消息面上，近日美国总统特朗普宣布，美国将在"确保国家安全"的前提下，允许英伟达向中国及其他批 准客户出口其H200人工智能（AI）芯片，美国政府将从相关销售额中抽取25%分成。开源证券认为， H200等芯片供给恢复或推动国产大模型全面升级，加速国内AI生态繁荣发展，或进一步全面扩大对国 产算力芯片的需求，长期利好国产芯片板块。 芯片股延续近期跌势，截至发稿，华虹半导体(01347)跌3.09%，报73.7港元；中芯国际(00981)跌 2.04%，报67.3港元。 ...

Group 1 - U.S. consumer confidence has declined, with the final value for November dropping to 51 from 53.6 in October, marking a historical low [1] - The current conditions index fell by 7.5 points to 51.1, indicating worsening consumer sentiment [1] - Consumers' expectations regarding personal financial situations have reached the lowest level since 2009 [1] Group 2 - In the A-share market, 205 listed companies have raised a total of 101.81 billion yuan through various refinancing methods as of November 21, representing a year-on-year increase of approximately 368% [2] - The increase in refinancing activities is attributed to a rising market and improved valuations for companies [2] Group 3 - The U.S. is considering allowing NVIDIA to sell H200 AI chips to China, reflecting a potential easing of bilateral relations [3] - Allowing NVIDIA access to the Chinese market could create competitive pressure on domestic industries [4]