每周回顾 公募基金年内定增整体浮盈比例超32%；OpenAI前研究员姚顺雨入职腾讯

Group 1: Monetary Policy and Economic Indicators - The Bank of Japan raised interest rates by 25 basis points to 0.75%, marking the second increase this year and the highest level since September 1995 [1] - China's Consumer Price Index (CPI) rose by 0.7% year-on-year in November, the highest increase this year, driven by rising food prices and stable service prices [2] Group 2: Corporate Developments - TikTok's CEO announced the establishment of a new joint venture in the U.S. for data security and algorithm safety, with ByteDance retaining full control over other business operations [3] - Major air conditioning companies, including Midea and Haier, have formed a self-regulatory agreement to promote the use of aluminum in air conditioning systems, while Gree has not joined this initiative [4] - Tencent has restructured its AI development framework, appointing former OpenAI researcher Vinces Yao as Chief AI Scientist to enhance its capabilities in large model development [5] Group 3: Technology and Market Trends - Tesla has begun testing its Robotaxi service without safety drivers, which has positively impacted its stock price, increasing by 3.6% [6][7] - Ant Group's AI health app "Antifufu" saw a surge in downloads, reaching over 15 million monthly active users, with a compound growth rate of 83% [8] Group 4: Financial Performance and Market Activity - Micron Technology reported that all its high-bandwidth memory (HBM) orders for 2026 are sold out, with a projected market size of $100 billion by 2028 [9] - Public funds have actively participated in private placements, with a total investment of 34.088 billion yuan, achieving a floating profit ratio of 32.93% [10] Group 5: Fund Management and IPOs - The money market fund sector is experiencing a "purchase limit wave," with over 30 fund companies implementing restrictions on large subscriptions [11][12] - The stock of Muxi Co., Ltd. surged by 693% on its debut, setting a new record for IPO returns, although it faced significant volatility the following day [15] Group 6: Valuation and Investment - OpenAI's valuation has reportedly increased to $750 billion, reflecting a 50% rise from its previous valuation of $500 billion in October [16]