继此前一笔要约收购提振了Alphabet今年的盈利后，SpaceX新一轮二级市场股票以每股421美元定价， 暗示公司估值约8000亿美元，Alphabet（GOOGL）可能因此录得另一笔未实现收益。 责任编辑：张俊 SF065 继此前一笔要约收购提振了Alphabet今年的盈利后，SpaceX新一轮二级市场股票以每股421美元定价， 暗示公司估值约8000亿美元，Alphabet（GOOGL）可能因此录得另一笔未实现收益。 责任编辑：张俊 SF065 ...

Group 1: Autonomous Driving - The Ministry of Industry and Information Technology officially announced the first batch of L3 conditional autonomous driving vehicle permits on December 15, marking a significant step towards commercialization in China [1] - Two models, suitable for urban congestion and highway conditions, will conduct road trials in designated areas of Beijing and Chongqing [1] - This development opens up policy space for the large-scale implementation and market expansion of high-level autonomous driving technology, benefiting the entire industry chain including high-precision sensors, automotive-grade chips, smart cockpits, and vehicle-road collaboration infrastructure [1] Group 2: SpaceX IPO - SpaceX has begun selecting investment banks for its IPO advisory services, with multiple banks scheduled for the first roadshow this week [2] - The internal stock pricing has reached $421 per share, leading to a valuation of $800 billion (approximately 56,442 million RMB), potentially setting a record for the largest IPO in history [2] Group 3: Precious Metals Market - Platinum futures reached a limit up on December 15, with a daily increase of 7.00%, marking the first time since its listing [3] - Meanwhile, spot silver surged over 3% to return to $64 per ounce [3] Group 4: Economic Data Releases - Multiple economic data points are set to be released, including the U.S. unemployment rate for November, non-farm employment changes, and preliminary manufacturing PMI for December [4] - Other data includes unemployment rates from the UK and Hong Kong, as well as the ZEW economic indices for Germany and the EU [4] Group 5: Industry Events and Changes - The Hang Seng Hong Kong Stock Connect software and semiconductor index will be renamed, removing several stocks effective December 16 [5] - Domestic lithium battery manufacturer Dejia Energy will increase the prices of its battery series by 15% starting December 16 [5] - The 2025 Shanghai International Robotics Industry Exhibition will take place from December 16 to 18 [5] - The 18th China Industrial Forum will be held in Beijing on December 16 [5] Group 6: Stock Dynamics - Four listed companies will face stock unlocks tomorrow, with Yandong Micro unlocking 193.279 million shares (13.54% of total shares) [7] - Several companies, including Ningbo Bank and Yili Group, will distribute dividends with record dates on December 16 and ex-dividend dates on December 17 [7] - Macjet Technology will issue 8.492 million new shares [8]

Airbus supplier Sofitec has told employees it is working on a joint plan with the planemaker to address panel-quality problems that have disrupted aircraft deliveries https://t.co/15aTsxu8FA ...

Airbus has delivered around 30 aircraft in the first half of December, releasing jets at a below-average speed for the month as some airlines wait for details of fixes to a recent fuselage problem, in... ...

Core Insights - Volatus Aerospace Inc. has been awarded a defence contract valued at up to CAD $9 million to supply a next-generation interim training system for Intelligence, Surveillance, and Reconnaissance (ISR) operations to an allied defence organization [1][2] - The contract is structured over two years, with an initial tranche of approximately CAD $4.5 million scheduled for delivery in Q1 2026, and a second tranche may be exercised through the end of 2027 [2] - This contract addresses an urgent requirement from a NATO partner to enhance unmanned aviation skills among its defence personnel [2] Company Strategy and Positioning - The contract signifies a strategic milestone for Volatus' defence growth plan, highlighting the importance of uncrewed ISR capabilities in modern defence readiness [3] - The CEO of Volatus emphasized the trust international partners place in Canadian innovation and the company's role in strengthening allied preparedness [3] - The award aligns with Volatus' strategy to position itself as a key contributor to Canada's defence industrial base and the broader NATO ecosystem [3] Deliverables and Commitment - Under the agreement, Volatus will provide a fleet of unmanned aircraft training systems, integrated control interfaces, comprehensive documentation, onsite instructor familiarization, and warranty support [6] - The contract reinforces Volatus' commitment to supporting Canada's defence and security priorities, particularly as Canada increases its focus on uncrewed systems [4][6] - The initiative aims to build domestic expertise in advanced uncrewed and ISR-related technologies while enhancing interoperability with NATO and allied partners [6] Company Overview - Volatus Aerospace is a global provider of integrated aerial solutions for both commercial and defence applications, utilizing piloted and remotely piloted aircraft systems [5] - The company serves various industries, including oil and gas, utilities, healthcare, and public safety, with a mission to enhance operational efficiency, safety, and resilience through scalable aerial technologies [5]

Core Viewpoint - Archer Aviation stock is currently trading at $8 per share, close to its lowest point in a year, and the company is positioned in the emerging electric vertical takeoff and landing (eVTOL) aircraft market, which has significant growth potential [1][3][4]. Company Overview - Archer Aviation manufactures electric air taxis, aiming to revolutionize urban mobility and defense operations, with a market potential estimated at $9 trillion by 2050 according to Morgan Stanley [5]. - The company has established strategic partnerships with major airlines such as United Airlines and Korean Air, as well as with Palantir Technologies for developing advanced aviation systems [6]. - Archer is also exploring opportunities in the defense sector, having garnered interest from the U.S. military and partnered with Anduril for autonomous drone systems [7]. Market Dynamics - Archer's stock price is highly influenced by news and headlines, making it unpredictable; positive announcements can lead to stock surges, while regulatory or operational delays can result in sell-offs [9][10]. - The company is expected to begin generating revenue in the first quarter of 2026, particularly from partnerships in the Middle East, which could lead to a significant rebound in stock price if successful [11][13]. Investment Considerations - Archer is characterized as a high capital expenditure and cash-burning operation, with commercial adoption still on the horizon; thus, it may not be suitable for long-term investment until unit economics improve [15]. - The stock is recommended for day traders due to its volatility and speculative nature, with a cautionary note for investors to monitor the company's progress before committing to investments [16].

Group 1: JPMorgan Chase & Co. (JPM) - JPMorgan Chase is launching a tokenized money market fund on Ethereum, backed by $100 million of its own capital, marking a significant step in institutional digital asset adoption [2][7] - The initiative utilizes the bank's private blockchain platform, Kinexys Fund Flow, to tokenize private funds for wealthy clients, with plans for a broader rollout next year [2][7] Group 2: Airbus SE (AIR) - Airbus announced that Germany has exercised an option for 20 additional H145M light combat helicopters, increasing the total order to 82 aircraft, valued at nearly $1.2 billion (€1 billion) [3][7] - Deliveries of the helicopters are scheduled between 2027 and 2029, designated for various missions including training, reconnaissance, and light attack [3][7] Group 3: Economic Data - Canada's existing home sales decreased by 0.6% month-over-month in November, following a 0.9% increase in October, while the national average home price was down 1.1% year-over-year [4][7] - The Eurozone's industrial production rose by 0.8% month-over-month and 2.0% year-over-year in October, surpassing expectations [4][7] Group 4: U.S. and EU Relations - The U.S. is urging the European Union to exempt U.S. oil and gas from its methane emissions law until 2035, seeking to avoid potential penalties [5][7] Group 5: China's Ministry of Commerce - China's Ministry of Commerce has introduced 13 measures aimed at boosting the service outsourcing sector, designed to enhance services exports and promote high-quality development in trade [5][7]

Core Insights - Alphabet Inc. is expected to realize a significant paper gain due to a new SpaceX tender offer that increases the private company's implied valuation [1] - The transaction prices insider shares significantly higher than previous secondary sales, which will enhance the carrying value of Alphabet's long-held stake in SpaceX [1]

RT Dima Zeniuk (@DimaZeniuk)SpaceX has completed its 550th booster landing https://t.co/Hau0uZjDSt ...

Watch Falcon 9 launch 29 @Starlink satellites to orbit from Florida https://t.co/TUQSfYNXtj ...