来源：滚动播报 VALERO ENERGY股价创纪录新高，上涨4.4%。 ...

Shares of Galp Energia SGPS SA (GLPEY) have been struggling lately and have lost 16.4% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish c ...

为确保试点顺利落地，国家外汇管理局深圳市分局高度重视绿色外债试点推进工作，提前部署、主动服 务，在摸排市场需求时，了解到企业的绿色融资需求后，及时协调银行安排专人对接，在试点启动后即为 企业完成相关登记、开户工作，推动资金高效精准直达绿色项目。 其中，深圳能源集团股份有限公司是深圳市能源领域绿色转型的领军企业，通过绿色外债试点业务，将为 其生态环保项目的建设和发展引入宝贵的境外低成本资金，有力支持其绿色主业扩张与升级；中国国际海 运集装箱（集团）股份有限公司是深圳提供物流装备、能源装备及服务的跨国产业集团，通过绿色外债试 点业务，企业引入境外低成本信贷资金，支持集团下属海洋工程板块的能源清洁化FLNG船制造，有效解 决了集团成员企业绿色项目的经营用款需求，对国家推动海上油气开发向低碳、高效方向转型有深远意 义。 国家外汇管理局深圳市分局相关负责人表示，后续该局将在国家外汇管理局指导下，继续深化外汇领域改 革开放，持续推动绿色金融政策落地见效，做好金融"五篇大文章"，鼓励更多银企参与试点，拓宽绿色产 业融资渠道，更好服务实体经济高质量发展。 采写：南都·湾财社记者 罗曼瑜 12月10日，南都湾财社记者从中国人民 ...

贝莱德亚太区首席投资策略师Ben Powell表示，涌入AI基础设施的资本浪潮远未见顶。他认为，随着超 大规模科技巨头竞相通过高投入压倒对手，该行业的"卖铲子"供应商——从芯片制造商到能源生产商及 铜线制造商——仍然是最明确的赢家。 音频由扣子空间生成 Powell周一表示，随着科技巨头在所谓"赢家通吃"的竞赛中积极争取优势，AI相关的资本支出激增毫无 放缓迹象。 "资本支出的狂潮仍在继续。资金流向非常、非常明确，"他说，并补充道，贝莱德正专注于他所谓 的"传统的'卖铲子'式资本支出超级繁荣，感觉这一趋势仍有进一步发展的空间。" AI基础设施是今年全球投资最大的驱动力之一，推动了更广泛的市场反弹，尽管一些投资者质疑这种 繁荣能持续多久。 英伟达的GPU芯片是AI革命的支柱，在令人眩晕的AI市场反弹中，该公司成为首家市值短暂突破5万亿 美元的公司，并引发了关于AI泡沫的讨论。 AI播客：换个方式听新闻 下载mp3 "我想这是一个相当不错的位置，无论你是制造芯片，还是生产能源，甚至一直到铜线制造，"Powell指 出，并预计"未来一年将有积极的惊喜推动这些行业的股票上涨。" 这场建设热潮引发了整个科技行业的长期采 ...

Group 1 - The 2025 Xinhua Index was launched at the Boao Forum, focusing on five key areas: cultural power, manufacturing power, health, beautiful China, and agricultural strength [1] - The index team identified five major consumption hotspots: health consumption, silver economy, cultural consumption, beautiful economy, and pet economy [1] - Inner Mongolia's modern energy economy development index reached 209.32 points in 2024, showing a year-on-year growth of 24.21%, with significant increases in low-carbon transformation and innovation-driven indices [1][2] Group 2 - Inner Mongolia is transitioning from a traditional energy supplier to a leader in energy transformation, emphasizing its unique path in the energy revolution [2] - The integration of technological innovation and industrial innovation is being promoted in various regions, with new industrial cluster models emerging [2] - The agricultural strength indices showcase China's achievements in cultivating specialty agricultural products and upgrading the agricultural industry [2] Group 3 - The China Economic Information Service launched the "Index Q&A Model" to explore how indices can provide greater value in industrial development and support decision-making for market participants [3]

Core Insights - The industrial production in the Federation of Bosnia and Herzegovina experienced a month-on-month increase of 3.2% in October 2025, with a year-on-year growth of 2.8% [1] Summary by Categories Overall Industrial Performance - The seasonally adjusted total industrial output showed a month-on-month increase of 3.2% and a year-on-year increase of 2.8% [1] Sector Performance - Energy production saw a significant month-on-month increase of 14.2% and a year-on-year surge of 22.9% - Non-durable consumer goods increased by 3.4% month-on-month but decreased by 6.4% year-on-year - Durable consumer goods experienced a month-on-month decline of 4.4% and a year-on-year drop of 21.3% - Capital goods decreased by 2.5% month-on-month but increased by 9.9% year-on-year [1] Key Growth Drivers - The main contributors to the month-on-month growth were electricity and gas supply, which rose by 15.3%, and mining and quarrying, which increased by 8.4% [1]

Group 1 - The Ministry of Industry and Information Technology of China has initiated the creation of national emerging industry development demonstration bases, covering nine major fields including new generation information technology and new energy, with a target of establishing 100 park-type and 1,000 enterprise-type bases by 2035, which will receive policy and resource support [2] - The Federal Reserve officials have signaled a potential interest rate cut in December, with an 82.9% probability of a 25 basis point cut according to CME FedWatch, leading to a 2.69% increase in the Nasdaq and a broad rise in technology stocks [2] - Former President Trump signed an executive order for the AI "Genesis Plan," opening federal scientific data sets, while Amazon plans to invest $50 billion to expand AI and supercomputing infrastructure for the U.S. government, benefiting AI-related companies [2] Group 2 - The European Union has approved a budget of €192.8 billion for 2026, focusing on defense and high-end manufacturing, with €716 million reserved for emergency funds, which will create procurement opportunities for related industries [3] - The Bank of Israel has lowered the benchmark interest rate from 4.5% to 4.25%, allowing businesses in the Middle East to optimize their capital allocation [3] Group 3 - The Nasdaq Golden Dragon China Index rose by 2.82%, with Hesai Technology increasing by over 12%, indicating strong capital interest in Chinese tech companies like Baidu and Alibaba, which will benefit their supply chain partners [4] - Spot gold has surpassed $4,140 per ounce, and WTI crude oil has risen above $59 per barrel, providing profit opportunities for energy and precious metals companies [4] Group 4 - The European Central Bank has warned about the risks of stablecoins diverting retail deposits in the Eurozone, urging companies involved in crypto assets to manage compliance costs [5] - The U.S. pressured the EU to amend digital regulations in exchange for lowering steel and aluminum tariffs, which was rejected, creating tariff volatility risks for related import-export businesses [6] - Bitcoin has surpassed $89,000, and Thailand's Bitkub plans to raise $200 million through a Hong Kong IPO in 2026, highlighting opportunities in the Hong Kong digital asset hub [6]

The US Aug trade deficit shrank to -$59.6 billion from -$78.2 billion in July, narrower than expectations of -$60.4 billion.US MBA mortgage applications fell -5.2% in the week ended November 14, with the purchase mortgage sub-index down -2.3% and the refinancing sub-index down -7.3%. The average 30-year fixed rate mortgage rose +3 bp to 6.37% from 6.34% in the prior week.The minutes of the October 28-29 FOMC meeting were hawkish as "many" officials said it would likely be appropriate to keep interest rate s ...

Core Viewpoint - Notable investors, including Peter Thiel, have completely exited their positions in Nvidia, indicating a potential shift in market sentiment towards the company's valuation and future prospects [4][5]. Group 1: Investor Actions - Peter Thiel's Thiel Macro Fund sold approximately 537,742 shares of Nvidia, representing nearly 40% of its portfolio, and exited all positions by September 30, 2023, with the sale valued at nearly $100 million based on average stock prices during the period [4]. - SoftBank Group also liquidated its entire Nvidia holdings, cashing out $5.83 billion to reinvest in OpenAI [5]. - Bridgewater Associates reduced its Nvidia shares by 65.3%, holding only 2.51 million shares by the end of the third quarter [5]. Group 2: Portfolio Adjustments - Thiel Macro Fund's overall portfolio turnover exceeded 80%, with total holdings dropping from $212 million to $74.4 million [10]. - The fund significantly increased its positions in Microsoft and Apple, acquiring 49,000 shares of Microsoft and 79,181 shares of Apple during the third quarter [10]. - The fund completely divested from Vistra Energy Corp and reduced its Tesla holdings by 76%, from 272,613 shares to 65,000 shares [10]. Group 3: Investment Philosophy - Thiel believes that while AI is transformative, it progresses slowly, and sustainable economic growth is more likely from platform-based software service companies rather than high-valuation "pure chip companies" [11]. - Microsoft and Apple are viewed as stronger long-term investments due to their robust debt structures, solid free cash flow, and mature diversified business models, particularly in the integration of AI, cloud, and devices [11].

Core Insights - The 2025 Financial Street Forum focuses on "Innovation, Transformation, and Reshaping Global Financial Development," with over 400 key guests from more than 30 countries participating [1] - The forum emphasizes the importance of green finance in supporting global low-carbon transitions and the release of the "Green Finance White Paper" [1][8] Group 1: Green Finance Development - China has become the world's largest green credit market and the second-largest green bond market, contributing "Chinese experience" to global sustainable development [2] - The forum highlighted the need for innovation in green finance products and services, with a focus on the dual carbon goals [2][7] - The importance of establishing green finance standards and enhancing collaboration among various stakeholders was emphasized [2][3] Group 2: International Cooperation - Uzbekistan's ambassador highlighted the significance of green economy development for sustainable future and expressed willingness to deepen cooperation with China and international organizations [4] - The forum discussed the role of Hong Kong in expanding the green finance market and facilitating mainland enterprises' access to international markets [8] Group 3: Industry Innovations - Hengli Group showcased its commitment to green development through innovative technologies and the establishment of national-level green factories [5] - National Power Investment Group reported on its achievements in financing and promoting green technologies, including carbon asset management [7] Group 4: Long-term Investment Strategies - The need for long-term investment strategies that align with green finance principles was discussed, emphasizing the importance of patience and deep industry understanding [3][6] - The role of technology and collaboration in driving sustainable growth and transforming risks into opportunities was highlighted [6]