重要消息有哪些 MSCI中国指数调整将生效 全球知名指数公司MSCI此前宣布了2025年11月份指数审核结果，此次调整将于11月24日收盘后正式生 效。本次调整中，MSCI中国指数新纳入26只中国股票，剔除20只。 华为官宣将于11月25日14:30举行新品发布会，届时将发布华为Mate 80系列、Mate X7及多款全场景新 品。华为Mate 80系列或将首发搭载全新的麒麟9030芯片。此前，华为已经公开昇腾和鲲鹏芯片的路线 图。 两部门：储蓄国债（电子式）纳入个人养老金产品范围 财政部和中国人民银行日前发布的《关于储蓄国债（电子式）纳入个人养老金产品范围有关事宜的通 知》提出，为支持多层次多支柱养老保险体系发展，将储蓄国债（电子式）纳入个人养老金产品范围。 16只硬科技主题基金同日获批增量资金来了 11月21日，16只硬科技主题基金同日获批，包括首批7只科创创业人工智能ETF、3只科创板芯片ETF、 4只科创板芯片设计主题ETF，以及2只科技主题主动权益类基金，涉及易方达基金、广发基金、景顺长 城基金、摩根资产管理、华宝基金、天弘基金等多家基金管理人。 国内首条大容量全固态电池产线建成 据央视新闻报道，国 ...

③全球知名指数公司MSCI此前宣布了2025年11月份指数审核结果，此次调整将于11月24日收盘后正式 生效。本次调整中，MSCI中国指数新纳入26只中国股票，剔除20只。(王宇露) ②近期，以纳斯达克100、标普500等相关指数基金为代表的QDII产品，进一步收紧申购限额，部分产 品已暂停申购。与此同时，场内产品溢价率高企。华泰证券认为，近期QDII-ETF产品高溢价或是由于 过去一段时间不同市场科技资产的表现出现差异。若A股吸引力增强或美股吸引力减退，溢价可能会回 落。目前，多家基金公司已发布溢价风险提示公告，不建议投资者盲目投资高溢价产品。 中证网讯①11月21日，16只硬科技主题基金同日获批，包括首批7只科创创业人工智能ETF、3只科创板 芯片ETF、4只科创板芯片设计主题ETF，以及2只科技主题主动权益类基金，涉及易方达基金、广发基 金、景顺长城基金、摩根资产管理、华宝基金、天弘基金等多家基金管理人。这些硬科技主题基金有望 不久后发售。 ...

上周五那根大阴线，估计让不少股民朋友心里都咯噔一下。 沪指一口气砸破3900点，成交量放大，摆明了是带点恐慌性的抛售。 技术图形难看得很，市场 情绪瞬间降温，仿佛一夜回到了冬天。 就在这个节骨眼上，周末市场没闲着，监管层甩出了一张牌。 16只硬科技主题基金在同一天拿到批文，这场面可真不多见。 这16只基金，说白了就是给市场输送弹药的。 里面包括了7只瞄准科创创业和人工智能的ETF，3只跟踪科创板芯片的ETF，还有4只同类产品和2只主动管理 的科技主题基金。 易方达、广发这些大块头基金公司是主力军。 最关键的一点是，这批基金从上报到获批，快得惊人，几乎是"光速"通关。 这种效率背后，信号意义再明显不过了。 周五的大跌，正好把这种流动性窘境暴露无遗。 跌破了关键点位，技术派资金会止损离场，趋势投资者会跟风卖出，很容易形成恶性循环。 现在，16只基金虽然还没开始募集，具体能带来多少增量资金还是个未知数，但它给了市场一个明确的预期：水龙头要打开了，而且是精准地对准了"硬科 技"这个方向。 硬科技这个词，最近一年耳朵都快听出茧子了。 为什么它这么受重视？ 因为这就是上面定下的大方向，是经济转型的命脉。 芯片、人工智能、 ...

Group 1 - MSCI announced the results of its index review, with adjustments to the MSCI China Index effective after the market close on November 24, 2025, including the addition of 26 Chinese stocks and the removal of 20 stocks [1] - The inclusion of stocks in the MSCI China Index means they will also enter the MSCI Global Standard Index series, attracting passive fund tracking, while removed stocks will face passive selling from related index funds [1] - Historical experience indicates that passive funds typically adjust their holdings on the last trading day, leading to significant trading volume changes, especially in the closing period [1] Group 2 - Moore Threads, referred to as the "Chinese version of Nvidia," will begin subscription on Monday, with an issue price of 114.28 yuan per share, making it the highest-priced IPO of the year [2] - The company focuses on the research, design, and sales of GPUs and has launched four generations of GPU architectures since its establishment in 2020, targeting high-performance computing fields [2] - As of the announcement date, Moore Threads has not yet achieved profitability, with projected revenues of 0.46 billion yuan in 2022, 1.24 billion yuan in 2023, and 4.38 billion yuan in 2024, alongside significant net losses [2] Group 3 - The first large-capacity all-solid-state battery production line in China has been established by GAC Group, capable of mass production of automotive-grade batteries with over 60Ah capacity [11] - The developed all-solid-state batteries have nearly double the energy density compared to existing batteries, with a range exceeding 1000 kilometers after usage [11] - The plan includes small-scale vehicle testing by 2026 and gradual mass production from 2027 to 2030 [11] Group 4 - Changxin Storage announced its latest DDR5 product series, achieving the highest speed of 8000Mbps and the highest particle capacity of 24Gb, marking a significant advancement in domestic storage chip technology [12] - The new DDR5 series and the latest LPDDR5X mobile memory are positioned among the industry's top tier in both speed and capacity [12] Group 5 - 16 hard technology-themed funds have been approved simultaneously, including several ETFs focused on AI and semiconductor sectors, indicating a growing interest in technology investments [9] - The approval of these funds suggests an influx of incremental capital into the hard technology sector, which may enhance market dynamics [9]

本周科技成长板块大幅回调，带动A股市场调整。机构认为，市场在连续调整后继续下行空间相对有 限，11月之后市场调整有望结束，并迎来2026年春季行情的提前布局窗口。 对于后市配置，机构建议关注红利股、商品价格上涨的周期股，以及创新药和国防军工板块；AI算 力、存储、储能、机器人等板块也有反弹机会。 影响后市投资大事件 工信部：深入推进工业互联网高质量发展 11月22日，2025中国5G+工业互联网大会在武汉开幕。工业和信息化部党组书记、部长李乐成表示，工 业和信息化部将坚持智能化、绿色化、融合化方向，深入推进工业互联网高质量发展，为引领发展新质 生产力提供坚实支撑。 央企专业化整合再推进 11月21日，国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪式。8组17家单位 分两批进行了重点项目集中签约，主要涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关键 领域。 增量资金来了！16只硬科技主题基金同日获批 在市场情绪较为谨慎、板块轮动速度加快、热点行情持续性不强的环境下，A股市场呈现明显的"高切 低"特征，预计短期行情仍以震荡为主。配置方面，建议关注以下板块：一是投资者或转向红利股寻求 防御 ...

Domestic and International Developments - China Tourism Group leads the establishment of a new central enterprise focused on cruise operations, with the fleet size ranking first in Asia [2] - The first large-capacity all-solid-state battery production line in China has been completed and is currently undergoing small-scale testing [3] - The Ministry of Industry and Information Technology has officially launched commercial trials for satellite IoT services, aiming to stimulate private sector vitality and promote the integration of the real and digital economies [4] Capital Market Insights - Sixteen hard technology-themed funds, including those focused on AI and chips, have been rapidly approved, signaling regulatory support for strategic emerging industries [10] - Citic Securities highlights that the volatility in global risk assets is primarily due to liquidity issues and an over-reliance on AI narratives, suggesting that valuation corrections may be necessary as market conditions evolve [11][12]