【隔夜行情】

•zhouyi（2024nian12yue9ri），aguhushensandazhishujitishoudie，jiezhishoupan，huzhidie0.05%，shenchengzhidie0.55%，chuangyebanzhidie0.81%，beizheng50zhishudie4.31%，quanshichangchengjiaoe16612yiyuan，jiaoshangrisuoliang1564yiyuan。beizheng50jinridadie4.31%，qizhong14zhigegushouzhang，244zhigegushoudie。

•zhouyi（2024nian12yue9ri），ganggusandazhishujitishouzhang。jiezhishoupan，hengshengzhishuzhang2.76%huo548.24dian，bao20414.09dian，quanrichengjiaoe2065.3yigangyuan；hengshengguoqizhishuzhang3.14%，bao7360.67dian；hengshengkejizhishuzhang4.3%，bao4656.8dian。

•zhouyi（dangdishijian2024nian12yue9ri），meigusandazhishujitishoudie，jiezhishoupan，daozhidie240.59dian，diefuwei0.54%，bao44401.93dian；nazhidie123.08dian，diefuwei0.62%，bao19736.69dian；biaopu500zhishudie37.32dian，diefuwei0.61%，bao6052.95dian。

【今日新股】

jinriwuxingushengou，wuxingushangshi。

【重要新闻】

【中共中央政治局：实施更加积极有为的宏观政策，扩大国内需求，推动科技创新和产业创新融合发展，稳住楼市股市】12月9日，中共中央政治局12月9日召开会议，分析研究2025年经济工作；听取中央纪委国家监委工作汇报，研究部署2025年党风廉政建设和反腐败工作。会议强调，做好明年经济工作，要以习近平xinshidaizhongguoteseshehuizhuyisixiangweizhidao，quanmianguancheluoshidangdeershidaheershijieerzhong、sanzhongquanhuijingshen，jianchiwenzhongqiujingongzuozongjidiao，wanzhengzhunquequanmianguanchexinfazhanlinian，jiakuaigoujianxinfazhangeju，zhashituidonggaozhiliangfazhan，jinyibuquanmianshenhuagaige，kuodagaoshuipingduiwaikaifang，jianshexiandaihuachanyetixi，genghaotongchoufazhanheanquan，shishigengjiajijiyouweidehongguanzhengce，kuodaguoneixuqiu，tuidongkejichuangxinhechanyechuangxinronghefazhan，wenzhuloushigushi，fangfanhuajiezhongdianlingyufengxianhewaibuchongji，wendingyuqi、jifahuoli，tuidongjingjichixuhuishengxianghao，buduantigaorenminshenghuoshuiping，baochishehuihexiewending，gaozhiliangwancheng“shisiwu”guihuamubiaorenwu，weishixian“shiwuwu”lianghaokaijudalaojichu。

【乘联会：11月新能源乘用车国内零售销量达到126.8万辆 同比增长50.5%】12月9日，乘联会数据显示，11月新能源乘用车国内零售销量达到126.8万辆，同比增长50.5%。11月全国乘用车市场零售242.3万辆，同比增长16.5%，环比增长7.1%。今年以来累计零售2,025.7万辆，同比增长4.7%。11月乘用车出口（含整车与CKD）39.6万辆，同比增长5%，环比下降10%；1-11月乘用车累计出口438.7万辆，同比增长27%。

【英伟达涉嫌违反反垄断法 市场监管总局依法决定立案调查】12yue9ri，jinri，yinyingweidagongsishexianweifan《zhonghuarenmingongheguofanlongduanfa》ji《shichangjianguanzongjuguanyufujiaxianzhixingtiaojianpizhunyingweidagongsishougoumailuosikejiyouxiangongsiguquananfanlongduanshenchajuedingdegonggao》（shichangjianguanzongjugonggao〔2020〕di16hao），shichangjianguanzongjuyifaduiyingweidagongsikaizhanliandiaocha。

【主题机会】

【扩大“有效”内需成关键！政治局会议清晰描绘明年经济轮廓】12yue9ri，zhonggongzhongyangzhengzhijuzhaokaihuiyi，fenxiyanjiu2025nianjingjigongzuo，huiyiqiangdiao，shishigengjiajijiyouweidehongguanzhengce，kuodaguoneixuqiu，yaodalitizhenxiaofei、tigaotouzixiaoyi，quanfangweikuodaguoneixuqiu。huiyizhichu，jinyibuquanmianshenhuagaige，kuodagaoshuipingduiwaikaifang，jianshexiandaihuachanyetixi，genghaotongchoufazhanheanquan，shishigengjiajijiyouweidehongguanzhengce，kuodaguoneixuqiu，tuidongkejichuangxinhechanyechuangxinronghefazhan，wenzhuloushigushi，fangfanhuajiezhongdianlingyufengxianhewaibuchongji，wendingyuqi、jifahuoli，tuidongjingjichixuhuishengxianghao，buduantigaorenminshenghuoshuiping，baochishehuihexiewending，gaozhiliangwancheng“shisiwu”guihuamubiaorenwu，weishixian“shiwuwu”lianghaokaijudalaojichu。