Workflow
Media
icon
Search documents
果然财经|十二月开门红!沪指重上3900点
Sou Hu Cai Jing· 2025-12-01 09:35
商业航天概念延续近期强势。在国家航天局已设立商业航天司的消息提振下,产业链关注度持续攀升。航天发展录得12天8板,雷科防务、通宇通讯、顺 灏股份、银河电子等多股涨停,板块持续活跃。 齐鲁晚报·齐鲁壹点记者 尹睿 12月首个交易日,A股市场迎来"开门红":三大指数集体高开高走,放量上涨,上证指数时隔多日重新站上3900点整数关口。截至收盘,沪指报3914.01 点,上涨0.65%;深证成指报13146.72点,上涨1.25%;创业板指报3092.5点,上涨1.31%。市场交投活跃,沪深两市成交额放大至约1.88万亿元,较前一交 易日增加约2917亿元。个股涨多跌少,全市场近3400只个股飘红,呈现普涨格局。 科技主线强势领涨 消费电子与AI端侧爆发 今日盘面上,最引人注目的莫过于以AI应用为核心的消费电子产业链集体爆发。AI手机、AI眼镜等"端侧"硬件方向成为最强风口。消息面上,豆包发布 手机助手技术预览版,并宣布正与多家手机厂商推进合作,中兴通讯也确认其工程样机已搭载该助手。受此催化,中兴通讯、福蓉科技、鹏鼎控股、道明 光学、天音控股等近20只概念股强势涨停,板块掀起涨停潮。同时,阿里夸克AI眼镜于近日正式发 ...
中国 -2026 年投资主题趋势-China_ What's in Style for 2026_
2025-12-01 01:29
ASIA EX-JAPAN | Quantitative Strategy Equity Research China: What's in Style for 2026? Under the 15th five-year plan, China is transitioning from common prosperity to AI & high-tech mfg dominance. This will be an era of the private sector, with attractive growth opportunities. With most of the PE-driven returns behind us, some market consolidation is expected. However, China remains attractive on PE/G, and earnings momentum is poised to accelerate. We list five key investment themes for 2026 and present our ...
量子位编辑作者招聘
量子位· 2025-11-30 05:09
编辑部 发自 凹非寺 量子位 | 公众号 QbitAI AI热潮还在汹涌,但如果你还不知道如何参与……那为什么不来 量子位 呢? 我们是一家以 追踪AI新进展 为核心的内容平台,经过8年积累,目前拥有顶流影响力,广泛且备受认可的产业资源,以及时代风口的最佳观 测和学习生态位。 目前,我们有 三大方向 岗位招聘,希望你是 (或者能成为) 这三个方向的内容专家: 岗位均为全职,工作地点:北京中关村。 岗位面向: 加入我们,你可以获得: 以下是岗位详情: 所有岗位不同能力层级职位均在开放,欢迎结合个人履历和经验申请。 AI产业方向 跟进AI基建层新进展,包括但不限于芯片、AI Infra、云计算领域新进展,核心玩家动态; 做前沿论文、开源社区、技术大会 (Hot Chips、NeurIPS、MLSys) 技术报告大众化解读; 岗位职责: 参与核心采访,对话产业专家、技术大牛、撰写AI云落地案例。 AI产业方向 :关注基建层创新,包含芯片、AI Infra、云计算; AI财经方向 :关注AI领域创投和财报,跟踪产业链资本动向; AI产品方向 :关注AI在应用和硬件终端方向的进展。 社招:覆盖编辑、主笔、主编各个层级, ...
X @The Economist
The Economist· 2025-11-29 07:40
The acquisition of the i by the Daily Mail’s owner has shown that it can preserve editorial independence. How regulators, with their outdated rules, interpret all this when it comes to ownership of the Telegraph remains to be seen https://t.co/BD3edH58Rn ...
National CineMedia, Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:NCMI) 2025-11-29
Seeking Alpha· 2025-11-29 07:23
Group 1 - The article does not provide any specific content or key points related to a company or industry [1]
The Trump Market: Where Policy Meets… Whatever Happens Next
Stock Market News· 2025-11-29 06:00
Ah, the financial markets. A bastion of logic, predictability, and sober analysis. Or, at least, that’s what the textbooks would have you believe. Enter Donald J. Trump, whose every pronouncement sends algorithms into a delightful tizzy and analysts scrambling for new euphemisms for “wildly unpredictable.” The latest flurry of activity, fresh from the digital ether of late November 2025, offers yet another masterclass in the art of market whiplash, where immigration crackdowns and tariff threats dance a cha ...
量子位编辑作者招聘
量子位· 2025-11-29 04:02
编辑部 发自 凹非寺 量子位 | 公众号 QbitAI 加入我们,你可以获得: AI热潮还在汹涌,但如果你还不知道如何参与……那为什么不来 量子位 呢? 我们是一家以 追踪AI新进展 为核心的内容平台,经过8年积累,目前拥有顶流影响力,广泛且备受认可的产业资源,以及时代风口的最佳观 测和学习生态位。 目前,我们有 三大方向 岗位招聘,希望你是 (或者能成为) 这三个方向的内容专家: 岗位均为全职,工作地点:北京中关村。 岗位面向: 以下是岗位详情: 所有岗位不同能力层级职位均在开放,欢迎结合个人履历和经验申请。 AI产业方向 岗位职责: AI产业方向 :关注基建层创新,包含芯片、AI Infra、云计算; AI财经方向 :关注AI领域创投和财报,跟踪产业链资本动向; AI产品方向 :关注AI在应用和硬件终端方向的进展。 社招:覆盖编辑、主笔、主编各个层级,按能力匹配岗位; 校招:应届毕业生,接受实习且可转正。 AI财经商业方向 站在AI浪潮之巅 :第一时间接触和了解AI领域最新技术和产品,构建完整的AI认知体系。 玩转AI新工具 :将各种AI新技术、新工具应用于工作,提升工作效率和创造力。 打造个人影响力 : ...
X @The Economist
The Economist· 2025-11-28 11:20
A sale of the Telegraph to the Daily Mail’s owner may resolve concerns about national sovereignty. But it also creates a different worry https://t.co/9kB80YmY3U ...
Is Comcast Corporation Stock Underperforming the Nasdaq?
Yahoo Finance· 2025-11-28 10:06
Comcast Corporation (CMCSA) is a leading global media, entertainment, and telecommunications conglomerate based in Philadelphia, Pennsylvania. Comcast operates across multiple segments, including broadband and connectivity (residential and business), video services, media networks and studios (through its ownership of NBCUniversal), streaming, as well as theme parks and entertainment venues. Comcast has a market cap of around $96.8 billion. Companies worth $10 billion or more are generally described as “l ...
Trump’s Market Mayhem: A Daily Dose of Economic Whiplash
Stock Market News· 2025-11-28 06:00
Ah, the stock market. A bastion of rational expectation, meticulous forecasting, and, occasionally, the wild, unpredictable pronouncements of a certain former (and potentially future) President. Donald J. Trump, a man whose approach to policy often resembles a game of economic roulette, continues to keep investors, analysts, and anyone with a passing interest in their retirement fund on their toes. Forget the “Art of the Deal”; we’re living through the “Art of the Market Mayhem,” where a single Truth Social ...