智通港股早知道 | 美联储如期降息25基点但内部分歧加剧 刚果(金)设定新的钴出口条件

Group 1 - The Federal Reserve has lowered interest rates by 25 basis points for the third consecutive time this year, now setting the federal funds rate at a range of 3.5%-3.75% [1] - The Federal Open Market Committee (FOMC) voted 9 to 3 in favor of the rate cut, indicating increasing internal divisions regarding future policy direction [1] - The Fed announced a liquidity management measure, starting December 12, to purchase $40 billion in Treasury securities monthly to rebuild bank reserves that have significantly declined during the balance sheet reduction [1] Group 2 - The international silver price has reached a new historical high, with spot silver rising by 1.88% to $61.81 per ounce, and COMEX silver futures increasing by 2.24% to $62.20 per ounce [2] - Major U.S. stock indices saw gains, with the Dow Jones Industrial Average up by 497.46 points (1.05%), the S&P 500 up by 46.17 points (0.67%), and the Nasdaq Composite up by 77.67 points (0.33%) [2] - Notable increases were observed in large tech stocks, with Qualcomm rising over 3%, and several storage concept stocks reaching new highs, including Western Digital up over 7% [2] Group 3 - Glencore has not commented on reports suggesting it may become the first company to export cobalt under the new quota system in the Democratic Republic of Congo [3] - The new quota system allows Glencore to ship its first batch of cobalt after paying a 10% royalty fee, while another company, China Molybdenum, is also preparing for exports [3] Group 4 - Samsung SDI has signed a contract for lithium iron phosphate (LFP) battery orders worth over 2 trillion KRW (approximately $13.6 billion) with an unnamed U.S. energy infrastructure company [4] - The contract involves the delivery of LFP battery cells for a battery energy storage system solution, marking a significant shift from ternary batteries to LFP batteries for Korean battery manufacturers [4] Group 5 - The Democratic Republic of Congo has implemented stricter cobalt export regulations, introducing mandatory quota checks and prepayment of royalties, which may complicate the newly launched export quota system [5] - This policy is expected to impact the global cobalt supply rhythm in the short term [5] Group 6 - Quark AI glasses are currently out of stock on major e-commerce platforms, with a shipping delay extended to 45 days due to limited production capacity [6] - The company is working on increasing production to meet the high demand, which has already exceeded its future capacity for the next 45 days [6] Group 7 - Hainan Airport has completed the overseas investment procedures for acquiring a controlling stake in Meilan Airport, with a transaction value of 2.339 billion CNY [7] - The company plans to proceed with a comprehensive buyout offer for all issued domestic shares and H-shares following the completion of the share transfer [7] Group 8 - Lens Technology plans to acquire 100% of PMG International Co., Ltd., a liquid cooling and server cabinet company, to expand into AI computing infrastructure [8] - The specific transaction amount and terms will be determined after due diligence and negotiations [8] Group 9 - Sunny Optical Technology reported a total shipment of 12.634 million vehicle lenses in November, a year-on-year increase of 69.4% [9] - The company also reported a shipment of approximately 119 million mobile phone lenses, reflecting a year-on-year growth of 7.5% [9] Group 10 - Shanghai Pharmaceuticals has received approval from the National Medical Products Administration for the marketing application of its drug SPH3127 [11] - The approval allows the company to proceed with the commercialization of this product in China [11] Group 11 - Gilead Sciences has had its new drug application for ASC40, a first-in-class FASN inhibitor for treating moderate to severe acne, accepted by the National Medical Products Administration [12] - This marks a significant step in the development of innovative treatments in the dermatology sector [12] Group 12 - China National Heavy Duty Truck Corporation is benefiting from a significant increase in domestic heavy truck sales, with November sales reaching approximately 100,000 units, a year-on-year growth of about 46% [13] - The company is on track to meet its annual sales target of 300,000 units and plans to maintain a cautious capital expenditure strategy from 2025 to 2027 [14]