港股三大指数全天表现弱势，恒生指数跌0.71%报26384点，国企指数跌0.74%报9328点，恒生科技指数 跌0.96%报5756点，市场情绪继续疲软，三者均录得2连跌行情。 | 最新价 涨跌额 涨跌幅 | 代码 | | --- | --- | | 800100 国企指数 | 9328.40 -69.56 -0.74% | | 800700 恒生科技指数 5756.88 -55.92 -0.96% | | | 800000 | | 盘面上，大型科技股表现低迷拖累大市下行，其中，上周五大跌超7%的百度再度下跌近3%，铝、铜、 黄金等有色金属板块齐跌。另一方面，电池股逆势领涨，军工股拉升明显，中船防务盘中一度涨至 9%，服装股板块下跌。 | | | | | 汽车 | 地产发展商 -0.25% | 生物技术 -2.04% | | 图层 -1.32% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 銀行 | -0.76% | 线上零售商 -0.20% | 电讯服务 -0.63% | -0.54% | 黄金及贵 | 互动媒体及 | 煤炭 | 家庭 ...

港股全天震荡走低，三大指数盘中均跌超1%。截止收盘，恒生指数跌0.71%或188.18点，报26384.28 点，全日成交额为2176.13亿港元；恒生国企指数跌0.74%，报9328.4点；恒生科技指数跌0.96%，报 5756.88点。 银河证券表示，展望未来，市场风险偏好趋于谨慎，场内热点轮动加快，港股或延续震荡走势。建议关 注以下板块："反内卷"政策效果逐渐显现，供需格局变化下，商品价格上涨的周期股或持续反弹；美联 储降息政策面临较大不确定性，市场风险偏好下降，投资者或转向红利股寻求防御。 蓝筹股表现 携程集团-S(09961)全天承压。截至收盘，跌3.56%，报555.5港元，成交额17.59亿港元，拖累恒指8.8 点。11月14日，外交部和中国驻日本使领馆郑重提醒中国公民近期避免前往日本。11月16日，红星新闻 致电携程，客服表示平台方也在密切关注。现在有很多日本的酒店订单取消，在帮顾客处理；有的客人 还在观望。部分酒店好沟通，同意免费退改，携程可直接提交申请并自动退款；部分酒店则需进一步沟 通，尚在协调中。 其他蓝筹股方面，康师傅控股(00322)涨2.08%，报12.25港元，贡献恒指0.77 ...

碳酸锂期货涨停 11月17日，碳酸锂期货主力合约触及涨停，涨幅达9%，报95200元/吨，创2024年7月以来新高。 受此影响，午后锂矿概念股涨势扩大，多只个股集体涨停。 A股震荡 再看回A股的整体情况，市场全天震荡调整，三大指数小幅下跌。截至收盘，沪指跌0.46%，深成指跌 0.11%，创业板指跌0.2%。 市场共2584只个股上涨，100只个股涨停，2726只个股下跌。 | 880006 停板家数 | | | | --- | --- | --- | | 日中 | 涨停 | 100 | | 涨幅 | > 7% | 149 | | 涨幅 | 5-7% | 105 | | 涨幅 | 3-5% | 257 | | 涨幅 | 0-3% | 2073 | | 跌幅 | 0-3% | 2390 | | 跌幅 | 3-5% | 254 | | 跌幅 | 5-7% | 50 | | 跌幅 | > 7% | 32 | | 其中 | 跌停 | 10 | | 涨停家数 | | 100 | | 跌停家药 | | 10 | | | | 2584 | | | | 2726 | | 自成交额 | | 19303.21亿 | | 总成交量 ...

【导读】A股震荡，锂矿概念集体暴涨 大家好，今天市场走势较为震荡，一起看看发生了什么事情。 碳酸锂期货涨停 11月17日，碳酸锂期货主力合约触及涨停，涨幅达9%，报95200元/吨，创2024年7月以来新高。 | 大介理业 | 62.20 +9.87% 7.02亿 | | +5. | | --- | --- | --- | --- | | sz 002466 成交活跃 | | | | | 西藏城投 | 14.25 | +9.62% 1.24亿 | +1. | | SH 600773 60日新高 | | | | | 永兴材料 | | 56.28 +8.86% -1.12亿 | +4. | | sz 002756 60日新高 | | | | | 赣锋锂业 | 74.04 | +7.48% 7.18亿 | +5 | | sz 002460 实时热搜 | | | | | 江特电机 | 12.35 | +6.93% 1.92亿 | +0. | | sz 002176 60日新高 | | | | | 永杉锂业 | 11.95 | +6.32% 3454.96万 | +0 | | SH 603399 60日新高 | | | ...

日本被首相拖入国家危机，资本市场用脚投票。 周一，日本股市一片哀嚎，日经225指数大震荡，旅游股、航空股、零售股等大消费集体"高台跳水"。 日本最大的百货集团之一——三越伊势丹股价盘中跌幅一度超过12%，现跌超10%。 日本电子、良品计划、资生堂、三丽鸥跌超9%，日本航空跌超5%，索尼、日本航空跌超3%。 | ਜਿਲ੍ | 名称 | 最新价 | 涨跌额 | 涨跌幅 √ | 总市值 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 300427 | 红相股份 | 8.69 | +1.45 | 20.03% | 44.19亿 | 47.29% | | 300560 | 中富通 | 22.54 | +3.76 | 20.02% | 51.78亿 | 45.61% | | 300589 | 江龙船艇 | 16.31 | +2.72 | 20.01% | 61.6亿 | 31.11% | | 300659 | 中学信息 | 17.82 | +2.97 | 20.00% | 46.4亿 | 10.07% | | 301357 | 北方长龙 | 164.88 ...

过去几十年，美国各种资本集团在全球化红利下相安无事，形成了犹太资本主导金融、法律、传媒，盎 格鲁撒克逊资本掌控军工、能源和传统制造业的格局。 但如今这套玩法不灵了，至于原因，张维为教授曾一语点破：美国收割不了中国了。 两边一边管着钱袋子，一边握着枪杆子，靠着美元在国际上的霸权地位，周期性地从世界各地收割财 富，坐地分赃。 没了共同的"肥肉"，之前藏着的矛盾就全暴露出来了。 二战的时候，犹太和盎撒合作就体现得特别明显，犹太资本旗下的华尔街机构给美国军工企业砸了大量 资金，像洛克希德·马丁、波音这些军工巨头，背后都有犹太股东的支持，让美国的武器产能一下子爆 发出来。 同时，犹太资本还通过贷款给盟国、推动《租借法案》落实，帮着美元一步步取代英镑，成为全球主要 货币。 而盎撒精英则牢牢掌控着军队和外交大权，艾森豪威尔、麦克阿瑟这些军方高层都是盎撒背景，他们主 导着战争进程，还设计了战后的国际秩序。 当时这两家配合得相当默契，犹太资本负责赚钱和塑造舆论，盎撒集团负责用武力维护霸权，一起把美 国推上了世界霸主的位置。 二战结束后，这种合作模式又延续了几十年，核心就是一起收割全球财富。 美国收割别的国家有一套成熟的套路，要 ...

Group 1: Lithium Battery Sector - The main contract for lithium carbonate futures hit the limit up with a 9% increase, reaching 95,200 yuan/ton, leading to a surge in the lithium battery sector where 23 stocks either hit the limit up or rose over 10% [1][5] - Specific companies such as Rongbai Technology, Tianhua New Energy, and Zhongyi Technology achieved a 20% limit up, while others like ST Hezhong and Kelong Co. saw increases exceeding 10% [3][4] - Analysts predict a strong demand for batteries in the coming years, with a forecast of a 31% year-on-year growth in battery demand by 2026 [5] Group 2: Military Industry Sector - The military sector experienced a significant rally, with 20 stocks hitting the limit up or rising over 10%, including companies like Hongxiang Co., Zhongfutong, and Jianglong Shipbuilding [6][7] - The military industry is expected to benefit from increased military spending, equipment upgrades, and rapid military trade expansion, with a focus on high-quality development and modernization of military governance [8] - Analysts highlight that geopolitical tensions are driving up global military expenditures, which is likely to sustain high demand in the military sector [8]

以下文章来源于文化纵横 ，作者刘露馨 文化纵横 . 倡导文化重建，共同思想未来，发掘不一样的深度阅读。 近日，美国国会参议院已就结束联邦政府"停摆"达成一致。有史以来美国联邦政府持续最长的"停 摆"迎来结束。本次停摆始于2025年10月1日，原因是美国国会未能通过2026财年的拨款法案。本次 政府"停摆"给美国造成的伤害是巨大的。约有75万联邦雇员被迫无薪休假，而大量民众也无法获得 急需的政府服务。美国联邦政府的"停摆"不仅反映了美国国内的财政纠纷，更暗示着美国深刻的财政 内生性矛盾。 作者指出，军事开支与社会支出之间的配置资源是美国长期面临的财政问题。在冷战初期，这两者呈 现出积极的关联效应。然而，这种"枪炮与黄油兼得"的平衡体制是在特殊的国际权力结构下实现的。 随着经济复苏后的盟友国家的经济竞争压力越来越强，美国军事与经济兼顾的平衡体制开始不断动 摇。此时，军事的生产性投资的负面效益愈发明显。美国奉行多年的战争资本主义的遗产使得"维持 军费"、"改善民生"、"消除债务"，成为美国经济政策的不可能三角。 特朗普政府虽然试图通过政府效率部来削减预算、缓解债务难题，但其实际效果乏善可陈。美国政府 的财政支出包含 ...

Group 1 - The situation in Ukraine is worsening, with the U.S. halting direct funding and shifting to NATO for weapon supplies, while demanding payment [1] - Europe is urgently restructuring its military capabilities due to ongoing Russian military pressure, but faces a significant obstacle in China's control over critical minerals [1][4] - The EU relies on China for approximately 98% of its critical rare earth imports, significantly higher than the U.S. at 80% [4] Group 2 - The EU's military expansion is heavily dependent on China's fluctuating trade relations, which have been affected by unilateral sanctions and technology restrictions imposed by the EU and the U.S. [2] - The EU has submitted around 2000 applications for export licenses from China, with only half being processed satisfactorily, leading to frustration among European companies [4] - Analysts suggest that China's strict control over rare earth exports is aimed at slowing U.S. military development, inadvertently impacting Europe as well [5] Group 3 - The EU has initiated alternative strategies, including the Critical Raw Materials Act, but acknowledges that replicating China's scale and efficiency in rare earth mining and processing will take 8 to 12 years [6] - European defense industries are ramping up production, with annual ammunition production capacity expected to rise from 300,000 units in 2022 to 2 million by the end of 2024 [8] - German defense companies, such as Krauss-Maffei Wegmann and Rheinmetall, are major beneficiaries of the military expansion, with Rheinmetall's sales projected to reach €9.751 billion in 2024 [8] Group 4 - To achieve military reconstruction, the EU must adopt a diplomatic approach, moving away from a policy of solely aligning with the U.S. against China [9] - European officials are actively engaging with China to ensure the supply of critical minerals remains uninterrupted, although the EU's stance on this issue remains unclear [9]

Core Insights - Rheinmetall, Germany's largest defense manufacturer, reported a 20% increase in sales for the first three quarters, reaching €7.5 billion, with an 18% rise in operating profit [1] Company Performance - The company has been supplying various military equipment to Ukraine, including tanks, armored vehicles, and ammunition [1] - The ongoing Russia-Ukraine conflict has led to sustained military support from Western countries to Ukraine, positively impacting Rheinmetall's financial performance [1] Industry Context - The increase in Rheinmetall's sales and profits is attributed to the rise in defense budgets across EU countries, driven by the ongoing conflict [1] - Russia perceives the military support from Western nations to Ukraine as an obstruction to the peace process, indicating a direct involvement of NATO countries in the conflict [1]