11月27日证券之星午间消息汇总：美国将部分对华关税豁免期延长至2026年11月10日

Macro News - The National Development and Reform Commission (NDRC) held a meeting to address the issue of chaotic price competition in certain industries, emphasizing the need for standards to recognize costs associated with such competition [1] - The U.S. Trade Representative announced an extension of tariff exemptions on certain Chinese goods related to technology transfer and intellectual property issues until November 10, 2026 [1] - The probability of a 25 basis point rate cut by the Federal Reserve in December is at 84.9%, with a cumulative probability of a 25 basis point cut by January 2024 at 66.4% [1] Industry News - The Central Cyberspace Affairs Commission emphasized the need for stricter management of financial "self-media" and MCN accounts, aiming to enhance the detection and handling of enterprise infringement information [2] - The Ministry of Commerce plans to promote automotive consumption reform trials, expanding the second-hand car market and various automotive aftermarket services [3] Insurance Sector - The China Insurance Industry Association warned against a platform named "Anwo Gubao," which falsely claims to offer stock investment insurance products without regulatory approval [4] - Consumers are advised to be cautious of illegal financial activities masquerading as insurance and to purchase insurance products only from legitimate companies [5] Sector Insights - CITIC Securities reported that dairy prices are stabilizing, with demand for dairy products under pressure, while the beef market may see a supply decrease in 2026, indicating potential price increases [6] - Dongxing Securities noted that the artificial intelligence industry is experiencing a favorable environment due to policy, technology, and demand factors, with strong growth potential [6] - Huaxin Securities highlighted that the new energy vehicle industry is optimizing supply and demand dynamics, with prices at a low point, presenting good investment opportunities [7]