bubble risks [2] - Major investors, including Peter Thiel's hedge fund, have sold all their Nvidia shares, raising concerns about a broader market sell-off [2] - Nvidia's stock has dropped 7.9% in November, following a 1200% increase over the past three years, while the broader market has declined by 2.5% in the same period [2] Group 2: Financial Performance and Projections - Nvidia is expected to report a revenue increase of over 56% year-on-year for the August to October quarter, reaching $54.92 billion, although this growth is significantly lower than previous quarters [3] - The company has consistently exceeded earnings expectations for the past 12 quarters, but the magnitude of these beats has been narrowing [3] - Nvidia's CEO has stated that the order volume for advanced chips is projected to reach $500 billion by 2026 [3] Group 3: Supply Chain and Profitability Challenges - Nvidia is facing challenges in resolving chip supply shortages, despite TSMC increasing advanced packaging capacity [4] - The introduction of more complex and larger systems, which bundle various components, is putting pressure on profit margins [4] - Nvidia's adjusted gross margin is expected to contract by nearly 2 percentage points year-on-year to 73.6%, while net profit may grow by 53% to $29.54 billion [4] Group 4: Strategic Investments - Investors are closely monitoring Nvidia's significant investments, including a $100 billion stake in OpenAI and a $5 billion holding in Intel, to assess their impact on the company's balance sheet [5] - As of July 27, Nvidia held $11.64 billion in cash and cash equivalents [5]

Market Overview - The recent sell-off in the U.S. stock market, particularly in technology stocks, is attributed to concerns over high valuations of AI-related stocks and tightening liquidity conditions [2][3] - Major U.S. indices, including the Dow Jones, S&P 500, and Nasdaq, experienced declines, with the S&P 500 and Nasdaq falling below their 50-day moving averages for the first time in 139 trading days [1] AI Sector Performance - Nvidia's upcoming Q3 earnings report is seen as a critical indicator for the AI sector and the broader U.S. stock market, with expectations for strong performance but concerns over high valuations [1][5] - Institutional investors have recently reduced or liquidated positions in Nvidia and other large tech stocks, indicating a tactical adjustment rather than a bearish outlook on the AI sector as a whole [4][5] Economic Factors - The Federal Reserve's hawkish stance and delayed interest rate cuts have contributed to market uncertainty, with the probability of a rate cut in December dropping to 48.6% [2] - The end of the U.S. government shutdown is expected to alleviate some liquidity concerns, although the market remains sensitive to high valuations and potential economic downturns [3][7] Investment Sentiment - There is a growing skepticism regarding the sustainability of AI spending and the return on investment for companies heavily investing in AI infrastructure [6][7] - Despite the current market volatility, the long-term outlook for the tech sector remains optimistic, with projected earnings growth of 23.5% and 22.8% for 2025 and 2026, respectively [7][8] Future Outlook - The future trajectory of the AI sector and its impact on the stock market will depend on the actual commercialization of technology and the macroeconomic environment [8][9] - Investors are advised to monitor Nvidia's earnings and guidance closely, as these will significantly influence market sentiment and the performance of AI-related stocks [5][6]

Core Viewpoint - The company plans to reduce its holdings of repurchased shares by up to 1,420,557 shares, representing 1.00% of its total share capital, through centralized bidding within three months after the announcement [1] Summary by Sections - **Share Reduction Plan** - The company intends to sell up to 1,420,557 shares of its repurchased stock [1] - This reduction accounts for 1.00% of the company's total share capital [1] - The selling will occur through centralized bidding at market prices [1] - **Timeline** - The reduction plan will take place within three months following the announcement, starting 15 trading days after the announcement date [1] - **Current Status** - As of the announcement date, the company has not yet executed any sales or transfers of the aforementioned shares [1]

转自：证券时报 人民财讯11月18日电，大胜达11月18日在互动平台回复投资者称，公司对浙江曲速科技有限公司的投资 额为1.5亿元，截至目前，公司对浙江曲速科技的持股比例为5.625%。浙江曲速科技专注于高性能AI大 模型推理芯片的研发与生产。 ...

英伟达公司（NVDA）即将迎来关键的季度财报，市场正疯狂寻找人工智能泡沫的迹象。 这家人工智能芯片公司持续扩张以满足难以满足的需求，但过去一周，由于市场高度焦虑，其 部分主要客户股价遭受重创。 鉴于相对较低的估值以及人工智能建设尚处于早期阶段、泡沫不太可能过早出现，分析师仍对 其持看涨态度。 来源：Finviz 英伟达将于 11 月 19 日周三收盘后发布 2026 财年第三季度财报，分析师普遍预期如下： 每股收益（EPS）1.25 美元，同比增长 55% 营收 549.4 亿美元，同比增长 57% 这家人工智能芯片巨头在 2026 财年第二季度的营收仅为 467 亿美元，每股收益 1.05 美 元。其对第三季度营收的指引为 540 亿美元，且未包含发往亚洲地区的 H20 产品出货量。 【如需和我们交流可扫码添加进社群】 根据市场普遍预期，英伟达第三季度营收将较上一季度大幅增长，环比增加逾 80 亿美元。该 公司过往也有多次显著超出预期的记录，因此实际业绩可能较上一季度增加 90 亿美元。 真正的关键问题并非英伟达能否超出季度业绩预期，而是该公司能否将第四季度营收指引上调 至分析师预期的 615 亿美元，以维 ...

Core Viewpoint - Wuhan is emerging as a significant hub for technological innovation and industrial advancement, showcasing numerous firsts in various sectors, which enhances its national and global standing in innovation [1][2]. Technological Innovations - The first domestic humanoid robot powered by the HarmonyOS, named "Kua Fu," was unveiled in Wuhan, marking a breakthrough in domestic technology and addressing industry safety concerns [3]. - The world's first "world model-driven virtual-physical integrated intelligent data factory" was established in Wuhan, providing a robust learning environment for robots and positioning Wuhan as a key player in the humanoid robot industry [3]. - Wuhan has produced several groundbreaking technologies, including the world's first 128-layer 3D flash memory chip and the first professional night-sensing satellite, "Luojia No. 1" [3]. Future Industry Development - Wuhan has identified 13 sub-sectors for future industry development, including humanoid robots and advanced semiconductors, aiming for a revenue scale exceeding 100 billion yuan by 2027 [4]. - The city ranks eighth globally in the "2024 Nature Index - Research Cities," reflecting its strong scientific research capabilities and innovation potential [5]. Research and Development Support - The innovation ecosystem in Wuhan is supported by 41 national key laboratories and over 16,000 high-tech enterprises, ensuring a comprehensive innovation chain [6]. - The city has seen a significant increase in high-tech manufacturing, with a 16.3% growth in value added in the first three quarters of the year, contributing over 60% to industrial growth [9]. Smart Manufacturing - Wuhan's smart manufacturing sector is leading nationally, with the first autonomous learning intelligent CNC system, "Huazhong No. 10," enabling rapid code generation for machine tools [7][9]. - The city has also developed the world's first intelligent heavy-duty machine tool, showcasing a shift from reliance on imports to domestic innovation in high-end manufacturing [9]. Biopharmaceutical Innovations - Wuhan is making strides in the biopharmaceutical sector, with the "rice blood production" project expected to produce 12 million injections annually, significantly reducing reliance on imports [11]. - The city is home to over 4,500 health enterprises, with the life and health industry reaching a scale of over 550 billion yuan, positioning Wuhan as a key player in the global health sector [11][12]. Overall Innovation Landscape - Wuhan's continuous innovation efforts have led to its recognition as a competitive player in the global innovation landscape, with a focus on high standards and advanced technologies [12][13].

弗吉尼亚州、伊利诺伊州和俄亥俄州分别有666个、244个和193个数据中心，电价涨幅分别为13%、 16%、12%。PJM Interconnection为这三个州供电，但作为美国最大的供电公司，其业务覆盖13个州， 用户超过6500万人。2024-2025年，公司电力拍买（购买）价为22亿美元，而2025-2026年价格上涨至 147亿美元，涨幅超过500%。电力价格上涨的势头令人瞠目结舌。 投资者对AI公司估值的质疑正在影响他们的近期交易策略，而电力需求的上涨提高了数据中心的运营 成本（模型训练与应用成本），也引起当地居民的愤怒。AI公司估值以及电力供应最终会影响行业发 展。如果投资者热情降温，股票市场必将进入大幅调整阶段，市场流动性不足就可能成为突出问题，并 很快传递到其它市场。 （原标题：流动性压力初现美国金融市场迎来调整期，巴菲特投资组合有何启示） 南方财经21世纪经济报道特约撰稿王应贵 当地时间11月17日，美国科技股下跌，继续带动大盘向下。道琼斯30种工业股票平均指数大跌556.99 点，即跌1.18%，标准普尔500指数跌61.61点，即0.91%，纳斯达克指数跌192.51点，即0.84%， ...

今日16股封单资金超过1亿元。 涨停战场：这家公司封单资金逾6亿元 据证券时报·数据宝统计，今日（11月18日），从收盘涨停板封单量来看，华瓷股份（001216）、智能 自控（002877）、华夏幸福（600340）、思创医惠（300078）、华胜天成（600410）、中央商场 （600280）排名前六，依次为29.93万手、26.63万手、26.35万手、24.34万手、22.63万手、21.96万手。 从连续涨停天数来看，*ST绿康（002868）斩获9连板；胜利股份（000407）完成6连板；九牧王 （601566）、真爱美家（003041）、*ST正平（603843）实现5连板；华夏幸福、龙洲股份（002682）4 连板。 以封单金额计算，今日16股封单资金超过1亿元。其中，华瓷股份、华胜天成、浪潮软件（600756）、 智能自控排名前四，金额依次为6.17亿元、4.83亿元、2.81亿元、2.64亿元；亚星化学（600319）、圣晖 集成（603163）、龙洲股份、航天发展（000547）等股紧随其后，封单金额均在1亿元以上。 华瓷股份主要以日用陶瓷的生产和销售为主，越南生产车间已于8月28日正式开 ...