男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 俄方称现在说乌克兰和平协议即将达成还为时尚早 美国初请失业金人数意外降至4月来新低 英国预算报告意外提前曝光，财政缓冲空间增至220亿英镑 北京启动专项行动重点整治六类金融领域网络乱象 工信部组织开展卫星物联网业务商用试验 市场盘点 A股三大指数走势分化，截至收盘，沪指跌0.15%，深成指涨1.02%，创业板指涨2.14%。沪深两市成交额1.78万亿，较上一个交易日缩量288亿。盘面上，个 股跌多涨少，全市场下跌个股近3600只。CPO板块持续爆发，长光华芯20CM涨停封板，中际旭创续创历史新高。零售板块尾盘冲高，国光连锁、三江购物 等多股涨停。医药商业板块全天全天活跃，华人健康早盘20CM涨停，人民同泰、瑞康医药涨停。广东自贸区盘中走强，欢乐家大涨15%，遥望科技涨停。 培育钻石、信托概念、半导体等板块涨幅居前；中船系板块延续跌势，久之洋跌超12%。军工装备调整，江龙船艇跌超12%，晨曦航空跌超11%。商业航天 板块冲高回落，航天发展跌停。游戏、稀土永磁等板块 ...

Market Overview - The A-share market showed overall strength, with the ChiNext Index rising over 3% at one point. The Shanghai Composite Index closed down 0.15% at 3864.18 points, while the Shenzhen Component Index rose 1.02% to 12907.83 points, and the ChiNext Index increased by 2.14% to 3044.69 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.7973 trillion yuan [1] Consumer Sector - The consumer sector, led by retail stocks, saw significant late-session gains. Notable stocks such as Hai Xin Food and Kai Chun Co. reached their daily limit up. The Ministry of Industry and Information Technology and other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for a noticeable optimization of the supply structure by 2027 and a high-quality development pattern by 2030 [2] AI Industry - CPO concept stocks and AI-related stocks remained active, with several companies like Chang Guang Hua Xin and Sai Wei Electronics hitting their daily limit up. Alibaba's CEO indicated a sustained demand for AI resources, predicting a supply-demand imbalance for the next three years. Alibaba's cloud revenue grew by 34% year-on-year, with AI-related product revenue increasing for nine consecutive quarters [4][5] Pharmaceutical Sector - The pharmaceutical sector experienced strong gains, particularly in innovative drugs and vaccine concepts. Companies like Yue Wannianqing and Huaren Health reached their daily limit up. The small nucleic acid drug field is gaining attention due to recent global advancements, with expectations for significant growth driven by technological breakthroughs and commercialization [7]

Core Viewpoint - The A-share market experienced a collective rise, with technology sectors such as CPO, optical communication, and electronic components leading the gains, while value styles remained stable [1] Group 1: Market Performance - The Guozheng Growth 100 Index increased by 3%, while both the Guozheng Value 100 Index and the Guozheng Free Cash Flow Index rose by 0.1% [1] - Value ETF (159263) and E Fund Free Cash Flow ETF (159222) saw significant capital inflows during the trading session [1] Group 2: Industry Insights - Since 2018, following China's entry into the mature industrialization phase, investor focus on free cash flow has notably increased, leading to significant excess returns in industries with improved free cash flow (FCFF) [1] - Current "anti-involution" policies are driving a contraction in manufacturing capital expenditure, resulting in a "passive improvement" of free cash flow [1] - The Federal Reserve's interest rate cuts are expected to facilitate the return of cross-border capital, potentially enhancing the EBIT of manufacturing and consumption sectors, leading to an "active improvement" in free cash flow [1]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.15%, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index increased by 2.14% [1] - The total trading volume exceeded 1.79 trillion yuan [1] Consumer Sector - The consumer sector experienced a late-afternoon surge, with Hai Xin Food hitting the daily limit and closing with over 170,000 buy orders [4][5] - The Ministry of Industry and Information Technology and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, focusing on new fields such as smart connected vehicles, smart home, and food [7][8] CPO Concept Stocks - CPO (Co-packaged Optics) concept stocks saw strong performance, with Long光华芯 and赛微电子 hitting the daily limit and rising over 16% respectively [9] AI Industry Outlook - Alibaba's CEO indicated that the demand for GPUs is currently at full capacity, suggesting that an AI bubble is unlikely in the next three years due to a supply-demand imbalance [12] - Daitong Securities maintains an optimistic outlook on the AI industry, highlighting the growth potential driven by demand for computing power and recommending investment in computing hardware [12]

Market Overview - The Shenzhen Component Index and the ChiNext Index both opened lower but rose throughout the day, while the Shanghai Composite Index turned negative in the afternoon. By the close, the Shanghai Composite Index fell by 0.15%, the Shenzhen Component Index rose by 1.02%, and the ChiNext Index increased by 2.14%. Over 3,500 stocks in the market declined [1]. Pharmaceutical Sector - The pharmaceutical sector has seen a strong performance driven by two main catalysts: 1. A rapid increase in flu activity across the country since November, with sales of Oseltamivir surging by 237% and sales of other flu medications also seeing significant increases [2]. 2. A series of favorable policies aimed at promoting the high-quality development of the medical device industry, including 15 support measures released by Beijing's economic and information technology bureau [2][3]. Flu-Related Stocks - Flu-related stocks have been particularly active, with companies like Yunnan Baiyao and Huaren Health hitting their daily price limits. The demand for flu medications has reportedly increased by over 500% in recent weeks [5][6]. CPO and AI Chip Stocks - The CPO (Co-Packaged Optics) sector has seen significant gains, with companies like Changguang Huaxin and Saiwei Electronics experiencing substantial price increases. This is attributed to Meta's plans to rent TPU computing power from Google Cloud, indicating a strong demand for AI computing resources [7][8]. - AI chip stocks have also performed well, with companies like Aojie Technology and Cambricon Technologies seeing price increases. A report indicates that major cloud service providers are accelerating the development of AI ASICs, which is expected to drive significant capital expenditure in the coming years [9][10]. Robotics Sector - The humanoid robotics sector has gained traction, with companies like Sanwei Tiandi and World Robotics seeing price increases. The growth is supported by a 41.7% year-on-year increase in industrial robot sales, reflecting the accelerating integration of AI in manufacturing [11][12]. Market Sentiment and Future Outlook - Analysts from Dongwu Securities suggest that the market has limited room for further decline after recent adjustments, with expectations for a potential recovery starting in November. The focus is on AI applications and sectors benefiting from domestic policy support [13][15]. - Galaxy Securities notes that the current A-share valuations are relatively reasonable, with expectations for upward momentum in the market driven by improving fundamentals and supportive policies [14].

最亮眼的就得是CPO板块，简直是全线爆发，长光华芯直接20CM涨停封得死死的，中际旭创也涨超 14%，新易盛跟着涨了9%往上。想起前几天有个粉丝私下问我，CPO能不能布局，我当时就说，这赛 道属于科技里的硬核方向，只要行业基本面没破，回调就是给中长线选手的机会，不用怕短期波动。今 天这波上涨，其实就是资金认可优质赛道的体现，不是瞎炒概念。 还有流感、半导体板块也挺活跃，粤万年青、华人健康这些都20CM涨停了，明微电子也跟着封板，反 观军工和商业航天就有点弱，江龙船艇跌超9%，中际防务还触及了跌停，商业航天更是冲高回落，久 之洋跌了10%多。其实这就是市场的正常分化，资金总在往当下逻辑最硬、确定性最高的地方去，不用 因为单个板块的涨跌慌神。 老铁们中午好，我是帮主郑重，做了20年财经记者、专盯中长线的老炮儿！今天上午的盘面是不是挺对 味？低开之后慢慢往上抬，手里攥着科技股的朋友估计心里美滋滋，持着军工、航天的可能有点犯嘀 咕，别急，咱们边聊边把盘面捋清楚，再说说午后该怎么拿捏。 早上开盘前我还跟身边老股友念叨，最近市场不算慌，就是资金有点"挑肥拣瘦"，不盲目撒网了。果不 其然，上午三大指数全飘红，沪指虽然只涨了 ...

11月26日，A股市场早盘震荡反弹，截至收盘，沪指涨0.14%，深成指涨1.61%，创业板指涨2.76%。 沪深两市半日成交额1.14万亿，较上个交易日缩量420亿。盘面上热点快速轮动，全市场超2800只个股上涨。 水平已达到中等程度，个别省份甚至已达到高度流行水平。据央视消息，数据显示，奥司他韦近七天销量增长率达237%，玛巴洛沙韦上涨达180%。 国债方面，国债期货午盘全线下跌，30年期主力合约跌0.49%报114.710元，10年期主力合约跌0.17%报108.060元，5年期主力合约跌0.08%报105.890元，2 年期主力合约跌0.02%报102.404元。 公开市场方面，央行公告称，11月26日以固定利率、数量招标方式开展了2133亿元7天期逆回购操作，操作利率1.40%，投标量2133亿元，中标量2133亿 元。Wind数据显示，当日3105亿元逆回购到期，据此计算，单日净回笼972亿元。 汇率方面，在岸人民币兑美元汇率升至7.0821，为2024年10月14日以来的最强水平。 亚太股市方面，截至发稿，日经225涨1.94%，软银集团反弹近7%，索尼、日立涨近3%；韩国综合指数涨约1.96%， ...

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index up by 0.14%, Shenzhen Component Index up by 1.61%, and ChiNext Index up by 2.76% as of the midday close [2] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.1439 trillion yuan, a decrease of 39.2 billion yuan compared to the previous trading day [2] - Over 2,800 stocks in the market experienced gains [2] Sector Performance - The CPO sector continued to strengthen, with Longguang Huaxin hitting the daily limit [3] - The flu sector showed strong performance, with stocks like Yue Wannianqing and Huaren Health also hitting the daily limit, and Haiwang Biological experiencing a rapid surge to the limit within three minutes [3][4] - The pharmaceutical sector saw a collective explosion, driven by flu and innovative drug concepts, with several companies reaching the daily limit [4] Industry Catalysts - The arrival of the flu season has provided a strong catalyst for pharmaceutical stocks, with the China CDC reporting that flu activity is currently at a rising stage, particularly in southern provinces [6] - Companies like Zhenbaodao have responded to investor inquiries regarding their flu treatment drugs, which are currently in production and sale [7] - Shiyao Group announced that its self-developed siRNA drug has received FDA approval for clinical trials in the U.S. and is set to begin trials in China in 2025 [7] Macro Trends - According to Everbright Securities, the global economy is returning to a rate-cutting cycle, which is expected to benefit innovative assets [7] - The aging population globally is driving an increase in healthcare spending, expanding the global demand for pharmaceuticals [7] - China's pharmaceutical innovation is on the rise, with a growing share of the global pharmaceutical market expected to be captured by the Chinese industry [7] AI and Cloud Computing - The computing power hardware sector saw renewed activity, with stocks like Zhongji Xuchuang and Xinyi Sheng experiencing significant gains [8] - Alibaba Group reported a revenue of 247.795 billion yuan for Q2 of fiscal year 2026, exceeding market expectations with a year-on-year growth of 15% [9] - Alibaba's CEO highlighted the synergy between AI to B and AI to C strategies, which are expected to drive continued growth [9] - The AI cloud market in China is led by Alibaba Cloud, which is seen as a core driver of growth in cloud computing [9]

记者丨吴桂兴 见习记者张嘉钰 编辑丨刘巷 11月26日，A股市场早盘震荡反弹，截至收盘，沪指涨0.14%，深成指涨1.61%，创业板指涨2.76%。 沪深两市半日成交额1.14万亿，较上个交易日缩量420亿。盘面上热点快速轮动，全市场超2800只个股上涨。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3875.48 | 12982.74 | 1402.36 | | +5.45 +0.14% +205.43 +1.61% +5.53 +0.40% | | | | 科创50 | 创业板指 | 万得全A | | 1319.35 | 3063.09 | 6189.48 | | +17.19 +1.32% +82.16 +2.76% +45.85 +0.75% | | | | 沪深300 | 中证500 | 中证A500 | | 4527.22 | 7013.45 | 5441.06 | | +36.81 +0.82% +58.85 +0.85% +48.15 +0.89% | | | | 中证1000 ...

A股开盘，三大指数小幅低开，沪指低开0.07%报3867.43点，深证成指低开0.06%，创业板指低开 0.14%。盘面上，能源金属、工程机械板块高开，CPO概念股普遍回调。 ...