欧盟外交与安全政策高级代表卡拉斯：乌克兰问题应聚焦于停火。

Chinese A-share market staged a sharp morning rally—Sci-Tech Innovation 50 rose nearly 5% intraday—but indices pulled back into the close. Shanghai Composite -0.67%; Shenzhen Composite (Shenzhen Composite Index) -1.68%; ChiNext -2.44%; STAR 50 +0.73% at close. Combined Shanghai/Shenzhen turnover exceeded 1.93 tln yuan and more than 4,600 stocks fell. Sector winners were compute-power chips, CPU-concept names, dairy and semiconductors; laggards included physical-AI, precious metals, cinema chains, gaming and liquor. Key movers: Tianpu hit the daily limit; Muxi, Moore Threads and Cambricon rose over 8%; CHINA'S CPU MAKER HAIGUANG, Rendong Holdings and East China Heavy Machinery also rallied. Suiyuan Technology jumped about 13% to a new high as the semiconductor sub-sector broadly advanced.

三星电机的低估值背后，隐含着较高的盈利增长预期。研究者Schulz Duggan根据雅虎财经17位分析师的一致预期测算，以11月12日最新的87.4万韩元的报价计算，公司2027年平均每股收益（EPS）预计达到4.94万韩元，较2026年的2.26万韩元增长约118%，对应远期市盈率（PE）约18.5倍。 但如果2027年EPS低于一致预期20%，远期PE将升至23.1倍；按照分析师最低盈利预测计算，则达到27.3倍。换言之，市场目前给予三星电机的估值，已经包含了利润大幅增长的预期。 这一增长预期主要来自AI服务器带来的高端MLCC（多层陶瓷电容器）和先进封装基板需求。三星电机第三季度营业利润同比增长165%，公司也表示AI数据中心相关元件需求预计将持续强劲。