智通港股早知道 | 国际金银续创新高 明年英伟达(NVDA.US)GB300出货量可达5.5万台
NvidiaNvidia(US:NVDA) 智通财经网·2025-12-23 01:47

Group 1 - The Ministry of Finance and another department issued opinions to implement the State Council's notice on domestic product standards in government procurement, defining that domestic products must be produced within the borders of China [1] - The notice specifies that products produced in special customs supervision areas, such as bonded zones, are considered produced in China, and medical devices with the necessary registration certificates are also included [1] Group 2 - The international gold and silver markets continue to reach new highs, with COMEX gold futures rising by 2.13% to $4480.6 per ounce and silver futures increasing by 2.37% to $69.09 per ounce [2] - Major U.S. stock indices saw gains, with the Dow Jones Industrial Average up 0.47%, the S&P 500 up 0.64%, and the Nasdaq Composite up 0.52%, indicating a positive market trend [2] Group 3 - The National Medical Products Administration released the "Internet Drug and Medical Device Information Service Filing Management Regulations," which will standardize the filing process for internet-based medical services [3] - This regulation aims to guide local authorities in managing the filing process effectively, impacting pharmaceutical e-commerce platforms in Hong Kong [3] Group 4 - Hong Kong's Financial Secretary highlighted the region's significant potential in developing a commodities market, emphasizing its role in serving both national and global needs [4] - The global supply and demand dynamics for various commodities are undergoing profound changes driven by geopolitical factors, technological advancements, and green transitions [4] Group 5 - The Hong Kong Gold Central Clearing System is set to begin trial operations in 2026, with plans for a significant expansion of gold storage capacity at the airport [5] - The government will establish a preparatory group to involve local and international stakeholders in the development of this industry organization [5] Group 6 - NVIDIA's GB300 AI server cabinet is projected to reach a shipment volume of 55,000 units in the next year, driven by major companies like Microsoft and Meta, marking a 129% year-on-year increase [6] - The next-generation Vera Rubin 200 platform is expected to start shipping in Q4 of next year, providing growth momentum for supply chain manufacturers [6] Group 7 - China National Nuclear Corporation announced that its Huizhou Unit 1 is now expected to be operational in the first half of 2026, with both Units 1 and 2 currently in the debugging phase [9] - The operational timeline for these units has been adjusted from previous estimates, reflecting careful consideration of project progress [9] Group 8 - China National Offshore Oil Corporation signed a strategic cooperation agreement with Datang Hainan to develop a green methanol project in Danzhou, with a planned production capacity of 100,000 to 200,000 tons per year [10] - This collaboration aims to explore high-value utilization of biomass and establish a supply chain for green methanol in the region [10] Group 9 - Huayu-B announced that its CSF-1R inhibitor, Beijiemai®, has been approved by China's NMPA for treating symptomatic tenosynovial giant cell tumors in adult patients [11] - The approval will enable Merck to expedite the availability of this product to Chinese patients [11] Group 10 - Sanhua Intelligent Control expects its annual net profit to increase by 25% to 50%, projecting a profit of approximately 3.874 billion to 4.649 billion yuan [12] - The company's net profit, excluding non-recurring gains and losses, is expected to be between 3.679 billion and 4.615 billion yuan, reflecting strong financial performance [12] Group 11 - China Duty Free Group is set to benefit significantly from the recent launch of the Hainan Free Trade Port, with a notable increase in duty-free shopping sales [16] - On the first day of the port's operation, duty-free shopping in Hainan reached 161 million yuan, marking a 61% year-on-year increase [16]