投顾周刊：11月一线城市二手住宅成交套数创7个月新高

Group 1 - The first national major scientific and technological infrastructure in the field of information and communication in China, the Future Network Experimental Facility, has officially commenced operations, providing open experimental support for various sectors including industrial manufacturing, energy, education, and healthcare, while also engaging in cutting-edge applications in AI model training and optical-electrical integration [2] - The State Administration for Market Regulation has released a national standard for the management of food delivery platforms, aiming to address issues like "ghost deliveries," standardize platform fees and promotional activities, and enhance the rights and interests of delivery personnel, thereby promoting innovation and healthy competition in the food delivery industry [2] - In November, the number of second-hand residential transactions in first-tier cities reached 49,000 units, marking a seven-month high with a significant month-on-month increase of 20%. Cumulatively, 519,000 units were sold in the first eleven months of the year, representing a year-on-year growth of approximately 5%, the first time surpassing the 510,000 unit mark in four years [2] Group 2 - Multiple high-performing funds have initiated purchase limits, with 29 fund managers implementing limits on 41 funds on December 4 alone, with limits ranging from 100 yuan to 15 million yuan. This strategy aims to prevent excessive inflows that could increase trading costs and dilute returns for existing investors [3] Group 3 - In the U.S., the ADP employment report for November showed a decrease of 32,000 private sector jobs, the largest drop in two and a half years, leading to increased expectations for a Federal Reserve interest rate cut, with a nearly 90% probability of a 25 basis point cut in December [5] - Global funds have continued to buy South Korean bonds, with overseas funds net purchasing $1.39 billion in South Korean bonds on November 28, marking the 20th consecutive day of net buying [5] Group 4 - Recent data indicates that major global stock markets have mostly risen, with the A-share indices in China collectively increasing, the Shenzhen Component Index rising by 1.26%, and the Hang Seng Index also showing a weekly increase of 0.87% [6][7] - In the bond market, the yield on 1-year Chinese government bonds fell by 0.36 basis points to 1.40%, while the 5-year and 10-year yields rose by 3.03 and 1.79 basis points, respectively [10][11] Group 5 - In the commodity market, gold prices on COMEX fell by 0.64%, while silver prices increased by 2.86%. The U.S. dollar index decreased by 0.46%, and the exchange rate of the dollar against the onshore and offshore RMB showed slight declines [13][14] - Recent data shows that fixed income plus and pure bond funds dominate the bank financing channels, contributing to over 60% of the total number of funds and more than 80% of the financing scale [15][16]