消息面上，北森控股拟11月24日举行董事会会议，以(其中包括)考虑及批准集团截至2025年9月30日止 六个月的未经审核中期业绩及其发布。此前，该公司发布正面盈利预告，预期将取得截至2025年9月30 日止六个月的收入介于约人民币5.031亿元至5.263亿元，增幅约为15.2%至20.5%；公司拥有人应占亏损 介于约人民币1460万元至2380万元，亏损降幅约为76.0%至85.2%。 北森控股(09669)涨超6%，截至发稿，涨6.31%，报6.91港元，成交额352.02万港元。 ...

新华财经北京11月24日电（罗浩）科创综指24日早间显著高开，指数盘初震荡回落完成与上一交易日之 间缺口回补后波动上扬，早盘期间一度涨近1.13%，随后收窄涨幅并窄幅整理，至午间收盘时小幅上 涨。午后，科创综指持续攀升，涨近2.33%后有所回落，最终仍大幅收涨。至收盘时，科创综指收于 1529.40点，涨幅1.73%，总成交额约1570亿元，总成交额较上一交易日小幅缩量。 24日，科创50指数盘初高开低走，早盘期间的反弹未能高于开盘时点位，至午间收盘时小幅下跌，午后 震荡反弹，收盘时显著上涨。当日，科创50指数收盘报1296.60点，涨幅0.84%，成分股总成交额约508 亿元，较上一交易日显著缩量。 转自：新华财经 当日，科创板个股涨多跌少，520股收涨，占比约87.99%。细分领域中，软件服务股整体涨幅靠前，金 橙子、光云科技、品高股份等3只软件服务股收于约20%涨停，品茗科技、卓易信息、致远互联、航天 软件、霍莱沃、兴图新科、福昕软件等多只软件服务股均有较大幅度上涨。 经新华财经统计，11月24日，剔除停牌的超卓航科（维权）、佳华科技，科创板其余591股平均涨幅 2.46%，平均换手率2.48%，合计成 ...

11月24日，A股三大指数集体收涨，截至收盘，上证指数涨0.05%，深证成指涨0.37%，创业板指涨0.31%。沪深北三市全天 成交17403亿元，较上日缩量2433亿元。全市场超4200只个股上涨。 上证报中国证券网讯（记者 徐蔚）11月24日，A股三大指数集体收涨，截至收盘，上证指数涨0.05%，深证成指涨0.37%， 创业板指涨0.31%。沪深北三市全天成交17403亿元，较上日缩量2433亿元。全市场超4200只个股上涨。 盘面上，AI应用午后全线走强，光云科技以20%幅度涨停，蓝色光标涨超15%。军工装备板块走高，江龙船艇、航天环宇均 以20%幅度涨停。商业航天板块持续活跃，航天长峰、上海港湾等多股涨停。锂板块全线走弱，盛新锂能连续两个交易日 跌停。 国泰海通证券表示，随着市场风险已大幅释放，中国股市进入"击球区"。中国股市将逐步企稳与展开跨年攻势，上升的空 间还很大，眼下是增持的良机。备战跨年行情上，看好科技、券商与消费。 ...

Core Insights - The stock of Beijing SuperMap Software Co., Ltd. reached a transaction volume of 1.324 billion RMB, marking a new high since October 9, 2024 [2] - The latest stock price increased by 6.43%, with a turnover rate of 15.62% [2] - The previous trading day recorded a total transaction volume of 908 million RMB [2] Company Overview - Beijing SuperMap Software Co., Ltd. was established on June 18, 1997, with a registered capital of 492.76617 million RMB [2]

Group 1 - The Hang Seng Index closed at 25,578.88 points, up 1.42% [1] - The Hang Seng Tech Index reached 5,484.46 points, increasing by 1.65% [1] - The professional retail, media and entertainment, and software services sectors led the gains, while the semiconductor, oil and gas, and industrial transportation sectors experienced declines [1] Group 2 - NetEase and Kuaishou both rose over 5%, while Alibaba increased by more than 4% [1]

Core Insights - A total of 3739 stocks in the A-share market received financing purchases on November 21, with 347 stocks having purchase amounts exceeding 100 million yuan [1] - The top three stocks by financing purchase amount were Zhongji Xuchuang, Xinyi Sheng, and Sunshine Power, with amounts of 3.076 billion yuan, 1.686 billion yuan, and 1.432 billion yuan respectively [1] - Six stocks had financing purchase amounts accounting for over 30% of the total transaction amount on that day, with Aikesai Bo, Senying Windows, and Qianyuan Power leading at 49.65%, 44.13%, and 37.82% respectively [1] - Seven stocks recorded net financing purchases exceeding 100 million yuan, with Dekeli, Beijing Bank, and Zhongwen Online ranking first, second, and third with net purchases of 156 million yuan, 151 million yuan, and 141 million yuan respectively [1]

对于to B的科技企业而言，体育赛事场景下单纯的品牌露出所面向的终端客户显然难以转化成企业的直接目标客户，转化效率将大打折扣。通 过大型赛事、体育场馆深度合作以塑造品牌专业形象、提升行业影响力才是B端科技企业参与体育营销的有效打法。 北京时间11月22日，在福地特夫摩尔球场斩获7连胜后，蓝军切尔西以一波联赛3连胜，强势进占英超积分榜次席，为迎来带队50场里程碑的主帅马雷斯卡 送上贺礼。与场上的强势表现相映成趣的，则是球队胸前广告赞助谈判的柳暗花明：《切尔西记事报》率先披露，科技巨头甲骨文公司已与切尔西达成合 作协议，蓝军有望在今年内摘掉英超唯一胸前"裸奔"球队的名号。截至发稿时，甲骨文市值高达5666亿美元，创始人拉里·埃里森（全球第二大富豪）身 价达约2749亿美元。 不过据报道，甲骨文的报价"远低于"切尔西方面期望的6000-6500万英镑。尽管BBC体育记者Nizaar Kinsella随后跟进报道，切尔西球衣的胸前"空地"归属 仍未最终确定，俱乐部仍在考虑其他选项，一份不低于5500万英镑的长期协议依然是俱乐部追求的目标。不过从切尔西新近官宣甲骨文的合作伙伴、数字 技术解决方案提供商FPT成为球队袖口 ...

Investment Rating - The report maintains a "Buy" recommendation for the industry, indicating a positive outlook for investment opportunities in the sector [2]. Core Insights - AI has emerged as a new growth engine for performance, with significant capital expenditures from major cloud providers driving revenue growth in related cloud businesses [1][6]. - The report highlights that the demand for AI computing power remains robust, with companies like NVIDIA reporting record revenues and strong future guidance [6][42]. - SaaS companies are experiencing substantial revenue growth, largely attributed to the application of AI technologies [54]. Summary by Sections Cloud: Continued Increase in Capital Expenditures - Major cloud providers collectively invested over $110 billion in capital expenditures in Q3 CY25, with AI being a key driver for this increase [6][13]. - Amazon's capital expenditure surged by 55% to $35.1 billion, surpassing Microsoft as the largest spender in a single quarter [6][18]. - Future guidance indicates that cloud providers will continue to increase capital expenditures focused on AI and data center infrastructure [6][18]. Computing Power: Performance Orders Exceeding Expectations - NVIDIA reported a 62% increase in revenue for Q3 FY26, with data center revenue reaching $51.2 billion, a 66% year-over-year growth [42][45]. - AMD also achieved record revenues of $9.2 billion in Q3, driven by strong demand for its EPYC and Ryzen processors [50][51]. Applications: Overview of SaaS Company Performance - SaaS companies reported significant revenue growth in Q3 CY25, with many exceeding expectations due to AI technology applications [54][55]. - ServiceNow's subscription revenue grew by 21.5%, while Palantir's revenue increased by 63%, driven by demand for its AIP platform [57][58]. - AppLovin's revenue rose by 68%, supported by its AI-driven advertising technology [60].

因周四美国感恩节假期及"黑色星期五"，交易时间因美股提前收盘而缩短，市场流动性料明显下降。 上周国际市场风云变幻，风险资产遭遇严峻考验。美股全线下挫，道指周跌1.91%，纳指周跌2.74%， 标普500指数周跌1.95%，欧洲三大股指表现不佳，英国富时100指数周跌1.64%，德国DAX 30指数周跌 3.29%，法国CAC 40指数周跌2.29%。 本周看点颇多，美联储12月利率决议的不确定性意味着市场将密切审视各类经济数据。英国周三（26 日）发布的秋季预算案将成为焦点，英国财政大臣里夫斯（Rachel Reeves）预计将宣布增税措施以改善 公共财政状况，但据报道政府已搁置所得税上调计划，具体政策细节尚不明确。新西兰和韩国的央行将 公布利率决议，当前亚太地区仍在应对关税相关不确定性及人工智能领域波动引发的市场震荡。同时， 东京通胀数据或将帮助投资者预判日本央行的下一步政策动向。 美国经济数据逐步恢复 美联储10月会议纪要显示，央行对进一步宽松货币政策持犹豫态度。美国9月非农就业数据释放混合信 号：新增非农就业人数（NFP）高于预期，但失业率同步攀升。美联储将于周三发布经济状况褐皮书， 显示近期美国经济运 ...

Core Insights - The investment outlook for Q4 2025 highlights a dual characteristic of a clearer policy direction and accelerated technological innovation, with the rise of artificial intelligence (AI) and expectations of interest rate cuts from the Federal Reserve being the main market drivers [1][10] - Despite uncertainties from policy fluctuations and economic data, risk assets still have upward potential, necessitating investment strategies focused on trend identification and diversification [1][10] Economic Environment - The global economy shows significant resilience, with the U.S. economy performing better than expected and corporate earnings exceeding market forecasts at a near historical high [1][10] - The technology and data economy, while only accounting for 8.5% of U.S. GDP, represents 48% of the S&P 500 index market capitalization, becoming a crucial support for the stock market [1][10] Artificial Intelligence Impact - AI has entered a phase of large-scale application and commercialization, acting as a growth engine across various industries, including chip manufacturing, cloud infrastructure, retail, and logistics [2][3] - The investment scale in AI continues to expand, providing strong momentum for global stock markets, with China standing out in AI innovation and patent positioning, making its companies attractive compared to global peers [2][3] Asian Market Opportunities - The Asian market benefits from favorable factors, including supportive policies and structural trends, creating investment opportunities [2][3] - China's supply-side reforms and AI innovations are boosting market confidence, while Singapore's stock market is favored for its defensive characteristics and high dividend yield [2][3] Investment Strategies - Investment strategies should focus on four core areas: positioning in quality bonds to capture interest rate cut benefits, seizing global expansion opportunities in AI, diversifying risks through alternative investments and volatility strategies, and focusing on favorable Asian policies and structural growth [2][3] - Asset allocation should emphasize U.S., China, and Singapore stock markets, with a preference for investment-grade bonds, while balancing growth and value styles to manage potential market volatility [2][3] Emerging Trends - Social evolution and climate action themes are also showing investment potential, with streaming and subscription economies expanding, and renewable energy and circular economy trends becoming long-term focuses [3][4] - Overall, the investment approach for Q4 should be based on trend opportunities, with flexible adjustments and diversified layouts to navigate market uncertainties [3][4]