Core Viewpoint - Taiji Industry (600667.SH) announced that its subsidiary, Haitai Semiconductor, plans to sign a receivables buyout service agreement with the Bank of China Taihu New Town Branch, transferring up to $85 million in receivables to the bank [1] Group 1: Agreement Details - The receivables being transferred are expected to be formed entirely in November 2025 and partially in December 2025, specifically from SK Hynix [1] - The Bank of China Taihu New Town Branch will pay Haitai Semiconductor a buyout price not exceeding $85 million for the receivables [1] - Haitai Semiconductor will pay a buyout service fee to the bank, which is initially estimated to be around $285,000, with the final amount subject to actual settlement [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：三安的开发的GaN功率器件（应用机器人方向）是自研 设计的还是代工？ 三安光电（600703.SH）12月10日在投资者互动平台表示，目前湖南三安GaN器件主要为代工模式。 ...

Market Performance - The three major indices showed mixed results on December 10, with the Shanghai Composite Index down 0.23%, the Shenzhen Component up 0.29%, and the ChiNext Index down 0.02% [2] - Over 2,300 stocks in the two markets saw gains, with a total trading volume of approximately 1.78 trillion yuan [2] Sector Highlights - The Hainan sector performed strongly, with notable gains from companies such as Kangzhi Pharmaceutical (300086.SZ) up over 15%, and others like Xinlong Holdings (000955.SZ) and Haima Automobile (000572.SZ) rising by 10% [2] - The retail sector also showed strength, with companies like Zhongbai Group (000759.SZ) and Yonghui Supermarket (601933.SH) increasing by 10% [2] Economic Indicators - The National Bureau of Statistics reported that the consumer price index rose by 0.7% year-on-year in November 2025, marking the highest increase since March 2024 [3] - The Ministry of Commerce announced plans to accelerate the development of new consumption formats and improve the international consumption environment [3] Precious Metals and Real Estate - The precious metals sector was active, with companies like Hunan Silver (002716.SZ) and Western Gold (601069.SH) seeing price increases [4] - Market expectations are high for a 25 basis point rate cut by the Federal Reserve on December 11, which could support gold prices [4] - The real estate sector saw significant gains, with Vanke A (000002.SZ) and others rising by 10% [4] Debt and Market Sentiment - Vanke's first bondholder meeting for "22 Vanke MTN004" was held to discuss bond extension matters, which is considered crucial for the company's financial relief [4] - Analysts noted strong market sentiment towards fiscal support for stabilizing the real estate market [5]

此外，DNP计划在2025年12月17日至19日于东京国际展览中心举办的SEMICON Japan 2025上展出这款10nm线宽NIL纳米压印光刻掩膜版。公司认为， 通过在专业展会集中展示产品与技术路线，可加深与全球半导体制造企业及设备厂商的交流，推动纳米压印工艺在先进逻辑制程中的应用探索。后续 该技术在量产良率、生产节拍以及与既有工艺整合方面的表现，将成为市场持续关注的重点。 （校对/秋贤） （文/罗叶馨梅）大日本印刷株式会社（DNP）近日宣布，成功开发出电路线宽为10nm的NIL纳米压印光刻掩膜版，可用于相当于1.4nm级逻辑半导体 的电路图形化。公司表示，该产品面向智能手机、数据中心、NAND闪存等应用场景中尖端逻辑芯片的微型化需求，目前已启动客户评估工作，计划 于2027年实现量产。DNP同时提出，力争在2030财年将纳米压印相关业务销售额提升至40亿日元。 DNP指出，随着终端设备性能持续提升，市场对更先进制程逻辑半导体的需求不断加大，推动基于极紫外（EUV）光刻的生产技术演进。但EUV在生 产线建设和曝光过程中需要巨额资本支出及高能耗，制造成本与环境负担成为行业关注焦点。自2003年起，DNP持 ...

商品方面，周二美盘交易时段，随着交易员在美联储利率决议前夕保持乐观情绪，贵金属集体走高，而受到供应紧缺推动的白银则飙升至史无前例的每盎司60美 元。 截至发稿，纽约期银及现货白银日内涨幅均超4%，分别至61美元/盎司及60美元/盎司上方，今年迄今，银价已经上涨了近110%。 当地时间12月9日（周二），美国股市三大指数收盘涨跌互现，截至收盘，道琼斯工业指数跌0.38%，报47560.29点，标准普尔500指数跌0.09%，报6840.51点，纳斯 达克指数涨0.13%，报23576.49点。 美股三大指数涨跌互现 值得注意的是，当地时间12月9日，美国零售业巨头沃尔玛从纽约证券交易所迁移至纳斯达克上市，引发全球市场投资者的广泛关注。 当地时间12月9日（周二），美国股市三大指数收盘涨跌互现。 | 指数名称 | 暗新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | | 、 、 、 、 、 、 、 、 、 、 、 、 | 47560.29 | -179.03 | -0.38% | | > 纳斯达克 | 23576.49 | 30.58 | 0.13% | | 、标准晋尔500 | ...

Group 1: Tariff Policy - Trump indicated he might consider lowering tariffs on certain U.S. goods while maintaining that his use of import tariffs is attracting investment and revitalizing long-depressed industries like automotive and semiconductor manufacturing [1] - He mentioned that recent tariff exemptions were made in response to voter dissatisfaction with high grocery prices, describing them as "very small exemptions" [1] - Trump claimed that $18 trillion is flowing into the U.S. as countries and companies make investment commitments to seek tariff reductions [1] Group 2: Federal Reserve Leadership - Trump stated that the immediate decision to lower interest rates will be a key criterion for selecting the new Federal Reserve Chairman [2] - He criticized current Fed Chairman Jerome Powell, suggesting that he is neither smart nor favorable towards Trump [2] - The White House National Economic Council Director, Kevin Hassett, is reported as a leading candidate for the Fed Chair position, advocating for immediate rate cuts based on current data [2] Group 3: Potential Candidates for Fed Chair - Trump has indicated he has already decided on a new Fed Chair candidate but will not announce it until early next year [4] - The potential candidates include Kevin Hassett, Fed Governor Christopher Waller, Michelle Bowman, former Fed Governor Kevin Warsh, and Rick Rieder from BlackRock [4] - Trump did not confirm whether he has communicated directly with these potential candidates [5]

Group 1 - Trump indicated a potential reduction in tariffs on certain U.S. goods while emphasizing that his use of import tariffs is attracting investment and revitalizing long-depressed industries like automotive and semiconductor manufacturing [2] - He mentioned that approximately $18 trillion is flowing into the U.S. as a result of investment commitments from governments and companies seeking tariff exemptions [2] - Trump claimed that tariffs have led to the return of all automotive companies to the U.S. and highlighted a government investment in Intel as a significant success, stating he made $40 billion in about 10 minutes [2] Group 2 - Trump stated that the immediate decision to lower interest rates will be a key criterion for selecting the new Federal Reserve Chair [3] - He criticized the current Fed Chair Jerome Powell, suggesting that he is not intelligent and does not favor Trump [3] - The White House National Economic Council Director Kevin Hassett is reported as a leading candidate for the Fed Chair position, advocating for immediate rate cuts based on economic data [3][5] Group 3 - Trump's potential candidates for the new Fed Chair include Kevin Hassett, Fed Governor Christopher Waller, Michelle Bowman, former Fed Governor Kevin Warsh, and Rick Reed from BlackRock [5] - Trump has not confirmed whether he has communicated directly with these potential candidates [6]

Market Overview - The Hong Kong stock market showed a gloomy sentiment on December 9, with all three major indices closing down: the Hang Seng Index fell by 1.29% to 25,434.23 points, the Hang Seng China Enterprises Index dropped by 1.62% to 8,936.41 points, and the Hang Seng Tech Index decreased by 1.90% to 5,554.68 points [2]. Company Performance - Major technology stocks experienced declines, with Baidu Group-SW and Xiaomi Group-W both falling over 3%, while Kuaishou-W and Meituan-W dropped more than 2%. Other notable declines included Netease-S, Alibaba-W, and JD Group-SW, which all fell over 1% [4]. - Heavy infrastructure stocks suffered significant losses, with China Metallurgical Group (China Zhongye) plunging over 21%, and Chalco International (China Aluminum International) dropping more than 4% [4][7]. - Semiconductor stocks also faced downturns, with Huahong Semiconductor falling over 5% and SMIC dropping more than 4% [4]. Specific Company News - China Metallurgical Group announced plans to sell its 100% stake in China Metallurgical Real Estate and related debts to Minmetals Land Holdings for approximately 60.7 billion yuan. Additionally, it will sell stakes in several subsidiaries to China Minmetals [7]. - In a separate development, Agile Group Holdings faced a significant drop in stock price, falling over 21% to a historical low of 0.3 HKD per share, ultimately closing down 18.42% at 0.31 HKD per share. This decline followed a petition for liquidation filed by a project partner [9].

【导读】 中国中冶重挫超 21% 中国基金报记者 伊万 12 月 9 日，市场情绪表现低迷，港股三大指数齐收跌。截至收盘，恒生指数跌 1.29% ，报 25434.23 点；恒生国企指数跌 1.62% ，报 8936.41 点； 恒生科技指数跌 1.90% ，报 5554.68 点。 盘面上，大型科网股普跌，百度集团 -SW 、小米集团 -W 跌超 3% ，快手 -W 、美团 -W 跌超 2% ，网易 -S 、阿里巴巴 -W 、京东 集团 -SW 跌超 1% ；重型基建股大跌，中国中冶重挫超 21% ，中铝国际跌超 4% ；半导体股下挫，华虹半导体跌超 5% ，中芯国际跌 超 4% ；此前大热的泡泡玛特跌超 5% ，老铺黄金跌近 3% 。 此外，保险股、石油股、航空股、军工股、中资券商股等纷纷走低。 | 泡泡玛特 | 190.300 | -5.04% | | --- | --- | --- | | 9992.HK | | | | 阿里巴巴-W | 150.900 | -1.63% | | 9988.HK | | | | 腾讯控股 | 602.500 | -0.41% | | 0700.HK | | | | 小 ...

智通财经12月9日讯（编辑 胡家荣）今日港股市场表现疲弱，三大指数全线收跌。截至收盘，恒生指数跌1.29%，报25434.23点；恒生科技指数跌1.90%，报 5554.68点；国企指数跌1.62%，报8936.41点。 注：恒生指数的表现 尽管当前港股市场持续承压，但是招商证券指出，2026年港股核心驱动力将转向"新供给创造新需求"的新范式。这一转变源自科技创新加速、产业转型升级 以及财政模式优化，为市场提供坚实支撑。叠加中美流动性双宽松环境与当前估值洼地优势，他们预测恒生指数2026年有望实现10%-15%的温和上行，呈 现"慢牛"格局。 截至收盘，江西铜业股份(00358.HK)跌6.51%、洛阳钼业(03993.HK)跌6.42%、中国铝业(02600.HK)跌5.69%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 * | | --- | --- | --- | --- | --- | | 00661 | 中国大冶有色金属 | 0.093 | -0.010 | -9.71% | | 00358 | 江西铜业股份 | 33.580 | -2.340 | -6.51% | | 03993 | ...