2026-11-09

A股算力芯片概念股午后震荡反弹，燧原科技涨近15%，天普股份、寒武纪、科德教育、沐曦股份、摩尔线程、云天励飞等涨幅靠前。

A股算力芯片概念股午后震荡反弹，燧原科技涨近15%，天普股份、寒武纪、科德教育、沐曦股份、摩尔线程、云天励飞等涨幅靠前。

2026-11-09

美国财政部最新国际资本流动（TIC）数据显示，截至2026年8月的过去12个月，外国投资者净买入美国股票约1.01万亿美元，创历史新高；同期净买入美国公司债约4641亿美元，两项合计约1.47万亿美元。相比之下，2025年同期外资净买入美股约6332亿美元、公司债约3542亿美元，两类资产合计不足9900亿美元。资金流向显示，海外投资者正持续增加对美国股票和企业信用资产的配置，其中股票吸引力上升更为明显。三菱日联此前指出，AI投资热潮及相关科技股表现是吸引海外资金流入美国市场的重要因素，但这种资金流入也使美元更容易受到AI投资情绪逆转的冲击。

美国财政部最新国际资本流动（TIC）数据显示，截至2026年8月的过去12个月，外国投资者净买入美国股票约1.01万亿美元，创历史新高；同期净买入美国公司债约4641亿美元，两项合计约1.47万亿美元。相比之下，2025年同期外资净买入美股约6332亿美元、公司债约3542亿美元，两类资产合计不足9900亿美元。资金流向显示，海外投资者正持续增加对美国股票和企业信用资产的配置，其中股票吸引力上升更为明显。三菱日联此前指出，AI投资热潮及相关科技股表现是吸引海外资金流入美国市场的重要因素，但这种资金流入也使美元更容易受到AI投资情绪逆转的冲击。

2026-11-09

阿联酋总统外交事务顾问安瓦尔·加尔加什表示，阿联酋反对伊朗控制霍尔木兹海峡，国际海上航道必须得到尊重。地区国家有共同利益，应该避免军事对抗。

阿联酋总统外交事务顾问安瓦尔·加尔加什表示，阿联酋反对伊朗控制霍尔木兹海峡，国际海上航道必须得到尊重。地区国家有共同利益，应该避免军事对抗。

2026-11-09

【期货热点追踪】弱预期主导下碳酸锂反弹乏力，主力矿山复产预期强化与下游排产回落施压，交割仓单暗流涌动！碳酸锂延续探底。点击阅读。

【期货热点追踪】弱预期主导下碳酸锂反弹乏力，主力矿山复产预期强化与下游排产回落施压，交割仓单暗流涌动！碳酸锂延续探底。点击阅读。

2026-11-09

CPCA said November has 21 working days—same as last year and two more than October—giving a longer effective production and sales window. Cold weather and migrant-worker returns should boost county and township demand; CPCA sees structural opportunities in new-energy vehicles and low- to mid-end internal-combustion-engine cars, but warns November is historically volatile and can be weak as external macro conditions and seasonality interact. CPCA views November as a reasonable time to actively bu

CPCA said November has 21 working days—same as last year and two more than October—giving a longer effective production and sales window. Cold weather and migrant-worker returns should boost county and township demand; CPCA sees structural opportunities in new-energy vehicles and low- to mid-end internal-combustion-engine cars, but warns November is historically volatile and can be weak as external macro conditions and seasonality interact. CPCA views November as a reasonable time to actively build inventory ahead of typically stronger year-end demand, noting the constraint of weak dealer confidence, some dealer exits and reduced channel stocking, which leaves significant year-end destocking pressure.

2026-11-09

CPCA data: China Oct fuel-vehicle retail sales fell 45% YoY; pure-fuel vehicles fell 51% YoY while conventional hybrids rose 28% YoY. Within fuel segment, domestic brands -46% YoY, mainstream joint ventures -46% YoY and luxury -37% YoY — all sharply hit by high oil prices. Oct NEV retail fell 13.7% YoY; domestic NEVs -15% YoY, mainstream joint ventures +69% YoY, luxury NEVs -45% YoY; domestic A00 EV retail dropped markedly after subsidy cuts. Domestic-brand Oct retail was 1.21 mln units (-22% Yo

CPCA data: China Oct fuel-vehicle retail sales fell 45% YoY; pure-fuel vehicles fell 51% YoY while conventional hybrids rose 28% YoY. Within fuel segment, domestic brands -46% YoY, mainstream joint ventures -46% YoY and luxury -37% YoY — all sharply hit by high oil prices. Oct NEV retail fell 13.7% YoY; domestic NEVs -15% YoY, mainstream joint ventures +69% YoY, luxury NEVs -45% YoY; domestic A00 EV retail dropped markedly after subsidy cuts. Domestic-brand Oct retail was 1.21 mln units (-22% YoY, +7% MoM); domestic brands’ domestic retail share rose to 73.8%, up 4.8 ppt YoY. Overall, domestic brands remain relatively stable in the NEV and export markets.