Group 1: Cloud Infrastructure and AI Industry - Global cloud infrastructure service spending is projected to reach $102.6 billion in Q3 2025, representing a 25% year-on-year growth, with market momentum remaining stable and exceeding 20% growth for the fifth consecutive quarter [3] - NVIDIA's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, a 129% increase year-on-year, indicating strong demand in the AI sector [3] - Semiconductor foundry SMIC has begun raising prices by approximately 10% due to increased demand from AI and electric vehicles, suggesting a sustained high demand cycle in the semiconductor industry [3] Group 2: Advanced Manufacturing and Electric Vehicles - Cumulative global sales of new energy vehicles reached 16.091 million units from January to October 2025, a 24% year-on-year increase, driving global power battery installation to approximately 867.4 GWh, up 34% year-on-year [6] - China accounted for 63.3% of global power battery installations, with the top ten companies holding six positions, indicating a strong competitive landscape [6] - The global battery chemistry landscape is characterized by a dual-track system dominated by lithium iron phosphate batteries, while high-end applications are maintained by ternary batteries [6] Group 3: Consumer Sector and Nike Performance - Nike's FY26Q2 performance exceeded expectations, with revenue of $12.43 billion, a 0.6% year-on-year increase, driven primarily by the North American market and running categories [8] - The company's net profit attributable to shareholders was $790 million, a 31.9% year-on-year decline, but still surpassed Bloomberg's consensus estimate [8] - The overall apparel wholesale sales in the U.S. turned positive in September, indicating a healthy inventory situation and providing a foundation for future replenishment and brand recovery [8]

【今日头条】 财政部等两部门出台意见贯彻落实《国务院办公厅关于在政府采购中实施本国产品标准及相关政策的通 知》 《通知》提出，准确界定产品在中国境内生产。《通知》明确，本国产品应当在中国境内生产，即在中 华人民共和国关境内实现从原材料、组件到产品的属性改变。从具体情形看，在国内保税区、综合保税 区等海关特殊监管区域生产的产品，属于在中国境内生产的产品;对医疗器械产品，取得药品监督管理 部门授予的准字号医疗器械注册证的，属于在中国境内生产的产品;其他产品，根据实际情况判断是否 在中国境内生产。 【大势展望】 国际金银续创新高 隔夜美股道琼斯工业平均指数比前一交易日上涨227.79点，收于48362.68点，涨幅为0.47%;标准普尔500 种股票指数上涨43.99点，收于6878.49点，涨幅为0.64%;纳斯达克综合指数上涨121.21点，收于23428.83 点，涨幅为0.52%。大型科技股涨跌不一，美光科技涨超4%创历史新高，特斯拉、英伟达涨超1%，美 股商业航天概念股再度大涨。火箭实验室收涨10%，股价连续三日上涨，累计涨幅达44%，创2021年以 来最佳表现。 中概股上涨，哔哩哔哩涨1.57%，京东涨 ...

// 热点头条 // 1. 英伟达：计划明年2月中旬向中国运送5000至1万个H200芯片模组，同时GB300 AI服务器机柜明年出货量预计达5.5万台，同比增长129%，微软、Meta 等巨头为主要客户。 2. 派拉蒙：修改对华纳兄弟探索公司的收购要约，维持每股30美元现金报价，新增甲骨文董事长拉里·埃里森404亿美元个人财务担保，并将监管反向终止 费从50亿美元提高至58亿美元，以期击败奈飞的竞争性报价。 3. 谷歌母公司Alphabet：将以47.5亿美元现金加承担债务方式收购大型可再生能源项目开发商Intersect，以推动美国能源创新。收购包括多个处于开发或建 设阶段的千兆瓦级能源及数据中心项目，交易完成后Intersect将继续独立运营。 4. 万科：万科20亿元债券展期方案再次被否。最新表决结果显示，已于12月15日到期的"22万科MTN004"展期方案仍未获得债券持有人同意，不过万科争 取到将宽限期延长至30个交易日的成果，该中期票据在2026年1月28日前不构成违约。 // 大中华地区公司要闻 // 1. 南山铝业：拟斥3亿-6亿元回购公司股份。 2. 华夏幸福：公告称董事会对平安人寿临时提 ...