11月11日市场迎来两大重磅利好消息：
On November 11,
外围方面，美国CPI放缓引爆市场!纳指狂飙超7%，中概指数暴涨近8%，人民币暴拉千点 ;
On the periphery, the U.S. CPI slowed off off the market! The finger surged by over 7 per cent, the median index surged by almost 8 per cent and the renminbi by 1,000 points;
重磅数据出炉!10月M2同比增11.8%，企业中长期贷款表现不俗，政策加码空间已打开。
Heavy-pound data came out. M2 increased by 11.8 per cent in October, medium- and long-term lending performance in enterprises was good, and policy plus space was opened.
受此影响，今日，全球资产普遍上涨，A股三大指数均大幅高开，随后震荡稍有回落。
As a result of this, today global assets have generally risen and the three major A shares have grown significantly, followed by a slight fall in shock.
午后A股冲高回落，沪指一度重回3100点关口，截至收盘，沪指涨1.69%，报3087.29点;深成指涨2.12%，报11139.77点;创业板指上涨2.04%，报2405.32点。
In the afternoon, the A share fell back and back to 3100 points. As of the closing, the number rose by 1.69 per cent to 3087.29 points; the number rose by 2.12 per cent to 11139.77 points; and the number of start-up panels rose by 2.04 per cent to 2405.32 points.
盘面上，元宇宙分支Web3.0概念股早盘火爆;CRO概念股大幅走高;芯片股反弹，贵金属发力走高;供销社概念一度活跃，天鹅股份录得10连板。
On the plate, the Web 3.0 concept unit of the Won cosmos branch started to explode in the morning; the CRO concept unit went up significantly; the chip unit rebounded and the precious metal was running up; and the vendor concept was active for a while, and the swan shares recorded 10 lines.
午后重磅政策点燃疫情复苏概念股，旅游、民航、白酒板块快速反弹;房地产股、建材股继续飙升，万科A等逾10只股涨停;银行、证券板块异动拉升，东方证券一度涨停。
In the afternoon, the heavy weight policy lit up the Concept Unit for Epidemic Recovery, with rapid rebounds in tourism, civil aviation, and whiteboard plates; the real estate and building materials shares continued to surge, with more than 10 shares, such as Vanko A, rising banks, stock plates, and an upturn in Eastern securities.
下跌方面，新冠药板块午后个股批量炸板，龙头股众生药业上演天地板，中药、医疗器械、数据安全等板块跌幅居前。
In terms of the decline, the new coronary plate had a mass plate in mid-noon, the tap industry was performing the sky floor, and the plates, such as Chinese medicine, medical equipment and data security, had fallen before.
焦点股上，大客户“砍单”余威仍在，已连续两日跌停的歌尔股份虽打开跌停，但股价仍跌超7%;信创大牛股竞业达涨停，该股自9月底以来涨幅近300%。
On the focus, the large client “slashing” was still in place, and the Gore shares, which had fallen for two days in a row, had fallen by more than 7 per cent; the credit-rich cattle-stock race had increased by nearly 300 per cent since the end of September.
总体上，两市个股涨多跌少，上涨超2700家。北向资金净买入超146亿元，此前已连续4日净卖出。两市全天成交额破万亿，达12231亿元，较上个交易日放量3803亿元。
On the whole, the shares of the two municipalities rose by more than 2,700. The North bought more than 14.6 billion yuan in net money, which had been sold for four days in a row. The two cities split 100 billion yuan a day, amounting to 122,3 billion yuan, compared to 38.3 billion yuan a day on the previous deal.
全球市场滚动更新
在美国通胀水平回落的影响下，隔夜美股三大指数大幅收涨。道指涨3.7%，标普500指数涨5.54%，纳指涨7.35%，创2020年3月以来最大涨幅。
The three major indices of the United States dollar rose sharply over the night, as a result of the fall in inflation levels in the United States. The index rose by 3.7 per cent, the Pup 500 index by 5.54 per cent, and the index by 7.35 per cent, the largest increase since March 2020.
受此提振，亚太股市高开高走，全球资产集体大涨。
As a result, Asia-Pacific stock markets have moved up and up, and global assets have risen.
14:26富时中国A50指数期货涨幅扩大至4%。
At 14:26, China increased its A50 index futures to 4 per cent.
14:15沪深两市成交额突破万亿元。
At 14:15, two cities in the depths were paid 100 million yuan.
14:07港股涨势延续，恒指涨近8%，恒生科技指数涨超10%。
The stock increase in Port 14:07 continued, with a constant increase of nearly 8 per cent and a constant increase of more than 10 per cent in the Science and Technology Index.
14:06WTI原油日内大涨3.00%，报88.80美元/桶。
14:06WTI crude oil increased by 3.00 per cent per day to USD 88.80 per barrel.
14:05伦锌日内大涨6.00%，报3058.00美元/吨。
At 1405 hours there was a sharp increase of 6.00 per cent in LZD, which was reported at $3058.00 per ton.
14:00日经225指数收盘涨2.98%。
A 2.98 per cent increase of the 225 indexes was recorded at 1400 hours.
13:58在岸人民币兑美元收复7.10关口，日内涨近1500个基点。
13:58 at the 7.10 p.m. on the shore against the United States dollar, up by almost 1,500 basis points per day.
13:50国际油价走高，WTI原油期货涨超2%，报87.94美元/桶;布伦特原油期货涨1.82%，站上95美元/桶。
13:50 Higher international oil prices resulted in a 2 per cent increase in WTI crude oil futures at $87.94 per barrel; Brent crude oil futures increased by 1.82 per cent and stood at $95 per barrel.
13:38北向资金净流入超100亿元，其中沪股通净流入近55亿元。
At 13:38, net capital inflows to the north exceeded $10 billion, of which net equity inflows were close to $5.5 billion.
13:38港股午后继续拉升，恒指、国指涨幅扩大至7%，恒生科技指数涨超8%。
At 13:38, the Hong Kong share continued to rise after noon, with a constant increase in the country's index to 7 per cent and a constant increase of 8 per cent in the science and technology index.
13:34MSCI亚太指数涨4.4%，为2020年3月以来最大涨幅。
The 13:34 MSCI Asia-Pacific index increased by 4.4 per cent, the largest increase since March 2020.
13:32在岸、离岸人民币双双拉升，离岸人民币兑美元短线拉升400点，报7.1211。在岸人民币兑美元短线拉升300点，报7.1250。
At 13:32, the offshore renminbi rises by two points, and the offshore renminbi rises by 400 points to the dollar and by 7.1211.
10:45北向资金净流入超60亿元。
At 10:45, net capital inflows to the north exceeded $6 billion.
10:30日经225指数上午收盘报28200.75点，涨幅2.75%。
On 10.30 a.m., 28200.75 a.m. on the 225th index, an increase of 2.75 per cent.
9:50Wind数据显示，北向资金实际净买入达30亿元，此前连续4日净卖出。
According to 9:50 Wind data, the net buy-in from the North amounted to $3 billion, which had been sold four days in a row.
9:25A股三大指数高开，沪指涨2.09%，深成指涨2.83%，创业板指涨3.65%。黄金、web3.0板块涨幅居前，大消费、新能源全线反弹，半导体、芯片股走势活跃。
At 9:25, the three indices are high, with a 2.09% rise, a 2.83% rise in depth, and a 3.65% increase in the start-up panels.
9:21恒指高开6.46%收复17000点，恒生科技指数涨9.91%。各板块全线上涨，消费、科技、地产板块涨幅居前，李宁涨近15%领涨蓝筹，香港交易所涨超10%，腾讯、阿里巴巴涨超9%。
At 9:21, the rate rose by 9.91 per cent, with 6.46 per cent recovery of 17,000. All the plates rose, with consumption, technology, and real estate blocks rising by almost 15 per cent, the Hong Kong exchange rising by more than 10 per cent, and telecommunications and Ali Baba rising by more than 9 per cent.
9:15日经225指数涨幅扩大至3%。
On 9:15, the increase in the 225 index was increased to 3 per cent.
9:00富时中国A50指数期货开盘涨超3%。
At 9 a.m., China's A50 index of futures rose by more than 3 per cent.
8:06日经225指数自9月14日以来首次站上28000点，日内涨2.5%;韩国综指、澳洲标普200指数涨约3%。
8:06 The 225 index has been on the ground for the first time since 14 September, with an increase of 2.5 per cent in the day; and the 200 index for the Korea Pupil and Australia has increased by about 3 per cent.
8:00日韩股市高开，日经225指数涨2.65%，韩国KOSPI指数涨2.48%。
The Korean stock market rose by 2.65 per cent on the 225nd index and 2.48 per cent on the KOSPI index in Korea at 8 p.m.
热门板块
1、旅游、酒店等疫后复苏概念拉升
1, the concept of post-epidemic recovery, such as tourism, hotels, etc., raised
酒店、餐饮等板块午后冲高，华天酒店、西安旅游、西安饮食涨停，君亭酒店、金陵饭店等涨幅居前。港股航空概念股方面，美兰空港涨超11%，中国东方航空涨超6%。
Hotels, restaurants, etc. hit high in the afternoon, the China Tian Hotel, Xian Travel, Xianian Restaurant, and others, such as the Giantin Hotel, and the Golden Mahal Hotel. In the Hong Kong share of the aviation concept unit, Meran Airport rose by more than 11%, and China's Eastern Airlines by more than 6%.
点评：今日，国家卫健委发布《关于进一步优化新冠肺炎疫情防控措施 科学精准做好防控工作的通知》。其中明确提出，将风险区由“高、中、低”三类调整为“高、低”两类，最大限度减少管控人员。据新消费日报，消息发布后，携程平台上的机票搜索量环比前一日增长超过一倍。
remarks: Today, the National Health Board issued the Circular on Scientific Precision and Control of New Crown Pneumonia Control Measures. It explicitly states that the risk areas are to be changed from “high, medium, and low” to “high and low” to minimize the number of regulators. According to the New Consumer Daily Report, the number of ticket searches on the Portable Platform has more than doubled as compared to the previous day.
2、房地产股飙升
2, real estate stock skyrocketed
地产股午后进一步走强，滨江集团、新城控股、三湘印象、天地源、广宇集团、金地集团、新华联涨停，保利发展、中南建设涨超7%，万科A涨超5%。港股方面，旭辉控股涨超40%，新城发展涨超32%。此外，地产债再现临停潮，“21金地01”涨30%，多个债券均盘中临时停牌。
In the middle of the afternoon, the real estate unit grew even further, with the Rivers Group, the New City Holdings, the Trinity Imaging, the Hoshikus, the Guangwoo Group, the Goldfield Group, the Xinhua Federation, and the Paulie Development, the construction of the south-central building, which rose by more than 7%, and the Vanko A, which rose by 5%. On the port side, the stock of Xing Huixiang, which rose by more than 40%, and the development of the new city, which rose by more than 32%.
点评：消息面上，支持民企2500亿元融资的“第二支箭”计划发布仅三天，龙湖成为利好落地的首家房企。11月10日，中国银行间市场交易协会官网信息显示，交易商协会受理龙湖集团200亿元储架式注册发行，中债增进公司同步受理企业增信业务意向。
On November 10, China's Interbank Market Trading Association Network of Officials reported that the Trader's Association took care of the release of 20 billion yuan worth of storage shelves, and that China's Debt Promotion Corporation (CSOC) took care of the company's interest in co-addressing the business.
3、Web3.0概念股延续火爆
3, web3.0 concept to continue the fire
Web3.0概念股满屏涨停，福石控股2连板，二六三、天下秀、天娱数科、榕基软件、荣泰健康、东港股份等多股涨停。
The concept of Web3.0 has grown and stopped, with two companies holding two stocks, two-sixty-three, one-sixty-three, one-sixty-three, one-sixty-three, one-four, one-four, one-four, one-four, one-four, one-four, one-four, one-one, and one-one-one-one-one-one, one-one-one, one-one-one, and one-one-one-one-one-one, one-one-one-one-one, one-one-one-one-one-one-one-one-one, one-one-one-one, one-one-one-one, one-one-one-one, one-one-one-one, one-one-one-one-one-one-one-one-one, one-one-one-one-one-one, one-one-one-one-one-one-one-one-one-one, one-one-one-one-one-one-one-one-one, one-one-one-one-one-one-one-one-one-one, one-one-one-one-one-one-one-one-one-one-one-one-one-one., and one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-one-
点评：中信证券研报称，Web3是以区块链等技术为核心的下一代互联网形态，被看作是未来互联网重要发展方向之一。
Review: Sindh Securities reports that Web3 is the next-generation form of the Internet centred on technologies such as block chains and is seen as one of the important future directions of the Internet.
4、芯片股反弹
4, chip-assembly
芯片股震荡走高，赛腾股份、文一科技等涨停，思特威、帝奥微、恒玄科技、艾为电子、芯朋微、圣邦股份、拓荆科技、晶丰明源、江波龙、芯源微等冲高。
The chip shares have swollen up, the shares of Saiten have swollen, the shares of Manichi and others have swollen, the shares of Stewy, Teo Wei, Hengen, the electronics of Ai, Cybon, the shares of the Holy State, the technology of Takuming, the crystals of Fuming, the Jiang Bolong, the sources of the core and so on.
点评：11月10日晚，中芯国际发布2022年三季报，三季度净利润31.38亿元，同比增长51.10%。此外，公司提到，将大幅上调全年资本开支456亿元，有力回击了市场“小作文”关于“暂停采购国内设备一年以上”的传闻。
: On the evening of 10 November, China-King International published a tri-quarter report in 2022, with a net profit of $3.38 billion in three quarters, an increase of 51.10 per cent over the same period. In addition, the company mentioned that capital expenditure would be significantly increased by $45.6 billion throughout the year, rebuffing the market's “small essays” about “a moratorium on the purchase of domestic equipment for more than a year”.
芯片概念(02003891)
Chip concept (02003891)
5、CRO概念股走高
CRO概念股震荡走强，昭衍新药、博济医药等多股涨停，美迪西、康龙化成、九洲药业、皓元医药、泰格医药、凯莱英等纷纷跟涨。
The CRO concept has experienced strong shocks, with large shares of new medicine, Bozi medicine, etc., as well as Madhesi, Kanlong, Kyushu medicine, Shinwon medicine, Tag medicine, and Kaleying.
机构观点
展望后市，国盛证券表示，市场短线或将维持结构性行情，当前市场震荡回踩或成热门板块低吸机会的良机。
Looking forward, state securities indicate that the market is either short-lined or will maintain structural dynamics, and that the current market is a good opportunity to stomp back or become a hot plate of low-sniffing opportunities.
广发证券：AH股光明就在前方 关注三大投资主线
Wide-Standed Securities: AH shares bright ahead, focusing on the three main investment lines 广发证券指出，基于本轮采用的AH股“复合政策底”框架基本满足，判断AH股光明就在前方。A股行业配置：1、疫情防控优化趋势下的修复机会(免税/医疗服务);2、“再加杠杆”成长扩散方向(光伏组件龙头/储能/动力电池/风电);3、赔率较优，且胜率较好的价值(地产龙头/煤炭)。主题投资“国家安全”(国产软件/医疗设备)。 Wide-banded securities indicate that the AH share “composite policy bottom” framework adopted in the current round is largely satisfactory, judging that the AH share is bright ahead. The A share industry is configured as follows: 1; opportunities for restoration in the context of optimized disease control (tax exemption/medical services); 2; “releveraging” growth diffusion directions (photovoltile component taps/storage/power cells/wind power); 3; 3; better odds and better values (property taps/coal); and thematic investments in “national security” (domestic software/medical equipment). 国盛证券：题材延续轮动 后市轻指数重板块 国盛证券表示，市场短线或将维持结构性行情，逢低可积极把握轮动节奏的交易性机会。随着市场利好信息的叠加，中期或能走出下行趋势，短线可积极跟踪热度较高题材，把握新的市场主线方向的主升趋势。连续反弹之后，当前市场阶段已经积累一定数量获利盘，短线消化后或继续上行，当前市场震荡回踩或成热门板块低吸机会的良机。 With the consolidation of market-friendly information, the short line can actively track higher heat issues in the medium term or move out of the downward trend, and capture the main upward trend in the direction of the new market’s main line. After a continuous rebound, the current market phase has accumulated a certain amount of profit plates, the short line is digested or continues to move up, and the current market is a good opportunity to bounce back or become a hot plate for low sucking opportunities. 海通证券：科创板或在牛市新起点 Seaton Securities: Credential or New Start of the Cow Market 海通证券认为，科创板目前或在牛市新起点。1、当前科创板估值处于历史低位，盈利依然保持较快增长，投资的性价比已经凸显。2、借鉴创业板历史，科创板上市公司IPO募资将逐步兑现到业绩上，23年盈利有望开启向上周期。3、科创板主导行业中光伏和锂电维持高景气，半导体、医药和软件基本面23年有望改善，推动科创板盈利增长。 Seaton securities argue that there is a new starting point for a science-making board, either now or in the cattle market.1 The current valuation of a science-making board is at a historically low level, profits are still growing at a relatively fast pace, and the value-for-money ratio of investments has been highlighted.2 Building on the history of an entrepreneurial panel, IPO fund-raising by publicly listed companies will gradually materialize to their performance, with profits expected to start in the upward cycle for 23 years.3 Photovoltaic and lithium power in the leading industry is expected to improve for 23 years, with semiconductor, pharmaceutical and software fundamentals expected to boost the growth of a science-making board. 本文编选自“腾讯自选股”；智通财经编辑：刘家殷。 is selected from “Standing the share selected”; is edited by Mr. Liu Jiayin.
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