记者丨黎雨桐 编辑丨金珊 | 尤忱央侣 | 40.510 | -3.55% | | --- | --- | --- | | COE.A | | | | 联掌门户 | 2.850 | -3.39% | | LZMH.O | | | | 才要 | 6.863 | -2.79% | | DOYU.O | | | | 哔哩哔哩 | 25.898 | -2.42% | | BILI.O | | | | 网易 | 141.485 | -2.39% | | NTES.O | | | | 亿鹏能源 | 0.207 | -2.36% | | ELPW.O | | | | 阿里巴巴 | 160.410 | -2.34% | | BABA.N | | | | 爱奇艺 | 2.040 | -2.39% | | IQ.O | | | WTI原油期货跌幅扩大至1.69%，报58.32美元/桶。布伦特原油期货跌幅扩大至1.54%，报62.2美元/桶。 市场风险偏好回升，美股周二开盘温和上升。截至北京时间22：45，三大指数小幅高开，道琼斯指数涨0.03%，标普500指数涨0.36%，纳斯达 克综合指数涨0.83%。 | 道琼斯 | 纳斯达 ...

在航空航天领域，2024年欧洲航天产业营业额同比增长3.1%，达132亿欧元；民用航空领域则在航空运 输复苏和市场对节能型飞机需求增长的带动下增长6%，营业额达1291亿欧元，但供应链瓶颈、劳动力 短缺和能源成本高企的问题依然存在。 （文章来源：新华社） 人民财讯12月2日电，据欧洲航空航天与国防工业协会2日发布的年度报告，2024年欧洲航空航天与国防 产业总营业额为3257亿欧元，增幅达10.1%，相关行业直接就业人数达到创纪录的110.3万人。 报告数据显示，2024年的强势增长主要来自国防产业，其营业额增长13.8%至1834亿欧元。这一增长主 要来自欧洲多国增加对乌克兰军援并整体扩大防务支出。 ...

中概股多数下跌，纳斯达克中国金龙指数跌0.44%，小鹏汽车跌超4%，阿里巴巴跌2%；小马智行涨超4%。 科技股普涨，甲骨文涨超2%，英伟达、英特尔涨超1%。 12月2日，美股三大指数高开，道指涨0.28%，标普500指数涨0.30%，纳指涨0.42%。 波音高开逾6%，现涨逾5%。 公司预计美国司法部的处罚决定将推迟至2026年。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 47423.18 | 133.85 | 0.28% | | 纳斯达克指数 | 23374.46c | 98.54 | 0.42% | | 标普500 | 6833.00 | 20.37 | 0.30% | 编辑丨瑜见 ...

Core Viewpoint - Boeing (BA.US) shares rose over 6% to $198.30, driven by the company's assertion that achieving a long-term cash flow target of $10 billion is feasible, with increased delivery volumes next year expected to be the main driver of positive cash flow [1] Group 1 - Boeing anticipates that the U.S. Department of Justice's decision regarding penalties will be delayed until 2026 [1] - The company is facing penalties related to the 737 MAX incident [1]

Group 1 - Boeing's stock rose over 5% in pre-market trading, currently priced at $195.79 [1] - The company stated that achieving a long-term cash flow target of $10 billion is feasible [1] - Boeing anticipates that the U.S. Department of Justice's penalty decision will be postponed until 2026 [1]

波音股价盘前涨幅扩大至3.2%。 来源：滚动播报 ...

格隆汇12月2日｜波音预计2025年自由现金流将出现20亿美元净流出，并预计美国司法部处罚决定将推 迟至2026年。 ...

Core Points - French President Macron is visiting China from December 3 to 5, marking his fourth state visit during his presidency, aimed at optimizing and balancing France and the EU's relationship with China [1][2] - The visit is expected to focus on pragmatic cooperation in various sectors including trade, energy, transportation, and aerospace, as well as addressing international issues like the Russia-Ukraine conflict [2][3] Group 1: Bilateral Relations - Macron's visit is significant as it coincides with the 50th anniversary of diplomatic relations between China and the EU, representing a potential improvement in Sino-European relations amidst current tensions [6][7] - The French government emphasizes the importance of maintaining dialogue and strategic coordination between the two countries, particularly in light of global challenges [2][3] Group 2: Economic Cooperation - Macron's agenda includes strengthening economic and technological cooperation with China, with a focus on investment and innovation [4][5] - The visit aims to address trade imbalances and seek mutual benefits in sectors such as electric vehicles, renewable energy, and 5G technology, amidst ongoing trade tensions [5][6] Group 3: Global Issues - Discussions are expected to cover the Ukraine crisis, with both sides likely to reach a consensus on principles such as ceasefire and respect for territorial integrity [8][9] - The visit is seen as a constructive step towards easing tensions between China and Europe, with potential implications for broader international relations [7][9]

每日金句 企业的本质是什么？是要获取用户更多信任，是要提高经营能力和管理能力。 千万不要为了上市而上市。要想清楚你到底为什么要上市。企业的本质永远在 于经营。上市这个事情对经营有没有好处，如果变成了负担，就不要为上市而 上市。要围绕企业的本质好好想想。 吴世春 | 梅花创投创始合伙人 创业心学导师 这里认真推荐你： 报名 「吴世春·西安出行活动」 1月22日-24日 ， 吴世春将亲自带队 100家企业家 ， 去陕西西安线下游学 ， 走进科技制造 产业，打开万亿赛道蓝海。 你 在 创业路上遇到的问题和想法 ， 都可以找吴老师聊聊 。 如果你是 优质的项目，吴老师也会果断投 你 。 希望所有支持吴老师的人 ， 一如既往的相信他、支持他，大家 一起 加油！ 活动详情如下 ↓↓↓ 吴世春导师亲自带队 走进科技制造产业 升级数字文旅体验 探索产业生态协同 打开万亿赛道蓝海 机器人、航空航天、高端装备、新材料、新能源、 科技演费、Al+产出的创出者看过来! ll 你将收获 1场 产业重做的深度链接之旅 与独角虎企业、梅花投资人深度交流,占据产业链关键 卡位,共建协同生态 3天 深度沉浸式学习与认知共振 从技术创新到商业化 ...

Core Viewpoint - The article discusses the successful launch of Xi'an Yichai's IPO and the significant role played by the China National Building Material New Materials Fund in this achievement, highlighting the fund's strategic investments in the new materials sector, particularly in semiconductors and related technologies [2][3][4]. Investment Background - The China National Building Material New Materials Fund was established in 2021 with a total scale of 20 billion yuan, focusing on investments in inorganic non-metallic materials, organic polymer materials, composite materials, and special metals [2][4]. - The fund aims to support the national strategy for innovation-driven development and the construction of a manufacturing powerhouse [4]. Investment Strategy - The fund's investment strategy is centered around key strategic materials in the semiconductor industry, particularly silicon wafers, which are crucial for the competitiveness of the semiconductor supply chain [5][6]. - The fund has developed a detailed investment map for the semiconductor industry, identifying critical areas for investment [5]. Notable Investments - Xi'an Yichai completed a C-round financing of nearly 4 billion yuan in 2022, with the fund leading the investment with 700 million yuan, marking a significant milestone in the domestic semiconductor silicon wafer industry [6]. - The fund has invested in over 40 projects, with a cumulative investment exceeding 10 billion yuan, focusing on "bottleneck" technologies and domestic substitution in the new materials sector [10]. Sector Focus - The fund's investments are primarily concentrated in four strategic emerging industries: semiconductors, new energy vehicles, display panels, and aerospace [7][8]. - In the semiconductor sector, the fund targets key strategic materials and downstream applications, while in the new energy vehicle sector, it focuses on battery recycling and safety materials [8]. Selection Criteria - The fund employs a rigorous selection mechanism based on three main criteria: scarcity of the investment opportunity, leadership position in the industry, and high technical barriers [9]. - The fund has invested in leading companies in their respective fields, ensuring that investments are made in top-tier firms [9]. Future Outlook - The fund is preparing for its second phase and aims to create a complete industrial chain from VC to PE and M&A to better serve national strategies [15]. - The new materials sector is increasingly recognized as a critical foundation for strategic emerging industries and major engineering projects, with significant growth potential anticipated [12][13].