原油： sc夜盘上涨0.36%。市场对乌克兰和平进程能否重启抱有希望，同时也存在怀疑态度。乌克兰总统泽连斯 基称，美国与乌克兰代表团将于本周会面，商讨在日内瓦会谈中提出的方案，以期实现和平并为乌克兰提供安全 保障。国际能源署评估10月份欧佩克有配额的9国原油日供应量为2377万桶，比修正过的9月份日供应量减少了18 万桶，比其目标日产量高72万桶。贝克休斯公布的数据显示，截止11月26日的一周，美国在线钻探油井数量407 座，比前周减少12座；为2021年9月份以来最低，比去年同期减少70座。整体向下趋势难改。 首席点评： 商品驱动分化 国务院总理李强在主持专题学习时指出，新型城镇化是扩大内需和促进产业升级、做强国内大循环的重要载体。要因 地制宜实施好新型城镇化规划。科学有序推进农业转移人口市民化。美国 11月"小非农"创两年半来最大降幅，美联储 降息预期进一步升温。最新公布的ADP就业数据显示，11月私营企业减少3.2万个工作岗位，为2023年3月以来最大降 幅，远不及市场预期的增加1万个。据商务部，今年1—11月，消费品以旧换新带动相关商品销售额超2.5万亿元，惠及 超3.6亿人次。 重点品种： 原油，铜 ...

Group 1: Industry Insights - The Trump administration is reportedly considering an executive order on robotics technology for next year, leading to a positive surge in the U.S. robotics sector, with Tesla rising over 4% [1] - The focus on robotics indicates a strategic move by the U.S. to compete in key areas like AI against other major economies [1] Group 2: Macroeconomic Developments - Premier Li Qiang emphasized the significant potential for new urbanization development, advocating for tailored urban planning and integration with housing market stability [2] - Central Bank Governor Pan Gongsheng highlighted the importance of a scientific and robust monetary policy framework to maintain currency and financial stability, while addressing issues of excessive competition in the financial sector [3] - The U.S. ADP employment report showed a decrease of 32,000 jobs in November, the lowest since March 2023, indicating a weaker job market than expected, which raises the likelihood of a 90% chance for a Fed rate cut [4] Group 3: Market Trends - Copper prices have reached historical highs due to supply shortages and increased demand, with recommendations to focus on companies with strong resource guarantees and environmental standards [9] - The upcoming IPO of GPU leader Moore Threads on December 5 is expected to boost interest in the GPU industry, driven by the rapid growth in AI and data center applications [10] - Joint efforts by two departments to promote the integration of civil aviation and tourism are anticipated to enhance profitability in the sector, with a focus on improving supply and demand dynamics [11]

Group 1 - China's self-developed reusable launch vehicle Zhuque-3 successfully completed its maiden flight, marking a new milestone in the country's commercial space industry, with predictions that the industry could reach a scale of 7-10 trillion yuan by 2030 [2] - The U.S. 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 rate cut [2] Group 2 - The Chinese government is promoting new urbanization as a key driver for expanding domestic demand and upgrading industries, emphasizing the need for urban renewal and addressing the urban-rural dual structure [3] - The Chinese Ministry of Commerce reported that the trade-in program for consumer goods has generated over 2.5 trillion yuan in sales, benefiting over 360 million people [3] Group 3 - The A-share market experienced a decline, with the Shanghai Composite Index down 0.51% and the Shenzhen Component down 0.78%, while the coal sector saw gains [5] - The Hong Kong Hang Seng Index fell 1.28%, with significant net buying from southbound funds, particularly in Alibaba [5] Group 4 - New active equity funds have shown signs of building positions, with over 80% of newly established funds experiencing net value fluctuations, while the consensus is to focus on AI applications for future allocations [6] - Morgan Stanley upgraded its rating on the Chinese stock market to "overweight," citing a higher risk of significant gains compared to losses [6] Group 5 - The Chinese government has initiated a parenting subsidy program for families with children under three years old, with over 30 million applications submitted and approved [4] - Cambodia will implement a visa-free policy for Chinese citizens from June to October 2026, allowing for multiple entries [4] Group 6 - The cultural and tourism sector in China is set to integrate with the civil aviation industry through a new action plan aimed at enhancing domestic travel accessibility and developing low-altitude tourism [9] - The Chinese passenger car market saw retail sales of 2.263 million units in November, a year-on-year decline of 7%, while the new energy vehicle market grew by 7% [9] Group 7 - The China Internet Finance Association is enhancing self-regulation for financial applications and mini-programs, aiming to mitigate risks associated with digital financial channels [10] - Binance appointed co-founder He Yi as co-CEO to expand its global business and strengthen compliance efforts [10] Group 8 - The U.S. stock market saw slight gains, with the Dow Jones up 0.86%, while the tech sector faced declines, particularly in Chinese concept stocks [15] - European stock indices showed mixed results, with the French market benefiting from consumer sector resilience [15] Group 9 - The domestic bond market experienced narrow fluctuations, with most interest rates rising, while the central bank conducted a reverse repurchase operation [17] - The U.S. Treasury yields collectively fell, indicating a shift in investor sentiment [17] Group 10 - International precious metals futures generally rose, supported by expectations of a Federal Reserve rate cut and positive economic data from Europe [18] - Crude oil prices increased amid ongoing geopolitical tensions, particularly related to the Russia-Ukraine conflict [18]

登录新浪财经APP 搜索【信披】查看更多考评等级 新鲜出炉！30位中国行研"第一人"最新观点汇总：金股名单、投资图谱、产业解读……一应俱全！ 【头条要闻】 李强：把城市更新和消除安全隐患、稳楼市等工作结合起来 李强指出，我国城镇化正从快速增长期转向稳定发展期，城市发展正从大规模增量扩张阶段转向存量提 质增效为主的阶段，人口结构、城镇体系、城乡格局等都在发生深刻变化，人工智能等新技术的应用也 对城市发展、治理带来新的机遇和挑战。要深刻认识新型城镇化的阶段性趋势性特征，进一步增强新型 城镇化工作的针对性有效性。 李强强调，新型城镇化是个系统工程。要因地制宜实施好新型城镇化规划，坚持以规划为引领，进一步 优化"人、产、城"布局，并根据不同城市的情况实施分类指导。要科学有序推进农业转移人口市民化， 采取更有力度、更具针对性的举措，解决好农业转移人口的就业、社保、安居、子女教育等问题。要深 入实施城市更新行动，把城市更新和消除安全隐患、稳楼市等工作结合起来，扎实推进好房子建设和房 地产高质量发展。要着力破解城乡二元结构，推动城乡要素双向流动，加强城乡基础设施联通、产业对 接，推进基本公共服务均等化，促进城乡融合发展。 ...

Industry News - The Cyberspace Administration has guided relevant platforms to address illegal activities by internet celebrities, including the closure of accounts that spread divisive rhetoric and the suspension of accounts for inappropriate content [39][39] - FTSE Russell announced changes to the FTSE China indices, effective after the close on December 19, 2025, which will include Luoyang Molybdenum and Sungrow Power, while removing Jiangsu Bank and SF Express [39][39] - Volcano Engine officially launched the Doubao image creation model Doubao-Seedream-4.5, which supports various applications including advertising, e-commerce, film production, digital entertainment, and education [40][40] - The Invesco Nasdaq Technology ETF has seen its market trading price significantly exceed its reference net asset value, leading to a warning from the fund manager about potential trading risks due to premium pricing [41][41] - As the year-end approaches, over 20 cities have suspended or adjusted their vehicle trade-in subsidy programs due to the consumption of the fourth batch of 69 billion yuan in national subsidies [41][41] Company News - Moer Thread announced that its stock will be listed on the Sci-Tech Innovation Board on December 5, 2025 [42][42] - Baiwei Storage reported that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund II, reduced its holdings by 4.646 million shares from October 9 to December 2, 2025 [43][43] - Muxi Co., Ltd. announced an issuance price of 104.66 yuan per share for its upcoming offering [44][44] - Degu Technology announced the termination of its major asset restructuring plan [45][45] - China Aluminum International announced that its subsidiary won a bid for a 3.03 billion yuan electrolytic aluminum project [46][46] - Shanxi Fenjiu reported that its second-largest shareholder, Huachuang Xinrui, has completed a reduction of 1.33% of its shares [47][47] - Guizhou Bailin announced that its actual controller, Jiang Wei, is under investigation by the China Securities Regulatory Commission for insider trading and information disclosure violations [48][48] - Kuaiji Elevator announced the cancellation of its high-tech enterprise qualification for 2021-2023, which will impact its operating performance [49][49] - Grinda announced an investment of 80 million yuan to subscribe for strategic placement shares in Muxi Co., Ltd. [50][50] - Wanlong Optoelectronics is planning to acquire control of Zhongkong Information, leading to a stock suspension [51][51] - Pulu Tong announced plans to issue shares and pay cash to acquire assets, resulting in a stock suspension starting December 4, 2025 [52][52]

机构认为，慢牛格局仍未改变。 【财经日历】 首届全球智能机械与电子产品博览会(澳门&珠海，12/4-12/6) 明星科技股涨跌互现，微软跌2.5%，特斯拉涨4.1%，甲骨文涨3.3%，谷歌涨1.5%，亚马逊跌0.9%，英伟达跌1.0%，Meta跌1.1%。 奈飞跌4.9%，公司联合创始人兼前首席执行官黑斯廷斯出售了37.547万股公司股票，套现约4070万美元。目前担任公司董事的黑斯廷斯仍持有约2140万股普 通股。 美光科技跌2.2%，这家芯片商决定退出旗下的英睿达消费级业务，包括停止在全球主要零售商、电商平台及经销商处销售英睿达品牌的消费级产品。 美国鹰牌服饰（American Eagle Outfitters）大涨逾14%，这家服饰公司表示，假日购物季开局表现强劲，成为最新一家上调全年业绩预期的零售商。 纳斯达克中国金龙指数跌1.38%，阿里巴巴跌1.9%，百度、拼多多跌1.4%，网易跌1.0%，京东跌0.6%。 国际油价延续反弹，WTI原油近月合约涨0.53%，报58.95美元/桶，布伦特原油近月合约涨0.35%，报62.67美元/桶。 国际金价小幅上涨，纽约商品交易所12月交割的COMEX黄金期货涨 ...

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% | ...

北京12月3日电 12月3日，国务院以"深入推进以人为本的新型城镇化，着力构建城乡融合发展新格 局"为主题，进行第十七次专题学习。国务院总理李强在主持学习时强调，要认真学习贯彻习近平总书 记和党中央关于深入实施新型城镇化战略的决策部署，坚持以人为本提高城镇化质量水平，充分释放城 乡融合发展蕴藏的巨大内需潜力，为经济社会发展提供强劲动力。 李强指出，我国城镇化正从快速增长期转向稳定发展期，城市发展正从大规模增量扩张阶段转向存量提 质增效为主的阶段，人口结构、城镇体系、城乡格局等都在发生深刻变化，人工智能等新技术的应用也 对城市发展、治理带来新的机遇和挑战。要深刻认识新型城镇化的阶段性趋势性特征，进一步增强新型 城镇化工作的针对性有效性。 中国城市和小城镇改革发展中心主任高国力作讲解。国务院副总理丁薛祥、何立峰，国务委员王小洪作 交流发言。 李强强调，新型城镇化是个系统工程。要因地制宜实施好新型城镇化规划，坚持以规划为引领，进一步 优化"人、产、城"布局，并根据不同城市的情况实施分类指导。要科学有序推进农业转移人口市民化， 采取更有力度、更具针对性的举措，解决好农业转移人口的就业、社保、安居、子女教育等问题。要深 ...

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美国11月ADP就业人数为减少3.2万人，为2023年3月以来最低水平，市场预期为增加1万人。 ADP报告指出，2025年下半年就业增长停滞不前，就业人数增长呈下降趋势。11月份制造业、专业及商业 服务业、信息业和建筑业的招聘情况尤为疲软。 李强指出，新型城镇化是扩大内需和促进产业升级、做强国内大循环的重要载体。近年来，各地区各部门 深入实施新型城镇化战略，推动新型城镇化取得重要进展。展望"十五五"时期，新型城镇化发展空间仍然 很大。 2、富时中国A50指数变更 纳入洛阳钼业、阳光电源 重要程度：★★★★ 富时罗素宣布对富时中国指数系列的季度审核变更，富时中国A50指数纳入洛阳钼业、阳光电源，剔除了 江苏银行和顺丰控股；调整结果将于2025年12月19日盘后生效。 3、不及预期！小非农就业人数减少3.2万人 为2023年3月以来最低水平 1、李强主持国务院第十七次专题学习：展望"十五五" 新型城镇化发展空间仍然很大 重要程度：★★★★★ 国务院以"深入推进以人为本的新型城镇化，着力构建城乡融合发展新格局"为主题，进行第十七次专题学 习。 国务院总理李强在主持学习时强调，新型城镇化是个系统工程。要因地制宜实施好 ...