每日晨报│2025 年 11 月 26 日 | 主要市场指数表现 | | | | | --- | --- | --- | --- | | | 收市价 | 上个交易日升 | YTD 升跌 | | 恒生指数 | 25,894 | +0.69% | +29.09% | | 恒生科技指数 | 5,612 | +1.20% | +25.60% | | 国企指数 | 9,158 | +0.87% | +25.63% | | 沪深 300 | 4,490 | +0.95% | +14.12% | | 上证综合指数 | 3,870 | +0.87% | +15.46% | | 深证成份指数 | 12,777 | +1.53% | +22.69% | | 中小板指 | 7,794 | +1.81% | +22.13% | | 道琼斯指数 | 47,112 | +1.43% | +10.74% | | 标普 500 指数 | 6,765 | +0.91% | +15.03% | | 纳斯达克指数 | 23,025 | +0.67% | +19.24% | | 伦敦富时指数 | 9,609 | +0.78% | +17.58% | ...

另外，推敲这份流传的"告知信"也会发现多处明显错误，比如将"致态"错误地写成了"致 钛"， 长江存储早在2021年就已启用"致态"作为官方品牌名称，若是官方公告不可能出现如 此低级错误。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月25日消息， 昨天晚间，一张题为《长江存储业务调整告知信》的截图在网络上流传，引 发了很大热议。 该"告知信"声称，由于原材料价格上涨和全球存储系列原材料的制约，长江存储"暂时调整关 闭致钛Ti600、致钛SSD、致钛TiPlus7100s系列生产线，生产线暂时关闭调整约30天左 右"。 对此致态于当日晚间火速辟谣，在澄清声明中致态表示： "今日，致态品牌关注到一张恶意伪造的长江存储官网公告截图在互联网传播，杜撰长江存储 和零售品牌致态不实信息。 致态品牌严正声明，该截图为虚假信息。长江存储及旗下致态品 牌从未发布过此信息，请勿信、勿传。" 投稿 或 商务合作 请 联系 iccountry 告知信中列出的Ti600、TiPlus7100s系列本身就是SSD产品，但中间却又单独写了"致钛 SSD"；而且致态Ti ...

Market Overview - The three major indices opened higher, with the Shenzhen Component and ChiNext Index both rising over 2%, while the Shanghai Composite Index increased by over 1% [2] - Nearly 4,900 stocks experienced gains, indicating a broad market rally [2] Key Sectors - **AI Application Concept**: - Shida Group achieved a four-day consecutive rise, while Xinhua Department Store and Huanrui Century saw three consecutive gains. The rapid growth of Alibaba's AI assistant app, Qianwen, which surpassed 10 million downloads in just one week, contributed to this surge [4] - **Optical Communication Concept**: - Guangku Technology hit a 20% limit up, and Tengjing Technology rose over 15%, both reaching historical highs. Google's AI infrastructure head emphasized the need for a doubling of AI computing power every six months, projecting a 1,000-fold increase in the next 4-5 years to meet rising demand [5] Other News - **Longjiang Storage**: The company refuted rumors regarding the temporary closure of some SSD production lines, clarifying that the circulated information was false [6] - **Personal Pension System**: Celebrating its third anniversary, the personal pension system has transitioned from pilot programs to nationwide implementation, with AIA Life leading in market share and customer base [7] - **Douyin's Anti-Fraud Measures**: Douyin reported the banning of over 6 million accounts involved in scams related to third-party app redirection since August [7] Institutional Insights - **China Galaxy Securities**: The firm anticipates a positive outlook for the A-share market in 2026, driven by improved liquidity and a favorable valuation environment. The focus will shift to earnings growth as the key driver, supported by the ongoing economic transformation and development of emerging industries [8] - **Industrial Securities**: The report noted that despite recent volatility in A-shares and Hong Kong stocks due to external factors, Chinese assets are expected to recover as the market adjusts to these shocks, presenting new investment opportunities [9]