盘前必读丨苹果股价七连涨续创历史新高；芯片大佬虞仁荣再度大手笔捐赠股份

Market Performance - The US stock market experienced a slight increase with the Dow Jones up by 0.39%, S&P 500 up by 0.25%, and Nasdaq up by 0.59% [1] - Technology stocks led the gains, with notable increases in Microsoft (0.67%), Amazon (0.23%), Apple (1.09%), Nvidia (0.86%), Alphabet (0.29%), Meta (0.97%), and Intel (8.65%) [1] Chinese Market Performance - The Nasdaq China Golden Dragon Index fell by 0.65%, closing at 7808.98 points, with mixed performances among individual stocks [2] - Xpeng Motors dropped nearly 8%, while Li Auto saw an increase of nearly 1% [2] Boeing and Commodities - Boeing shares surged by 10.15% due to market expectations of significant delivery increases for its 737 and 787 models next year [3] - Crude oil prices saw a decline, with NYMEX light crude for January 2026 settling at $58.64 per barrel, down 1.15% [3] Global Economic Outlook - The OECD projected global economic growth rates of 3.2% for this year and 2.9% for next year, consistent with previous forecasts [3] - The report highlighted supportive macro policies and positive expectations for new technologies, particularly in AI, as key drivers of global demand [3] Regulatory Developments - The State Administration for Market Regulation initiated revisions to the National Food Safety Incident Emergency Plan, seeking public feedback until January 2, 2026 [4] - The National Development and Reform Commission emphasized high-quality development and the establishment of a modern industrial system in a recent article [5] M&A and Data Sector Initiatives - The China Interbank Market Dealers Association announced optimizations to the merger and acquisition notes mechanism to better support corporate restructuring [6] - A joint opinion was released by several government departments to enhance data-related academic and talent development [6] Company Announcements - Tianpu Co. completed its verification work and resumed trading [7] - Jiangbolong plans to raise up to 3.7 billion yuan for AI-related high-end memory projects [7] - Aikang Co. intends to acquire 100% of Dongguan Silky for 2.2 billion yuan to expand into data center liquid cooling [7] Market Predictions - Zhongyuan Securities expects the Shanghai Composite Index to consolidate around 4000 points, with a rotation between cyclical and technology sectors [8] - Debang Securities noted a rapid rotation in the market, indicating insufficient new capital inflow [8] - Datong Securities anticipates a short-term range-bound market with a higher probability of upward movement in the medium to long term [8]