炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ PCB概念24日午后异动拉升，生益科技（600183）快速拉升涨停，股价创历史新高，截至发稿报72.6元/ 股，最新总市值1764亿元。有研粉材（688456）午后"20cm"涨停。南亚新材、景旺电子、华正新材、 生益电子等跟涨。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ PCB概念24日午后异动拉升，生益科技（600183）快速拉升涨停，股价创历史新高，截至发稿报72.6元/ 股，最新总市值1764亿元。有研粉材（688456）午后"20cm"涨停。南亚新材、景旺电子、华正新材、 生益电子等跟涨。 | 生益科技 O ZI G | | --- | | 600183 融 沪股通 L1 ▼ | | 64.88 72.60 今开 66.73 最高 72.60 最低 | | 10.00% 6.60 换手 1.70% 总手 40.62万 金额 27.85亿 | | 总值 1764亿 流值 1738亿 市盈网( 54.14 重多 | | 分时 五日 日K 周K 月K 更多, | | 均价: 68.57 最新: 72. ...

Group 1: Cloud Infrastructure and AI Industry - Global cloud infrastructure service spending is projected to reach $102.6 billion in Q3 2025, representing a 25% year-on-year growth, with market momentum remaining stable and exceeding 20% growth for the fifth consecutive quarter [3] - NVIDIA's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, a 129% increase year-on-year, indicating strong demand in the AI sector [3] - Semiconductor foundry SMIC has begun raising prices by approximately 10% due to increased demand from AI and electric vehicles, suggesting a sustained high demand cycle in the semiconductor industry [3] Group 2: Advanced Manufacturing and Electric Vehicles - Cumulative global sales of new energy vehicles reached 16.091 million units from January to October 2025, a 24% year-on-year increase, driving global power battery installation to approximately 867.4 GWh, up 34% year-on-year [6] - China accounted for 63.3% of global power battery installations, with the top ten companies holding six positions, indicating a strong competitive landscape [6] - The global battery chemistry landscape is characterized by a dual-track system dominated by lithium iron phosphate batteries, while high-end applications are maintained by ternary batteries [6] Group 3: Consumer Sector and Nike Performance - Nike's FY26Q2 performance exceeded expectations, with revenue of $12.43 billion, a 0.6% year-on-year increase, driven primarily by the North American market and running categories [8] - The company's net profit attributable to shareholders was $790 million, a 31.9% year-on-year decline, but still surpassed Bloomberg's consensus estimate [8] - The overall apparel wholesale sales in the U.S. turned positive in September, indicating a healthy inventory situation and providing a foundation for future replenishment and brand recovery [8]

早 报 精 选 2、商务部：对原产于欧盟的进口相关乳制品实施临时反补贴措施。 3、国际金银续创新高，COMEX黄金期货、COMEX白银期货均涨超2%。 4、中金所：减半收取2026年股指期货和国债期货交割手续费、股指期权行权手续费。 5、万科A：2022年度第四期中期票据存续期内的本息兑付日之宽限期延长至30个交易日。 宏 观 新 闻 1、 12月22日，中共中央政治局常委、国务院总理李强主持召开国务院"十五五"规划《纲要草案》编制工作领导小组会议，深入研 究《纲要草案》编制工作。李强指出，要进一步明确任务举措，围绕"十五五"规划建议明确的战略任务做好细化实化工作，使规划内 容更加贴近发展需要。谋划一批带动全局的重大工程、重大项目、重大载体。 2、昨日下午，十四届全国人大常委会第十九次会议听取国务院关于2024年度中央预算执行和其他财政收支审计查出问题整改情况的 报告。报告显示，截至2025年9月底，2024年度审计工作报告要求立行立改的2186个问题中，98%已完成整改；要求分阶段整改 的1299个、持续整改的753个问题，制定了时间表和路线图。有关地方、部门和单位共整改问题金额1.04万亿元，制定完善制度 ...