ETF早盘速递：航空航天ETF、券商ETF、港股通科技ETF等有利好催化

Group 1: Market Overview - A-shares and Hong Kong stocks opened higher due to favorable conditions such as rising expectations for a Federal Reserve rate cut and increased allocation space for insurance capital [1] - In A-shares, the CPO (communication) and brokerage sectors led the gains, with notable increases in stocks like Ruida Futures and Tianfu Communication [1] - In Hong Kong stocks, the technology and insurance sectors were the top performers, with Baidu Group and SMIC seeing significant price increases [1] Group 2: Federal Reserve Meeting - The Federal Open Market Committee (FOMC) meeting is scheduled for December 9-10, with an 88% probability of a rate cut in December and two expected cuts in 2026 [2] - Upcoming meetings, including the Central Political Bureau and Central Economic Work Conference, are anticipated to provide market direction and liquidity signals [2] Group 3: Commercial Aerospace - The global satellite launch numbers are expected to continue growing rapidly as countries accelerate their commercial satellite constellation development [3] - China is entering a phase of accelerated satellite internet deployment, with plans to launch over 25,000 satellites under various constellations [3] Group 4: Semiconductor Industry - Global semiconductor sales surged by 33% year-on-year in October, reaching $71.3 billion (approximately 504 billion RMB), driven by a 90% increase in DRAM sales [4] - The demand surge is attributed to artificial intelligence (AI) driving the need for high-bandwidth memory (HBM), impacting the production of standard DRAM and 3D NAND [4] Group 5: Innovative Pharmaceuticals - The 2025 Innovative Drug High-Quality Development Conference announced the addition of 114 new drugs to the national medical insurance directory, including 50 first-class innovative drugs [5] - The total number of drugs in the national medical insurance directory will increase to 3,253, enhancing coverage for critical areas such as cancer, chronic diseases, and rare diseases [5] Group 6: Non-Bank Financials - Regulatory measures will strengthen classification supervision, optimizing evaluation indicators for quality institutions and expanding capital space and leverage limits [6]