智通财经11月24日讯，市场探底回升，三大指数集体收红。沪深两市成交额1.73万亿，较上一个交易日缩量2379亿。盘面上，市场热点轮番活跃，全市场超 4200只个股上涨。从板块来看，商业航天概念持续拉升，航天发展等10股涨停。军工板块爆发，中船防务4天2板，江龙船艇6天3板。AI应用概念股快速走 强，久其软件、省广集团等多股涨停。下跌方面，锂矿概念股下挫，盛新锂能跌停。截至收盘，沪指涨0.05%，深成指涨0.37%，创业板指涨0.31%。 板块方面 板块上，AI应用方向逆势走强，光云科技、三六零、新华都、久其软件、欢瑞世纪、省广集团等涨停，蓝色光标、山水比德、启迪设计等涨超10%。 消息面上，当地时间11月20日，AI巨头谷歌麾下的Nano Banana图像生成模型迎来重磅更新——Nano Banana Pro闪亮登场，其表现超出市场预期。此外，据 《科创板日报》报道，阿里旗下的AI助手千问App公测一周，下载量已突破1000万次，超越ChatGPT、Sora、DeepSeek成为史上增长最快的AI应用。 中信证券表示，国产AI应用有望迎来拐点机遇，外部环境变化叠加国内政策支持，未来应用的国产化、AI化支持力 ...

多位美联储高级官员"放鸽"，12月降息预期再次升温。港股三大指数今日集体走高，恒指盘中涨超 2%，恒科指数一度涨超3%。截止收盘，恒生指数涨1.97%或496.48点，报25716.5点，全日成交额为 3026.42亿港元；恒生国企指数涨1.79%，报9079.42点；恒生科技指数涨2.78%，报5545.56点。 华泰证券认为，近期市场波动率上升，流动性、情绪和风险偏好是主要原因。在市场波动放大的情况下 部分投资者再度担忧转弱的经济数据与股市之间"背离"问题，该行对此并不悲观。国内资产重估主线脉 络未变，资金寻找核心资产的诉求也未变，但估值向盈利的切换和内外资的重新平衡要求配置思路需要 更加去伪存真。港股本轮调整相对 A 股更早、跌幅也更深，当前位置已经开始具备性价比。 蓝筹股表现 阿里巴巴-W(09988)表现亮眼。截至收盘，涨4.67%，报154.5港元，成交额307.21亿港元，贡献恒指 104.44点。阿里巴巴微信公众号今早发消息称，公测一周，千问APP下载量突破1000万。据悉，该应用 超越ChatGPT、Sora、DeepSeek，成为史上增长最快的AI应用。 其他蓝筹股方面，快手-W(0102 ...

Market Performance - The A-share market showed a rebound with all three major indices closing higher, with the Shanghai Composite Index up by 0.05%, the Shenzhen Component Index up by 0.37%, and the ChiNext Index up by 0.31% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion yuan, a decrease of 243.3 billion yuan compared to the previous trading day [1] Sector Performance - The military, AI applications, and commercial aerospace sectors led the gains, with multiple stocks in the commercial aerospace sector hitting the daily limit [3] - The military sector showed strong performance, with China Shipbuilding Defense achieving two limit-ups in four days, and Jianglong Shipbuilding achieving three limit-ups in six days [3] - AI application stocks surged in the afternoon, with companies like Jiuxi Software and Shenguang Group also hitting the daily limit [3] - Conversely, the energy metals, Hainan, and gas sectors experienced declines, with lithium mining stocks under pressure, notably Shengxin Lithium Energy hitting the limit-down [3] Investment Outlook - Guotai Junan Securities indicated that the market risks have significantly been released, suggesting that the Chinese stock market is entering a "strike zone" [3] - The market is expected to gradually stabilize and embark on a year-end rally, with considerable upward potential, presenting a good opportunity for accumulation [3] - Key sectors to focus on for the year-end rally include technology, brokerage, and consumer sectors [3]

Core Viewpoint - The market is experiencing a rebound with major indices closing in the green, but there are significant disparities in sector performance, particularly in AI hardware and applications [2][4]. Group 1: AI Hardware and Applications - Industrial Fulian, a trillion-yuan company, saw its stock price plummet, hitting a limit down of 7.80% amid rumors of order reductions, although the company later confirmed that operations are proceeding as planned and there are no adjustments to profit targets for Q4 [4][6]. - The AI hardware sector is facing challenges, while the AI application sector is thriving, with notable stock performances from companies like Alibaba and Tencent, which are launching new AI products [7][11]. - Recent AI applications have seen rapid adoption, with Alibaba's "Qianwen" app achieving over 10 million downloads in just one week, marking it as one of the fastest-growing AI applications [11]. Group 2: Investment Opportunities in AI - Analysts suggest focusing on both foundational and application layers for AI investments, emphasizing the importance of companies with large user bases and proven willingness to pay [12]. - The ongoing development of AI applications by major companies presents significant investment opportunities, particularly in sectors with high-value applications such as automotive and industrial [12]. Group 3: Lithium Resource Market - The lithium resource sector is experiencing volatility, with significant price fluctuations in lithium carbonate futures, leading to sharp declines in related stocks [14][16]. - Recent trading actions by the Guangxi Futures Exchange, including increased transaction fees and adjusted trading limits, have contributed to market reactions and price drops in lithium futures [17]. - Goldman Sachs has revised its forecasts for lithium prices and company earnings, predicting a shift from profit to loss for certain companies in the sector, which has led to downgrades in stock ratings [17].

Market Overview - The market experienced a rebound with all three major indices closing in the green, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.37%, and the ChiNext Index up 0.31% [1] - Over 4,200 stocks in the market rose, with a total trading volume of 1.73 trillion yuan, a decrease of 237.9 billion yuan compared to the previous trading day [3] Sector Performance - The military, AI applications, and commercial aerospace sectors saw the largest gains, while energy metals, Hainan, and gas sectors faced the most significant declines [2][12] - Notably, the military sector led the market, with sub-sectors like the China Shipbuilding Group and commercial aerospace showing strong performance [12][14] Stock Highlights - Among stocks with trading volumes exceeding 10 billion yuan, AI hardware stocks like Zhongji Xuchuang and Industrial Fulian faced declines, while AI application stock BlueFocus surged by 15.72% [7][8] - The performance of AI hardware stocks has notably changed compared to October, where they previously led the recovery [8] AI Application Developments - Recent announcements from major companies like Google and Alibaba regarding new AI models and applications have influenced market sentiment, particularly in the AI sector [9][10] - Alibaba's "Qianwen" app reached over 10 million downloads within a week of its public testing, indicating strong market interest in AI applications [10] Future Outlook - The military industry is expected to enter a new cycle of growth, supported by government policies and increasing global competitiveness, particularly in commercial aerospace and low-altitude economy sectors [14] - The AI application landscape is evolving, with significant advancements in various fields such as education, video, gaming, and social interaction, indicating a shift from strong expectations to tangible realities [11]

在每日经济新闻App举办的掘金大赛中，第78期比赛从11月17日开始，多位选手跑步入场。报名时间为11月15日至11月28日，比赛时间为11月17日至11月 28日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分王大奖！ 上证指数在上周五破位后，11月24日，上证指数表现疲软，成交额大幅萎缩。沪深两市成交额超过1.7万亿元，较上一交易日缩量逾2000亿元。 盘面上，商业航天、军工涨幅居前，谷歌大模型刺激光交换机、AI应用概念走强。 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11~30名奖励68元/人，第31~100名奖励18元/人。 为方便选手了解有价值的信息，与高手交流市场热点和投资技巧。报名掘金大赛后，就能申请加入掘金大赛交流群，加群方法是：点击微信主页右上 角"+"号，选择"添加朋友"，然后点击"企业微信联系人"，输入手机号13882019385，添加企 ...

11月24日，A股三大指数小幅反弹，沪指涨0.05%，深证成指涨0.37%，创业板指涨0.31%。全市场成交额1.74万亿元， 较前一交易日缩量2433亿元，超4200只个股上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3836.77 | +1.88 | +0.05% | | 399001 | 深证成指 | 12585.08 | +47.01 | +0.37% | | 399006 | 创业板指 | 2929.04 | +8.96 | +0.31% | 盘面上，军工、商业航天板块爆发，航天发展、中天火箭、江龙船艇、中船防务等多股涨停；AI应用午后全线走强， 蓝色光标涨超15%；另外，锂矿概念持续下挫，盛新锂能跌停；海南自贸区走势低迷，海马汽车跌停；磷化工、燃 气、能源金属等板块跌幅居前。 具体来看： 军工装备板块午后走高，航天环宇、江龙船艇20cm涨停，晨曦航空涨超14%，国科军工涨超11%，中国海防、中天火 箭、长城军工、中船防务10cm涨停。 消息面上，11月24日上午，在位于安徽合肥未来大 ...

新京报贝壳财经讯 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%，北证50涨0.63%。沪深京三市全天成交额17403亿元，较上日缩量2433亿 元。全市场超4200只个股上涨。板块题材上，AI应用、军工装备、商业航天板块活跃，锂、海南板块 调整。盘面上，AI应用午后全线走强，光云科技20CM涨停封板，蓝色光标涨超15%，思美传媒、省广 集团涨停。军工装备板块走高，江龙船艇、航天环宇20CM涨停，中天火箭、中船防务等数十只个股涨 停封板，晨曦航空、北方长龙、天海防务等涨超10%。商业航天板块走强，航天长峰、上海港湾等数只 个股涨停。锂板块全线走弱，盛新锂能、融捷股份连续两个交易日跌停，天齐锂业、赣锋锂业、西藏矿 业跌近8%。海南板块冲高回落，海马汽车跌停，凯撒旅业、海南瑞泽跌超8%。 ...

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%，北证50 涨0.63%。沪深京三市全天成交额17403亿元，较上日缩量2433亿元。全市场超4200只个股上涨。板块 题材上，AI应用、军工装备、商业航天板块活跃，锂、海南板块调整。盘面上，AI应用午后全线走 强，光云科技20CM涨停封板，蓝色光标涨超15%，思美传媒、省广集团涨停。军工装备板块走高，江 龙船艇、航天环宇20CM涨停，中天火箭、中船防务等数十只个股涨停封板，晨曦航空、北方长龙、天 海防务等涨超10%。商业航天板块走强，航天长峰、上海港湾等数只个股涨停。锂板块全线走弱，盛新 锂能、融捷股份连续两个交易日跌停，天齐锂业、赣锋锂业、西藏矿业跌近8%。海南板块冲高回落， 海马汽车跌停，凯撒旅业、海南瑞泽跌超8%。 ...

Market Overview - The three major indices opened higher, with the Shanghai Composite Index up 0.36%, the Shenzhen Component Index up 0.53%, and the ChiNext Index up 0.90% [1] - The real estate sector showed renewed strength, while military industry stocks continued to perform well [1] Industry Developments - Sixteen hard technology products were rapidly approved, with eleven fund companies, including E Fund and Huatai-PB, receiving licenses to initiate fundraising [1] - The National Internet Information Office and the Ministry of Public Security drafted regulations on personal information protection for large online platforms, requiring data collected in China to be stored domestically [1] Investment Insights - CITIC Securities noted that the volatility of global risk assets is primarily a liquidity issue, with a heavy reliance on AI narratives leading to valuation corrections as commercial development lags behind market expectations [2] - Concerns about the sustainability of AI infrastructure in North America have intensified due to revised expectations for interest rate cuts by the Federal Reserve [2] - Long-term investment strategies should focus on resource and traditional manufacturing sectors, while the difficulty of timing rotations in high-cut-low strategies is expected to increase [2] Technology Sector Focus - The domestic DRAM chip leader, Changxin Storage, launched new DDR5 and LPDDR5X products, with the latest DDR5 chip achieving a 25% speed increase to 8000Mbps [3] - The demand for DRAM is expected to surge, with prices having risen by 50% this year and projected to increase by an additional 30% by Q4 2025 [3] - The demand from NVIDIA for LPDDR is anticipated to create broader, long-term risk factors affecting the entire consumer electronics market [3] Market Sentiment - The Shanghai Composite Index experienced significant weakness, with a notable decline attributed to external risks and market sentiment testing [4] - The focus of market concerns has shifted from AI capital expenditure sustainability to fears of prolonged high interest rates by the Federal Reserve [4] - Current strategies should prioritize stable performance sectors and maintain flexibility for potential new technology trends in the coming year [4]