陆家嘴财经早餐2025年11月11日星期二

Group 1 - The US has officially announced a one-year suspension of the 301 investigation measures against China's shipbuilding industry, while China has reciprocated by suspending special port fees for US ships for one year [2] - The US Congress has passed a temporary funding bill to end the government shutdown, with a final vote expected soon in the House of Representatives [2] - Warren Buffett's Thanksgiving letter indicates he will no longer write annual reports and plans to convert 1,800 Class A shares into 2.7 million Class B shares for donations, retaining a significant amount of Class A shares until confidence in the successor CEO is established [2] Group 2 - The State Council has issued measures to promote private investment, including encouraging private capital participation in smaller city infrastructure projects for the first time [3] - A plan has been released to promote logistics data sharing, with ten categories of logistics data to be made publicly available [3] - The China International Import Expo concluded with a record intended transaction amount of $83.49 billion, a 4.4% increase from the previous year [3] - Central enterprises have increased investment in key areas such as technology innovation and equipment updates, with fixed asset investment exceeding 3 trillion yuan in the first three quarters [3] Group 3 - The China Securities Regulatory Commission is seeking opinions on guidelines for public fund thematic investment style management to address issues of style drift [4] - A-shares showed mixed performance with consumer sectors surging, while the overall trading volume reached 2.19 trillion yuan [4] Group 4 - The Hang Seng Index closed up 1.55%, driven by consumer stocks, with net inflows from southbound funds exceeding 66.54 billion HKD [5] - The China Securities Index Company will launch new indices to provide more investment benchmarks [5] Group 5 - TSMC reported October revenue of 367.47 billion NTD, a 16.9% year-on-year increase, but the lowest growth rate since February 2024 [8] Group 6 - Domestic retail prices for refined oil have been raised for the seventh time this year, with gasoline and diesel prices increasing by 125 yuan and 120 yuan per ton, respectively [9] - The State Administration for Market Regulation has issued compliance guidelines for e-commerce platforms during the "Double Eleven" sales event [9] - The National Development and Reform Commission and the National Energy Administration have outlined goals for large-scale development and high-quality consumption of new energy [9] Group 7 - The US Commodity Futures Trading Commission is in discussions to launch cryptocurrency spot trading products next month [10] - The US Treasury and IRS have released new guidelines for cryptocurrency exchange-traded products [10] - The Bank of England has proposed new regulations for stablecoins, allowing significant investments in short-term government bonds [10] Group 8 - Douyin has clarified rumors regarding penalties for selling products below market price, emphasizing a campaign against false advertising [11] - WeRide has received approval to operate a fully autonomous Robotaxi service in Abu Dhabi, marking a significant milestone in autonomous driving [11] - Tesla's Cybertruck project leader announced his departure after eight years, with sales significantly below production capacity [11] Group 9 - The US and Thailand have reached a trade framework agreement, with Thailand eliminating tariffs on 99% of goods [12] - The Federal Reserve is considering further interest rate cuts to prevent economic downturns [12] - October container imports in the US fell by 7.5% year-on-year, with predictions of further declines in November and December [12] Group 10 - China's gold consumption in the first three quarters decreased by 7.95%, while gold ETF holdings increased significantly [17] - The Shanghai Gold Exchange announced fee waivers for certain international contracts starting November 2025 [17] - International precious metals futures saw widespread gains, driven by geopolitical risks and a weaker dollar [17] Group 11 - The domestic bond market showed strength, with long-term bonds outperforming short-term ones, and the central bank conducted significant reverse repo operations [16] - The Ministry of Finance plans to issue up to 47.71 billion yuan in electronic savings bonds [16] - Hong Kong is set to launch a new round of multi-currency digital bond issuance [16]