郭嘉昆表示，中美经贸关系的本质是互利共赢，不存在谁占谁的便宜。经贸合作应该继续成为中美关系 的压舱石和推进器。"我们希望美方同中方一道，落实好两国元首重要共识，本着平等、尊重、互惠的 原则，通过对话协商，不断压缩问题清单，拉长合作清单，争取更多积极进展。" 12月8日，外交部发言人郭嘉昆主持例行记者会。路透社记者就美国发布新版《国家安全战略》追问， 《国家安全战略》中还关注了中美之间的经贸关系。中方对此有何评论？ 智通财经记者 杨文钦 朱郑勇 12月8日，外交部发言人郭嘉昆主持例行记者会。路透社记者就美国发布新版《国家安全战略》追问， 《国家安全战略》中还关注了中美之间的经贸关系。中方对此有何评论？ 郭嘉昆表示，中美经贸关系的本质是互利共赢，不存在谁占谁的便宜。经贸合作应该继续成为中美关系 的压舱石和推进器。"我们希望美方同中方一道，落实好两国元首重要共识，本着平等、尊重、互惠的 原则，通过对话协商，不断压缩问题清单，拉长合作清单，争取更多积极进展。" 智通财经记者 杨文钦 朱郑勇 ...

中国外交部：中美经贸关系不存在谁占谁的便宜 编辑：郭晋嘉 中新网北京12月8日电 (记者 黄钰钦)中国外交部发言人郭嘉昆8日主持例行记者会。 有记者提问：美国特朗普政府新发布《国家安全战略》，该报告还关注美中之间的经贸关系。中方对此 有何评论？ 郭嘉昆：中美经贸关系的本质是互利共赢，不存在谁占谁的便宜。经贸合作应该继续成为中美关系 的"压舱石"和"推进器"。我们希望美方同中方一道，落实好两国元首重要共识，本着平等、尊重、互惠 的原则，通过对话协商，不断压缩问题清单，拉长合作清单，争取更多积极进展。(完) 来源：中国新闻网 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

（文章来源：央视新闻客户端） 12月8日，外交部发言人郭嘉昆主持例行记者会。在回答中美经贸关系的问题时，郭嘉昆表示，中美经 贸关系的本质是互利共赢，不存在谁占谁的便宜。经贸合作应该继续成为中美关系的"压舱石"和"推进 器"。我们希望美方同中方一道落实好两国元首重要共识，本着平等、尊重、互惠的原则，通过对话协 商，不断压缩问题清单，拉长合作清单，争取更多积极进展。 ...

Morning session notice 早盘提示 更多精彩内容请关注格林大华期货官方微信 | | | 联系方式：liuyang18036@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 COMEX 黄金期货跌 0.36%报 4227.7 美元/盎司；COMEX 白银期货涨 2.28%报 58.8 美 | | | | | 元/盎司。沪金收涨 0.15%报 958.72 元/克，沪银涨 2.67%报 13788 元/千克。 | | | | | 【重要资讯】 | | | | | 1、截至 12 月 5 日，全球最大黄金 ETF--SPDR Gold Trust 持仓较上日减少 0.33 吨， | | | | | 当前持仓量为 1050.25 吨。全球最大黄金 ETF--SPDR Gold Trust 持仓较上日减少 | | | | | 0.33 吨，当前持仓量为 1050.25 吨。 | | | | | 2、据 CME"美联储观察"数据显示，美联储 12 月降息 25 个基点的可能性约为 87%。 | ...

Key Points - The article summarizes significant events over the weekend and the latest assessments from major securities firms regarding the Chinese market and economy [2] Group 1: Economic and Policy Developments - Chinese Vice Premier He Lifeng held a video call with U.S. Treasury Secretary Janet Yellen and Trade Representative Katherine Tai to discuss practical cooperation and resolving economic concerns [3] - The People's Bank of China has increased its gold reserves for the 13th consecutive month, now holding 7.412 million ounces, reflecting a strategic move to bolster financial stability [4] - The China Securities Regulatory Commission (CSRC) is focusing on differentiated regulation for quality institutions while tightening oversight on problematic firms, aiming to enhance capital efficiency [5] Group 2: Market Insights and Predictions - Insurance companies are expected to benefit from lowered risk factors for long-term holdings in indices like CSI 300 and STAR Market, potentially leading to significant equity allocations [6][7] - A new performance assessment guideline for fund managers has been proposed, which may result in salary reductions exceeding 30% for underperforming managers, aiming to enhance accountability in the fund management industry [8] - The 2025 National Medical Insurance Drug List will include 114 new drugs, with 50 classified as innovative, indicating a focus on advancing healthcare and pharmaceutical sectors [9] Group 3: Securities Firms' Analysis - CITIC Securities suggests that the current market volatility is a normal phase before potential positive changes in fundamentals, with a focus on resource and traditional manufacturing sectors [12] - Shenwan Hongyuan highlights that the lowered risk factors for insurance companies could lead to significant equity investments, particularly in the context of the upcoming spring market [13] - China International Capital Corporation (CICC) believes that the recent bond market fluctuations will have limited impact on equity markets, supported by a strong RMB and favorable economic conditions [14] - Guotai Junan emphasizes the importance of upcoming policy meetings and their potential impact on market sentiment and structural opportunities [18] - GF Securities notes that while the market may experience short-term fluctuations, there remains significant upside potential, particularly in dividend-paying and consumer sectors [22]

每经编辑｜陈鹏程 胡玲 1 中国证监会：将对优质机构适当松绑 适度打开资本空间与杠杆限制 中国证监会主席吴清12月6日表示，将着力强化分类监管、"扶优限劣"。对优质机构适当"松绑"，进一步优化风控指标，适度打开资本空间和杠杆限制，提 升资本利用效率。（央视新闻） 2 国家网信办就《网络数据安全风险评估办法（征求意见稿）》公开征求意见 12月6日，为规范网络数据安全风险评估活动，保障网络数据安全，促进网络数据依法合理有效利用，国家互联网信息办公室起草了《网络数据安全风险评 估办法（征求意见稿）》，现向社会公开征求意见。征求意见稿提出，处理重要数据的网络数据处理者应当每年度对其网络数据处理活动开展风险评估。重 要数据安全状态发生重大变化可能对数据安全造成不利影响的，应及时对发生变化及其影响的部分开展风险评估。鼓励处理一般数据的网络数据处理者至少 每3年开展一次风险评估。 3 中国驻美大使：两大背景板给中美经贸关系发展带来新的重要机遇 中国驻美国大使谢锋12月4日应邀出席由中国贸促会和美国子午线国际中心共同举办的中美经贸合作论坛并致辞。谢锋表示，看待和发展新时期中美经贸关 系，要把握好两大背景板。谢锋指出，第一块背 ...

Group 1 - The China Securities Regulatory Commission (CSRC) aims to enhance differentiated regulation for quality institutions while loosening capital space and leverage limits for them, and exploring differentiated supervision for small and foreign brokerages [2] - The CSRC emphasizes strict regulation for problematic brokerages, ensuring legal consequences for violations [2] - The China People's Insurance Group's Vice President Yu Ze is under investigation for serious disciplinary violations [4] Group 2 - The China Logistics and Purchasing Federation reported that the global manufacturing PMI for November 2025 is 49.6%, a slight decrease of 0.1 percentage points from the previous month, indicating a weakening recovery in global manufacturing [5] - In November 2025, excavator sales reached 20,027 units, a year-on-year increase of 13.9%, with domestic sales at 9,842 units and exports at 10,185 units [6] - The successful launch of 14 low-orbit satellite internet satellites by the Long March 8 rocket marks a significant achievement in China's commercial space endeavors [4]

Core Viewpoint - The speech by Chinese Ambassador to the U.S. Xie Feng emphasizes the importance of two key background factors in developing U.S.-China economic and trade relations, highlighting the strategic guidance from frequent interactions between the two countries' leaders and China's ambitious economic development plans for the next five years [1] Group 1 - The first background factor is the frequent interactions between the two national leaders, which provide strategic direction for U.S.-China relations, including a successful meeting in Busan and subsequent communications [1] - The second background factor is China's "14th Five-Year Plan," which outlines a grand blueprint for the country's economic and social development over the next five years, indicating an unstoppable momentum towards modernization [1] - These two background factors present new significant opportunities for the development of U.S.-China economic and trade relations [1] Group 2 - Xie Feng suggests that both countries' business communities should focus on three lists to seize opportunities: the first is to maintain an expanded dialogue list, encouraging more interactions between governments and various sectors [1] - The second is to extend the cooperation list, promoting more practical cooperation projects in strategic emerging industries and services, while urging the U.S. to provide a fair and non-discriminatory environment for Chinese investments [1] - The third is to continuously reduce the issues list, calling on some U.S. politicians to stop negative rhetoric towards China and to inject positive energy into U.S.-China economic relations [1]

中国基金报记者 张舟 大家好，今天是周六，一起聚焦海外市场最新收盘表现与本周整体走势。 美东时间12月5日收盘，美股全天维持窄幅震荡格局，资金情绪相对谨慎，三大股指最终悉数小幅收涨。美股热门科技股涨跌互现，存储芯片板块走 强，中概股涨幅明显。 美联储方面，美国9月核心PCE通胀指标意外降温。市场认为，这可能会为下周美联储降息铺平道路。目前，市场对美联储12月降息押注保持在87%的 高位水平。下一任美联储主席的热门人选哈塞特直言："现在是美联储再次谨慎降息的好时机。" 热门中概股成为当日市场亮点，受中美经贸沟通利好消息等影响，纳斯达克中国金龙指数大涨1.29%。 个股方面，叮咚买菜涨超11%，虎牙涨超6%，百度集团涨5.85%，中通快递涨超3%，贝壳、小鹏汽车涨超2%，阿里巴巴涨0.6%，多数核心中概股上 涨。 下周，美联储12月议息会议即将举行，利率决议结果将于北京时间2025年12月11日凌晨3:00公布，这将是年底前影响市场走势的关键事件。 美国三大股指涨幅扩大 12月5日，美股三大股指齐收涨。截至收盘，道琼斯工业平均指数上涨0.22%，报47954.99点；标普500指数上涨0.19%，报6870.40 ...

Market Overview - US stock market continued to rise on December 5, supported by expectations of Federal Reserve interest rate cuts and positive US-China trade signals, with all three major indices closing higher [1] - The Dow Jones Industrial Average increased by 0.22% to 47,954.99 points, the Nasdaq Composite rose by 0.31% to 23,578.13 points, and the S&P 500 gained 0.19% to close at 6,870.40 points, marking four consecutive days of gains for the S&P 500 [1] Technology Sector Performance - Major US technology stocks mostly rose, with the US Tech Giants Index increasing by 0.20%. Facebook saw a nearly 2% rise, Google over 1%, Microsoft up 0.48%, Amazon up 0.18%, and Tesla up 0.1% [2] - Despite declines in Apple and Nvidia by 0.68% and 0.53% respectively, the overall performance of technology stocks remained strong [2] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose by 1.29%, with notable individual stock performances including Baidu up nearly 6%, Xiaomi over 2%, Meituan nearly 2%, and Xpeng, iQIYI, and TAL Education all up over 2% [3] - Dingdong Maicai led the gains among Chinese stocks with an increase of over 11% [3] Mergers and Acquisitions - Netflix announced its agreement to acquire Warner Bros. Discovery for approximately $72 billion [4] - SoftBank is reportedly in talks to acquire AI infrastructure investment company DigitalBridge [4] - Albemarle, the world's largest lithium producer, saw a 5% increase in stock price after UBS upgraded its rating from "neutral" to "buy" and raised the target price from $107 to $185 per share [4] Commodity Market Movements - Gold prices experienced volatility, closing at $4,197.4 per ounce, down 0.26%, after initially rising over 1% [5] - Silver prices, after reaching a historical high, ultimately closed up 2.07% [5] - In the oil market, WTI crude oil futures for January delivery rose by 0.69% to $60.08 per barrel, while Brent crude for February delivery increased by 0.49% to $63.75 per barrel, supported by ongoing geopolitical risks [5] Cryptocurrency Market - The cryptocurrency market faced pressure, with Bitcoin dropping below $89,000, down 3.59% in a single day, and major altcoins like Ethereum and Solana also experiencing declines of over 3% [8] US-China Trade Relations - Positive signals emerged from US-China trade relations, with discussions between Chinese Vice Premier He Lifeng and US Treasury Secretary Yellen focusing on practical cooperation and addressing mutual concerns in the economic field [9] Federal Reserve Interest Rate Expectations - Market attention is on the Federal Reserve's interest rate cut expectations, with the core PCE price index for September at 2.8%, below the expected 2.9%, reinforcing the likelihood of a rate cut next week [10] - The probability of a 25 basis point rate cut next week is at 87%, according to CME's FedWatch tool [10]