Li Auto (02015.HK) signed cooperation agreements today with partners in Hong Kong, Thailand, Singapore, the Philippines and Vietnam, marking further rapid APAC expansion. In 2026 Li Auto has entered nine APAC markets; in April it signed agreements with partners in Macau SAR, Cambodia, Laos and Myanmar and completed a listing in Macau in June. The five new markets are now in listing-preparation stage, supporting broader APAC coverage and channel roll-out. Li Auto will debut a right‑hand‑drive Li

The French government will raise the net monthly minimum wage 1.6% to €1,502 (≈$1,680) from Dec. 1 to address cost-of-living protests while seeking to limit additional strain on fragile public finances, the prime minister said after talks with unions and employers. The move is described as the second-largest minimum-wage increase in 20 years. A minority government under pressure from student-led demonstrations that have broadened into wider public discontent—including episodes of violence such as looting and rioting on Oct. 17, though turnout eased last Saturday—says it has limited room to expand spending given a large budget deficit, lack of a parliamentary majority and under six months until the presidential election. Investors have sold French bonds in recent months, pushing up government borrowing costs.

国外 1. 大摩：AI股票抛售似乎过度，数据中心推迟或缓解供应限制并支撑定价。 2. 瑞银：预计标普500指数到年底将达到8900点。 3. 罗素投资：CPI超预期或使美联储12月加息成定局。 4. 凯投宏观：AI投资热潮逆转不太可能引发美国经济衰退。 国内 1. 中信建投：2027年中国资本市场将呈现股债汇三牛。 2. 中信证券：伊朗的一系列战略性诉求与目标，对于美国两党均缺乏妥协空间。 3. 中金公司：AI端侧硬件迎价值重估，新一轮创新浪潮有望开启。 4. 中信证券：主动基金科技仓位降至56.3%，电子与通信仍占近九成。 5. 华泰证券：头部券商三季度投资收入承压，投行与资管提供支撑。 6. 华泰证券：关注物理AI与SOFC产业化机遇。 7. 中信证券：前三季度电力行业净利降19%，关注沿海省份电价回升空间。 8. 国金证券：煤企三季度扣非净利增32.3%，关注冬储与安全生产约束。