Microsoft(US:MSFT) 21世纪经济报道·2025-11-09 14:07Group 1 - The State Council issued an implementation opinion to accelerate the cultivation and large-scale application of new scenarios, focusing on five areas including new fields, industry transformation, and social governance [2] - In October, the national consumer price index (CPI) rose by 0.2% year-on-year, with urban prices increasing by 0.3% and rural prices decreasing by 0.2% [3] - The Ministry of Finance emphasized the continuation of special actions to boost consumption, including fiscal subsidies for personal consumption loans in key areas [4] Group 2 - The Ministry of Commerce announced a suspension of the second clause of the export control announcement regarding dual-use items to the U.S. until November 27, 2026 [5] - China's foreign exchange reserves increased by $4.685 billion in October, reaching $3.343343 trillion, marking a 0.14% rise from September [6] - The white paper on "China's Actions for Carbon Peak and Carbon Neutrality" was released, highlighting significant progress in energy transition and low-carbon development [7] Group 3 - Ant Group has deployed a domestic computing cluster on a scale of ten thousand cards, achieving over 98% stability in training tasks [10] - ST Huatuo applied to revoke other risk warnings after receiving an administrative penalty notice from the China Securities Regulatory Commission [11] - Shanghai Xiba announced that its board members are under investigation for suspected short-term trading, but it will not significantly impact the company's operations [12] Group 4 - Huadian Energy plans to invest 12.043 billion yuan in a wind power project to align with national industrial policies [13] - The U.S. Senate failed to advance a funding bill for federal employees, prolonging the government shutdown [16][17] - U.S. stock markets ended a three-week rising streak, with the Nasdaq down 3.04% for the week, while Microsoft experienced its longest losing streak since November 2011 [18] Group 5 - Analysts from China Galaxy suggest that the hidden main line for the year-end theme may be emerging, with a focus on sectors like power grid equipment and lithium batteries [28] - Zhongyuan Strategy predicts that the A-share market will likely experience sideways fluctuations in November, preparing for a potential index-level rally by year-end [29]