【早报】吴清：券商可适度加杠杆；2025医保药品目录公布；公募绩效考核管理指引征求意见

Macro News - The State Council, led by Li Qiang, held a meeting on December 5 to discuss further energy conservation and carbon reduction efforts [2] - The Chairman of the China Securities Regulatory Commission (CSRC), Wu Qing, emphasized four major missions for the securities industry during the 14th Five-Year Plan period, including serving the real economy and enhancing financial openness [2] - The CSRC is seeking public opinion on the draft of the "Regulations on the Supervision and Administration of Listed Companies," which aims to improve corporate governance and strengthen investor protection [2] Company News - Baidu issued a clarification regarding its evaluation of the spin-off and listing of Kunlun Chip, stating that there is no guarantee that the spin-off and listing will proceed [8] Global Market - The U.S. core PCE price index rose by 0.2% month-on-month in September, in line with expectations [9] - Social media platform "X" was fined €120 million by the EU for violating content regulations, marking the first fine under the EU Digital Services Act [10] - SpaceX plans to conduct its initial public offering (IPO) in the second half of next year, potentially valuing the company at $800 billion [10] Investment Opportunities - The demand for Solid Oxide Fuel Cells (SOFC) is expected to increase significantly in the data center sector, with a projected market size of $7 billion over the next three years due to the rising energy needs driven by AI [14][15]