今日A股市场重要快讯汇总｜2025年11月27日

Group 1: Company Announcements - Windfar High-Tech announced on November 26 that it has been focusing on emerging market applications this year, positioning AI computing power as one of its core business directions, and has accelerated product development based on market demand, successfully integrating into the supply chain of leading domestic AI server clients with a strong order backlog and rapid business growth [1] - Shanghai Pudong Development Bank announced it will hold a meeting for the bondholders of Vanke Enterprise Co., Ltd.'s 2022 fourth phase medium-term notes to discuss the extension of related matters; the bond, named "22 Vanke MTN004," has a balance of 2 billion yuan, with a principal repayment date set for December 15, 2025 [2] Group 2: Macroeconomic and Market Analysis - The profit data for industrial enterprises above designated size in China from January to October will be released today at 09:30, which is an important reference for assessing the economic climate in the industrial sector, and the market will closely monitor its implications for the recovery momentum in manufacturing [3] Group 3: Institutional Views and Market Analysis - JPMorgan economists have revised their forecast, now expecting the Federal Reserve to initiate interest rate cuts in December, reversing their previous assessment that cuts would be delayed until January; the team, led by Chief Economist Michael Feroli, noted that statements from several key Federal Reserve officials, particularly New York Fed President Williams, supporting recent rate cuts prompted this reassessment, with expectations of two 25 basis point cuts in December and January [4] Group 4: Peripheral Markets and Related Assets - U.S. stock indices collectively rose on Wednesday, with the Dow up 0.67%, Nasdaq up 0.82%, and S&P 500 up 0.69%; most large tech stocks saw gains, with Oracle rising over 4%, Broadcom and AMD up over 3%, and Intel up over 2%, while Google fell over 1% [5] - Dell Technologies opened up 6.0% due to strong AI server order performance in Q3; Deere fell 3.9% with a decline in net profit for Q4; HP dropped 2.8% as rising memory chip prices affected its fiscal year outlook; Urban Outfitters surged 11.9% after exceeding Q3 earnings expectations; Nutanix fell 12.8% despite adjusted earnings and revenue growth but lowered revenue outlook [6] - The Nasdaq Golden Dragon China Index experienced volatility, initially rising over 0.5% before retreating to a decline of over 0.5%, with notable movements in stocks like New Oxygen and Alibaba [7][8] - Bitcoin rose 3.05% to surpass $90,000, while Ethereum increased 1.63% above $3,000, indicating a recovery in cryptocurrency market sentiment that may indirectly influence risk asset preferences [9][10] Group 5: Central Bank Dynamics - The Federal Reserve's Beige Book indicated little change in economic activity since the last report, with most districts maintaining this assessment; two districts noted moderate declines, while one reported moderate growth; employment numbers slightly decreased, with half of the regions indicating weak labor demand; prices rose moderately, and several reports highlighted that tariffs have led to narrowed profit margins or financial pressures on businesses [11][12][13][14]