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收评:三大指数涨跌不一 CPO概念、医药板块走强
Jing Ji Wang· 2025-11-27 02:09
Core Points - The Shanghai Composite Index closed at 3864.18 points, down 0.15%, with a trading volume of 701.02 billion yuan [1] - The Shenzhen Component Index closed at 12907.83 points, up 1.02%, with a trading volume of 1082.33 billion yuan [1] - The ChiNext Index closed at 3044.70 points, up 2.14%, with a trading volume of 523.60 billion yuan [1] Sector Performance - The CPO concept stocks showed strong performance, with Changguang Huaxin achieving two consecutive limit-ups and Zhongji Xuchuang rising over 13% [1] - Pharmaceutical stocks rallied across the board, led by flu and innovative drug concepts, with stocks like Guangdong Wannianqing, Huaren Health, and Peking University Medicine hitting the daily limit [1] - Retail stocks surged in the last trading session, with Dongbai Group and Guoguang Chain among those reaching the daily limit [1] - The military industry sector experienced a pullback, with Aerospace Development hitting the daily limit down [1] - Sectors such as semiconductors, components, Hainan Free Trade Zone, and humanoid robots saw significant gains, while sectors like aquatic products, banking, and tourism faced declines [1]
创业板大涨 沪指回落!下一任美联储主席浮出水面
Zhong Guo Ji Jin Bao· 2025-11-26 09:55
Market Overview - The market experienced slight declines, with the Shanghai Composite Index turning negative in the afternoon, while the ChiNext Index surged over 2% [1][2]. Stock Performance - A total of 1,692 stocks rose, 76 stocks hit the daily limit up, and 3,593 stocks declined [3]. - Pharmaceutical stocks showed strong performance, with companies like Guangji Pharmaceutical and Peking University Pharmaceutical hitting the daily limit up. E-commerce platforms reported significant increases in flu medication sales, with a more than 500% month-on-month growth in the number of buyers for antiviral drugs [3]. Sector Movements - CPO and other computing hardware stocks strengthened, with Zhongji Xuchuang rising over 10% to reach a historical high. The consumer sector also saw gains, with companies like Guoguang Chain and Sanjiang Shopping hitting the daily limit up, following a government plan to enhance consumer goods supply and demand adaptability [4]. - Conversely, the military industry sector faced collective adjustments, with stocks like Jiuzhiyang and Jianglong Shipbuilding dropping over 10% [5]. Federal Reserve News - Reports indicate that Kevin Hassett, the Director of the National Economic Council, is a leading candidate to become the next Federal Reserve Chairman, which could lead to a shift in monetary policy towards further interest rate cuts [6][7]. - Following the news of Hassett's candidacy, U.S. Treasury prices rose, and the yield on 10-year U.S. Treasury bonds fell below 4% for the first time in a month [8]. ETF Performance - Food and Beverage ETF (515170) saw a decline of 1.54% over the past five days, with a market capitalization of 10.9 billion and a net inflow of 36.88 million [12]. - Gaming ETF (159869) increased by 3.51% over the past five days, with a market capitalization of 7.81 billion and a net outflow of 360 million [12]. - Sci-Tech 50 ETF (588000) decreased by 2.19% over the past five days, with a market capitalization of 53.21 billion and a net outflow of 600 million [12]. - Cloud Computing 50 ETF (516630) rose by 2.01% over the past five days, with a market capitalization of 3 billion and a net inflow of 1.528 million [12].
美联储,突发!
中国基金报· 2025-11-26 09:15
Market Overview - The ChiNext index rose over 2%, while the Shanghai Composite Index fell by 0.15% [1] - A total of 1,692 stocks increased, with 76 hitting the daily limit, while 3,593 stocks declined [1] Sector Performance - Pharmaceutical stocks showed strong performance, with companies like Guangji Pharmaceutical and Peking University Pharmaceutical hitting the daily limit [2] - The purchase of flu-related antiviral drugs surged, with a more than 500% increase in the number of buyers compared to the previous two weeks [2] - CPO and computing hardware stocks also performed well, with Zhongji Xuchuang rising over 10% to reach a historical high [3] Consumer Sector - The consumer sector saw a late surge, with companies like Guoguang Chain and Sanjiang Shopping hitting the daily limit [4] - The Ministry of Industry and Information Technology and other government bodies issued a plan to enhance the adaptability of consumer goods supply and demand [4] Declines in Specific Sectors - The military industry sector experienced a collective adjustment, with companies like Jiuziyang and Jianglong Shipbuilding dropping over 10% [5] - Notable declines included China Shipbuilding Defense and Tianhai Defense, which fell by 9.34% and 9.25%, respectively [6] Federal Reserve Leadership Speculation - Kevin Hassett is seen as a leading candidate for the next Federal Reserve Chair, with strong alignment to President Trump's economic views [7][9] - If appointed, Hassett is expected to advocate for further interest rate cuts, reflecting Trump's desire for greater control over the Fed [10] - Following the speculation about Hassett's candidacy, U.S. Treasury prices rose, and the 10-year Treasury yield fell below 4% for the first time in a month [11]
收盘丨沪指缩量跌0.15%,大消费板块尾盘拉升
Di Yi Cai Jing· 2025-11-26 07:14
沪深两市成交额1.78万亿,较上一个交易日缩量288亿。 11月26日,A股三大指数走势分化,截至收盘,上证指数跌0.15%,深证成指涨1.02%,创业板指涨2.14%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Minny | 3864.18 | -5.84 | -0.15% | | 399001 | 深证成指 | 3 | 12907.83 | 130.52 | 1.02% | | 399006 | 创业板指 | m | 3044.69 | 63.76 | 2.14% | 盘面上,军工、水产板块大幅下挫,石油、教育、化工板块表现低迷;CPO概念午后涨势收窄,医药股表现活跃,大消费题材尾盘异动 拉升。 CPO等算力硬件股走强,中际旭创大涨超10%,股价创历史新高;长光华芯、永鼎股份、青山纸业涨停。 | | | 【资金流向】 主力资金全天净流入电子、通信、医药生物等板块,净流出软件开发、银行、传媒等板块。 具体到个股来看,新易盛、中际旭创、阳光电源获净流入16.51亿元、12 ...
CPO概念股,大爆发
财联社· 2025-11-26 07:14
2769 1200 641 248 168 107 127 76 92 45 26 30 6 大于 小于 涨停 -2% -8% 跌停 +8% +6% +4% +2% 0% -4% -6% -8% +8% 上涨 1692家 168家 持平 下跌 3593家 停牌 19家 跌停 6家 涨停 76家 两市成交额: 1.78万亿 市场热度: 29 0 较上一日:-288亿 今日预测量能: 50 100 0 1.78万亿 -288亿 下载财联社APP获取更多资讯 准确 快速 权威 专业 板块方面,医药、零售、CPO等板块涨幅居前,军工装备、林业、游戏等板块跌幅居前。 截至收盘,沪指跌0.15%,深成指涨1.02%,创业板指涨2.14%。 上证指数 创业板指 深证成指 -12907.83 -3864.18 -3044.69 -0.15% +130.52 +1.02% +63.76 +2.14% -5.84 市场概况 今日深成指、创业板指双双低开高走,创业板指盘中一度涨超3%。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,市场热点快速轮动,全市场超3500只个股下跌。从板块来看, 算力硬件概念集体走强 ...
光模块、创新药强势拉升,中际旭创涨近14%,总市值超6000亿元
记者丨吴桂兴 见习记者张嘉钰 | ( 日 | 中际旭创(300308) | | | | | | --- | --- | --- | --- | --- | --- | | | 休市中 11-26 11:30:00 通 融 | | | | | | | 546.29 额 210亿 股本11.11亿 市盈™ 70.99 +66.63 +13.89% 换 3.72% 市值 6070亿 市净 23.40 | | | 万得 | | | 关羽 | 五日 日K 周K 月K 更多 | | | | | | 叠加 | | 均价: 512.50 | 盘口 | 资金 | | | 549.88 | | -- 14.64% | 卖5 547.77 | | 4 | | | | | 文4 547.35 | | 2 | | | | | 卖3 547.21 | | 18 | | | | | 英2 547.20 | | 11 | | 9.66 | | 0.00% | 546.99 型 | | 2 | | | | | 杀1 546.29 | | ട | | | | | 买2 546.10 | | 2 | | | | | 录3 546.04 | | 1 ...
光模块、创新药强势拉升,中际旭创涨近14%,总市值超6000亿元
21世纪经济报道· 2025-11-26 04:18
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 ...
超2800只个股上涨
第一财经· 2025-11-26 03:57
Core Viewpoint - The article highlights the performance of various sectors in the A-share market, noting significant gains in the ChiNext index and specific stocks related to CPO concepts, while also mentioning declines in military and AI application stocks [3]. Market Performance - As of midday, the Shanghai Composite Index rose by 0.14%, the Shenzhen Component Index increased by 1.61%, and the ChiNext Index surged by 2.76% [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion yuan, a decrease of 39 billion yuan compared to the previous trading day, with over 2800 stocks rising [5]. Sector Highlights - The CPO concept stocks continued to perform strongly, with Zhongji Xuchuang rising over 13% to reach a new high, and other related stocks like Changguang Huaxin and Saiwei Electronics also seeing significant gains [8]. - The pharmaceutical sector showed active performance, with a 3.18% increase in the pharmaceutical commercial index and multiple stocks achieving notable gains [5][12]. - Military stocks experienced a downturn, with companies like Jiuziyang and Jianglong Shipbuilding dropping over 10% [9]. Stock Specifics - Industrial Fulian saw a 5.11% increase, trading at 59.51 yuan [6]. - Zhongji Xuchuang's market capitalization exceeded 600 billion yuan following its price surge [8]. Trading Dynamics - The trading volume surpassed 10 billion yuan, reflecting a decrease of over 600 billion yuan compared to the same time the previous day [7]. - The market saw a broad increase in stocks, with nearly 3800 stocks rising in value [11].
创业板大涨,中际旭创再创历史新高
财联社· 2025-11-26 03:50
今日早盘,A股震荡反弹。 截至午间收盘, 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390亿。 盘面上热点快速轮动,全市场超2800只个股上涨。从板块来看,抗流感概念股爆发,广济药业3连板,北大医药2连板。 算力硬件概念快速拉升,权重中际旭创涨近14%创历史新高,特发信息4连板,新易盛涨超10%。AI应用概念延续强势,石基信息3天2板。 下跌方面,军工板块走弱,江龙船艇跌近10%。板块方面,医药、CPO、海南等板块涨幅居前,军工装备、水产等板块跌幅居前。 上证指数 深证成指 创业板指 -12982.75 -3875.48 -3063.15 +82.22 +2.76% +5.45 +0.14% +205.44 +1.61% 市场概况 68.00%用户看涨 > 2175 2059 376 252 228 137 66 94 39 62 16 15 4 小于 大于 涨停 +8% +6% +4% +2% -2% -4% -6% -8% 跌停 0% -8% +8% 下跌 2380家 上涨 2821家 持平 252家 跌停 涨停 66家 停牌 19家 ...
午评:创业板指半日涨2.76% 医药商业板块涨幅居前
Zhong Guo Jing Ji Wang· 2025-11-26 03:46
Market Overview - The A-share market experienced a rebound in early trading, with the Shanghai Composite Index closing at 3875.48 points, up 0.14% [1] - The Shenzhen Component Index rose by 1.61% to 12982.74 points, while the ChiNext Index increased by 2.76% to 3063.09 points [1] Sector Performance Top Performing Sectors - The pharmaceutical retail sector led the gains with an increase of 3.18%, totaling a transaction volume of 581.68 million hands and a transaction value of 63.63 billion [2] - The energy metals sector followed with a rise of 2.57%, achieving a transaction volume of 298.55 million hands and a transaction value of 135.48 billion, with a net inflow of 8.84 billion [2] - The chemical pharmaceuticals sector saw a 1.98% increase, with a transaction volume of 2128.49 million hands and a transaction value of 321.82 billion, along with a net inflow of 12.43 billion [2] Underperforming Sectors - The military equipment sector experienced the largest decline at -2.64%, with a transaction volume of 1423.12 million hands and a transaction value of 338.82 billion, showing a net outflow of 62.72 billion [2] - The automotive electronics sector decreased by 1.23%, with a transaction volume of 1301.01 million hands and a transaction value of 194.69 billion, resulting in a net outflow of 45.87 billion [2] - The gaming sector fell by 0.90%, with a transaction volume of 911.37 million hands and a transaction value of 146.91 billion, also showing a net outflow of 6.23 billion [2]