智通港股早知道 | 特朗普称哈塞特为“潜在的”美联储主席 苹果(AAPL.US)续创历史新高

Group 1: Federal Reserve and Economic Outlook - President Trump has named Kevin Hassett as a potential candidate for the next Federal Reserve Chair, with an announcement expected in early 2026 [1] - The probability of a 25 basis point rate cut by the Federal Reserve in December is 89.2%, while the probability of maintaining the current rate is 10.8% [1] - The OECD predicts that developed economies will end their current rate-cutting cycle by the end of 2026, indicating limited policy easing space for major central banks despite potential economic slowdowns [1][3] Group 2: Stock Market Performance - U.S. stock markets saw gains, with the Dow Jones Industrial Average rising by 185.13 points to 47,474.46, a 0.39% increase [2] - Apple Inc. continues to reach new historical highs, marking its seventh consecutive day of gains, while Intel and Nvidia also saw significant increases [2] Group 3: Economic Growth Projections - The OECD has raised its 2025 economic growth forecast for China to 5%, up from a previous estimate of 4.9% [3] Group 4: Semiconductor Market Insights - Morgan Stanley forecasts that the humanoid robot semiconductor market will reach $305 billion by 2045, with a demand growth of approximately 15% from 2025 to 2030, followed by a 40% increase thereafter [4] Group 5: Strategic Partnerships and Innovations - EVE Energy has entered into a comprehensive strategic cooperation agreement with China Gas, focusing on energy storage technology innovation and the large-scale application of clean energy [8] - XPeng Motors and Huawei have jointly launched the next-generation DriveONE range extender generator, achieving a power density of 1.88 kW/kg and an efficiency of over 92% [5][8] Group 6: Corporate Developments - JD.com has acquired approximately 59.8% of Ceconomy’s equity and voting rights, with total holdings expected to reach 85.2% after the transaction [10] - Black Sesame Intelligence plans to invest approximately RMB 400 million to RMB 550 million to acquire a majority stake in Zhuhai Yizhi Electronic Technology [14]