A股盘前播报 | 美国未来18月停止对华芯片加征额外关税 北京出台楼市“组合拳”

Group 1: Industry News - The U.S. government has decided to end the previous administration's investigation into Chinese chips and will not impose additional tariffs on Chinese chips for at least 18 months, signaling a desire to stabilize U.S.-China relations [1] - Beijing has announced a new real estate policy that reduces the social security or tax payment requirement for non-Beijing families purchasing homes within the Fifth Ring Road from three years to two years, which is expected to be followed by similar policies in other cities like Shanghai and Shenzhen [2] - The People's Bank of China has committed to maintaining a moderately loose monetary policy and increasing counter-cyclical and cross-cyclical adjustments, focusing on financial support for key areas such as domestic demand, technological innovation, and small and medium-sized enterprises [3] - Eight departments, including the central bank, have issued guidelines to support the construction of the Western Land-Sea New Corridor, promoting the use of the RMB in cross-border payments and facilitating trade and investment [4] Group 2: Market Insights - Analysts from Galaxy Securities expect a spring rally and recommend focusing on defensive stocks while being optimistic about policy benefits and industry prosperity in the coming year [7] - Huaxi Securities suggests that the current market uptrend may not be temporary, with the market's height depending on the acceptance of new narratives [8] - Dongwu Securities predicts that the market will continue to rebound towards the end of the year, with technology themes remaining a primary investment focus in the next year [9] Group 3: Market Trends - The humanoid robot sector is experiencing significant catalysts, with companies like Cloud Deep and Ubtech making strides in innovation and potential IPOs, indicating a transformative product similar to computers and smartphones [10] - Samsung and SK Hynix are expected to raise prices for HBM3E memory by nearly 20% next year, driven by increasing demand from the AI industry, suggesting a positive outlook for storage-related sectors [11] - The Tianlong-3 reusable rocket is set to launch, marking a shift towards a new era of commercial reusable rockets in China, with significant developments anticipated in low-orbit satellite internet construction by mid-2026 [12]