12月投资事件早知道（12月4日-12月31日）

Macro Policy and Global Market - The Federal Reserve is expected to implement a "rate cut + balance sheet reduction" strategy, with a 25 basis point rate cut anticipated at the December FOMC meeting, supported by softening inflation data and weak labor market indicators [2][3] - The probability of a 25 basis point rate cut by the Federal Reserve has risen to 89% as of December 4, 2023, indicating a shift in monetary policy that may weaken the dollar's long-term strength and benefit non-USD assets [2] - The launch of the Hainan Free Trade Port on December 18 is a significant event for China's opening-up strategy, expected to release policy dividends that will benefit industries such as duty-free consumption and cross-border trade [3] Industry and Sector - The AI industry is entering a critical phase of application explosion, with significant advancements in robotics, computing power, AI chips, and brain-computer interfaces [5] - The penetration of smart technology in the automotive sector continues to rise, with companies like Leap Motor being recognized in major indices, indicating market confidence in smart electric vehicle manufacturers [6] - AI is significantly lowering content creation costs in the film and gaming industries, with several major releases scheduled for December, showcasing the transformative impact of AI on creative processes [6] - The biopharmaceutical sector is focusing on innovation and integration, with key conferences scheduled to discuss advancements in oncology and high-end manufacturing technologies [6] Company Analysis - Certain companies are positioned to benefit from recent market events, such as the listing of a domestic AI chip company on December 5, which marks a milestone in the domestic GPU/AI chip sector [8] - Leap Motor's inclusion in the Hang Seng Technology Index on December 8 is expected to enhance liquidity and market attention, affirming the company's fundamentals and growth prospects [8] - The R&D day for a biopharmaceutical company on December 8 serves as a critical window to showcase pipeline progress and technological capabilities [8] - A company is set to release a co-branded AI glasses product on December 29, indicating a shift from concept to consumer-grade AI hardware, which will be closely monitored for product performance and sales [8]