Market snapshot
| Index | Level | Change |
|---|---|---|
| SSE Composite | 3649.18 | ▼1.10% |
| SZSE Component | 11175.78 | ▼2.57% |
| ChiNext | 2465.23 | ▼3.96% |
| Hang Seng | 24481.86 | ▼1.27% |
| Hang Seng Tech | 4078.23 | ▼1.83% |
| S&P 500 | 7376.86 | ▲0.31% |
| Nasdaq | 24579.42 | ▲1.09% |
| Dow Jones | 51285.73 | ▼0.46% |
| Gold | 4080.48 | ▼0.21% |
| Crude oil | 90.34 | ▼0.20% |
| VIX | 25.64 | ▼9.01% |
Shanghai turnover: CNY 772.6bn
Macro & policy
| Indicator | Forecast | Previous | Actual |
|---|---|---|---|
| JPY BOJ Gov Ueda Speaks | — | — | — |
| NZD Parliamentary Elections | — | — | — |
Finance news
1. Tesla to end Cybertruck production as Musk redirects resources to robotics and AI
Tesla has announced it will stop producing the Cybertruck, its electric pickup that has fallen short of sales and output expectations. Elon Musk said the freed-up resources will be redirected toward humanoid robots and artificial intelligence. The move signals a strategic shift away from vehicle manufacturing.
Source: 华尔街见闻
2. Power Plant | Four National Technology Awards in One Week: What Makes This New Player Tick?
A new player won four national-level technology awards in a single week. The achievement has drawn attention to the company’s technical strength and R&D capabilities.
Source: 界面新闻
3. Tesla’s gain widens to 5%
Tesla’s stock gain widened to 5%, according to Yicai. The report provides no further context or reason for the move.
Source: 第一财经
4. US November Michigan Consumer Sentiment Rises More Than Expected to Three-Month High
The University of Michigan’s U.S. consumer sentiment index rose more than expected in November to a three-month high. Confidence among independent voters improved and inflation expectations eased, signaling a pickup in consumer mood.
Source: 华尔街见闻
5. Investors brace for lower Anthropic valuation, calling $1.5 trillion a ‘stretch’
Investors are preparing for Anthropic to list below a $1.5 trillion valuation, as the AI trade cools on Wall Street. They describe the $1.5 trillion figure as a “stretch.”
Source: CNBC Markets
6. OpenAI bugging suspect Alfozan pleads not guilty
Saudi national Abdulrahman Alfozan has pleaded not guilty to charges of planting a recording device in a conference room at OpenAI. The case concerns security at the artificial intelligence company’s offices.
Source: CNBC Markets
7. Antarctic Activities and Environmental Protection Law to Take Effect on New Year’s Day Next Year
China’s Antarctic Activities and Environmental Protection Law will take effect on January 1 next year. The law aims to regulate Antarctic activities and strengthen environmental protection; implementation details are expected from relevant authorities.
Source: 财新
8. He Lifeng Holds Video Call with U.S. Side, Expresses Serious Concerns Over Recent U.S. Trade Restrictions on China
Chinese Vice Premier He Lifeng held a video call with the U.S. side and expressed serious concerns over recent U.S. trade and economic restrictions on China. The call focused on the latest frictions in China-U.S. economic and trade relations.
Source: 财新
Filings & research
Company filings (CNINFO, titles in Chinese)
- 卓越新能：卓越新能2026年半年度报告（更正版）
- 广咨国际：2026年半年度报告摘要（更正后）
- 广咨国际：2026年半年度报告（更正公告）
- 广咨国际：2026年半年度报告（更正后）
- 一汽解放：2026年半年度报告（英文版）
- 立讯精密：立讯精密工业股份有限公司2026年年度业绩预告
- 广咨国际：2025年年度报告摘要（更正后）
- 广咨国际：2025年年度报告（更正公告）