近3亿执行标的惊现 西部利得基金回应：系专户产品商事纠纷 基金经理涉赌刚辞，一则近3亿元的执行案，再次将西部利得基金推上市场关注焦点。据中国执行信息 公开网，西部利得基金近日被上海金融法院列为被执行人，执行标的为2.91亿元，立案时间是11月6 日。由于目前官方尚未公布具体案由，这一事件引发市场多方猜测。针对此事，西部利得基金对第一财 经表示，本次事件系专户产品运作过程中的商事纠纷引发，公司作为管理人代表资产管理计划管理和处 分计划财产，但计划财产产生债务应由计划财产本身承担。"公司后续协助法院完成对资管计划财产的 处分即可。"西部利得基金称。（第一财经） "免费午餐"消失？有银行掏钱请客户关闭短信提醒 广期所：调整碳酸锂期货相关合约交易手续费标准 广期所发布公告称，自2025年11月20日交易时起，碳酸锂期货LC2601合约的交易手续费标准调整为成 交金额的万分之一点二，日内平今仓交易手续费标准调整为成交金额的万分之一点二。 IDC：2025上半年中国视频云市场规模达52.3亿美元 同比增长8.9% 11月18日，国际数据公司（IDC）发布《中国视频云市场跟踪，2025上半年》与《音视频AI实时互动与 智能 ...

（原标题：全球股市遭遇黑色星期二！原因找到了） 大家好，今天的市场，全球股灾，遭遇了黑色星期二。 一起看看发生了什么事情。 黑色星期二 11月18日，全球股市暴跌，日经225指数收跌3.22%，创自四月以来最大单日跌幅，收于49000点下方。 韩国KOSPI指数收跌3.32%，风险情绪恶化，芯片股领跌市场。 第一，市场对于中日关系的担忧。 第二，18日，日本国债市场遭遇大幅抛售，尤其是超长期国债。这是由于投资者对高市政府即将推出的 经济刺激计划规模不断扩大，进而引发财政支出增加风险的担忧。市场强烈担忧政府的经济刺激措施会 加剧国家财政困境，而对19日即将举行的20年期国债拍卖持谨慎态度，也导致抛售潮占据主导地位。 第三，美联储延后降息的预期。 分析师称，加密货币领域的波动正在向其他高风险资产外溢，而市场对美联储12月降息概率的持续再定 价，也在加剧紧张情绪。这种紧张情绪将持续，直到9月就业报告带来更多明确信号。无论是劳动力市 场数据偏软，还是英伟达盈利大幅超预期，都会有所帮助。 黄金、白银价格跳水。 美股三大指数盘前大幅下挫。 比特币七个月来首次跌破9万美元，持续一个月的下跌态势已抹去该加密货币2025年的所 ...

Core Viewpoint - The domestic GPU industry is at a critical juncture, with significant developments such as the IPO approval of Muxi Integrated Circuit (Shanghai) Co., Ltd., which aims to raise 3.904 billion yuan for advanced GPU research and development, signaling a strong rise in the domestic GPU sector [1][3] Group 1: Industry Developments - Muxi's IPO approval aligns with the ongoing listing guidance for another domestic GPU company, Suiruan Technology, highlighting the collective rise of domestic GPU "four little dragons" [1] - The domestic GPU market is experiencing a historic opportunity due to external market shifts, particularly the exit of NVIDIA from the Chinese market, creating a vacuum for local companies [3][4] - The global GPU market is projected to reach 3.6 trillion yuan by 2029, with China's GPU market expected to grow significantly, indicating robust growth opportunities for domestic players [3] Group 2: Policy and Market Support - The Chinese government has provided strong policy support for the integrated circuit industry, including tax incentives and procurement policies favoring domestic products [4] - Recent procurement by major state-owned enterprises shows a significant shift towards domestic computing power, with over 90% of the budget allocated to domestic chips [4] Group 3: Company Performance - Muxi's revenue is expected to increase by over 400% year-on-year for the first three quarters of 2025, demonstrating its rapid commercialization progress [1][6] - Suiruan Technology has achieved significant deployment of its products, with over 70,000 units of its inference chip deployed in the past year, indicating strong market acceptance [6] Group 4: Strategic Partnerships - Both Muxi and Suiruan are backed by strategic investor Kunyuan Asset, which plays a crucial role in their growth through capital support and ecosystem development [2][5] - The collaboration between Muxi and other partners within the Kunyuan ecosystem aims to create a comprehensive domestic computing power solution, enhancing their competitive edge [5] Group 5: Future Outlook - The focus of the domestic GPU industry is shifting from mere import substitution to value creation and market leadership, with strategic capital playing a vital role in this transition [7][9] - The domestic GPU sector is expected to move towards large-scale implementation and profitability, driven by continuous technological innovation and ecosystem building [9]

北京时间11月18日 国际金银价格开盘后跳水 伦敦现货黄金 盘中失守4030美元/盎司 截至发稿 纽约金跌超1.4% 黄金股集体下挫 受此影响 国内品牌金饰价格也随之下调 | 国内现货 | 国际现货 | 黄金实物 | | | | --- | --- | --- | --- | --- | | 品牌 | 银行 回收 | | | | | 品牌 | | | 价格(元/克) 日涨跌幅 | | | 周大福 | | | 1288 | -1.30% | | 老凤祥 | | | 1285 | -0.62% | | 周六福 | | | 1257 | -1.10% | | 周生生 | | | 1289 | -1.23% | | 六福珠宝 | | | 1286 | -1.30% | | 金至尊 | | | 1286 | -1.30% | | 老庙 | | | 1285 | -0.31% | 当地时间周一，受近期美联储官员密集释放的"鹰派"言论影响，投资者对美联储12月降息的预期概率，已从一个月前的约90%下降至目前的约43%。美联 储理事沃勒当天表示，剔除AI行业，美国的商业投资正在下降，美股市场风险偏好受到抑制。同时，投资者普遍 ...

Core Viewpoint - The article emphasizes the ambition of Loongson Technology to challenge the dominance of X86 and ARM architectures in the Chinese CPU market, aiming for a competitive landscape by 2035 with its own LoongArch architecture [1][10]. Company Overview - Loongson Technology, led by Hu Weiwu, has been a key player in China's independent CPU development since 2001 and is now publicly listed on the STAR Market [1][3]. - The company has made significant technological advancements, including the development of its own instruction set architecture, LoongArch, and various CPU and GPGPU technologies [2][5]. Financial Performance - Recent financial reports indicate that while revenue is growing due to increased R&D investment, profitability is under pressure [2][12]. - The company has historically been profitable from 2015 to 2022, with losses being an exception due to increased R&D efforts and workforce expansion [12]. Technological Advancements - Key technological milestones include the launch of the LoongArch instruction set, the 3A6000 desktop chip, and the integration of GPGPU cores into their products [3][4][11]. - The 3A6000 chip is reported to match the performance of Intel's 11th generation Core processors, showcasing significant advancements in single-core performance [3][11]. Market Strategy - Loongson's market strategy involves expanding from PC applications to server and industry applications, leveraging its cost-performance advantages [6][9]. - The company aims to penetrate open markets and has plans for international expansion, particularly in countries involved in the Belt and Road Initiative [6][9]. Competitive Landscape - The company faces challenges in building a software ecosystem to support its architecture, with a focus on compatibility with existing applications [7][8]. - Loongson differentiates itself from competitors by relying on self-developed technologies rather than licensing from foreign firms, which can incur additional costs [9][10]. Future Outlook - The company aims to establish a competitive position alongside Intel and ARM by 2035, with a focus on achieving a balanced ecosystem and technological independence [13][14]. - The goal is to create a third viable architecture in the CPU market, reducing the gap in scale with existing giants [14].

个股方面，小米集团跌2.81%，中芯国际涨1.44%，小鹏汽车跌10.47%，华虹半导体涨3.48%，美团跌 1.69%，比亚迪股份跌3.77%，联想集团跌4.16%，工商银行跌1.23%，中国银行跌1.48%，长和跌 2.29%，中国石油化工股份涨0.23%，老铺黄金跌2.55%，中国移动涨0.06%，耀才证券金融跌6.19%。 新华财经香港11月18日电（记者林迎楠）18日，港股主要指数低开低走，截至收盘，恒生指数下跌 1.72%至25930.03点，恒生科技指数下跌1.93%至5645.73点，国企指数下跌1.65%至9174.84点。 当日恒指低开212.01点，开报26172.27点，开盘下跌后拉高至当日最高26188.82点，随后一路震荡下 跌，最终恒指跌454.25点，主板成交超2421亿港元。当日，港股通（南向）净流入超过74亿港元。 整体来看，多数板块下跌，芯片股多有上涨，银行股有涨有跌，生物医药、科网、黄金、有色金属、房 地产、新能源车企、风电、港口运输等股多有下跌。 成交额前三的个股中，中国宏桥跌5.88%，成交超170亿港元；阿里巴巴跌0.19%，成交超160亿港元； 腾讯控股跌2.0 ...

Core Viewpoint - Changjiang Securities report indicates that Lanke Technology achieved a net profit attributable to shareholders of 1.632 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 66.89% [1] Financial Performance - In Q3, the company reported a net profit attributable to shareholders of 473 million yuan, which is a year-on-year increase of 22.94% but a quarter-on-quarter decrease of 25.33% [1] - The revenue in Q3 reached a historical high, although profits were impacted by stock incentive expenses leading to a short-term decline [1] Industry Trends and Opportunities - The company actively seized opportunities presented by the AI industry trend, significantly increasing the shipment volume of DDR5 memory interface chips and supporting modules [1] - High-performance transport chips experienced rapid growth, contributing to the significant improvement in the company's operating performance [1] R&D and Competitive Position - The company continues to strengthen its R&D efforts, positioning itself as a leader in transport chips and expanding its product matrix to build core competitiveness [1] - The company's medium to long-term performance is expected to continue to release growth potential, maintaining a "buy" rating [1]

港股三大指数全天震荡下行，午后跌幅进一步扩大，恒生指数再失守两万六大关，恒科指数则一度跌超 2%。截止收盘，恒生指数跌1.72%或454.25点，报25930.03点，全日成交额为2421.12亿港元；恒生国企 指数跌1.65%，报9174.84点；恒生科技指数跌1.93%，报5645.73点。 东吴证券认为，港股短期震荡为主，上行斜率或放缓。从中长期配置来看，当前位置有吸引力。该行 指，自10月初开始，美股AI泡沫叙事再起，叠加近期产业缺乏新催化剂，港股AI科技类股票上涨动能 不足。英伟达财报临近，市场仍在等待信号。该行认为从中长期看当前位置港股科技吸引力凸显。 蓝筹股表现 4. 锂电板块集体调整，截至收盘，中创新航(03931)跌8.28%，报30.56港元；天齐锂业（002466） (09696)跌6.93%，报53.05港元；赣锋锂业（002460）(01772)跌6.62%，报58.5港元。 其他蓝筹股方面，中芯国际(00981)涨1.44%，报74港元，贡献恒指7.4点；周大福(01929)涨0.27%，报 14.84港元，贡献恒指0.12点；紫金矿业（601899）(02899)跌4.36%，报 ...

今天的市场，全球股灾，遭遇了黑色星期二。 一起看看发生了什么事情。 黑色星期二 11月18日，全球股市暴跌，日经225指数收跌3.22%，创自四月以来最大单日跌幅，收于49000点下方。韩国KOSPI指数收跌3.32%，风险情绪恶化，芯片 股领跌市场。 | く 制品 | 亚太指数 () | | Q | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅↑ | 涨跌 | | 韩国 KOSPI200 | 556.45 | -3.50% | -20.20 | | KOSPI200 | | | | | 韓国 KOSPI | 3953.62 | -3.32% | -135.63 | | KS11 | | | | | 日经 225 | 48702.98 | -3.22% | -1620.93 | | N225 | | | | | 台湾加权 | 26756.12 | -2.52% | -691.19 | | TWII | | | | | 恒生科技指数 | 5616.21 | -2.44% | -140.67 | | HSTECH | | | | | 恒生指数 | 25831.05 | -2.1 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今天的市场，全球暴跌，遭遇了黑色星期二。 一起看看发生了什么事情。 黑色星期二 11月18日，全球股市暴跌， 日经225指数收跌3.22%，创自四月以来最大单日跌幅，收于 49000点下方。韩国KOSPI指数收跌3.32%，风险情绪恶化，芯片股领跌市场。 | く 気 | 亚太指数 () | | O | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅↑ | 涨跌 | | 韩国 KOSPI200 | 556.45 | -3.50% | -20.20 | | KOSPI200 | | | | | 韓国 KOSPI | 3953.62 | -3.32% | -135.63 | | KS11 | | | | | 日经 225 | 48702.98 | -3.22% | -1620.93 | | N225 | | | | | 台湾加权 | 26756.12 | -2.52% | -691.19 | | TWII | | | | | 恒生科技指数 | 5616.21 | -2.4 ...