近日，国家发展改革委党组书记、主任郑栅洁在《党建》杂志上刊发了《深入学习贯彻党的二十届四中 全会精神 以高质量发展新成效谱写中国式现代化新篇章》的署名文章。 ——做强国内大循环，畅通国内国际双循环。建设强大国内市场，加快构建新发展格局。坚持扩大内需 这个战略基点，大力提振消费，扩大有效投资，坚决破除阻碍全国统一大市场建设卡点堵点，促进国内 市场和国际市场高效联通，以国内大循环更好牵引国际循环。加快构建高水平社会主义市场经济体制， 增强高质量发展动力。更好发挥经济体制改革牵引作用，充分激发各类经营主体活力，加快完善要素市 场化配置体制机制，提升宏观经济治理效能。扩大高水平对外开放，开创合作共赢新局面。稳步扩大制 度型开放，维护多边贸易体制，以开放促改革促发展。积极扩大自主开放，推动贸易创新发展，拓展双 向投资合作空间，高质量共建"一带一路"。 ——在发展中保障和改善民生，提高人民生活品质。加大保障和改善民生力度，扎实推进全体人民共同 富裕。深入实施就业优先战略，完善收入分配制度，提高居民收入在国民收入分配中的比重，提高劳动 报酬在初次分配中的比重。同时，坚持尽力而为、量力而行，加强普惠性、基础性、兜底性民生建设 ...

Core Points - The U.S. stock market indices collectively rose, with the Dow Jones up by 0.39%, Nasdaq up by 0.59%, and S&P 500 up by 0.25% on December 2 [1] - Intel saw a significant increase of 8.65%, while Apple rose over 1% and Nvidia nearly 1% [1] - Boeing experienced a notable surge of over 10%, marking its largest single-day increase since April, as the company anticipates a return to cash flow next year [1] Sector Performance - Semiconductor equipment and materials, along with cryptocurrency reserve concepts, led the gains, with Strategy and 康特科技 rising over 5%, ASML nearly 2%, and Coinbase over 1% [1] - Conversely, gold stocks and the energy sector declined, with U.S. energy stocks dropping over 5%, and companies like 金田 and 黄金资源 falling over 3% [1] - Major energy companies such as ExxonMobil and Chevron also saw declines of over 1% [1]

Group 1 - The Aerospace ETF (159227) experienced a slight decline of 0.17% but saw a recovery with a trading volume of 216 million yuan, maintaining its position as the largest aerospace ETF in the market with a total size of 2.126 billion yuan [1] - The successful launch of the Zhuque-3 rocket by Blue Arrow Aerospace marks a significant step towards the reusable era in China's commercial space sector, despite the failure of the first-stage rocket's vertical recovery [1] - According to Dongfang Securities, the progress of satellite networking in China has accelerated this year, with an increase in satellite launch frequency and the rapid rise of private rocket companies entering the listing guidance phase [1] Group 2 - The Aerospace ETF closely tracks the Guozheng Aerospace Index, with a high military industry concentration of 98.2%, covering key sectors such as aerospace equipment, satellite navigation, and new materials [2] - The ETF includes leading companies in the military sector, with a significant weight of 56.5% allocated to commercial aerospace concepts among its top holdings [2] - Major stocks in the ETF include Aerospace Development, China Satellite, and AVIC Aircraft, representing the forefront of the industry [2]

自贸港加工增值展报名173-1751-6736 中国，海南2026年4月26-28日组委会正式宣布，以"自贸新境界，增值新未来"为主题的2026世界自贸港加工增值展览会 将于2026年4月26日至4月28日在中国 海南国际会展中心隆重举行。本届展会将汇聚全球顶尖自贸港、行业领袖与创新企业，共同打造一个专注于加工增值领域的世界级交流与贸易平台，擘画全 球产业链价值链重构的新蓝图。 政策与案例解析：设立全球主要自贸港（如海南自贸港、迪拜杰贝阿里自由区、新加坡港等）政策解读专区。通过真实的成功企业案例，直观展示"料件'零 关税'进口—区内加工增值超过30%—进入内地市场免征关税"等核心政策为企业带来的实际成本优势与市场竞争力。 智慧供应链与物流解决方案：汇聚全球领先的物流、仓储与供应链管理企业，展示如何利用物联网、区块链和大数据技术，在自贸港内构建高效、透明、安 全的现代化供应链体系，确保加工增值流程的无缝衔接。 投资对接与洽谈会：举办多场专题投资论坛和"一对一"精准对接会，为全球资本与优质项目搭建直接对话的桥梁，促进产业与资本的深度融合。 在全球经济格局深刻变革、国际贸易规则加速重塑的背景下，自贸港作为最高水平的 ...

Core Viewpoint - The aerospace and defense sector is experiencing significant activity, with the aerospace ETF (159227) showing a narrowing decline and reaching a record high in total assets, driven by a recent government action plan aimed at promoting commercial aerospace development from 2025 to 2027 [1]. Group 1: Market Performance - As of December 3, the aerospace ETF (159227) saw a decline of 0.87% with a trading volume of 1.78 billion yuan, maintaining its position as the largest in its category [1]. - The ETF's latest scale reached 21.26 billion yuan, marking a new high since its inception [1]. - Key holdings within the ETF, such as Aerospace Development, saw an increase of over 5%, with other stocks like Aerospace Technology and Shanghai Hanxun also experiencing gains [1]. Group 2: Government Initiatives - The National Space Administration has issued an action plan for the high-quality and safe development of commercial aerospace, outlining goals for the next three years [1]. - The plan aims for the commercial aerospace sector to achieve high-quality development by 2027, indicating a potential period of rapid growth for China's commercial aerospace industry [1]. Group 3: ETF Composition - The aerospace ETF closely tracks the Guozheng Aerospace Index, with a high concentration of 98.2% in the defense industry, making it the "purest" military index in the market [1]. - The ETF covers critical industry segments, including aerospace equipment, satellite navigation, and new materials, with a significant focus on emerging fields like large aircraft manufacturing and low-altitude economy [1]. - The commercial aerospace concept holds a weight of 56.5% within the ETF, with top holdings including industry leaders such as Aerospace Development and China Satellite [1].

Core Viewpoint - The news highlights significant movements in the U.S. stock market, particularly the performance of technology stocks and the volatility of the cryptocurrency sector, specifically related to the Trump family's Bitcoin mining company, ABTC. Group 1: U.S. Stock Market Performance - The three major U.S. stock indices closed higher, with the S&P 500 up 0.25% to 6829.37 points, the Nasdaq Composite up 0.59% to 23413.67 points, and the Dow Jones Industrial Average up 0.39% to 47474.46 points [3] - Intel led the S&P 500 with an increase of over 8%, while other tech giants like Apple, Facebook, and Nvidia also saw gains of 1.09%, 0.97%, and 0.86% respectively [7][8] - Tesla experienced a decline of 0.21%, attributed to short-selling activities by prominent investors [9][10] Group 2: Cryptocurrency Sector - The Trump family's Bitcoin mining company, ABTC, saw its stock price plummet by over 38%, triggering multiple trading halts [5] - Despite a 6% rebound in Bitcoin prices, the sell-off in ABTC and other related assets continued to impact the market negatively [5] Group 3: Federal Reserve and Economic Outlook - Expectations for a Federal Reserve interest rate cut have intensified, with predictions of a 25 basis point reduction in the upcoming December meeting due to a weak labor market [3] - Trump indicated plans to announce a new Federal Reserve chairperson in early 2026, with Kevin Hassett being a potential candidate [3]

11 月 发 达 经 济 体 经 济 成 色 如 昔 股 票 周二 A 股下挫，市场成交偏低；港 股冲高回落，三大指数走势分化； 欧洲股市分歧走势，市场关注俄乌 和谈进程；美股上涨，特朗普暗示 美联储下一任主席人选，市场预期 政策倾向较为鸽派，推动股市上行。 外 汇 / 商 品 交易员密切关注乌克兰和平谈判进 展，周二国际油价震荡下行；特朗 普表示计划明年初宣布美联储主席 人选，周一美元指数小幅下跌，离 岸人民币迈向 14 个月新高；铜价 从历史高点回落，白银维持在历史 高点附近，黄金下滑。 环球市场动态 固 定 收 益 美国国债涨跌不一，收益率曲线趋 陡。特朗普称计划明年初宣布美联 储主席人选，市场对哈塞特成为下 一任美联储主席的预期升温。亚洲 债市利差变动不大，中国投资级债 券利差多数走阔。 产品及投资方案部 注：bp/bps=基点；pt/pts=百分点 中信证券财富管理 (香港) 免责声明请参考封底 2025 年 12 月 3 日 ▪ 发达经济体 11 月经济成色依旧未有显著变化，延后发布的数据显示美国就业市场和消费动能走弱，市场对美 联储 12 月是否降息的预期经历 V 型反转。欧元区增长动能仍不强劲 ...

12月3日美股交易中，苹果公司股价上涨1.09%，成交额达到150亿美元，位居当日成交额排行第三位。 与此同时，苹果公司正面临来自印度政府的强制安装令争议。 消息人士透露，苹果公司将拒绝印度政府关于在iPhone中强制预装安全应用的要求。该公司表示不会在 iPhone上预装相关应用程序，并将告知印度政府，基于安全和隐私风险考虑，苹果不会在任何参与市场 遵从此类指令。 印度电信部此前发布行政命令，要求包括苹果、三星和小米在内的手机厂商，必须在90天内将政府网络 安全应用"SancharSaathi"预装到所有新机型中。该指令同时规定，用户不得禁用或删除这款应用。 印度电信部的要求范围更为广泛。除了新上市设备外，相关厂商还需通过软件更新方式，将这款应用推 送到旧款机型上。这一强制措施覆盖范围包括市场上已售出的设备。 当日美股成交额榜单显示，英伟达以326亿美元成交额位居榜首，收涨0.86%。特斯拉紧随其后，成交 额296亿美元，收跌0.21%。据乘联分会统计数据，特斯拉上海超级工厂11月交付量超过8.67万辆，环比 增长超过40%。 其他科技股表现各异。AMD收跌2.06%，成交91.34亿美元，该公司确认因显存 ...

Group 1 - The National Development and Reform Commission and other departments encourage local governments to utilize computing power vouchers, model vouchers, and data vouchers to provide convenience and discounts in computing power, algorithms, and data [1] - The Shanghai Cyberspace Administration has guided platforms like Xiaohongshu and Bilibili to self-check and clean up over 40,000 pieces of illegal and harmful information related to the real estate market [1] - Major US stock indices closed higher, with Intel rising over 8% and Boeing soaring over 10% [1] - WTI January crude oil futures fell over 1.14%, closing at $58.64 per barrel [1] - The US SEC chairman plans to introduce new capital market regulations in January to encourage more companies to go public [1] - Amazon has launched its latest AI chip, challenging Nvidia and Google [1] - The scale of US money market assets has surpassed $8 trillion for the first time [1] - The OECD has raised China's economic growth forecast for 2025 to 5% [1] Group 2 - A-share new account openings in November reached 2.38 million, a month-on-month increase of 3% but a year-on-year decrease of 12% [1] - Hong Kong's total value of residential sale and purchase agreements in November increased by 1.2% month-on-month but decreased by 9.8% year-on-year [1] - The order volume for effective drugs against influenza has surged nearly 9 times, indicating that the flu is at a moderate epidemic level nationwide [1] - Dragon Power Technology is communicating with customers regarding the reasons for the price increase of lithium iron phosphate [1] - Tianfu Communication's directors and executives plan to reduce their holdings by no more than 0.0611% of shares [1]

【导读】昨夜，特朗普家族的比特币挖矿公司多次触发熔断 隔夜美股三大指数集体收涨，英特尔涨超8%。科技股普遍回暖，而特斯拉遭遇做空。特朗普家族的比特币挖矿公司ABTC暴跌38%。 美股收涨 美联储有大消息 美东时间12月2日（周二），美股三大指数集体收涨。 截至收盘，标普500指数涨0.25%，报6829.37点；纳斯达克综合指数涨0.59%，报23413.67点；道琼斯工业平均指数涨0.39%，报47474.46点。 美联储降息预期持续升温。美国银行全球研究在最新发布的报告中预测，美联储将在12月会议上降息25个基点，理由是美国劳动力市场状况疲弱，且政策 制定者近期的表态暗示将提前降息。 新任主席也有消息传出。特朗普表示，他计划在2026年初公布美联储新任主席的人选。特朗普同日暗示白宫国家经济委员会主任凯文·哈赛特（Kevin Hassett）可能是他的选择。 比特币挖矿公司ABTC暴跌38% 比特币反弹6%，推动概念股回暖，MSTR、BMNR等币圈股一同反弹。而由特朗普家族支持的比特币挖矿公司美国比特币公司股价多次触发熔断。 截至收盘，ABTC下跌超38%。尽管加密市场短暂企稳，但抛售余波不断，特朗普家族涉 ...