A-share afternoon review | GEM index rose 1.49%, AI comic exploded, oil and gas stocks weakened

The Zhitong Finance App learned that on November 10, the three major A-share indices collectively opened higher. At first, the GEM index rose more than 2%, then the increase gradually narrowed. The market showed a pattern of “high index opening and falling, subject rotation accelerated, and resource stocks under pressure”. By the midday close, the Shanghai Index rose 0.06% to 3662.81 points, the Shenzhen Index rose 0.76%, and the GEM index rose 1.49%. More than 3,800 stocks rose and less than 1,500 fell in the entire market. The three markets of Shanghai, Shenzhen and Beijing traded 968.3 billion yuan in half a day, down 50 billion yuan from the previous trading day. In terms of capital, the main capital in early trading flowed into the electronics, cultural media, communications and other sectors. Among them, the net inflow of the electronics sector exceeded 6.1 billion yuan, with a net outflow from the telecommunications, transportation, petroleum and petrochemical sectors.

Overview of the plate

On the upward side, the film and television industry, cultural media, components, and humanoid robot sectors registered the highest gains, while small metals such as tungsten strengthened simultaneously; on the downside, the oil and gas mining and services, coal mining and processing, insurance, and potash sectors registered the highest declines. Overall, the increase of the three major indices continued to narrow after opening higher. The Shanghai Index opened up 0.58%, rose to a high of 0.63% in the middle of the day, and narrowed to 0.06% in the afternoon; the GEM Index fell back to 1.49% from an increase of more than 2% at the beginning of the session. Resource stocks such as oil, gas, and coal weakened due to the sharp drop in international oil prices, while funding for topics focused on AI applications and robotics.

Popular sections

1. The AI comic concept set off a wave of ups and downs

The film and television cinema sector surged 6.04%. Cultural Investment Holdings had 2 consecutive boards, Shanghai Film 3 days 2, Ciwen Media, Jinyi Film and Television, Palm Reading Technology, Gravity Media, Vertical and Horizontal Communications, Fengyuzhu, Tianwei Video, and Xinju Network rose and stopped. Huace Film and Television hit a 20% rise and stop in the intraday market, a rise of more than 14% in the afternoon, and Huazhi Digital Media rose more than 12%.

Comment: According to the news, according to a report by the Financial Federation, 82 main investment platforms were Chinese manufacturers in the top 100 overseas skits list in October this year, with NetShort holding 63 seats and DramaBox holding 9 seats. Chinese companies are behind these two platforms. Also, according to the “China Mobile Internet Autumn Report” published by market research firm QuestMobile, the net increase in total usage time in the short drama video and short video app industry reached 13.329 billion hours and 5.717 billion hours respectively, ranking in the top two places on the length growth track, respectively.

2. The humanoid robot sector strengthens

The robotics sector rose by 3.94%. Hangzhou Colin, Kone Technology, and Haichang New Materials rose and stopped 20%; Fulai New Materials rose and stopped; 5 days of 3; Guangyang, Fenglong, and Huapei Power all went up and down 2 times; Taier shares rose and stopped; and Yushu Technology rose more than 8%.

Comment: According to the news, on November 9, local time, Anthropic released the next-generation flagship model Claude Fable 5.2. The model's success rate in RoboDojo simulated two-arm robot tests reached 64.9%, higher than the GPT-6 Astra's 29.8%; on the same day, Nvidia released the world action model GR00T 2, which combines 403,000 hours of first-view human video, 10,000 hours of UMI claw clamps, and 23,500 hours of robot remote operation data. After connecting complete human video, 72 real machine tasks Average completion progress increased from 50% to 70%. Furthermore, Musk said that “Optimus Prime” is expected to begin delivery around the end of 2027. The delivery form may be leasing rather than sale. The initial cost of a single unit is about 30,000 US dollars, and later it will drop to about 20,000 US dollars.

3. Active components and PCB sectors

The component sector rose 2.77%, the printed circuit board sector rose 3.09%, Kyodo Electronics rose more than 15%, Aohong Electronics rose nearly 8%, rapid growth more than 7%, Shanghai Electric Power shares rose more than 6%, hit a halt in the World Transport circuit market, and rose more than 8% in the middle of the day.

Comment: According to news, the US stock Philadelphia semiconductor index rose 6.85% overnight, with the optical communications sector surging at the same time. Coherent rose 16.79%, Lumentum rose 10.69%, and Corning rose 9.25%. Stronger peripheral AI hardware led A-share components and PCBs to follow. According to financial news agency monitoring data, the main capital inflow of the electronic sector in early trading exceeded 6.1 billion yuan, and Xinyisheng took the lead with purchases of over 1.3 billion yuan.

4. Weakening of the oil and gas extraction and service sector

The oil and gas extraction and service sector fell 1.48%, CNPC fell more than 5%, and CNOOC, CNOOC, and CNOOC all fell more than 3%.

Comment: According to the news, according to the Securities Times, in an interview on November 8, local time, Trump said that as long as negotiations between the US and Iran progress, it is “extremely unlikely” that the US will resume large-scale military action against Iran. At the same time, news of Iran making concessions on the Strait of Hormuz issue spread in the market, and the geographical risk premium quickly returned. Affected by this, light crude oil futures for December delivery on the New York Mercantile Exchange fell 4.38% to close at $86.85 a barrel by Monday's close; London Brent crude oil futures fell 5.85% to close at $92.57 a barrel.