| C MIXIT | | 财经通讯社 准确·快速·权威·专业 | | --- | --- | --- | | VID CHANCE | Daily ~ | | | 机会日报 | | | | 星期四 ２７ 2025/11 ２７ | 情绪指数 47 分 涨停 63 VS 跌停 14 (含 st) | | | 上证指数 | 深圳成指 | 创业板指 | | 3875.26 | 12875.19 | 3031.30 | | +0.29% | -0.25% | -0.44% | 今日市场冲高回落,三大指数涨跌不一,创业板指、深成指先后 翻绿,创业板指此前一度涨超 2%。沪深两市成交额 1.71万亿, 较上一个交易日缩量 736 亿。盘面上，市场热点快速轮动,全 市场超 2700 只个股上涨。板块方面,有机硅、电池、消费电子 等板块涨幅居前,海南、影视院线、AI 应用等板块跌幅居前。 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公司的推荐建议，非未来走势预测。投资有风险，入市 需谨慎。 7 今日行情 2 今日点评 消费电子板块走强,福日电子、科森科技等多股涨停。消息面上, 01 日前华 ...

Market Overview - The market experienced fluctuations with the Shanghai Composite Index rising by 0.49% and the ChiNext Index increasing by 0.56% at midday [1] - The organic silicon sector showed strength, with Jin Yinhe rising over 10% [1] - The semiconductor sector was active, with companies like Saiwei Electronics increasing by over 18% [5] - Solid-state battery stocks also saw gains, with Yishitong hitting the daily limit [6] Sector Performance Consumer Electronics - The consumer electronics sector was active, highlighted by Furi Electronics hitting the daily limit [4] - Huawei's recent product launch of the Mate80 series is driving a structural recovery in the sector, although it is not uniform across the industry [4] Semiconductors - The semiconductor sector is gaining traction, with Google challenging Nvidia's dominance by promoting its TPU chips [5] - The demand for AI is driving the current semiconductor cycle, particularly in cloud computing [5] Solid-State Batteries - Solid-state battery stocks are rising, with expectations for significant growth in global shipments by 2030 [6] CPO Concept - The CPO concept is gaining momentum, with Cambridge Technology rising over 9% [7] - Meta's plans to utilize Google Cloud for TPU computing power are expected to drive demand in the AI computing industry [7] Organic Silicon - The organic silicon sector is experiencing upward movement, with Jin Yinhe rising over 10% [9] - Dow Chemical announced a price increase of 10-20% for its organic silicon products, which may support industry profitability [9] Institutional Insights - Zhongyuan Securities suggests that the Shanghai Composite Index may consolidate around the 4000-point mark, with cyclical and tech sectors alternating in performance [10] - Xiangcai Securities indicates that the market is in a "slow bull" trend, but short-term adjustments may require time to stabilize [11] - Dongguan Securities notes that if the Shanghai Composite Index stabilizes above 3850 points, a recovery trend may continue [12] - Dongguan Securities also highlights that the market has entered a valuation recovery phase, with potential for upward movement [12] - Oriental Securities believes that market risks have been largely released, with strong support around 3800 points [13]

盘初，零售股集体活跃。半导体芯片板块异动拉升。 11月27日早盘，A股三大指数开盘涨跌不一。截至发稿，创业板指涨逾2%，深证成指涨超1%，北证50涨近1%，科创50涨超2%。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3885.38 | 21.20 | 0.55% | | 深证成指 | 2 | 13057.06 | 149.23 | 1.16% | | 北证50 | 3 | 1401.21 | 10.21 | 0.73% | | 万得全A | 4 | 6207.42 | 48.67 | 0.79% | | 科创50 | 5 | 1345.27 | 30.23 | 2.30% | | 创业板指 | 6 | 3106.46 | 61.77 | 2.03% | | 沪深300 | 7 | 4550.74 | 33.12 | 0.73% | | 中证500 | 8 | 7031.15 | 66.11 | 0.95% | | 中证800 | 9 | 4964.71 | 38.93 | 0.79% | | 中证1000 ...

| 代码 | 名称 | 张唱卷 | 息金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 688260 | 昀冢科技 | +19.99% | 2.94 Z | 45.8917 | 38.24 | | 688775 | 影石创新 | +11.84% | 7.08 Z | 1150 Z | 286.88 | | 300686 | 智动力 | +10.58% | 4.90 Z | 42.77 Z | 16.41 | | 6038800 | 春秋电子 | +10.03% | 5.48 Z | 78.5617 | 17.23 | | 002888 | 惠威科技 | +10.01% | 2.08 Z | 32.47 Z | 21.99 | | 600203 | 福日电子 | +9.98% | 7.91 乙 | 84.32 7 | 14.22 | | 601138 | 工业富联 | +7.09% | 79.69 Z | 12532 Z | 63.11 | | 601231 | 环旭电子 | +6.23% | 2.89 乙 | 506.7 Z | 23.02 | | ...

编辑丨瑜见 11月27日，消费电子板块持续拉升，Wind数据显示，截至发稿，板块指数涨幅超5%。 | 七码 名称 | | 式能力度 | 日 金 20 | 思市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 688260 的家科技 | | +19.99% | 2.94 Z | 45.89 7. | 38.24 | | 688775 影石创新 | | +11.84% | 7.08 Z | 115017. | 286.88 | | 300686 | 智动力 | +10.58% | 4.90 乙 | 42.7777 | 16.41 | | 603890 | 春秋电子 | +10.03% | 5.48 Z | 78.56 Z. | 17.23 | | 002888 | 惠威科技 | +10.01% | 2.08 Z | 32.4777. | 21.99 | | 600203 | 福日电子 | +9.98% | 7.91 乙 | 84.32 Z. | 14.22 | | 601138 | 工业富联 | +7.09% | 79.69亿 | 12532 7 | 63.11 | ...

宏 观 新 闻 1、 在11月25日外交部例行记者会上，有记者提问称，根据中方发布的消息，24日晚中美元首通了电话，中方如何评价这次通话的 成果？对此，发言人毛宁表示，特朗普总统第二任期以来，中美元首保持着经常性的交往。据了解，此次通话是美方发起的，通话的 氛围是积极的、友好的、建设性的。两国元首就共同关心的问题进行沟通，对中美关系稳定发展十分重要。 早 报 精 选 1、 外交部：日方一再重复"立场没有改变"，实际上是企图蒙混过关。 4、美国总统特朗普表示，乌克兰与俄罗斯的和平协议已"非常接近达成"。 5、阿里巴巴第二季度营收2478.0亿元，调整后净利润103.5亿元。 2、日媒报道称，日本政府在25日的内阁会议上确定了答辩书，称高市早苗关于"台湾有事"可能构成"存亡危机事态"的国会答辩"并 不意味着改变政府的一贯见解"。对此，外交部发言人毛宁在昨日的例行记者会上表示，日方一再重复所谓"立场没有改变"的概念， 但是却始终没有触及问题的实质，实际上日方是在刻意回避中方关于收回错误言论的要求，企图蒙混过关。 3、科技部部长阴和俊在接受采访中表示，要强化高质量科技供给，引领现代化产业体系建设。坚持"四个面向"，部 ...