Domestic News:
1. "Asia's Lithium Capital" makes a major move, planning to cancel 27 mining rights.
2. The State Administration for Market Regulation responds to conditional approval of two Chilean companies establishing new joint ventures.
3. The Securities Association of China establishes a "whistleblower" mechanism, targeting four types of unfair competition by IT service providers.
4. The Ministry of Commerce: Imposing anti-dumping duties on imported pork and pork by-products originating from the EU.
5. Shenzhen: Steadily handling risks of key enterprises and accelerating the clearing of risks associated with public wealth management by key real estate companies.
6. Securities analyst: Information regarding "tax identification involving related high-tech companies" indicates stricter identification, not a blanket ban.
7. A former 360 employee claims to have helped Zhou Hongyi "falsify accounts worth at least several billion yuan"; Zhou Hongyi issues a statement: Extremely untrue and with a negative impact.
8. Relevant official from the Central Financial and Economic Affairs Commission: Expanding domestic demand is the top priority for next year. Investment and consumption growth are expected to recover next year. 9. The National Development and Reform Commission (NDRC) announced measures to significantly boost consumer spending and further implement special actions to stimulate consumption. It also emphasized strengthening anti-monopoly and anti-unfair competition enforcement and judicial processes.
International News:
1. A draft budget indicates the EU will impose carbon border taxes on more products.
2. US media: Musk will fund the Republican Party in the 2026 midterm elections.
3. The US threatens retaliation against the EU's digital services tax plan, potentially initiating a Section 301 investigation.
4. Japanese media: Japan's draft budget for fiscal year 2026 is expected to exceed 120 trillion yen in total spending.
5. Trump will deliver a national address during prime time tomorrow: addressing declining poll numbers and potentially previewing New Year's policies.
6. ADP: In the four weeks ending November 29, private sector employers added an average of 16,250 jobs per week.
7. US non-farm payrolls increased by 64,000 in November, compared to a decrease of 105,000 in October. The unemployment rate reached 4.6% in November, a four-year high.
8. Foreign media reports that the White House Chief of Staff made shocking remarks: Musk is a "drug addict" and the Vice President is a "conspiracy theorist." The White House strongly defended the Chief of Staff, calling the article malicious slander.
9. WTI crude oil futures fell below $55/barrel for the first time in nearly four years, Russian oil prices fell to their lowest level since the outbreak of the Russia-Ukraine conflict, and Tesla's stock price hit a new high.
10. Federal Reserve—① Bessant: Speculates the Fed Chair nominee will be announced in early January. ② US media: Waller will be interviewed by Trump on Wednesday. After the report was released, the market predicted that the probability of Waller becoming the Fed Chair candidate rose to 15%. ③ Bostic (near retirement): Hoped to keep interest rates unchanged in December and did not include any rate cuts in next year's forecasts.
