音频 | 格隆汇12.22盘前要点—港A美股你需要关注的大事都在这

Global Market Insights - Major global markets are entering a "Christmas mode" with the release of key economic data such as US GDP [1] - US stock indices collectively rose last Friday, with the Nasdaq increasing by 1.31% and Nvidia rising nearly 4% [1] - New York silver prices reached a historical high, approaching $68, with an approximate increase of 8.7% last week [1] - Concerns regarding AI have led Australia's largest pension fund to plan a reduction in global stock allocations [1] - The US military announced a $3.5 billion procurement for 72 missile warning and tracking satellites, marking the largest transaction for low Earth orbit constellations to date [1] - Former President Trump reached an agreement with nine pharmaceutical companies to significantly lower drug prices [1] - Elon Musk became the first individual to reach a net worth of $700 billion [1] - The US House of Representatives is proposing a tax "safe harbor" for stablecoins and cryptocurrency staking [1] Greater China Region Insights - A-shares are expected to reach a record high in dividend payouts by 2025 [1] - The Ministry of Commerce reported that foreign investment in China from January to November 2025 was 693.18 billion yuan, a year-on-year decrease of 7.5% [1] - Shanxi province has abolished its "fireworks ban," with the China Fireworks Association expressing support [1] - Hong Kong is expected to issue its first batch of stablecoin licenses in early 2026 [1] - Shanghai has released its first "Game Ten Measures" to support the development of the gaming industry [1] - Moore Threads launched the Lushan chip, claiming a 15-fold performance improvement for 3A games [1] - The new GPU architecture from Moore Threads can support clusters of up to 100,000 cards [1] - Several accounts involved in spreading rumors and illegal stock recommendations have been dealt with [1] - Today, Hong Kong stocks including Huazhi Biotechnology-B, BenQ Hospital, Nanhua Futures, and Impression Dahongpao are set to be listed, along with six stocks including Woan Robotics for subscription [1] - Today, A-shares for Shaanxi Tourism and Xin Guangyi are available for subscription [1] - Selected announcements include Qingdao Port's plan to invest 9.097 billion yuan in the first phase of the Dongjiakou container terminal project, and Huati Technology stating it does not engage in commercial aerospace-related business [1] - A-share investment warning includes Zhuoran Co. and its actual controller receiving a notice of investigation [1]