A股晚间热点 | 又有外资看好！小摩上调A股评级至“超配”

Group 1 - The State Council emphasizes the importance of provincial-level coordination in basic medical insurance to enhance the insurance system's capacity and efficiency [1] - The meeting aims to improve the allocation of quality medical resources and strengthen grassroots medical service capabilities [1] Group 2 - JPMorgan has upgraded its rating on Chinese stocks to "overweight," citing attractive entry points and potential for significant gains in the coming year [2] - The bank highlights the return of some excess gains in the Chinese stock market as a favorable condition for investment [2] - Fidelity International's Matthew Quaife expresses optimism for the Chinese stock market, particularly in the technology sector, looking ahead to 2026 [2] Group 3 - The National Development and Reform Commission addresses concerns about a potential "bubble" in the humanoid robot industry, advocating for regulated and healthy development [3] Group 4 - The Ministry of Commerce expresses willingness to maintain close communication with the U.S. team to ensure the implementation of trade negotiation outcomes [7] Group 5 - The French President is set to visit China in early December to discuss major issues in the comprehensive strategic partnership and international cooperation [9] Group 6 - The consumer electronics sector is expected to gain momentum due to policy support and the launch of significant new products by major companies [11] - The global consumer electronics market is projected to reach $1,153.7 billion by 2030, with a compound annual growth rate of 2.8% [11] - The AI/AR market in China saw a remarkable year-on-year sales increase of 186% in the third quarter [12] Group 7 - China State Construction has secured three major projects totaling 10.67 billion yuan [14] - The gaming sector has seen 178 games approved in November by the National Press and Publication Administration [13] - The low-altitude economy is receiving financial support from Chongqing, with various regions competing in this sector [13]