金元证券每日晨报-20251229

Group 1: Market Overview - The Dow Jones Industrial Average closed at 48,711, down 0.04% for the day but up 2.71% over the last 20 trading days [1] - The Nasdaq Composite closed at 23,593, down 0.09% for the day and up 1.63% over the last 20 trading days [1] - The S&P 500 closed at 6,930, down 0.03% for the day and up 1.72% over the last 20 trading days [1] - The FTSE 100 closed at 9,871, down 0.19% for the day and down 0.27% over the last week [10] - The Hang Seng Index closed at 25,819, up 0.17% for the day and up 0.5% over the last week [10] Group 2: International News - U.S. President Trump met with Ukrainian President Zelensky regarding a proposed peace plan for Ukraine [9] - The new NASA administrator announced plans for the U.S. to return to the Moon during Trump's second term [9] - A meeting between Russian and U.S. lawmakers is planned, although the date and location are yet to be determined [9] Group 3: Domestic News - The National Financial Work Conference emphasized the continuation of a proactive fiscal policy in 2026, focusing on increasing fiscal spending and optimizing government bond tools [11] - The establishment of a standardization committee for humanoid robots and embodied intelligence was announced, aimed at enhancing high-quality standard supply [13] - The first "6-lane to 12-lane" highway expansion project in China was completed, enhancing transportation infrastructure [14] Group 4: Company News - Chinese concept stocks saw a majority increase, with the Nasdaq China Golden Dragon Index up 0.71% [15] - Xiaomi's co-founder plans to sell up to $5 billion of Class B shares annually starting in December 2026 [16] - Huawei plans to launch its latest AI chip "Ascend 950" in South Korea in 2026 [16] - Lenovo is set to unveil its first global "AI Super Intelligent Agent" at CES [16] - Zhejiang Rongtai and Suzhou Weichuang Electric Technology are establishing a joint venture in Thailand [16] - China Duty Free Group's subsidiary won a bid for a duty-free project at Beijing Capital International Airport, with a guaranteed operating fee of 480 million yuan for the first year [16] - Tongye Technology plans to acquire a 91.69% stake in Silin Technology for 5.612 billion yuan, focusing on the power IoT chip sector [16]