国新证券每日晨报-20251210

Domestic Market Overview - The domestic market showed weak consolidation with a decrease in trading volume, as the Shanghai Composite Index closed at 3909.52 points, down 0.37% [1][9] - The Shenzhen Component Index closed at 13277.36 points, down 0.39%, while the ChiNext Index increased by 0.61% [1][9] - Among 30 first-level industries, 27 experienced declines, with notable losses in real estate, steel, and non-ferrous metals, while telecommunications, retail, and electronics saw gains [1][9] Overseas Market Overview - The US stock market showed mixed results, with the Dow Jones down 0.38% and the Nasdaq up 0.13% [2] - Major declines were noted in companies like JPMorgan Chase, which fell over 4%, and Boeing, which dropped nearly 3% [2] Key News Highlights - The establishment of Beijing Guanghe Qiancheng Technology Co., with a registered capital of 3 billion, is aimed at exploring strategic cooperation opportunities in the photovoltaic industry [3][16] - New mandatory national standards for drone registration and operation identification were announced, set to take effect on May 1, 2026, to enhance safety and regulation in the drone industry [3][15] Market Drivers - The announcement of the US allowing Nvidia to sell AI chips to approved Chinese customers was highlighted as a significant market driver [10] - A total of 1308 stocks rose while 4058 fell in the A-share market, indicating a technical correction after previous gains [10]