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金十数据全球财经早餐 | 2025年12月4日
Jin Shi Shu Ju· 2025-12-03 22:58
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 上海话版 下载mp3 今日优选 美国11月ADP就业人数减少3.2万人,市场预期为增加1万人 特朗普政府考虑明年"全力以赴"加速机器人行业的发展 美媒:美财长贝森特或将兼任国家经济委员会主任一职 克宫:说俄罗斯总统普京拒绝了美国关于乌克兰的方案是不正确的 我国科学家取得量子研究新进展,终结爱因斯坦与玻尔世纪之辩 朱雀三号重复使用运载火箭发射入轨 摩尔线程:12月5日在科创板上市 东北话版 下载mp3 | 现货黄金 | 4202.42美元/盎司 | -0.08% | | --- | --- | --- | | 现货自银 | 58.47美元/盎司 | 0.04% | | WTI原油 1 | 59.12美元/桶 | 0.84% | | 布伦特原油 | 62.78美元/桶 | 0.64% | | 美元指数 | 98.88点 | -0.45% | | 标普500指数 | 6849.72点 | 0.3% | | 纳斯达克指数 | 23454.09点 | 0.17% | | 道琼斯指数 | 47882.9点 | 0.86% | ...
富时罗素指数调整!涉及这些股票
Group 1 - FTSE Russell announced quarterly adjustments to its China stock index series, including FTSE China 50, FTSE China A50, FTSE China A150, FTSE China A200, and FTSE China A400, effective after market close on December 19 [1][2] - The FTSE China 50 Index will include three companies: China Hongqiao, CATL (300750), and Hengrui Medicine (600276), while excluding CITIC Securities (601066), Great Wall Motor (601633), and Li Auto [2] - The FTSE China A50 Index will add Luoyang Molybdenum (603993) and Sungrow Power Supply (300274), removing Jiangsu Bank (600919) and SF Express (002352) [2] Group 2 - Foreign investors remain optimistic about Chinese assets, with expectations of a resilient economic growth and a positive global macro environment leading into 2026 [3] - Matthew Quaife from Fidelity International highlights that easing monetary and fiscal policies, along with strong corporate earnings, make equities attractive, particularly in emerging markets like China, South Korea, and South Africa [3] - Breakthroughs in AI in China are expected to support the performance of technology stocks, driven by a robust domestic market, favorable policies, and an expanding tech consumer base [3]
286.49亿港元,加仓阿里巴巴
Zhong Guo Ji Jin Bao· 2025-12-03 14:20
Market Overview - The Hong Kong stock market experienced a decline on December 3, with the Hang Seng Index closing at 25,760.73 points, down 1.28% [2] - The total market turnover for the day was 1,644 million HKD, with southbound funds net buying 22.79 million HKD [2] Southbound Capital Activity - Southbound funds have net bought Alibaba for 15 consecutive days, accumulating a total of 286.49 million HKD [6] - On December 3, net purchases included Xiaomi Group at 8.7 million HKD, Alibaba at 4.27 million HKD, and Meituan at 2.97 million HKD, while Tencent Holdings saw a net sell-off of 7.32 million HKD [6] Semiconductor Sector - Semiconductor stocks showed resilience, with notable gains including Huahong Semiconductor up 1.58% and Hard Egg Innovation up 1.02% [3] AI and GPU Market Insights - HSBC's investment management head for China and core Asia, Shen Yu, indicated that China's AI capital expenditure story is just beginning, with significant growth expected in domestic GPU and AI computing power over the next 12 to 18 months [5] - The domestic GPU replacement rate is projected to rise rapidly to over 50% in the coming years, potentially reaching 79%, which will drive the development of AI applications in China [5] Stock Index Changes - FTSE Russell announced the inclusion of companies such as CATL and China Hongqiao into the FTSE China 50 Index, effective December 22 [11] - The changes will also see the removal of companies like CITIC Securities and Great Wall Motors from the index [11] Regulatory Actions - The Hong Kong Securities and Futures Commission has instructed the Hong Kong Stock Exchange to suspend trading of Daxian Education shares starting December 3, 2025, amid ongoing investigations [12][15]
智通港股解盘 | 汇率创高点大宗商品走强 龙蟠科技(02465)又签下大单
Zhi Tong Cai Jing· 2025-12-03 12:01
【解剖大盘】 黄金也不错,智通12月金股中国黄金国际(02099)再涨1.47%;紫金黄金国际(02259)也很强,原因是公司 成本低,平均黄金资源采购成本为每盎司61.3美元,而2019至24年的行业平均水平为每盎司92.9美元, 公司在南美洲、澳洲、非洲和中亚均拥有黄金项目,其去年黄金储量和产量在全球采矿业排名第9位和 第11位。今天涨超3%。 国际铜价在上周五和本周一连续突破新高。原因是是9月美国自由港麦克莫兰公司在印尼的Grasberg矿 区发生山体滑坡,导致多人遇难,该矿区随后暂停运营。Grasberg是全球最大的铜金矿之一,年产铜17 亿磅,黄金140万盎司。Grasberg矿区预计在2026年上半年才能逐步恢复生产,这对国际铜市场来说意 味着短期内存在巨大的产能缺口。需求端,数据中心的建设热潮正在大规模地寻求铜材料,新能源产业 以及电网升级进一步增加了对铜的需求,多家分析机构将2026年精炼铜的缺口展望上调至30万至40万吨 量级。相关个股五矿资源(01208)、洛阳钼业(03993)均涨幅超涨3%。铝业也很坚挺,详见板块聚焦。 这行情太难了,猫一天狗一天的,完全没有预期。这就属于垃圾交易时间。 ...
富时中国50指数调整:纳入中国宏桥、宁德时代、恒瑞医药,剔除中信建投证券等
Zhi Tong Cai Jing· 2025-12-03 11:45
Group 1 - FTSE Russell announced the new candidate stocks for the FTSE China 50 Index, which include China Aluminum (601600)(02600), Hansoh Pharmaceutical (03692), Huatai Securities (601688)(06886), JD Health (06618), and New China Life Insurance (601336)(01336) [1] - On December 3, FTSE Russell announced adjustments to the FTSE China 50 Index, FTSE China A50 Index, FTSE China A150 Index, FTSE China A200 Index, and FTSE China A400 Index, effective after the market close on December 19, 2025 [2] - The adjustments will include the addition of China Hongqiao (01378), CATL (300750)(03750), and Heng Rui Medicine (600276)(01276) to the FTSE China 50 Index, while removing CITIC Securities H-share (06066), Great Wall Motor H-share (02333), and Li Auto-W (02015) [2]
2025年12月3日稀土市场主流产品价格偏弱 氧化镨钕均价58.88万元/吨下跌0.62万元/吨
Jin Rong Jie· 2025-12-03 11:19
代码 名称 最新价(元) 涨跌幅(%) 成交额 601600 中国铝业 11.03 4.25 44.04亿元 000612 焦作万方 10.0 3.09 5.94亿元 301265 华新环保 13.29 2.94 3.12亿元 600111 北方稀土 47.22 1.77 68.53亿元 600259 广 晟有色 53.73 1.38 5.89亿元 本文源自:市场资讯 作者:行情君 2025年12月3日稀土市场行情: 根据包头稀土产品交易所显示,今日,稀土市场主流产品价格整体偏弱运行,镨钕类产品价格冲高回 落,成交量与成交价小幅下探;镝铽询单增量,但成交有限,价格持续走低。其中,氧化镨钕均价 58.88万元/吨,价格下跌0.62万元/吨;金属镨钕均价71.23万元/吨,价格下跌0.90万元/吨;氧化镝143.50 万元/吨,价格下跌2.71万元/吨;氧化铽644.38万元/吨,价格下跌1.26万元/吨。 市场普遍存观望态度, 金属企业现货存量较少,多以交付长协为主,价格成交承压;钕铁硼企业新增订单跟进缓慢,需求欠 佳,终端备货积极性不高,刚需采购;主流产品上涨乏力,价格走势仍需订单支撑。废料市场回收价格 下跌 ...
富时中国50指数调整:纳入中国宏桥、宁德时代、恒瑞医药等
Zhi Tong Cai Jing· 2025-12-03 11:05
Core Viewpoint - FTSE Russell announced adjustments to several indices including the FTSE China 50 Index, which will take effect after market close on December 19, 2025 [1] Group 1: Index Adjustments - The FTSE China 50 Index will include new constituents such as China Hongqiao (01378), CATL (03750), and Heng Rui Pharmaceutical (01276) [1] - The index will exclude companies like CITIC Securities H (06066), Great Wall Motors H (02333), and Li Auto-W (02015) [1] Group 2: Alternative Stocks - FTSE Russell released a list of alternative stocks for the FTSE China 50 Index, which includes companies like Aluminum Corporation of China (02600), Hansoh Pharmaceutical (03692), Huatai Securities (06886), JD Health (06618), and New China Life Insurance (01336) [1]
富时中国50指数调整:纳入中国宏桥(01378)、宁德时代(03750)、恒瑞医药(01276),剔除中信建投证券(06066)等
智通财经网· 2025-12-03 10:54
Core Viewpoint - FTSE Russell announced adjustments to several indices, including the FTSE China 50 Index, which will take effect after the market closes on December 19, 2025, with changes in constituent stocks [1] Group 1: Index Adjustments - The FTSE China 50 Index will include new constituents such as China Hongqiao (01378), CATL (03750), and Heng Rui Pharmaceutical (01276) [1] - The index will remove companies like CITIC Securities H shares (06066), Great Wall Motors H shares (02333), and Li Auto-W (02015) [1] Group 2: Alternative Stocks - FTSE Russell released a list of alternative stocks for the FTSE China 50 Index, which includes companies like Aluminum Corporation of China (02600), Hansoh Pharmaceutical (03692), Huatai Securities (06886), JD Health (06618), and New China Life Insurance (01336) [1]
中国铝业(601600) - 中国铝业H股公告
2025-12-03 10:15
此乃要件 請即處理 閣下如對本補充通函任何方面或應採取的行動有任何疑問,應諮詢 閣下的股票經紀或其他 註冊證券商、銀行經理、律師、專業會計師或其他專業顧問。 閣下如已將名下的中國鋁業股份有限公司的股份全部售出,應立即將本補充通函送交買主或 經手買賣的銀行、股票經紀或其他代理商,以便轉交買主。 香港交易及結算所有限公司及香港聯合交易所有限公司對本補充通函的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本補充通函全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 補充通函 2025年第三次臨時股東會 與中鋁集團之間的日常性持續關連交易; 新金融服務協議項下之須予披露的交易及持續關連交易; 及 有關雲鋁股份收購附屬公司少數股權的關連交易 獨立董事委員會及獨立股東的獨立財務顧問 本補充通函應與日期為2025年11月7日的臨時股東會通函及通告一併閱讀。 載有(其中包括)有關(i)本公司與中鋁集團之間的日常性持續關聯交易;(ii)新金融服務項下之 須予披露的交易及持續關連交易及(iii)雲鋁股份收購附屬公司少數股權事項的董事會函件載 於本補充通函第1頁至第61頁。 載有獨立 ...
中国铝业(601600) - 截至二零二五年十一月三十日止股份发行人的证券变动月报表
2025-12-03 10:15
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 中國鋁業股份有限公司 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601600 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 13,211,666,110 | RMB | | 1 | RMB | | 13,211,666,110 | | 增加 / 減少 (-) | | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 13,211,666,110 | RMB | | 1 | RMB | | 13,211,666,110 | | ...