喜娜AI速递：昨夜今晨财经热点要闻｜2025年11月24日

Group 1 - Citic Securities predicts that A-shares may experience "sharp declines followed by slow increases," suggesting a potential opportunity for increased allocation towards A-shares and Hong Kong stocks by the end of the year, particularly in traditional manufacturing and companies expanding overseas [2] - Bank of America strategist Michael Hartnett indicates that multiple asset classes are showing signs of "liquidity peak," with the Federal Reserve facing pressure to cut interest rates, which may benefit long-term zero-coupon bonds, Bitcoin, and mid-cap stocks [2] - The Federal Reserve is experiencing significant internal disagreement regarding potential interest rate cuts, with a 71% probability of a 25 basis point cut in December according to CME FedWatch, despite some officials expressing caution [2] Group 2 - Unisplendour Technology has urged for a resolution regarding the control issues of Nexperia, as the latter's unilateral actions threaten the stability of the global semiconductor supply chain, with potential revenue risks if control is not restored by the end of 2025 [3] - Japan is facing a "triple whammy" of stock, bond, and currency sell-offs due to government fiscal and monetary policies, leading to rising bond yields and a depreciating yen, raising concerns about global liquidity [3] - Recent strategy meetings by various brokerages highlight a consensus on structural opportunities in A-shares, with an expected economic growth rate of 4.9%-5.0% and a shift from sentiment-driven to performance-driven market dynamics [3] Group 3 - The e-commerce sector in Hangzhou is witnessing a significant transformation, with a mass exit of internet celebrities leading to a sharp decline in rental prices, while new trends such as brand self-broadcasting and AI digital personas are emerging [4] - The low-altitude economy in China is projected to reach a market size of 1.5 trillion yuan by 2025 and exceed 2 trillion yuan by 2030, driven by advancements in low-altitude equipment and rapid logistics development [5] - The pharmaceutical sector has seen a complete clearance of "doubling base" stocks this year, with a structural rise concentrated in innovative drug companies, and institutions believe that the adjustment phase is nearing its end, potentially leading to a rebound [5]