喜娜AI速递：昨夜今晨财经热点要闻｜2025年12月13日

Group 1 - The Central Economic Work Conference outlined the economic tasks and policy directions for 2026, emphasizing stable progress and the implementation of proactive fiscal and moderately loose monetary policies [2][7] - The A-share market saw significant index adjustments, enhancing the innovation attributes of indices like the STAR 50, with a focus on new emerging industry leaders [2][7] - Enjie Co., a leading lithium battery separator supplier, announced plans to acquire 100% of Zhongke Hualian, aiming to expand its product matrix and reduce supply chain risks [2][7] Group 2 - Broadcom's AI market sales outlook fell short of investor expectations, leading to a 12% drop in stock price, marking the largest decline in 10 months [3][8] - Following a 25 basis point rate cut by the Federal Reserve, market attention is on the 2026 interest rate trajectory, with most Wall Street firms predicting two rate cuts totaling 50 basis points [3][8] - The stock private equity position index reached a new high of 82.98%, indicating strong confidence among large private equity firms in the ongoing market conditions [3][8] Group 3 - The price of Moutai has dropped below the psychological threshold of 1499 yuan, facing challenges in consumer demand and the need to return to genuine consumption [3][8] - The Central Economic Work Conference highlighted the need to address local fiscal difficulties and improve the local tax system, with expectations for increased government debt next year [4][9] - The A-share market experienced a surge, particularly in the electric equipment sector, with 19 stocks hitting the daily limit up [4][10]