Workflow
陆家嘴财经早餐2025年11月26日星期三
Wind万得·2025-11-25 22:40

Group 1 - President Trump announced significant progress in the peace plan for the Russia-Ukraine conflict, with only a few disagreements remaining [2] - Nvidia's stock price dropped sharply due to competition from Google's AI chip TPU, leading to a market cap loss of $1 trillion from its peak [2] Group 2 - The Chinese Ministry of Foreign Affairs stated that the recent phone call between the US and Chinese presidents was initiated by the US and had a positive atmosphere [3] - China's direct foreign investment from January to October reached $144.34 billion, a year-on-year increase of 6.2% [3] Group 3 - A-shares experienced a rebound, with significant gains in lithium and related sectors, while the overall trading volume reached 1.83 trillion yuan [4] - Hong Kong's Hang Seng Index closed up 0.69%, with notable net buying in Alibaba shares [4] Group 4 - Alibaba reported a revenue of 247.795 billion yuan for the second fiscal quarter of 2026, a 5% year-on-year increase, exceeding market expectations [5] - NIO's total revenue for the third quarter reached 21.8 billion yuan, a 16.7% year-on-year increase, with expectations for record revenue in the fourth quarter [5] Group 5 - The Swedish fintech company Klarna announced plans to launch a USD-backed stablecoin named "KlarnaUSD" by 2026 [11] - TSMC filed a lawsuit against a former senior vice president for allegedly misusing proprietary technology [13] Group 6 - The US Treasury reported a budget deficit of $284 billion for October, influenced by a government shutdown [14] - The US consumer confidence index fell by 6.8 points to 88.7 in November, marking the largest decline in seven months [15]