Group 1 - The core viewpoint of the news highlights that the U.S. November employment and inflation data is seen as a turning point for global stock markets in December, with the Nasdaq rising for four consecutive days and the Shanghai Composite Index achieving six consecutive gains [1] - The U.S. third-quarter real GDP preliminary value shows a significant annualized quarter-on-quarter growth of 4.3%, exceeding market expectations of 3.3%, marking the fastest growth in two years [4] - The U.S. Treasury Secretary has hinted at a major adjustment in the Federal Reserve's policy framework, suggesting a shift from fixed inflation targets to an inflation "range" system and a reduction in the Fed's economic intervention [5] Group 2 - The offshore RMB exchange rate continues to strengthen, with expectations of further appreciation, which could positively impact sectors such as duty-free, aviation, and papermaking [3] - The commercial aerospace sector is experiencing a rebound, with stocks like Superjet and Aerospace Power hitting the daily limit, following the launch of a commercial aerospace industry alliance innovation fund with an initial issuance scale of 1 to 2 billion, aiming to expand to 10 billion in the future [9][10] - The A-share market shows strength in sectors like liquid cooling, power supply, and diesel generators, with notable stock performances including a limit-up for Magmi and over 6% increase for Weichai Heavy Machinery [8]
盘后再发大利好!A股六连阳,商业航天涨停潮,八部门重磅发布
Sou Hu Cai Jing·2025-12-24 09:11