农银国际证券：每天导读-20241202

Core Insights - The report highlights a significant decline in major stock indices in Hong Kong, with the Hang Seng Index closing at 19,229.97, down 1.89% for the day and 1.01% over the past five days [3] - The report notes that the U.S. stock market showed positive performance, with the Dow Jones reaching a historical high, driven by strong service sector PMI data [6] - The report indicates that the Chinese government is increasing support for the platform economy to boost domestic demand and stabilize employment [18] Market Performance Summary - The Hang Seng Index closed at 19,229.97, down 1.89% for the day and 1.01% over the past five days [3] - The H-share index closed at 6,887.05, down 2.10% for the day [3] - The Shanghai Composite Index and Shenzhen Component Index both experienced declines, with the Shanghai Composite Index down 2.89% [6] Economic Indicators - The U.S. services PMI was reported at 57.0, exceeding expectations, indicating strong economic activity [6] - The Eurozone's HCOB services PMI was reported at 51.6, showing improvement from previous values [6] - The report mentions that the Chinese government is focusing on stabilizing and expanding employment for migrant workers [20] Company-Specific Developments - Amazon announced an additional investment of $4 billion in Anthropic, a competitor in generative AI software [27] - Lattice Semiconductor is reportedly considering a full acquisition of Intel's Altera, which could complicate Intel's plans to sell minority stakes [26] - Gree Real Estate plans to transition from real estate development to a focus on duty-free business by acquiring a 51% stake in Zhuhai Duty-Free Group [30]