12月3日，香港恒生指数低开0.44%，恒生科技指数跌0.51%。 | < W | 乐摩科技(2539) | | | | --- | --- | --- | --- | | | 集合竞价 12-03 09:20:14 | | | | | 64.800 额 5435万 股本 5556万 市盈™ 41.4 | | 万得 | | | | | 盘口 | | | 24.800 62.00% 换 4.06% 市值 36亿 市净 10.02 | | | | 分时 | 五日 日Ｋ 月Ｋ 白菜 | | (0) | | ■加 | 均价:57.567 盘口 成交 | | | | 300.000 | 650.00% 卖10 65.450 --(0) | | | | | 卖9 65.400 -- (0) | | | | | 卖8 65.350 --(0) | | | | | 卖7 65.300 | | -- (0) | | | 卖6 65.250 | | -- (0) | | | -- | | | | | 卖4 65.150 | | -- (0) | | | 卖3 65.100 -- (0) | | | | | 卖2 65.050 - ...

Group 1 - The founder of Aibison, Ding Yanhui, expressed dissatisfaction with the chairman's salary of 4.3556 million yuan, which represents a 51% increase from the previous year's salary of 2.8845 million yuan, leading to a unique dissenting vote during the board election [5][6] - Aibison clarified that the dissenting vote was due to dissatisfaction with the company's incentive mechanism rather than the salary itself, indicating a need for reform in governance and profit distribution [6] Group 2 - OPPO's Chief Product Officer, Liu Zuohua, is personally leading the Pocket project, indicating the company's strong commitment to the handheld imaging market, which has seen significant growth [8][9] - The global sales of DJI's Pocket camera have reached approximately 10 million units, with expected revenue from handheld products surpassing 50 billion yuan this year [8] Group 3 - Xiaomi has exceeded its annual car sales target of 350,000 units, with total deliveries surpassing 500,000 units since April 3, 2024, and November deliveries consistently exceeding 40,000 units [14][15] - The CEO of Zhiyu, Zhang Peng, announced that the company's annual recurring revenue from model sales has exceeded 100 million yuan, positioning it as a leading player in the Chinese AI sector [17][18] Group 4 - The automotive market in November saw BYD leading with 480,186 units sold, a month-on-month increase of 8.71%, while other brands like NIO and Xpeng experienced significant declines in sales [26][28] - The competition in the new energy vehicle market is intensifying, with BYD maintaining a strong lead while other brands show signs of fatigue in growth [28] Group 5 - Apple is undergoing a leadership restructuring in its AI division, with John Giannandrea stepping down and Amar Subramanya taking over, aiming to accelerate the development of personalized AI features [40] - OpenAI has entered a "red alert" status, focusing resources on improving ChatGPT's user experience in response to competitive pressures from companies like Google [42][43]

美国11月制造业PMI继续走弱 12月1日，美国供应管理协会（ISM）公布的数据显示，美国11月ISM制造业PMI指数为48.2，不及预期的49，前值为48.7。50为荣枯分界线。 该指数已连续九个月低于50的荣枯线。11月新订单指数47.4，客户需求整体依然乏力。11月订单以自7月以来的最快速度收缩，未完成订单积压 量也创七个月以来的最大降幅。 11个制造业行业在11月出现萎缩，其中服装、木材和纸制品以及纺织业跌幅居前。包括计算机和电子产品在内的仅四个行业报告增长，为一年以 来最少。周一稍早，标普全球公布的数据显示，美国11月标普全球制造业PMI终值为52.2，预期51.9，初值51.9。（华尔街见闻） 点击按钮▲立即预约 ｜点评｜ 美国制造业景气度持续下滑，这种情况暂时尚未出现改善的信号。从数据来看，为了处理前期积压订单，制造商生产活动加快。然 而，作为先行指标的新订单指数却大幅下滑，客户需求已连续三个月放缓。同时，美国制造业成本正在快速提升。整体上看，美国制造业正面 临着滞胀压力。 需求的不确定性以及成本端的上行，导致美国制造业招聘意愿持续放缓。美联储官员已进入12月议息会议前的静默期，此前多位官员曾发 ...

Core Insights - The article highlights the short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2]. Short-Selling Ratios - JD Health-R (86618) and JD Group-SWR (89618) have the highest short-selling ratios at 100.00% [2]. - SenseTime-WR (80020) follows with a short-selling ratio of 80.34% [2]. - Lenovo Group-R (80992) has a short-selling ratio of 72.73% [2]. Short-Selling Amounts - Meituan-W (03690) leads in short-selling amount with 1.814 billion [2]. - Tencent Holdings (00700) and Alibaba-SW (09988) follow with short-selling amounts of 1.003 billion and 901 million, respectively [2]. - Three Life Pharmaceutical (01530) has a short-selling amount of 776 million [2]. Deviation Values - Three Life Pharmaceutical (01530) has the highest deviation value at 41.74%, indicating a significant difference from its average short-selling ratio [2]. - OSL Group (00863) and JD Group-SWR (89618) have deviation values of 36.46% and 33.86%, respectively [2]. - JD Health-R (86618) also shows a notable deviation value of 27.93% [2].

昨夜今晨，随着加密货币市场的企稳回暖，比特币和科技股携手上涨提振交易情绪，美股三大股指均小 幅收涨，部分收复昨日的失地。截至收盘，标普500指数涨0.25%，报6829.37点；纳斯达克综合指数涨 0.59%，报23413.67点；道琼斯工业平均指数涨0.39%，报47474.46点。 科技股表现抢眼，英特尔领涨芯片板块 科技股成为此次反弹的领头羊。科技七巨头中，苹果涨1.09%，Meta涨0.97%，英伟达涨0.86%，微软涨 0.67%，谷歌母公司Alphabet涨0.29%，亚马逊也小幅上涨。特斯拉虽略有下跌，但整体科技板块的强势 表现仍为市场带来积极信号。 | 名称 | 现价 | 涨跌 涨跌幅 ▼ 年初至今 | | | --- | --- | --- | --- | | 苹果(APPLE) | 286.190 | 3.090 1.09% | 14.80% | | 脸书(META PLATFORM 647.100 6.230 | | | 0.97% 10.78% | | 英伟达(NVIDIA) | 181.460 1.540 | | 0.86% 35.15% | | 微软(MICROSOFT) | 49 ...

Company News - Longpan Technology (02465.HK) signed a long-term procurement agreement for lithium iron phosphate cathode materials with Sunwoda, with expected sales amounting to approximately 4.5 to 5.5 billion yuan [9] - Luoyang Molybdenum (03993.HK) plans to invest 500 million yuan in a private equity investment fund focusing on three sunrise industries: technology, healthcare, and consumer goods and retail [10] - Hezhima Intelligent (02533.HK) intends to invest approximately 400 to 550 million yuan to acquire a majority stake in Zhuhai Yizhi Electronic Technology Co., Ltd [11] - Guofu Hydrogen Energy (02582.HK) placed 4.858 million shares, netting approximately 197 million HKD, with about 60% allocated for financing investments and collaborations in hydrogen energy projects in China and overseas [12] Market Performance - Major technology stocks mostly rose, with Nvidia up 0.86%, Apple up 1.09%, Google-A up 0.29%, Microsoft up 0.67%, and Amazon up 0.23% [5] - Chinese concept stocks experienced a pullback, with the Nasdaq Golden Dragon China Index down 0.65%, including Alibaba down 1.91%, Baidu down 0.6%, Bilibili down 2.71%, NIO down 2.9%, and NetEase down 1.83% [6] - In the Hong Kong market, the Hang Seng Index rose 0.24%, while the Hang Seng Tech Index fell 0.37%, and the National Enterprises Index increased by 0.11% [7] - From a market performance perspective, insurance and consumer electronics stocks were active, while pharmaceutical and film stocks generally weakened [8]

每经记者｜陈晴 每经编辑｜陈柯名 陈鹏程 王晓波 比特币大幅反弹，重回9万美元上方，报9.12万美元，涨超5%，盘中最高报9.23万美元。 国际金价走低，截至发稿时，现货黄金跌0.55%，报4208.89美元/盎司；COMEX黄金期货跌0.78%，报4241.5美元/盎司。 标题点睛： 中共中央政治局委员、中央外办主任王毅当地时间2日在莫斯科同俄罗斯联邦安全会议秘书绍伊古共同主持中俄第二十轮战略安全磋商，就涉及两国战略 安全利益的重大问题全面、深入沟通，达成新的共识，增进了战略互信。 当地时间12月2日晚，北京时间12月3日凌晨，俄罗斯总统普京在克里姆林宫会晤美国特使威特科夫和特朗普的女婿库什纳。 近日，艾比森公告，公司审议通过《关于选举第六届董事会董事长的议案》。值得注意的是，作为公司董事长的丁彦辉对本议案投了反对票，反对理由是 对董事长岗位薪酬不满意。 美股三大指数集体收涨，道指涨0.39%，纳指涨0.59%，标普500指数涨0.25%，热门科技股涨跌不一，英特尔涨超8%，苹果涨超1%，英伟达涨近1%，博 通跌超1%。比特币大幅反弹，重回9万美元上方，报9.12万美元，涨超5%，盘中最高报9.23万美元。 ...

周二美股市场再现结构性行情，三大指数集体收涨，科技股阵营却走出 "冰火两重天"。 道指最终收涨 0.39% ，标普 500 微涨 0.25% ，纳指凭借科技股多数发力录得 0.59% 涨幅。 大型科技股中，英特尔一骑绝尘涨超 8% ，苹果、高通也迎来超 1% 的亮眼表现， Meta 、亚马逊、英伟达等巨头则以小幅上涨紧跟节奏；与之相 反， AMD 跌超 2% 、博通跌超 1% ，特斯拉也陷入小幅收跌的低迷。 中概股市场则整体遇冷，纳斯达克中国金龙指数下跌 0.65% 。 参考资料： 尽管亚朵集团涨超 5% 、老虎证券涨超 1% ，理想、京东等少数个股勉强收涨，但多数标的难逃下跌魔咒：小鹏汽车近乎 "腰斩" 跌近 8% ，爱奇 艺跌超 3% ，蔚来、哔哩哔哩等多股跌超 2% ，阿里、网易等头部企业也跌超 1% 。 另一边，美联储高层人事变动的悬念正逐步收紧。 特朗普在周二白宫内阁会议上明确表态，将于明年年初公布新美联储主席人选，这一时间表较此前财政部长贝森特提及的 "圣诞节前后" 进一步清 晰。 据特朗普透露，此前他与贝森特、商务部长卢特尼克协商后，曾圈定约 10 名候选人，如今名单已大幅精简至一人。 目前已知 ...

周二热门中概股收盘多数下跌，纳斯达克中国金龙指数跌0.65%。亚朵集团涨超5%，老虎证券涨超 1%，理想、京东、搜狐小幅收涨。小鹏汽车跌近8%，爱奇艺跌超3%，蔚来、万国数据、哔哩哔哩、金 山云跌超2%，阿里巴巴、网易、中通跌超1%，百度小幅收跌。 来源：滚动播报 ...

Group 1 - The Nasdaq China Golden Dragon Index fell by 0.65% on December 3rd, indicating a downward trend in popular Chinese concept stocks [1] - Notable gainers included Atour, which rose over 5%, and Tiger Securities, which increased by over 2% [1] - Significant decliners included XPeng Motors, which dropped over 7%, and iQIYI, which fell over 3%, along with NIO, Global Data, and Bilibili, each declining over 2% [1] Group 2 - Alibaba, NetEase, and ZTO Express each experienced a decline of over 1% [1]