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新IT概念

2,578.987

-24.575-0.94%

漲家數：4

跌家數：11

平家數：1

市盈率：- -

高：2,619.782

開：2,604.778

低：2,569.265

收：2,603.562

成交量：4.82億

成交額：170.59億

市值：2.62萬億

流通市值：2.14萬億

資料載入中...

總覽新聞資訊

市場監管總局批准發佈2項智能家電國家標準

金山雲11月17日主力淨流出455.1萬元散户資金買入

恒指收跌0.71%：地平線機器人跌超4%，聯想集團跌近4%

腾讯自选股

電子行業週報：中芯國際三季度產能利用率與ASP雙增，百度公佈崑崙芯五年路線圖

建築材料行業跟蹤週報：就業數據改善，期待政策託底

徠芬緊隨大疆入局！智能清潔賽道上演大亂鬥，家用機器人是終局？

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Ofweek维科网

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智通财经网

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16:28","pubTimestamp":1763368134,"startTime":"0","endTime":"0","summary":"新华财经北京11月17日电 近日，市场监管总局批准发布《智能家用电器的智能化技术要求和评价 第1部分：通用要求》《智能家用电器应用场景 第1部分：通用要求》等国家标准，将于2026年5月1日正式实施。《智能家用电器应用场景 第1部分：通用要求》国家标准，规定了环境管理、健康管理、能源资源管理等9类智能家电典型应用场景的实现方式和技术要求，为产品研发和生态互联提供了清晰框架。","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=nesSN20251117162859976e710c&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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16:13","pubTimestamp":1763367234,"startTime":"0","endTime":"0","summary":"港股收盘，恒生指数跌0.71%，恒生科技指数跌0.96%。盘面上，电气设备、医药生物、有色金属、化工、银行板块表现不振；软件服务、大消费、煤炭、房地产板块走强；个股方面，地平线机器人跌超4%，联想集团跌近4%，携程集团跌3.5%，康师傅控股涨超2%。中金：综合盈利、无风险利率和风险溢价，该行测算恒指明年中枢28000至29000点，乐观情形31,000点左右，悲观情形21,000点附近。","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=nesSN20251117160016a6fecfe6&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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16:06","pubTimestamp":1763366802,"startTime":"0","endTime":"0","summary":"投资要点：电子板块观点：中芯国际发布三季度财报，产能利用率进一步提升，ASP环比增长3.8%，主要系产品结构优化所致，展望四季度淡季不淡，产线将继续保持满载，体现半导体行业复苏态势持续。中芯国际发布三季度财报，产能利用率进一步提升，ASP环比增长3.8%，四季度产线将继续保持满载。硬件方面，百度发布昆仑芯M100、M300及相关超节点产品，并公布五年芯片战略路线图。电子行业本周跑输大盘。","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=nesSN20251117160710a4a71b96&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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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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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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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":"實話實説，中國擁有的光刻機，已能造5nm芯片，美國打壓失效","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_tw&edition=fundamental","pubTime":"2025-11-17 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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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外銷出海有望逐季復甦","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_tw&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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