来源：市场投研资讯 （来源：万得基金） 1、 我国信息通信领域首个国家重大科技基础设施正式投入运行。我国信息通信领域首个国家重大科技基础 设施——未来网络试验设施正式投入运行。该设施将为工业制造、能源电力、教育医疗、低空经济等领域 提供开放试验支撑，并在AI大模型训练、算力调度、算网协同、光电融合等前沿方向开展示范应用。 2、市场监管总局发布外卖平台服务管理国家标准。市场监管总局发布实施外卖平台推荐性国家标准《外卖 平台服务管理基本要求》，推动解决"幽灵外卖"，规范平台收费与促销行为，强化配送员权益保障，进一 步推动外卖行业在良性竞争中创新发展。 3、11月一线城市二手住宅成交套数创7个月新高。易居研究院数据显示，11月一线城市二手住宅成交套数 达4.9万套，创下7个月新高，环比大幅增长20%。今年前11个月，一线城市二手住宅累计成交51.9万套，同 比增长约5%，为近四年来首次突破51万套大关。 4、多只绩优基金进一步下调限购额度。近期，多只绩优基金启动"限购模式"。Wind数据显示，仅12月4 日，就有29家基金管理人密集对旗下41只基金实施限购，限购额度从100元至1500万元不等。部分基金产品 已进行 ...

Group 1 - The scale of bank wealth management has increased, with "rights-containing" products gaining popularity. Currently, there are over 300 mixed and equity wealth management products available in the market. From the beginning of 2025 to now, 259 equity and mixed wealth management products have been issued, with a total scale of 72.7 billion yuan, compared to 217 products and 37.1 billion yuan in the same period last year. Analysts expect that the total scale of wealth management funds allocated to equity products will exceed 100 billion yuan in the second half of the year and throughout 2026 [2][3] - The real estate market in Shenzhen has shown significant recovery one month after the "9·5" policy was implemented. From September 6 to October 6, the number of new residential sales in Shenzhen reached 2,824 units, a year-on-year increase of 23.48%, while second-hand residential sales reached 3,699 units, up 32.63% year-on-year, indicating the gradual effectiveness of the policy [2][3] - China has implemented export controls on rare earths and other items, marking a significant step in its extraterritorial jurisdiction. The Ministry of Commerce announced export controls on relevant rare earth items and technologies, and included 14 foreign entities in an unreliable entity list. Additionally, several announcements were made regarding export controls on superhard materials, certain rare earth equipment, and lithium battery materials [2][3] Group 2 - Nearly 70 new funds are scheduled for issuance in October, with many managed by high-performing fund managers. The main types of new funds include active equity funds, index funds, and rights-containing bond funds, which are expected to bring continuous incremental capital to the equity market [4][5] - Following the National Day and Mid-Autumn Festival, the issuance of new funds has reached a peak, with 23 funds launched on October 9 alone. This marks the final "decisive season" for fund managers in 2025 [4][5] - The Federal Reserve's September meeting minutes indicate a willingness among officials to further cut interest rates this year, although concerns about inflation have made some cautious. Most participants expect inflation to remain high in the short term before gradually returning to 2% [5] - The asset size of U.S. money market funds has reached a record high of 7.39 trillion U.S. dollars [5] Group 3 - In the past week, major global stock markets showed mixed performance, with the Shanghai Composite Index rising slightly by 0.37%, while the Shenzhen Component Index and other indices recorded declines. The Hang Seng Index fell by 3.13% [6][8] - Recent trends in bond yields have shown mixed results, with the 1-year Chinese government bond yield rising slightly to 1.37%, while the 10-year U.S. government bond yield decreased to 4.05% [6][9] - The recent week saw a weak overall performance of the Wind Fund Index, with various fund indices, including equity and mixed funds, experiencing declines [6][10] Group 4 - In the commodity market, gold prices have shown a mixed trend, with COMEX gold rising by 3.24% while oil prices have continued to adjust, with ICE Brent crude oil falling by 3.78% [11][12] - UBS predicts a supply surplus in the global oil market of 1.2 million barrels per day in 2025, expanding to 1.5 million barrels per day in 2026, driven by OPEC+ production increases [18] - Goldman Sachs indicates that major global stock indices remain above key moving averages, with no clear signals of a shift towards risk aversion, suggesting continued buying interest in the market [18] - According to Zhongjin Company, short-term gold price increases may be driven by risk aversion, with expectations for gold prices to potentially exceed 4,500 U.S. dollars per ounce in early 2026 under neutral assumptions [19]