2026-11-09

A股算力芯片概念股午後震盪反彈，燧原科技漲近15%，天普股份、寒武紀、科德教育、沐曦股份、摩爾線程、雲天勵飛等漲幅靠前。

A股算力芯片概念股午後震盪反彈，燧原科技漲近15%，天普股份、寒武紀、科德教育、沐曦股份、摩爾線程、雲天勵飛等漲幅靠前。

2026-11-09

美國財政部最新國際資本流動（TIC）數據顯示，截至2026年8月的過去12個月，外國投資者淨買入美國股票約1.01萬億美元，創歷史新高；同期淨買入美國公司債約4641億美元，兩項合計約1.47萬億美元。相比之下，2025年同期外資淨買入美股約6332億美元、公司債約3542億美元，兩類資產合計不足9900億美元。資金流向顯示，海外投資者正持續增加對美國股票和企業信用資產的配置，其中股票吸引力上升更爲明顯。三菱日聯此前指出，AI投資熱潮及相關科技股表現是吸引海外資金流入美國市場的重要因素，但這種資金流入也使美元更容易受到AI投資情緒逆轉的衝擊。

美國財政部最新國際資本流動（TIC）數據顯示，截至2026年8月的過去12個月，外國投資者淨買入美國股票約1.01萬億美元，創歷史新高；同期淨買入美國公司債約4641億美元，兩項合計約1.47萬億美元。相比之下，2025年同期外資淨買入美股約6332億美元、公司債約3542億美元，兩類資產合計不足9900億美元。資金流向顯示，海外投資者正持續增加對美國股票和企業信用資產的配置，其中股票吸引力上升更爲明顯。三菱日聯此前指出，AI投資熱潮及相關科技股表現是吸引海外資金流入美國市場的重要因素，但這種資金流入也使美元更容易受到AI投資情緒逆轉的衝擊。

2026-11-09

阿聯酋總統外交事務顧問安瓦爾·加爾加什表示，阿聯酋反對伊朗控制霍爾木茲海峽，國際海上航道必須得到尊重。地區國家有共同利益，應該避免軍事對抗。

阿聯酋總統外交事務顧問安瓦爾·加爾加什表示，阿聯酋反對伊朗控制霍爾木茲海峽，國際海上航道必須得到尊重。地區國家有共同利益，應該避免軍事對抗。

2026-11-09

【期貨熱點追蹤】弱預期主導下碳酸鋰反彈乏力，主力礦山復產預期強化與下游排產回落施壓，交割倉單暗流涌動！碳酸鋰延續探底。點擊閱讀。

【期貨熱點追蹤】弱預期主導下碳酸鋰反彈乏力，主力礦山復產預期強化與下游排產回落施壓，交割倉單暗流涌動！碳酸鋰延續探底。點擊閱讀。

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.