普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹_老虎社区_美港股上老虎

普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹

中金财经2025-11-24

导读：①AI 应用逆势走强：谷歌 Gemini 3.0 Pro 更新、蚂蚁灵光 APP 爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。　　上周五市场低开低走，沪指跌超2%失守3900点，创业板指更是重挫4%，全市场超5000股下跌，近百股跌停。虽然指数仍存在惯性下杀的动能，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2585315534?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-24 09:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2585315534","market":"fut","top_or_hot":-1,"title":"普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹","media":"中金财经","content":"<div>\n<p>导读：①AI 应用逆势走强：谷歌 Gemini 3.0 Pro 更新、蚂蚁灵光 APP 爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。\n\r\n　　上周五市场低开低走，沪指跌超2%失守3900点，创业板指更是重挫4%，全市场超5000股下跌，近百股跌停。虽然指数仍存在惯性下杀的动能，...</p>\n\n<a href=\"http://sc.stock.cnfol.com/zldongxiang/20251124/31818169.shtml\">网页链接</a>\n\n</div>\n","source":"zhongjincaijing_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 09:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/zldongxiang/20251124/31818169.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：①AI 应用逆势走强：谷歌 Gemini 3.0 Pro 更新、蚂蚁灵光 APP 爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。\n\r\n　　上周五市场低开低走，沪指跌超2%失守3900点，创业板指更是重挫4%，全市场超5000股下跌，近百股跌停。虽然指数仍存在惯性下杀的动能，...</p>\n\n<a href=\"http://sc.stock.cnfol.com/zldongxiang/20251124/31818169.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109392836.USD","symbol_name":"富兰克林科技股A","start_time":0,"source_url":"http://sc.stock.cnfol.com/zldongxiang/20251124/31818169.shtml","article_id":"2585315534","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2585315534","pubTimestamp":1763947940,"columns":[],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"导读：①AI应用逆势走强：谷歌Gemini3.0Pro更新、蚂蚁灵光APP爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。当地时间11月20日，谷歌的新一代多模态AI模型、第二代NanoBanana更新，此则消息于周末持续发酵。故作为上涨阻力较小的方向能否成为率先引领市场反弹性的新方向便是今日之观盘重点。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","USJW.SI":"ALPHAB 3xLongSG261006","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0079474960.USD":"联博美国增长基金A","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","GOOG":"谷歌","OCS":"Oculis","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","AI":"C3.ai, Inc.","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","GOOGL":"谷歌A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4543":"AI"},"translate_title":"The short-term repair window is expected to open after the general decline adjustment, and the AI industry chain may take the lead in leading the rebound","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"AI":0.74,"OCS":1,"GOOGL":0.77,"GOOG":0.9},"content_text":"导读：①AI 应用逆势走强：谷歌 Gemini 3.0 Pro 更新、蚂蚁灵光 APP 爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。\n\r\n　　上周五市场低开低走，沪指跌超2%失守3900点，创业板指更是重挫4%，全市场超5000股下跌，近百股跌停。虽然指数仍存在惯性下杀的动能，不过在随着风险集中释放后，短线持续快速下跌的概率较低，可留意盘中止跌企稳后的修复机会。\n\r\n　　从上周的盘面来看，AI应用方向逆势走强，易点天下、欢瑞世纪、新华都、视觉中国等涨停。当地时间11月20日，谷歌的新一代多模态AI模型、第二代Nano Banana(代号Gemini 3.0 Pro Image)更新，此则消息于周末持续发酵。中泰证券认为，Nano BananaPro使AI加快迈入专业制作级时代，将显著利好游戏、漫剧等内容创意行业。另一方面，周末蚂蚁灵光APP上线4天下载量突破100万次，冲上App store中国区免费榜第六、中国区免费工具榜第一，服务器扩容8轮。\n\r\n　　整体而言，上周五AI应用在放量普跌的背景下依旧逆势拉升足以展现其较高的资金认可度，并且相关概念股整体位阶仍相对较低，没有明显的套牢筹码需要化解。故作为上涨阻力较小的方向能否成为率先引领市场反弹性的新方向便是今日之观盘重点。\n\r\n　　算力硬件方向同样传来利好，近期谷歌算力指引曝光，预计每6个月翻倍一次，并在未来 4-5 年内额外翻倍1000倍。自然有利于拉动光模块、PCB、服务器等硬件采购需求，也一定程度上能够缓解市场对 AI 估值泡沫的担忧。因此谷歌的TPU和光交换网络(OCS)供应链中的企业有望率先获得资金的回流修复。\n\r\n　　而从短线投机炒作的角度，上周五的杀跌导致高位抱团人气股同步出现退潮迹象，合富中国、九牧王、航天发展、平潭发展等集体跌停。不过在情绪连续冰点后存在着修复的预期，能够率先反包走强的个股短线地位进一步提升的同时，后续走势或更为值得期待。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}