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Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.
On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.
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Weihai De (301318.SZ): Currently, the chips used by the company mainly come from brands like rockchip electronics, Horizon, qualcomm, and ambarella.
Gelonghui December 2nd | Weihai De (301318.SZ) stated in recent investor relations activities that the main chips currently used by the company are from Rockchip Electronics, Horizon, Qualcomm, Ambarella and other brands; the main lens suppliers are Sunny Optical, Zhongrun Optical, etc.
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Reports indicate that Trump is considering appointing Slater as the head of the Justice Department's Antitrust Division, with analysts suggesting that this nomination means Trump will continue the tough enforcement stance advocated by the Biden administration.