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新IT概念

2,578.987

-24.575-0.94%

涨家数：4

跌家数：11

平家数：1

市盈率：- -

高：2,619.782

开：2,604.778

低：2,569.265

收：2,603.562

成交量：4.82亿

成交额：170.59亿

市值：2.62万亿

流通市值：2.14万亿

数据加载中...

总览新闻资讯

恒指收跌0.71%：地平线机器人跌超4%，联想集团跌近4%

腾讯自选股

电子行业周报：中芯国际三季度产能利用率与ASP双增，百度公布昆仑芯五年路线图

建筑材料行业跟踪周报：就业数据改善，期待政策托底

徕芬紧随大疆入局！智能清洁赛道上演大乱斗，家用机器人是终局？

联想韩国代表预测：2028年AI PC将占PC市场超95%

知识产权看山东|国家知识产权局办公室公布首批产业知识产权运营中心名单山东科创、海尔智家等65家单位上榜！

科创芯片50ETF宽幅震荡，年内份额增长同类大幅领先

内存短缺引发智能手机客户的订单谨慎，给中芯国际带来压力

电子产品世界

揽岳智能获得天使轮融资，深创投、零以创投、联想创投、耀途资本投资

小米汽车推多款冬日车载配件明早开售

2025CHEATC新智生活电器分会：技术突破、品质创新，塑造智慧生活

中国家电网

383亿资本开支、146亿长债压顶，华虹“重资产狂奔”何时迎来盈利拐点

Ofweek维科网

海尔智家连续5年利润唯一做到2位数增长，还有潜力吗？

雷军罕见硬刚回应！同日公关负责人被曝调整

智能车参考

全球股市汇总：市场观察

实话实说，中国拥有的光刻机，已能造5nm芯片，美国打压失效

Ofweek维科网

比亚迪华东首个产业园落地南京南部新城占地约4.3万平米

观点新媒体

国信证券：白电内销短期承压但韧性依旧外销出海有望逐季复苏

智通财经网

白电黑电市场分途演进行业步入“下半场”激战

中国家电网

中芯国际，可能已是全球第2大芯片代工厂，超过三星了

Ofweek维科网

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16:06","pubTimestamp":1763366796,"startTime":"0","endTime":"0","summary":"投资要点本周：本周建筑材料板块涨跌幅0.97%，同期沪深300、万得全A指数涨跌幅分别为-1.08%、-0.47%，超额收益分别为2.05%、1.44%。价格方面，受部分地区价格持续上涨带动，全国整体价格呈震荡上行走势。行业景气低位为进一步的整合带来机遇。产能产量管控、治理恶性竞争政策有望逐步落实，有望推动僵尸产能退出，改善产能严重过剩区域的供给矛盾。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117160656976e63f9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:58","pubTimestamp":1763366299,"startTime":"0","endTime":"0","summary":"无独有偶，大疆今年 8 月正式进军智能清洁市场，推出旗下首款扫地机器人产品 ROMO 系列。大疆是无人机领域的代名词，徕芬则是美容科技领域走出的新玩家，今年这两家企业“跨界”进入智能清洁领域，让本已拥挤的这条新赛道，竞争更趋白热化。家用场景的智能清洁机器人，目前主要包括扫地机器人、洗地机器人以及擦窗机器人。同样毋庸置疑，家用机器人的第一场大战，就是在智能清洁市场。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117160102a6fed060&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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山东科创、海尔智家等65家单位上榜！","url":"https://stock-news.laohu8.com/highlight/detail?id=2584221646","media":"闪电新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584221646?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 15:53","pubTimestamp":1763365991,"startTime":"0","endTime":"0","summary":"齐鲁网·闪电新闻11月17日讯（山东经济广播记者顾震宇）近日，国家知识产权局办公室发布关于公布首批产业知识产权运营中心名单的通知。通知要求，各产业知识产权运营中心要立足功能定位，认真履行职责，加强能力建设，有力支撑知识产权转化运用重点工作任务，服务带动产业链知识产权协同发展。各地方知识产权管理部门要将产业知识产权运营中心作为推进产业知识产权强链增效的重要抓手，做好联系指导和支持保障工作。国家知识产权局将持续加强统筹指导和动态管理，支持产业知识产权运营中心高标准建设运行，加快构建产业知识产权运营生态，更好服务产业高质量发展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117155617a6fecd8a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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29%，但出乎市场意料之外的连锁反应：存储芯片供应紧张使智能手机客户对订单越来越谨慎。报道援引赵的话指出，客户对2026年第一季度的订单持谨慎态度。chinastarmarket.cn 称，中芯国际联席首席执行官赵海军表示担心，长期短缺可能会迫使智能手机客户在明年之前采取保守的生产计划。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117152031950952aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:35","pubTimestamp":1763361358,"startTime":"0","endTime":"0","summary":"11月14日，由中国家用电器协会主办的“2025年中国家用电器技术大会新智生活电器专业技术分会”在合肥召开。海尔、追觅、添可、飞利浦、花王等企业与行业专家学者齐聚一堂，共同探讨新智生活电器相关探索与创新趋势。电驱动技术是新智生活电器的共性核心技术，也是未来新智生活电器发展的竞争高地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117143826a6fea51f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:06","pubTimestamp":1763359615,"startTime":"0","endTime":"0","summary":"雷军终是没忍住，公开回应了。语气也是十分罕见的带有情绪，句句回应外界对小米汽车“重颜值、轻安全”的质疑。这次回应的直接导火索，来自去年4月的一次采访视频。而就在雷总下场回应质疑当天，另一则关于小米的公关人事变动，也被外界注意到了。小米公关一号位被曝转岗不知是否是巧合，据多家媒体报道，小米集团公关部总经理王化即将转岗，不再负责公关事务。有消息表示，王化此次应当是升职，小米会在本周正式发布通知。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117141725a6fe9bad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Resources的“跑赢大市”评级。华侨银行对该股维持持有评级，公允价值估计为1.45新元。该股上涨2.9%，至1.41新元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1607","BK1610","BK1614","00981","BK1163","BK1526"],"gpt_icon":1},{"id":"2584111615","title":"实话实说，中国拥有的光刻机，已能造5nm芯片，美国打压失效","url":"https://stock-news.laohu8.com/highlight/detail?id=2584111615","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584111615?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 11:53","pubTimestamp":1763351636,"startTime":"0","endTime":"0","summary":"但是，大家不清楚的，虽然美国禁止了EUV，我们也没有EUV光刻机，但目前我们拥有的光刻机，是可以制造5nm芯片的，甚至理论上来讲，制造3nm也不是没可能。他说浸润式光刻机的极限，并不是7nm，在采用多重曝光之后，制造5nm没问题，甚至理论上制造3nm也是可以的。只不过，有了浸润式光刻机，要制造5nm、3nm芯片也没有想象中的容易，也需要攻克一些技术难题，所以这些芯片推出没这么快，但其实已经意味着卡不住了，你觉得呢?","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111711540395090754&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:41","pubTimestamp":1763350871,"startTime":"0","endTime":"0","summary":"观点网讯：11月17日消息，比亚迪华东片区首个综合性产业园——比亚迪新质文化产业园于近日在南京南部新城正式开园。项目占地约4.3万㎡，集新能源汽车展销、体验、售后及文化推广于一体，旨在强化区域产业链协同，助推新质生产力发展。南部新城管委会负责人表示，园区定位与南部新城绿色能源、低空经济赛道高度契合，技术展示与研发功能将吸引上下游企业集聚，形成集群效应，进一步巩固秦淮区在新能源汽车产业版图中的节点地位。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117114417a4a69ecf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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外销出海有望逐季复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2584467536","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584467536?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 11:33","pubTimestamp":1763350391,"startTime":"0","endTime":"0","summary":"白电板块今年由于关税扰动、及市场对内外销高基数的担忧，估值已处于2020年以来19.2%的较低估值分位数水平，重仓持股比例持续下降。2025Q4白电行业内外销在较高的基数下有所承压，但2026年基数压力有望逐季度好转。在此基础上，白电内外销降幅有望逐季度收窄，且随着海外需求好转、及自有品牌出海持续贡献增长动能，白电板块整体有望回到稳健正增长通道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117114709a4a69fee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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行业步入“下半场”激战","url":"https://stock-news.laohu8.com/highlight/detail?id=2584741646","media":"中国家电网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584741646?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 11:07","pubTimestamp":1763348831,"startTime":"0","endTime":"0","summary":"奥维云网数据显示，2025年三季度，家电市场逐渐迈入从政策红利驱动向市场竞争驱动的深水区。前三季度，白电各品类同比表现分化显著。洗衣机方面，进入三季度，洗护市场增速明显回落。与白电市场相比，黑电市场面临更大压力。奥维云网推总数据显示，2025年三季度中国彩电市场零售量615万台，同比下降12.1%;零售额252亿元，同比下降8.1%。开机率下降带来比销量下滑更严重的生存挑战，相关部门开展了多项相关行动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117110719a6fe4a05&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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