Market Overview - US stock index futures are all up ahead of the Thanksgiving holiday, with Dow futures rising by 0.15%, S&P 500 futures by 0.33%, and Nasdaq futures by 0.61% [1] - European indices show mixed performance, with Germany's DAX up 0.49%, France's CAC40 up 0.02%, the UK's FTSE 100 down 0.26%, and the Euro Stoxx 50 up 0.18% [2] Oil Market - WTI crude oil is up 0.17%, priced at $57.91 per barrel, while Brent crude oil is down 0.23%, priced at $61.80 per barrel [3] Economic Data and Events - This week, investors will focus on several important economic data releases, including US retail sales and PPI data for September, and the Conference Board's consumer confidence index for November [5] - The Federal Reserve's Beige Book and initial jobless claims data will also be released, with a relatively light earnings week ahead, featuring Alibaba, Dell Technologies, Kohl's, and Best Buy as key companies to watch [5] Federal Reserve Insights - Analysts from Capital Economics suggest that the Federal Reserve may face a historic 6-6 tie in its December voting, indicating increasing divisions within the committee regarding interest rate decisions [6] - Morgan Stanley's Michael Wilson believes that the recent sell-off in US stocks may soon end, maintaining an optimistic outlook for the market in 2024, with a projected rebound of the S&P 500 to 7800 points, representing an 18% increase from current levels [6] Stock Performance and Trends - The S&P 500 index has declined approximately 3.7% in November, with a potential further drop due to $150 billion in liquidity being withdrawn from the market due to US Treasury settlements [7] - Nvidia's recent earnings report has not alleviated market concerns regarding a potential AI stock bubble, with debates ongoing about the sustainability of valuations in the AI sector [8] Shipping and Tanker Market - VLCC shipping rates have surged to a five-year high, driven by increased demand for alternative oil supplies amid sanctions on Russian oil and rising production from the Middle East and the US [9][10] Company-Specific News - Lexinfintech (LX.US) reported Q3 earnings showing resilience in its ecosystem business, with revenues of 3.42 billion yuan and a net profit of 675 million yuan, reflecting a 1.5% increase quarter-over-quarter [11] - BHP Group (BHP.US) has announced it will no longer pursue a merger with Anglo American, marking a significant shift in its strategic direction [12] - Amazon (AMZN.US) operates over 900 data centers across more than 50 countries, indicating a larger scale of operations than typically recognized [12]

Core Viewpoint - Dazhong Mining experienced a limit down on the trading day, with a significant turnover rate and net institutional buying despite the drop in stock price [2][3]. Trading Performance - The stock's trading performance included a limit down of -10.87%, with a total trading volume of 12.47 billion yuan and a turnover rate of 3.39% [2]. - The stock's average price increase following previous limit down occurrences was 7.07% the next day and 17.93% over the following five days [3]. Institutional Activity - Institutional investors net bought 1.30 billion yuan, while the Shenzhen Stock Connect saw a net purchase of 41.45 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 5.09 billion yuan, with net buying of 82.14 million yuan [2]. Specific Trading Details - The top buying and selling departments included several institutional seats, with the largest net buying coming from the Shenzhen Stock Connect and institutional seats [2][3]. - Detailed trading data showed that the largest buying department was the Shenzhen Stock Connect with a purchase of 113.55 million yuan, while the largest selling department was also the Shenzhen Stock Connect with a sale of 72.10 million yuan [3].

值得一提的是，经过多年的专业技术积累与市场沉淀，中国铀业现已具备天然铀经营各环节完整高效的 组织体系、队伍体系、能力体系、技术体系，形成了以砂岩铀矿为主体、硬岩铀矿为补充、放射性共伴 生资源综合利用回收天然铀的国内天然铀产能布局。公司积极落实国家"一带一路"倡议，开展海外铀资 源开发业务，重点布局非洲、亚洲等主要产铀区，其中，公司位于纳米比亚的罗辛铀矿2022年产量位列 全球铀矿山第六位。 中国铀业（001280）（001280.SZ）11月24日披露首次公开发行股票并在主板上市网上申购情况及中签 率公告。 公告显示，本次网上发行有效申购户数为14,612,532户，有效申购股数为280,246,870,500股，配号总数 为560,493,741个，配号起始号码为000000000001，截止号码为000560493741。由于网上初步有效申购倍 数为5,377.16088倍，高于100倍，中国铀业和联席主承销商决定启动回拨机制，将扣除最终战略配售部 分后本次发行股份的40.00%（向上取整至500股的整数倍，即6,949.1000万股）由网下回拨至网上。回 拨后，网下最终发行数量为5,211.8273万股 ...

Australia’s mining industry is set to enter a period of steady, production-led expansion through 2030, supported by a strong resource base, competitive project pipeline, and a stable regulatory framework. Despite price pressures affecting several commodities over the past two years, new supply additions and replacement projects across iron ore, gold, copper, uranium, and select battery minerals are expected to drive medium-term growth. Conversely, output is projected to weaken in commodities approaching mi ...

Core Insights - The UK government has launched a critical mineral strategy to reduce reliance on foreign supplies by 2035, aiming for 10% of domestic demand to be met by UK production and 20% from recycling [1] - The strategy is supported by up to £50 million in new funding and aims to ensure that no single country supplies more than 60% of any critical mineral by 2035 [1] - Current domestic production of critical minerals in the UK meets only 6% of its demand, with a focus on increasing the mining and processing of lithium, nickel, tungsten, and rare earth elements [1] Industry Demand - The UK urgently needs a secure and long-term supply of critical minerals, which are essential for smartphones and electric vehicles, and increasingly important for data centers powered by artificial intelligence [1] - Demand for basic materials in the UK is expected to surge, with copper consumption projected to nearly double and lithium demand expected to increase by 1,100% by 2035 [1] International Collaboration - Earlier this year, the UK and Saudi Arabia reached a mineral cooperation agreement aimed at strengthening supply chains and attracting new investments into the UK [2]

Market Overview - Dow futures decreased by 0.08%, while S&P 500 futures increased by 0.24% and Nasdaq futures rose by 0.47% [1] Chinese Stocks Performance - Chinese concept stocks saw a general increase, with Bilibili rising approximately 5%, NIO up about 4%, and Baidu increasing around 3% [2] Technology Stocks Performance - Technology stocks also experienced a rise, with Google up 2.51%, Tesla increasing by 1.77%, and Micron Technology rising by 1.75% [3] Alibaba's App Success - Alibaba announced that its Qianwen App surpassed 10 million downloads within a week of its public beta, outpacing the growth of ChatGPT and other AI applications. This has led to a 3.6% increase in Alibaba's stock [3] Autonomous Driving Revenue Growth - WeRide reported a 761% year-over-year increase in autonomous taxi revenue, contributing to a total revenue of 171 million yuan, which is a 144.3% increase year-over-year. The gross profit reached 56.3 million yuan, marking a 1123.9% increase [4] Federal Reserve Interest Rate Predictions - Goldman Sachs predicts that the Federal Reserve will implement its third consecutive interest rate cut in December, with two additional cuts expected in 2026, bringing the federal funds rate to a range of 3.00% to 3.25% [4] BHP's Acquisition Attempt - BHP has abandoned its pursuit of a merger with Anglo American, after multiple failed attempts, as it aimed to expand its copper business, which is crucial for energy transition [4] Tesla's AI Chip Recruitment - Tesla is actively recruiting for its AI chip engineering team, with plans to release a new AI chip design every 12 months, aiming for production levels that exceed all other AI chips combined [5]

Group 1 - Dow futures decreased by 0.08%, while S&P 500 futures increased by 0.24% and Nasdaq futures rose by 0.47% [1] - Chinese concept stocks saw a pre-market rally, with Bilibili up approximately 5%, NIO up about 4%, and Baidu up around 3% [2] - Technology stocks also experienced a pre-market increase, with Google rising by 2.51%, Tesla by 1.77%, and Micron Technology by 1.75% [3] Group 2 - Alibaba's Qianwen app surpassed 10 million downloads within a week of its public testing, outpacing ChatGPT and other AI applications, leading to a 3.6% increase in Alibaba's stock [2] - The revenue of WeRide in Q3 grew by 144.3% year-on-year to 171 million yuan, with autonomous taxi revenue increasing by 761% to 35.3 million yuan, representing 20.7% of total revenue [3] - Goldman Sachs predicts the Federal Reserve will implement a third consecutive rate cut in December, with two additional cuts expected in 2026, potentially lowering the federal funds rate to a range of 3.00% to 3.25% [3] Group 3 - BHP has abandoned its pursuit of a merger with Anglo American after initial discussions, having previously attempted to acquire the company three times to expand its copper business [4] - Tesla is actively recruiting for its AI chip engineering team, aiming to launch a new AI chip design every 12 months and expecting to exceed the total production of all other AI chips [4]

格隆汇11月24日丨MONGOL MINING(00975.HK)公告，11月24日耗资365.5万港元回购39万股。 ...

智通财经APP讯，MONGOL MINING(00975)发布公告，于2025年11月24日，该公司斥资365.51万港元 回购39万股股份，回购价格为每股9.25-9.48港元。 ...

此前连续大涨的大中矿业(001203.SZ)今日跌停两连板，换手率3.39%，成交额12.47亿元。龙虎榜数据显示，深股通净买入4145万元；四家机构买入1.56亿 元，卖出2597万元，净买入1.3亿元；游资"杭州帮"位列买四席位，净买入2504万元。(格隆汇) | | 买入金额最大的前5名 | | | | | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 771次 43.97% 2 | 11354.52 | 9.11% | | 2 | easimoney.com 机构专用 | 1600次 40.63% ▲ | 8100.53 | 6.50% | | 3 | 机构专用 | 1600次 40.63% | 5046.53 | 4.05% | | 4 | 中信建投证券股份有限公司杭州庆春路证券营业部 | 17次 17.65% | 2607.76 | 2.09% | | 5 | 机构专用 | 1600次 40.63% | 2417.34 | 1.94% | | 序号 | 交易营业部名称 | | | ...