财联社11月26日早间新闻精选

Group 1 - The Chinese government emphasizes the importance of high-quality technological supply to lead the construction of a modern industrial system, with plans to implement major national technological tasks for decisive breakthroughs in key areas [2] - Alibaba plans to "actively" invest in enhancing artificial intelligence capabilities, potentially exceeding its previously committed investment of 380 billion RMB over three years, indicating a strong demand for AI resources [3] - The National Space Administration of China has issued an action plan to promote the high-quality and safe development of commercial space, establishing a national commercial space development fund to encourage long-term and strategic investments [4] Group 2 - The significant increase in black tungsten concentrate prices, which have risen by 132% this year, is expected to be transmitted downstream, supported by strong demand in emerging sectors such as photovoltaic tungsten wire and military applications [7] - Alibaba's financial report for Q2 of fiscal year 2026 shows revenue of 247.8 billion RMB, a year-on-year increase of 4.8%, with adjusted earnings per ADS at 4.36 RMB, below market expectations [9] - The stock of *ST Suwu has been suspended due to major violations leading to forced delisting, while *ST Dongtong faces potential termination of listing due to fraudulent disclosures in annual reports [10] Group 3 - The U.S. stock market indices have collectively risen for three consecutive trading days, with the Dow Jones up by 1.43%, indicating a positive market sentiment [14] - The U.S. 10-year Treasury yield has fallen below 4% for the first time since late October, reflecting increased market expectations for aggressive interest rate cuts [19]