中华人民共和国和法兰西共和国关于持续推进和平利用核能领域合作的联合声明 3.双方认识到，在核燃料供给、核电装备制造、铀资源安全等领域开展协调合作，对于保障核 能产业链供应链稳定性至关重要； 将共同致力于确保安全、可靠、可持续的乏燃料和放射性 废物处理处置。双方重申将共同致力于推动核能安全发展，加强核能产业链协作并共同维护其 韧性。 4.双方认识到，核聚变能源是人类和平利用核能的重要发展方向，也是未来拥有丰富零碳能源 的重要选项， 愿继续深度参与国际热核聚变实验堆（ITER）国际大科学工程，为ITER计划顺 利推进、如期建成作出应有贡献。 中法两国（以下称"双方"）一致认为， 核能作为一种清洁低碳、稳定可靠的基荷能源，对应 对气候变化、能源安全等全球性挑战具有独特重要作用 。 双方欢迎两国在1997年5月15日签署的政府间和平利用核能合作协定，以及在1982年11月 22日签署的和平利用核能合作议定书框架下，开展工业和科技合作。 中法两国将继续秉持透明、尊重和互信原则在这一领域开展合作。 1.双方一致认为，核能合作是中法全面战略伙伴关系的重要组成部分。在已有成功合作基础 上， 双方将继续在第三代压水堆核电机组建 ...

Core Insights - Wind's "Alice Investment Advisor" has won the "Benchmark Award" at the 2025 AI Model Financial Innovation Application Competition, highlighting its leading position in China's financial AI sector [1] - The solution has evolved from winning an "Innovation Model" award in 2024 to becoming an industry benchmark in 2025, focusing on AI empowerment in wealth management and enhancing service efficiency [3] Innovation Journey - The Alice Investment Advisor aims to eliminate repetitive tasks for investment advisors, allowing them to focus on client service and enhancing their professional capabilities [3] - The solution is designed to transform wealth management professionals into "super advisors" in the era of digital intelligence [3] Future Directions - Wind plans to deepen the integration of financial models and intelligent investment advisory services, aiming to enhance service professionalism and create greater value through AI [6] - The platform offers features such as automatic integration and analysis of various financial products, personalized asset allocation based on client profiles, and detailed ETF insights [6] - It also includes automated report generation and an Agent function for building personalized AI workflows, significantly improving work efficiency [6]

12月5日，被誉为"国产英伟达"的摩尔线程正式登陆科创板，开盘价650元，涨幅468.8%，较发行价114.28元，中一签净赚超过26万元。若以目前盘中最高 价算，一签赚超过28万元。 Wind用户在金融终端输入 ACHA T(Ali ce chat) 千亿级参数智能模型， 能理解复杂金融概念 20年金融数据沉淀，分析能力媲美行业专家 手机和电脑实时联动，确保随时随地高效响应 为用户提供智能化的工作新体验 // 上市速度快 // 自上市之日起纳入科创成长层。这家成立仅5年的GPU龙头企业，从6月30日IPO申请获受理到10月30日完成注册，全程仅用122天，其中受理至过会更是 创下88天的科创板过会纪录。这一"上市加速度"的背后，正是科创板"1+6"改革政策释放的制度红利，彰显了资本市场服务新质生产力发展的突出作用。 摩尔线程相关负责人表示，作为一家专注于全功能GPU自主研发与设计的硬科技企业，公司有两点突出感受：首先，科创板自设立以来，为包括摩尔线程 在内的大量处于关键成长期、尚未盈利的科技创新企业提供了不可或缺的资本支持；其次，科创板"1+6"政策的迅速出台与落实，生动展现了从顶层设计 到具体执行令人瞩目 ...

1. 公开市场操作 央行 公告称， 12 月 4 日以固定利率、数量招标方式开展了 1808 亿元 7 天期逆回购操作，操作利率 1.40% ，投标量 1808 亿元，中标量 1808 亿元。 Wind 数据显示，当日 3564 亿元 逆回购到期 ，据此计算，单日净回笼 1756 亿元。 中国银行间市场资金面延续宽松态势， D R001 加权平均利率微升并仍位于 1.3% 下方。匿名点击（ X-repo ）系统上，隔夜报价在 1.28% 持稳，供给充 裕；非银机构以信用债为抵押融入隔夜资金，报价稍有波动，集中在 1.43%-1.47% 区间。 海外方面，最新美国隔夜融资担保利率为 4.01% 。 （IMM） // 债市综述 // （*数据来源：Wind-国际货币资金情绪指数、资金综合屏） （*数据来源：Wind-央行动态PBOC） 2. 资金面 3. 同业存单 全国和主要股份制银行一年期同业存单最新成交在 1.66% 附近，较上日上行超 1bp 。 （*数据来源：Wind-同业存单-发行结果） 4. 银行间主要利率债收益率 | （*数据来源：Wind-成交统计BMW） | | --- | （*数据来源：Win ...

Core Insights - The article emphasizes the transformative capabilities of the "AI Ask Enterprise" tool from Wind, which allows users to quickly access comprehensive corporate data without the need for extensive manual searches, significantly improving efficiency in corporate research and analysis [1][3][16]. Group 1: Efficiency and Data Integration - "AI Ask Enterprise" enables users to input natural language questions and automatically correlates data from over a hundred sources, eliminating the issue of "data islands" [3][16]. - The tool allows financial professionals to avoid late-night data searches and enables investors to access critical information without switching between multiple websites [3][16]. - Users can obtain a complete overview of a company in just 30 seconds, streamlining the data retrieval process [3][16]. Group 2: Governance and Risk Assessment - The tool can perform equity penetration analysis, revealing hidden controlling parties and potential risks within complex corporate structures [5][6]. - It helps users understand the "governance stability" of a company, which is crucial for maintaining financial safety [5][6]. Group 3: Competitive Analysis - "AI Ask Enterprise" assesses a company's core qualifications and automatically generates a list of competitors based on patents and main products, providing a clear view of the company's market position [7][9]. - The tool allows users to determine whether a company is a market leader or a follower, making it easier to evaluate competitive strength [7][9]. Group 4: Technological Competitiveness - The tool analyzes a company's technological capabilities by examining intellectual property and relevant public sentiment, providing a comprehensive assessment of its core technologies [10][13]. - It offers a scoring system for innovation, helping investors gauge the true value of a company's technological edge [10][13]. Group 5: Data Verification and Decision-Making - "AI Ask Enterprise" provides a mechanism for users to trace the origins of data used in its responses, enhancing the credibility of the information [14][16]. - This feature supports a shift from experience-driven to evidence-driven business decision-making, allowing for more informed and confident choices [14][16].

1、 国家主席习近平同法国总统马克龙举行会谈。习近平强调，无论外部环境如何变化，中法两国都应当在彼此核心利益和重大关切问题上相互理解和支 持，维护好中法关系的政治基础。 马克龙表示，法方重视对华关系，坚定奉行一个中国政策，愿持续深化法中全面战略伙伴关系。两国元首就乌克兰危 机交换意见，并共同见证签署核能、农食、教育、生态环境等领域多项合作文件。 2、有媒体报道称，日本首相高市早苗在参议院全体会议上援引《中日联合声明》，表示"理解和尊重"中国政府关于"台湾是中国领土不可分割的一部 分"的立场。 外交部发言人林剑在例行记者会上表示，据核实，有关报道不准确。高市早苗只是用"立场没有变化"来敷衍、搪塞，中方对此绝不接受。 1、 中国贸促会组织中国企业家代表团在华盛顿与美中贸易全国委员会及其会员企业进行交流座谈。来自物流、科技、金融、能源、医疗等行业的中美企 业代表逾80人参加活动。 中国贸促会会长任鸿斌率团出席美国半导体行业协会及会员企业座谈会，就推动中美半导体领域合作、深化多边领域合作、维 护全球产业链供应链稳定畅通等议题深入交流。 2、 商务部召开例行新闻发布会介绍，中国政府依法依规开展稀土相关物项出口管制工作， ...

Group 1 - Meta Platforms CEO Mark Zuckerberg plans to significantly reduce investment in the metaverse, with discussions of a potential 30% budget cut for the metaverse team, which includes Meta Horizon Worlds and the Quest VR division, with layoffs possible as early as January [2] - Cambricon issued a stern statement denying misleading information circulating about its products, clients, and capacity forecasts, urging investors to rely on publicly disclosed information [2] - Moore Threads officially listed on the STAR Market, raising 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [2] - Xingfa Group secured a large order for 80,000 tons of lithium iron phosphate energy storage materials from BYD [2] - Chaoying Electronics plans to invest $100 million to expand its Thai subsidiary, increasing AI computing high-end PCB capacity [2] Group 2 - Huadian Technology submitted its IPO application to the Hong Kong Stock Exchange, intending to use the funds for production capacity expansion and R&D in high-performance PCBs for data communication and smart vehicles [4] - Tianyu Semiconductor announced the global offering results with a share price of HKD 58.00, and the Hong Kong public offering was oversubscribed 60.63 times [4] - Zhongwei Electronics' controlling shareholder is planning a change in company control, leading to a stock suspension [4] - Sun Cable's major shareholder plans to reduce its stake by up to 21.67 million shares, representing 3% of the total share capital, within three months after 15 trading days [4] Group 3 - Amazon's AWS launched the Graviton5 processor and M9G instances, with plans for C9G and R9G instances in 2026 [6] - Apple announced executive team changes, with Kate Adams set to retire and Jennifer Newstead joining as Senior Vice President [6] - Microsoft raised Office subscription prices for enterprise and government clients by up to 33% while denying a reduction in AI sales targets [6] - AT&T received FCC approval for a $1 billion acquisition of U.S. cellular spectrum licenses [6] - Chevron's 2026 capital expenditure is projected to be between $18 billion and $19 billion, focusing on U.S. production and investments related to recent acquisitions [6] Group 4 - Samsung Electronics secured over 50% of orders for NVIDIA's 2026 SOCAMM 2 chip in the semiconductor sector and is preparing for mass production of HBM4 [8] - SK Hynix is making personnel adjustments to enhance AI memory competitiveness and plans to enter the niche DRAM foundry market by 2027 [8] - Hyundai's Ulsan plant will halt electric vehicle production for the 10th time this year, reflecting demand fluctuations in the EV market [8] - LG Electronics announced the timing and theme for its CES 2026 event and is collaborating with Taboola to launch a new TV advertising solution [8] Group 5 - Brevo completed a €500 million financing round, with General Atlantic and Oakley Capital joining as shareholders, aiming for €1 billion in annual revenue by 2030 [10] - Eurostar and the German railway company signed a memorandum of understanding for a UK-Germany rail connection project [10]

01 "金秋万象启 风起新程远"——东莞证券2026年投资策略报告会（下）1 9:30-11:30 核心看点： 政策与事件将引爆哪些新主线？"慢牛"行情下，ETF如何成为配置利器？东莞证券2026策略下半场 发问：资金如何布局政策风口？工具化投资怎样提升胜率？一场关于节奏、方向与策略升级的深度 对话即将开启！ 嘉宾： 马明云 | 东莞证券北京分公司 薛庆 | 东莞证券湖北分公司 扫码预约 02 【行业洞察】银河医药程培：医药行业2026年投资策略：寻找医药硬科技，重新 出发 10:00-11:00 核心看点： 2025年创新药板块的强势上涨，是政策、产业、需求与全球化共振的结果，从创新药、到创新器 械、医疗AI，医药"新"资产依然是长期投资方向。 我们看好2026年医药行业投资机会，近期震荡调整后估值已回落至相对低位，有望在2026年重启 升势，投资思路上寻找医药硬科技和细分赛道α，推荐关注创新药（BIC和FIC管线龙头）、创新器 械（影像、高值耗材、消费器械等）、医疗AI方向，关注医药消费复苏及独立第三方ICL。 程培 | 中国银河证券医药行业首席分析师 扫码预约 03 华创张瑜："存款"落谁家，春水向"中 ...

在 12 月 2 日举办的 " 第 13 届中国责任投资论坛年会 " 上，嘉实基金与 Wind ESG 联合发布《 A 股上市 公司股东大会投票趋势观察：对机构股东参与治理的启示》白皮书。该白皮书以 2023 年以来 A 股市场 股东大会数据为基础，深度剖析股东投票行为特征与机构投资者参与治理的实践路径，为资本市场高质 量发展提供了兼具数据支撑与实操价值的参考依据。 通过对股东参会率、议案异议率、未通过议案等关键指标的实证分析，白皮书揭示了A股市场治理实践 的显著趋势。一方面，机构投资者持股比例越高的公司，股东大会参与度越突出：沪深300、中证500及 基金重仓股三个样本中，今年以来参与股东大会的表决权比例分别达58.7%、52.7%和51.6%，均显著高 于全部A股48.8%的平均出席比例。与之形成对比的是，上述三个样本中参与股东大会表决的中小股东 另一方面，全市场议案异议率呈逐年攀升态势， 2025 年前三季度异议率高于 5% 的议案占比已升至 5.2% ，资产购买与出售、关联交易成为异议率最高的两类议案。从股东类型看，中小股东与港股股东 的异议倾向更为明显：前者对规则设立与修订、担保与财务资助、薪酬与激 ...

Group 1 - The core performance of banks is expected to recover and grow in 2026, marking the first year of the 14th Five-Year Plan, with a focus on a "new momentum combination" for bank stocks [2] - The investment strategy for bank stocks will be discussed, including the outlook on fundamentals and the value of bank stock investments [2] - The investment perspective on the banking sector and stock selection strategies will be highlighted [2] Group 2 - The investment strategy for 2026 will focus on three main investment lines, targeting new opportunities in the Beijing Stock Exchange, particularly in technology growth, high-end manufacturing, and new materials [5] - The valuation levels of the Beijing Stock Exchange are expected to recover, with a decrease in discount rates, aligning with national strategic emerging industry development directions [5] - The Beijing Stock Exchange is home to a number of high-quality enterprises that are technically solid and leading in niche fields, providing investors with opportunities to capture long-term value [5] Group 3 - The potential for AI and intelligent control to ignite a new wave in the computer industry will be explored, along with the prospects for the "rare metals" cycle and the energy sector's transition to a zero-carbon era [7] - East Guangdong Securities will focus on the technological, resource, and energy transformations as the main investment lines for 2026 [7] Group 4 - The potential for innovative drugs to expand internationally and the expected turnaround in biotechnology will be examined, alongside the performance improvements in the medical device sector [9] - Structural opportunities in consumer healthcare and biological products will be discussed, aiming to reshape the investment logic in the pharmaceutical sector for 2026 [9]