喜娜AI速递：昨夜今晨财经热点要闻｜2025年12月25日

Group 1: Real Estate Policy - Beijing has implemented new real estate policies to stabilize the market, including reducing the social security or tax payment duration for non-Beijing residents to purchase homes within the Fifth Ring Road from 3 years to 2 years, and from 2 years to 1 year outside the Fifth Ring Road [2][7] - The new policies also support multi-child families, allowing eligible families to purchase additional homes within the Fifth Ring Road [2][7] - Credit policies have been optimized, with no distinction between first and second home loan interest rates, and the down payment ratio for second homes using public housing funds reduced to 25% [2][7] Group 2: Currency and Commodities - The offshore RMB briefly surpassed the 7.0 mark against the USD, reaching a low of 6.9999, driven by improved supply-demand dynamics and a declining USD index [2][7] - The global precious metals market saw significant gains, with gold surpassing $4500 per ounce, silver exceeding $72 per ounce, platinum breaking $2300 per ounce, and copper reaching $12159.50 per ton, influenced by liquidity expectations and supply-demand imbalances [2][7][8] Group 3: Stock Market Activity - A-shares financing balance reached a historic high of 25,145.96 billion yuan, increasing by 6,764.47 billion yuan since the second half of the year, indicating heightened market activity [3][8] - The AI hardware sector saw strong performance, with companies like Zhongji Xuchuang and Yingweike reaching new highs, following news of Nvidia's plans to deliver H200 chips to China [3][8] - Intel's stock fell over 5% in pre-market trading due to Nvidia pausing tests on Intel's 18A process technology, raising concerns about Intel's market position despite previous investments [3][8] Group 4: Economic Outlook - Analyst Ren Zeping describes the current bull market as a once-in-a-decade event, driven by policy easing, technological revolutions, and abundant liquidity, which are expected to support economic recovery and market growth [4][9] - The National Development and Reform Commission plans to accelerate the introduction of major foreign investment projects and improve the business environment to attract foreign capital [5][9] - The central bank and eight departments issued guidelines to support the construction of the Western Land-Sea New Corridor, proposing 21 measures to enhance financial cooperation and promote high-quality development [5][10]