A股盘前播报 | 美联储如期“三连降” 存储龙头报价单月暴涨近50%

Macro - The Federal Reserve announced a rate cut of 25 basis points, marking the third cut in 2025, with expectations of only one more cut in 2026 [1] - Following the announcement, U.S. stock indices saw a short-term surge, and spot gold prices increased by $20 [1] Industry - Micron's NAND prices surged nearly 50% in a single month, with storage module manufacturers indicating that NAND shortages will become widespread after Q2 next year [2] - The rapid increase in NAND prices is attributed to unprecedented AI demand consuming storage chip capacity, potentially leading to a new round of price hikes in consumer electronics [2] - There are rumors of interest subsidy policies in the real estate sector, with Vanke's stock hitting the limit up, and several cities already implementing such policies [4] - If the interest subsidy policy is enacted, it could effectively reduce loan pressure for homebuyers and stimulate potential housing demand [4] Company - Kweichow Moutai and Wuliangye announced mid-term dividend distributions totaling approximately 40 billion yuan, with Moutai distributing on December 19 and Wuliangye on December 18 [3] - The high dividends from leading liquor companies reflect their robust financial health and commitment to rewarding investors, although high dividends should be considered alongside other investment value metrics [3]