A股晚间热点 | 外资又来唱多！中国股市有望进一步上涨

Group 1 - Morgan Stanley predicts that the MSCI China Index may rise over 3% to 90 points by the end of next year, with year-end targets for the Hang Seng Index at 27,500 points and the CSI 300 Index at 4,840 points, representing increases of approximately 4% and 5% respectively [1] - Semiconductor company SMIC has received a large number of urgent orders for storage products, including NOR/NAND Flash and MCU, leading to a temporary decrease in mobile phone business share as non-urgent orders are postponed [1][2] - XPeng Motors reported Q3 revenue of 20.38 billion yuan, a year-on-year increase of 101.8% and a quarter-on-quarter increase of 11.5%, while net loss narrowed to 380 million yuan from 1.81 billion yuan a year earlier [1][3] Group 2 - The Ministry of Finance reported that securities transaction stamp duty revenue in October was 18.1 billion yuan, a year-on-year increase of 17.53% but a month-on-month decrease of 30.7%, indicating a cooling in market trading activity [1][5] - The National Medical Products Administration has issued guidelines to support the development of the cosmetics industry, particularly focusing on products for the elderly, aligning with the national strategy for the aging population [1][6] - Berkshire Hathaway's investment in Google has seen a floating profit of over 45% since acquiring shares at an average price of $200 in Q3, with expectations for the upcoming release of Google's AI model, Gemini 3.0 [1][7] Group 3 - The first clinical implantation of a domestically developed brain-computer interface chip has been successfully completed, marking a significant milestone for China's chip development [1][9] - In October, 19 provinces in China reported infrastructure project commencement rates exceeding 50%, indicating strong momentum in the construction sector [1][10] - Guangdong province is increasing direct financing support for the silver economy, reflecting a growing focus on the needs of the elderly population [1][10]