聊聊这周的五个热点
表舅是养基大户·2025-11-30 13:56

Group 1 - The article discusses the current market situation, highlighting a vacuum period before significant events such as the Federal Reserve meeting and economic work conference [2][4] - A-shares experienced their worst monthly performance in the second half of the year, with a decline of -2.2% in November, marking it as the third worst performance of the year [8][10] - The upcoming quarterly adjustment of major indices in A-shares is expected to impact trading, particularly for the CSI 300 index, which has a tracking product scale exceeding 1.3 trillion [12][14] Group 2 - Meituan reported a significant net loss of 16 billion in Q3, marking its first quarterly loss in three years, with a total loss of nearly 30 billion compared to the previous year [15][18] - The article notes a surge in commodity prices, with gold surpassing 4200 USD and silver rising over 5%, while the Chicago Mercantile Exchange experienced a system outage [20][22] - The IPO market is showing signs of normalization, with the upcoming listing of GPU leader companies indicating a structural shift towards technology sectors [24][27] Group 3 - Public fund assets have surpassed 37 trillion, reaching a new historical high, but there is no significant influx of retail investors into the market [30][31] - The article highlights a decline in mixed fund shares, indicating that retail investors are not rushing into the market, and a shift towards ETFs and index funds is observed [31][33]