陆家嘴财经早餐2025年11月5日星期三

Group 1 - The Ministry of Commerce responded to ASML's announcement of halting wafer supply to ASML (China), which disrupts the global semiconductor supply chain, stating that the Dutch side should bear full responsibility [2] - The State Council announced the holiday schedule for 2026, including New Year's Day, Spring Festival, Labor Day, and National Day [2] Group 2 - President Xi Jinping met with Russian Prime Minister Mishustin, emphasizing the need to expand mutual investment and explore cooperation in traditional and emerging sectors such as AI and green development [3] - The Central Financial Office's head met with Goldman Sachs' CEO, discussing the importance of implementing agreements to stabilize China-US economic relations [3] - The People's Bank of China reported a net injection of 20 billion yuan in government bonds, indicating a restoration of liquidity measures [3] - China's service trade import and export totaled 59,362.2 billion yuan in the first three quarters, with a year-on-year growth of 7.6% [3] Group 3 - The Vice Chairman of the CSRC announced plans for more open measures to enhance the efficiency of overseas listings and support the inclusion of various financial instruments in Hong Kong's stock market [4] - Public fund performance benchmarks have been categorized to encourage equity investment, with a focus on high-recognition stock indices [4] - A-shares experienced a decline with over 3,600 stocks falling, while local stocks in Fujian surged [4] - The Hang Seng Index fell by 0.79%, with significant declines in sectors like AI and renewable energy [4] Group 4 - In October, A-share new account openings dropped by 66% year-on-year, while the total for the first ten months increased by 11% [5] - Southbound funds have significantly increased their positions in the Hong Kong market, with a record net inflow of over 1.27 trillion HKD this year [5] - Major foreign institutions have conducted research on 309 A-share companies, focusing on high-growth sectors [5] Group 5 - Brokerages are optimistic about the Hong Kong market in 2026, with expectations of improved fundamentals driving further growth [6] - The STAR Market has seen over 590 companies listed, raising over 900 billion yuan, with significant revenue growth reported [6] - Leap Motor denied rumors of being acquired by FAW Group, clarifying that the reports were false [6] Group 6 - The recent negotiations for the 2025 drug catalog concluded, with significant price reductions discussed for innovative drugs [9] - Five departments issued guidelines to promote the application of AI in healthcare across various sectors [9] - In October, China's wholesale sales of new energy passenger vehicles reached 1.61 million units, marking a 16% year-on-year increase [9] Group 7 - The storage supply shortage continues, with several companies receiving additional orders and planning price increases [10] - BlackRock's CEO discussed the future of finance involving digital assets and blockchain technology at an investment summit [11] Group 8 - Tesla's CEO faces opposition regarding his compensation plan from major shareholders, raising concerns about his future with the company [12] - Ele.me is rebranding to "Taobao Flash Purchase," transitioning from a standalone delivery platform to an instant retail service [12] - XPeng Motors is restarting its Robotaxi project in anticipation of L4 vehicle production next year [12] Group 9 - Starbucks announced a strategic partnership with Boyu Capital to jointly operate its retail business in China, valuing the joint venture at approximately 4 billion USD [13] Group 10 - The US government shutdown has reached its 35th day, tying the record for the longest shutdown in history [14] - Japan's government is prioritizing investments in strategic sectors, including AI and semiconductors [14] - South Korea's budget for 2026 is set to increase by 8.1%, with significant allocations for AI transformation [15]