FII(SH:601138) Di Yi Cai Jing·2025-11-26 23:21Market Overview - The Shanghai Composite Index faces strong resistance above 3900 points, with expectations of short-term consolidation and reduced trading volume [1][8] - The A-share market sentiment is cautious, with accelerated sector rotation and insufficient sustainability of market hotspots [8] U.S. Market Performance - U.S. stock markets continued their upward trend, with the Dow Jones up 0.67%, Nasdaq up 0.82%, and S&P 500 up 0.69% [3] - Notable tech stocks showed mixed performance, with Tesla and Microsoft rising by 1.7%, while Amazon and Meta experienced slight declines [3] Company Highlights - Dell surged by 5.8% due to strong demand for AI data center servers, exceeding quarterly earnings expectations [3] - Oracle's stock rose by 4.05%, with Deutsche Bank projecting minimal impact on earnings despite the exclusion of OpenAI-related revenue [3] - Li Auto reported a third-quarter operating loss of RMB 1.2 billion [7] Regulatory and Policy Developments - The Ministry of Industry and Information Technology, along with five other departments, issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for significant optimization by 2027 [4][5] - A three-month special action named "Clean Beijing" was launched to combat illegal financial activities online, focusing on social media and live streaming platforms [6] Other Notable Events - The film "Zootopia 2" achieved a record-breaking box office of RMB 213 million on its opening day, becoming the highest single-day box office for an imported animated film in China [6] - The stock of *ST Dongtong received a notice of termination of listing, while *ST Guangdao's stock will also be delisted [10]