券商中国·2025-11-24 12:54Macro Dynamics - The People's Bank of China will conduct a 1-year MLF operation of 1 trillion yuan on November 25, 2025, to maintain ample liquidity in the banking system [2] Oil Price Adjustment - Domestic gasoline and diesel prices will be reduced by 70 yuan and 65 yuan per ton respectively, effective from November 24, 2023, with 92 gasoline decreasing by 0.05 yuan per liter, resulting in a savings of 2.5 yuan for a full 50-liter tank [3] Financial Institutions - Morgan Asset Management forecasts a 7.7% annualized return for A-shares over the next 10-15 years, despite a year of rising global stock markets [7] - Citi's wealth management head indicates that record inflows from wealthy clients suggest that the U.S. stock market still has room for growth [8] Market Data - On November 24, the market rebounded with the ChiNext Index rising by 0.31%, driven by strong performances in the aerospace, military, and AI application sectors [8] Company Dynamics - Zhaoyi Innovation plans to achieve mass production of its self-developed LPDDR4X series products next year, supported by its investment in Changxin Technology [10] - Xiaomi Group's founder Lei Jun invested over 100 million HKD to increase his stake to 23.26%, while the company repurchased 21.5 million shares this month [11] - Industrial Fulian confirmed that it has not lowered its profit target for Q4, with operations proceeding as planned [12] - Unisoc announced that its 800G CPO silicon optical switch is ready for mass production and commercial delivery, supporting high-speed interconnect needs for AI workloads [13]