开盘：三大指数集体高开 创指涨近1% 可控核聚变板块涨幅居前

Market Overview - The three major indices opened higher, with the Shanghai Composite Index at 3878.23, up 0.05%, the Shenzhen Component Index at 13116.19, up 0.48%, and the ChiNext Index at 3134.80, up 0.89% [1] Regulatory Developments - The Chairman of the China Securities Regulatory Commission (CSRC), Wu Qing, emphasized the importance of advancing the "14th Five-Year Plan" for the capital market and deepening comprehensive reforms in investment and financing [2] - The State Council issued opinions to strengthen regulation of the electronic cigarette industry, targeting illegal production and sales [2] - The Market Supervision Administration called for a comprehensive rectification of "involution-style" competition to promote a healthy market order [2] - The Ministry of Commerce has approved some general export license applications for rare earths [2] Corporate Actions - TikTok's CEO announced the establishment of a new joint venture in the U.S. for data protection and content moderation, while ByteDance will retain full control over this entity [2] - Microsoft is reportedly collaborating with Kimi to automate Office products in response to local competition [3] - Various companies are undergoing significant changes, including a planned acquisition by Zhongwei Company and a control change by Xusheng Group [3] Market Sentiment and Predictions - Dongguan Securities noted that the A-share market is experiencing a phase of adjustment, with a potential for a spring rally as liquidity improves [7] - Zhongyuan Securities observed a mixed performance in the A-share market, with certain sectors like aerospace and pharmaceuticals performing well, while others like consumer electronics and securities lagged [7] Economic Indicators - The U.S. November CPI increased by 2.7% year-on-year, lower than the expected 3.1%, indicating potential easing in inflation [4] - The European Central Bank maintained its deposit rate at 2.00%, signaling stability in monetary policy [4] Investment Outlook - Goldman Sachs predicts that gold prices may rise by 14% to $4900 per ounce by December 2026, indicating a bullish outlook on precious metals [5] - OpenAI is reportedly planning to raise up to $100 billion at a valuation of $830 billion, reflecting strong investor interest in technology [6]