音频 | 格隆汇12.5盘前要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P·2025-12-04 23:17

Group 1 - The U.S. stock market showed mixed results with major indices fluctuating, Meta's stock rising over 3%, and the Chinese concept index increasing by 0.39% [2] - The U.S. Treasury debt has surpassed $30 trillion, doubling since 2018 [2] - The U.S. oil futures rose by over 1.2%, while natural gas prices in New York climbed above $5 [2] - The European retail sales for October increased by 1.5% year-on-year, exceeding expectations, while month-on-month figures remained flat [2] - The number of layoffs reported by Challenger companies in the U.S. for November was 71,300, a decrease of 53.4% month-on-month [2] Group 2 - The Chinese Ministry of Commerce is accelerating the promotion of new consumption formats, models, and scenarios, as well as the construction of an international consumption environment [2] - New regulations for food delivery services have been introduced, prohibiting platforms from forcing merchants to promote or transfer costs [2] - The People's Bank of China conducted a reverse repurchase operation of 1 trillion yuan on December 5 [2] - The Chinese Center for Disease Control reported that the national flu epidemic is currently at a high level of prevalence [2] Group 3 - Cambrian Technology has been reported to plan to double its chip production in an effort to replace NVIDIA products in China, with Bernstein setting a target price of 2,000 yuan for the company [2][3] - The company has stated that media and online information regarding its products, clients, and capacity forecasts are misleading [2] - The stock of Aerospace Electromechanical has been noted to not involve commercial aerospace in its main business [3]