财信证券：晨会纪要-20241205

Market Overview - The overall market experienced a decline, with the Shanghai Composite Index closing at 3364.65, down 0.42% [2][7] - The total market capitalization of the Shanghai Composite Index is 6395.99 billion, with a PE ratio of 11.78 and a PB ratio of 1.25 [4] Industry Dynamics - The storage chip industry shows a stabilization in prices after a rebound, with NAND product prices remaining stable while DRAM prices have seen a continuous decline [21] - Apple is leveraging Amazon's custom AI chips for enhancing its services, indicating a strategic partnership that may influence the competitive landscape in AI applications [22][24] Company Updates - Juewei Foods announced a delay in the use of funds raised from a non-public offering, extending the timeline for new capacity projects to 2027 [25] - Haisco received approval for clinical trials of its innovative drug HSK46575, which targets prostate cancer, highlighting its potential in the pharmaceutical market [26] Economic Insights - In Hunan province, private enterprises benefited from over 60 billion in tax reductions from January to October, reflecting a supportive policy environment for local businesses [30]