A股晚间热点 | 公募基金业绩比较基准规则征求意见稿将发布

Group 1 - Shenzhen Municipal Financial Management Bureau and other departments released the "Shenzhen Action Plan for Promoting High-Quality Development of Mergers and Acquisitions (2025-2027)", aiming for a total market value of listed companies to exceed 20 trillion yuan by the end of 2027 and to cultivate 20 companies with a market value of 100 billion yuan [1] - The plan encourages social capital participation in mergers and acquisitions and supports corporate venture capital (CVC) to focus on key links in the industrial chain and enhance technological advantages [1] Group 2 - The China Securities Investment Fund Association is set to release a draft for public consultation on performance comparison benchmarks for public funds, which will serve as a core standard for evaluating fund managers' performance [2] - The selected performance benchmarks will be binding and cannot be changed arbitrarily, impacting fund managers' compensation and industry awards [2] Group 3 - U.S. President Trump expressed expectations for a trade agreement with China at the upcoming APEC summit, although he noted that a meeting between the two heads of state may not occur [3] - The Chinese Foreign Ministry emphasized the importance of high-level diplomatic engagement in guiding China-U.S. relations [3] Group 4 - Huawei officially launched the HarmonyOS 6, which allows file transfer between HarmonyOS and Apple devices without using data, enhancing cross-ecosystem connectivity [4][6] Group 5 - The micro-stock index reached a new high, with a nearly 4.9% increase in October, indicating active trading in the mechanical sub-sector [5] Group 6 - Gold prices experienced a significant drop, with a daily decline of 6.7%, marking the largest single-day drop since August 2020, raising questions about the future of the gold market [6] - Despite the recent downturn, many institutions believe that the gold bull market is not over and that there is still potential for upward movement in the medium to long term [6] Group 7 - In the U.S. stock market, Beyond Meat saw a dramatic increase of 66%, while other major stocks like Texas Instruments and Netflix faced declines [7] - The current U.S. federal government shutdown has reached its second-longest duration in history, raising concerns about its potential impact on the market [8] Group 8 - The Federal Reserve is expected to lower interest rates by 25 basis points next week, with significant uncertainty regarding the interest rate path for next year [9] Group 9 - Samsung launched the Galaxy XR mixed reality headset, aiming to compete with Apple's Vision Pro, highlighting the growth potential in the headset industry [11][12] - The headset market in China is projected to reach a scale of 100 billion yuan by 2025, with applications across various sectors [12] Group 10 - China Unicom reported a 5.2% year-on-year increase in net profit for the first three quarters, indicating positive performance in the telecommunications sector [18] - Other companies like Tonghuashun and Junshi Biosciences also reported significant profit increases and successful FDA inspections, respectively [18]