11月24日早餐 | 谷歌新模型持续发酵；摩尔线程今日申购

Market Overview - US stock market rebounded last Friday, with the Dow Jones up 1.08%, Nasdaq up 0.88%, and S&P 500 up 0.98% [1] - Notable stock performances include Google A rising 3.53% to a record closing high, while Nvidia and Tesla fell by 0.97% and 1.05% respectively [1] Economic Indicators - The US Bureau of Labor Statistics canceled the October CPI release, with the November CPI set to be published on December 18, excluding month-on-month changes [2] - The preliminary S&P Global Composite PMI for November is 54.8, the highest in four months, indicating accelerated growth in the services sector and a slowdown in manufacturing [2] Technology Developments - Google announced the launch of its data analytics platform BigQuery AI and revealed its computing power goal to double every six months [4] - Nvidia is reportedly considering selling H200 chips to China, which could enhance its market position [3][13] Healthcare Sector - Eli Lilly became the first healthcare company globally to surpass a market capitalization of $1 trillion [6] Energy Sector - The second unit of the "Hualong One" nuclear power plant in Fujian successfully connected to the grid, marking significant progress in its mass construction [17] - The plant is expected to provide over 60 billion kilowatt-hours of clean energy annually, meeting 75% of the electricity demand for Xiamen and Zhangzhou [17] Semiconductor Industry - ChangXin Storage showcased its latest DDR5 memory products with speeds up to 8000 Mbps at the 22nd China International Semiconductor Expo [16] - The company aims to increase its production capacity to 300,000 wafers per month by the end of 2025, representing a nearly 50% year-on-year growth [16] Investment Opportunities - A total of 16 hard technology-themed funds were approved simultaneously, including the first batch of AI ETFs and chip ETFs, signaling a positive regulatory environment for investments in high-tech sectors [10][12] - The recent approval of technology ETFs is expected to guide funds towards high-quality companies in the A-share market, stabilizing market sentiment [12]