影响市场重大事件：豆包手机助手发布技术预览版，可在工程样机nubia M153上体验；北京拟加强“人工智能+政务服务”统筹建设，强化政务领域大模型顶层设计

Group 1 - Doubao Mobile Assistant has released a technical preview version, which can be experienced on the engineering prototype nubia M153, developed in collaboration with ZTE [1] - Doubao is currently negotiating with multiple mobile manufacturers for assistant cooperation and has no plans to develop its own mobile phones [1] Group 2 - UBS Securities predicts that the profit growth rate of all A-shares in 2026 is expected to rise to 8% from 6% this year, driven by macro policies and increased long-term capital inflow [2] - The current equity risk premium in the A-share market remains above historical averages, while other emerging markets are below long-term averages [2] Group 3 - The Ministry of Industry and Information Technology encourages leading Chinese companies in photovoltaic, wind power, lithium batteries, and new energy vehicles to "go global" and promote green infrastructure [3] - The focus is on deepening international cooperation in green technology and standards [3] Group 4 - Beijing plans to strengthen the integration of "Artificial Intelligence + government services" and enhance the top-level design of large models in the public sector [4] - The initiative includes improving data quality and resource management for digital governance [4] Group 5 - CITIC Securities suggests a strategy of opportunistic layout in preparation for the year-end market, with a focus on sectors like AI, new energy, and innovative pharmaceuticals [5] - Key dates include the Federal Reserve's meeting on December 10 and the Central Economic Work Conference [5] Group 6 - TrendForce reports that the supply of NAND Flash wafers is tightening, with contract prices for some products increasing by over 60% in November due to strong demand from AI applications and enterprise SSD orders [6] - The prioritization of production capacity for high-margin products has led to significant price increases across all capacity segments [6] Group 7 - Liaoning Province's 14th Five-Year Plan emphasizes the development of core artificial intelligence industries and innovation in industrial software [7] - The plan aims to create a comprehensive AI industry ecosystem covering computing power, algorithms, data, and applications [7] Group 8 - The National Energy Administration emphasizes the need to improve power supply reliability and quality in response to rising public expectations [8] - The focus is on enhancing voltage stability and addressing power quality indicators beyond just supply continuity [8] Group 9 - Amazon and Google are set to launch a joint multi-cloud network service on December 3, aimed at meeting the growing demand for reliable connectivity [9] - The new service combines AWS's Interconnect and Google's cross-cloud interconnect technology to enhance network interoperability [9] Group 10 - The State Administration for Market Regulation has officially accepted registration applications for infant liquid milk formula products, aligning their management with that of infant formula powder [10] - This change is part of a broader regulatory update to streamline the registration process for infant nutrition products [10]