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Meituan Conference Call: Will make necessary investments to maintain leadership, but will not participate in price wars.

Meituan Conference Call: Will make necessary investments to maintain leadership, but will not participate in price wars.

At Meituan’s Q3 earnings call on the evening of the 28th, it was mentioned that although industry losses appear to have peaked, the food delivery business will remain under pressure in the fourth quarter. The company will make necessary investments to maintain its leading position, but will not engage

Russia-Ukraine agreement deals a heavy blow to the oil market? Barclays: Substantial impact is doubtful, Brent oil still projected at $66 next year

Russia-Ukraine agreement deals a heavy blow to the oil market? Barclays: Substantial impact is doubtful, Brent oil still projected at $66 next year

As expectations for peace talks between Russia and Ukraine heat up, the geopolitical risk premium in the crude oil market has quickly receded, and Brent crude prices have fallen back to around $63 per barrel. Barclays Bank pointed out in its latest report that although there have been ceasefire negotiations

JPMorgan's Lai Yizhe: The valuation narrative for car companies has changed, with overseas expansion and AI potentially becoming new valuation anchors.

JPMorgan's Lai Yizhe: The valuation narrative for car companies has changed, with overseas expansion and AI potentially becoming new valuation anchors.

``` Author | Zhou Zhiyu Editor | Zhang Xiaoling The recently concluded Guangzhou Auto Show left JPMorgan Asia's Head of Automotive Research, Nick Lai, with the deepest impression of "chill." As the final battle of 2025, he called this auto show “the smallest in scale in China over the

Low tech valuations + continued implementation of "anti-involution" measures, foreign investment banks remain bullish on the Chinese stock market!

Low tech valuations + continued implementation of "anti-involution" measures, foreign investment banks remain bullish on the Chinese stock market!

Against a backdrop of global market uncertainty, several top foreign financial institutions, including UBS, JPMorgan, and Morgan Stanley, have unanimously cast a vote of confidence in China’s stock market for 2026. According to Chase the Wind Trading Desk, JPMorgan holds a constructive outlook on the China A-share market in

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"Black Friday shopping festival" sees light trading; CME outage briefly halts trading; gold and oil both rise; silver hits new highs.
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``` "Black Friday shopping festival" sees light trading; CME outage briefly halts trading; gold and oil both rise; silver hits new highs. ```

Market expectations for Federal Reserve rate cuts continue to rise, driving global stock markets to potentially record their best weekly performance since June. On the trading front, a system failure at the Chicago Mercantile Exchange (CME) disrupted futures trading. Additionally, due to the “Black Friday” holiday, the U.S. stock

Japan approves ¥18.3 trillion supplementary budget, shifts bond issuance plan heavily toward short-term debt.

Japan approves ¥18.3 trillion supplementary budget, shifts bond issuance plan heavily toward short-term debt.

To fund the new round of economic stimulus plan, the Japanese government announced a debt issuance plan: there will be a significant increase in short-term bond issuance. On Friday, Japan's cabinet approved an additional budget of 18.3 trillion yen to support Prime Minister Sanae Takaichi's

The second country to win the "TACO deal" has emerged: Brazil!

The second country to win the "TACO deal" has emerged: Brazil!

Four months ago, Brazil faced the threat of an additional 40% tariff from Trump, and has now become the second country to win a tariff exemption through a tough stance. This outcome validates the saying "TACO" (Trump Always Chickens Out), and provides other countries with a new reference