12月9日早餐 | 重要会议召开；英伟达盘中冲高

Market Overview - Major U.S. stock indices retreated ahead of the Federal Reserve's significant interest rate meeting, with the S&P 500 down 0.35%, Dow Jones down 0.45%, and Nasdaq down 0.14% [1] - Tesla shares fell over 3%, while chip indices saw gains, with Nvidia rebounding nearly 2% [1] - The Nasdaq Golden Dragon China Index rose by 0.08%, with Century Internet up 4.36% and Daqo New Energy up 4.29% [2] Economic Indicators - The yield on the 10-year U.S. Treasury reached a two-month high, and the U.S. dollar index climbed back above 99.00 [3] - Bitcoin briefly surpassed $92,000 before declining nearly 3% [3] - Commodity prices mostly fell, with oil dropping over 2% and gold reaching a new monthly low [3] Domestic Developments - The Central Committee of the Communist Party of China emphasized a stable economic approach for next year, focusing on expanding domestic demand and optimizing supply [5] - China Shipbuilding Group and China COSCO Shipping Group signed a new shipbuilding project contract in Shanghai worth over 50 billion yuan, marking the highest single domestic contract in the shipbuilding industry [5] Sector Insights - The consumer sector is expected to benefit from policies aimed at expanding domestic demand and optimizing supply chains, as highlighted in the recent Central Committee meeting [7] - The ice and snow economy is gaining momentum, with significant increases in bookings for skiing and related activities, reflecting a 70% year-on-year increase in domestic ski resort ticket reservations [8] - A research team from Tianjin University developed a low-corrosive organic dual chloride electrolyte for aluminum batteries, potentially enhancing their commercial viability [9] Robotics Industry - Zhiyuan Robotics announced the mass production of its 5,000th general-purpose embodied robot, marking a significant milestone in the commercialization of robotics technology [10] - The company has expanded its applications across various sectors, including entertainment, industrial manufacturing, and logistics [10] Corporate Announcements - Deep Sea Geometric plans to acquire 81% of the equity of 863 for approximately 97.52 million yuan, focusing on inspection and testing services [14] - Weidi Co. intends to acquire control of Jiuxing Precision Technology, which specializes in high-end household appliances [14]