Group 1 - MSCI announced the results of its index review, with adjustments to the MSCI China Index effective after the market close on November 24, 2025, including the addition of 26 Chinese stocks and the removal of 20 stocks [1] - The inclusion of stocks in the MSCI China Index means they will also enter the MSCI Global Standard Index series, attracting passive fund tracking, while removed stocks will face passive selling from related index funds [1] - Historical experience indicates that passive funds typically adjust their holdings on the last trading day, leading to significant trading volume changes, especially in the closing period [1] Group 2 - Moore Threads, referred to as the "Chinese version of Nvidia," will begin subscription on Monday, with an issue price of 114.28 yuan per share, making it the highest-priced IPO of the year [2] - The company focuses on the research, design, and sales of GPUs and has launched four generations of GPU architectures since its establishment in 2020, targeting high-performance computing fields [2] - As of the announcement date, Moore Threads has not yet achieved profitability, with projected revenues of 0.46 billion yuan in 2022, 1.24 billion yuan in 2023, and 4.38 billion yuan in 2024, alongside significant net losses [2] Group 3 - The first large-capacity all-solid-state battery production line in China has been established by GAC Group, capable of mass production of automotive-grade batteries with over 60Ah capacity [11] - The developed all-solid-state batteries have nearly double the energy density compared to existing batteries, with a range exceeding 1000 kilometers after usage [11] - The plan includes small-scale vehicle testing by 2026 and gradual mass production from 2027 to 2030 [11] Group 4 - Changxin Storage announced its latest DDR5 product series, achieving the highest speed of 8000Mbps and the highest particle capacity of 24Gb, marking a significant advancement in domestic storage chip technology [12] - The new DDR5 series and the latest LPDDR5X mobile memory are positioned among the industry's top tier in both speed and capacity [12] Group 5 - 16 hard technology-themed funds have been approved simultaneously, including several ETFs focused on AI and semiconductor sectors, indicating a growing interest in technology investments [9] - The approval of these funds suggests an influx of incremental capital into the hard technology sector, which may enhance market dynamics [9]
事关A股!重磅调整,即将生效!
Sou Hu Cai Jing·2025-11-23 15:45