周二，比特币短线拉升涨近2%，一度突破8.9万美元，美股加密货币概念股跟涨，Circle(CRCL.US)一度 涨超2.5%，Strategy(MSTR.US)、Riot Platforms(RIOT.US)涨近2%。 ...

智通财经APP获悉，周二，比特币短线跌破8.7万美元，日内跌超3%，以太坊日内跌近5%。加密货币概 念股走弱，Bitmine Immersion Technologies(BMNR.US)跌超6.8%，Circle(CRCL.US)跌5.9%， Robinhood(HOOD.US)跌超4%，Strategy(MSTR.US)、Coinbase(COIN.US)跌超3%。 ...

港股三大指数今日走势分化，恒指尾盘成功翻红，恒科指数一度跌逾1.6%。截止收盘，恒生指数涨 0.12%或29.35点，报25498.13点，全日成交额为1623.77亿港元；恒生国企指数跌0.02%，报8841.51点； 恒生科技指数跌0.73%，报5418.29点。 华泰证券近期指出，目前市场下行空间可控但上行胜率尚未打开。港股情绪指标依然处于悲观区间，对 应磨底阶段，情绪指数走势与2024年11月类似。配置层面，短期关注资金面供需改善后的弹性品种如科 技和医药，中期依然建议成长+顺周期均衡，切换时间在二季度左右。全年维度看，个股相关性下降， 去伪存真、自下而上的α机会更加重要。 蓝筹股表现 恒隆地产(00101)领跌蓝筹。截至收盘，跌2.91%，报8.68港元，成交额9502.41万港元，拖累恒指0.74 点。今日午间，恒隆集团、恒隆地产联合公告宣布卢韦柏将于2026年8月31日或之前荣休，并不再担任 集团行政总裁及执行董事的职位。董事会正在进行全面的甄选，以物色卢先生的继任人，而卢韦柏将协 助并促进领导层顺利交接。 其他蓝筹股方面，石药集团(01093)涨6.52%，报8.01港元，贡献恒指6.31点； ...

Market Overview - The Dow Jones Industrial Average decreased by 0.06%, while the S&P 500 index increased by 0.09% and the Nasdaq rose by 0.32% [1] Cryptocurrency Sector - Cryptocurrency-related stocks experienced a general increase, with Coinbase and Strategy both rising over 1% [1] Semiconductor Industry - Broadcom shares rose nearly 3% amid reports that Microsoft is in discussions with Broadcom for a custom chip collaboration [1] Automotive Sector - Rivian shares fell by 2.5% and Tesla shares decreased by 1.7%, following a downgrade in ratings from Morgan Stanley for both companies [1] Retail Sector - Carvana, a used car retailer, saw its shares increase by 9.0%, while CRH shares rose by 6.7% after both companies were added to the S&P 500 index [1] Media and Entertainment - Warner Bros. Discovery shares increased by 5.6% after Paramount made a $30 per share acquisition offer to the company [1] Debt Market - CoreWeave shares dropped by 5.4% as the company plans to issue $2 billion in convertible bonds [1]

★ 宏观动态 ★ 《基金管理公司绩效考核管理指引》征求意见稿下发，强化盈利比等指标 《基金管理公司绩效考核管理指引》征求意见稿已下发。征求意见稿强化业绩考核、盈利比等指标，多处实现 挂钩。整体定量考核中，要求基金投资收益指标中三年以上中长期指标权重不得低于80%。其中，高管层考 核，基金投资收益指标权重应当不低于50%。基金经理等差异化考核，对主动权益类基金经理，基金产品业绩 指标考核权重应当不低于80%，其中业绩比较基准对比指标考核权重不得低于30%；对负责销售的高级管理人 员及核心销售业务人员，投资者盈亏情况指标考核权重应当不低于50%。 国家网信办：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 国家互联网信息办公室就《网络数据安全风险评估办法（征求意见稿）》公开征求意见。《征求意见稿》提 到，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。 深圳紧急辟谣：网传"318号函"系伪造，已报警 1 ...

当地时间12月5日，美股三大指数均小幅收涨，道指涨0.22%；纳指涨0.31%；标普500指数涨0.19%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47954.99 | 23578.13 | 6870.40 | | +104.05 +0.22% | +72.99 +0.31% +13.28 +0.19% | | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7831.43 | 25735.00 | 6879.50 | | +99.55 +1.29% +112.25 +0.44% | | +12.75 +0.19% | 大型科技股多数上涨，博通涨超2%，谷歌、Meta涨超1%，苹果、英伟达跌幅不足1%。存储概念、零售百货涨幅居前，SanDisk涨超7%，美光科技涨超 4%，梅西百货、迪拉德百货涨超2%。加密货币概念、综合油气跌幅居前，Strive跌超7%，英国石油跌超3%，道达尔、埃尼石油、Circle跌超2%。 纳斯达克中国金龙指数收涨1.29%，热门中概股多数上涨，百度涨超5%，万国数据涨超4%，小鹏汽车、爱奇艺、好未来涨超2%。 | ...

每经编辑｜何小桃 杜宇 富时A50期指连续夜盘收涨0.41%，报15248点。 贵金属市场出现剧烈波动，现货黄金一度涨超1.2%，随后转跌失守4200美元。 当地时间12月5日，美股三大指数均小幅收涨，道指涨0.22%；纳指涨0.31%；标普500指数涨0.19%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47954.99 | 23578.13 | 6870.40 | | +104.05 +0.22% | | +72.99 +0.31% +13.28 +0.19% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7831.43 | 25735.00 | 6879.50 | | +99.55 +1.29% +112.25 +0.44% | | +12.75 +0.19% | 大型科技股多数上涨，博通涨超2%，谷歌、Meta涨超1%，苹果、英伟达跌幅不足1%。存储概念、零售百货涨幅居前，SanDisk涨超7%，美光科技涨超 4%，梅西百货、迪拉德百货涨超2%。加密货币概念、综合油气跌幅居前，Strive跌超7%，英国石油跌超3%，道达尔、埃尼 ...

格隆汇12月6日｜美股三大指数均小幅收涨，道指涨0.22%，本周累计上涨0.5%；纳指涨0.31%，本周累 计上涨0.91%；标普500指数涨0.19%，本周累计上涨0.31%。大型科技股多数上涨，博通涨超2%，谷 歌、Meta涨超1%，苹果、英伟达跌幅不足1%。存储概念、零售百货涨幅居前，SanDisk涨超7%，美光 科技涨超4%，梅西百货、迪拉德百货涨超2%。加密货币概念、综合油气跌幅居前，Strive跌超7%，英 国石油跌超3%，道达尔、埃尼石油、Circle跌超2%。 纳斯达克中国金龙指数收涨1.3%，本周累涨约0.5%。热门中概股里，百度收涨5.8%，万国数据涨 4.5%，小鹏涨2.7%，新东方涨2.5%，小马智行则跌2.8%，阿特斯太阳能跌3.7%。 ...

Market Overview - The Hong Kong stock market showed a rebound in the morning session, with the Hang Seng Index closing up 0.68% at 25,935.9 points and a total turnover of HKD 179.3 billion [1] - The Hang Seng China Enterprises Index rose 0.86% to 9,106.48 points, while the Hang Seng Tech Index also saw gains [1] Blue-Chip Stocks Performance - Xiaomi Group-W (01810) performed notably, closing up 4.38% at HKD 41.98, contributing 50.27 points to the Hang Seng Index. The company announced over 500,000 vehicle deliveries since April 2024 and has repurchased 27 million shares for a total of HKD 1.093 billion [2] - Other blue-chip stocks included Trip.com Group-S (09961) up 3.93%, Geely Automobile (00175) up 3.14%, and Meituan-W (03690) up 2.29%. However, Shenzhou International (02313) fell 4.71%, negatively impacting the index [2] Sector Highlights - The CRO and innovative drug sectors saw significant gains, with WuXi Biologics (02269) up 7.09% and WuXi AppTec (02359) up 5.44%. The pharmaceutical industry is expected to experience a pivotal shift by 2025, with a stable outlook continuing into 2026 [3][4] - Robotics stocks surged due to favorable news, with companies like Siasun Robot & Automation (02050) rising 7.7%. The U.S. government is reportedly accelerating the development of robotics technology, which is projected to see exponential growth by 2026 [4] - Gold stocks faced downward pressure, with Shandong Gold (01787) down 3.21% amid concerns over potential gold sales by the Italian government [5] Notable Stock Movements - Auda Holdings (09929) saw a dramatic increase of 370.87% after announcing a major share sale, closing at HKD 0.485 [7] - OSL Group (00863) rose 9.48% after announcing plans to offer compliant digital asset trading services in Europe by Q1 2026 [8] - Cao Cao Travel (02643) increased by 8.33% following the announcement of its Robotaxi strategy, aiming for significant expansion in urban transportation [9] - Longpan Technology (02465) experienced a decline of 7.8% after a previous rise, despite securing a long-term sales agreement for lithium iron phosphate materials [10]

Group 1 - The old-for-new consumption policy has benefited over 360 million people, with sales exceeding 2.5 trillion yuan in the first 11 months of the year. This includes over 11.2 million vehicles, 12.84 million home appliances, and 9.015 million digital products being replaced [1] - Cambodia will implement a visa-free policy for Chinese citizens from June 15 to October 15, 2026, allowing a 14-day stay without visa fees [2] - The Zhuque-3 reusable rocket successfully completed its mission, marking a significant achievement in commercial space exploration [3] Group 2 - In November, Shanghai's second-hand housing market saw transactions of nearly 23,000 units, a 24% increase from October, indicating a stabilization in the market [4] - Industrial and Commercial Bank of China has raised the minimum deposit for its three-year large-denomination certificates of deposit to 1 million yuan, with an interest rate of 1.55% [5] - Wanda Group has redeemed one of its Wanda Plazas for the first time after selling over 80 plazas, indicating a strategic shift in its asset management [6] Group 3 - Malaysia will resume the underwater search for the MH370 flight wreckage on December 30, 2023, as announced by the Ministry of Transport [7] - The U.S. Department of Homeland Security is expected to announce a ban on travelers from approximately 30 countries, adding to existing restrictions [8] - "Trump concept stocks," particularly American Bitcoin, experienced a significant drop, with shares falling over 50%, leading to multiple trading halts [9]