Domestic news: 1 China International Capital Corporation (CICC) plans to convert shares to absorb and merge Dongxing Securities and Xinda Securities. 2. Ministry of Foreign Affairs: If the Japanese side refuses to withdraw its erroneous remarks related to Taiwan, all consequences shall be borne by the Japanese side. 3. According to media reports, China has notified Japan of suspending the import of Japanese aquatic products. The Ministry of Foreign Affairs stated that even if Japanese aquatic products are exported to China, there will be no market for them. 4. Ministry of Commerce: The Chinese side welcomes the Dutch side's initiative to suspend the administrative order against Ansea Semiconductor. Both sides agree to cancel administrative intervention and support and promote enterprises to resolve internal disputes through consultation in accordance with the law. 5. Wentai Technology: The company's control over Anshi is still restricted. International News: 1 Significant progress in the Russia Ukraine situation: It is reported that the United States and Russia have secretly drafted a 28 point framework for peace talks, calling for Ukraine to cede territory, disarm, and restrict weapons. The discussion of this framework has hardly sought the opinions of Ukraine or Europe. White House officials expect Russia and Ukraine to reach a framework agreement by the end of November. It is reported that Ukraine opposes the agreement. The US Attorney General announced that the Epstein case file will be released within 30 days. 3. Insiders: The Trump administration is considering temporarily suspending the imposition of semiconductor tariffs. 4. US media: The White House is taking action to block bills that restrict the export of AI chips. 5. The EU is planning the 20th round of sanctions against Russia, targeting the "Shadow Fleet" oil tankers. 6. NVIDIA's AI revenue and outlook have exceeded expectations, and Huang Renxun bluntly stated that it has sold out. 7. UK inflation has fallen for the first time in seven months, and the market has increased its bets on the Bank of England cutting interest rates in December. 8. Japanese media: Japan's economic stimulus plan is expected to exceed 20 trillion yen, and the supplementary budget supporting the plan will reach about 17 trillion yen. 9. Overnight market trend - The US dollar rose above 157 against the Japanese yen, reaching a new high in 10 months, the US dollar index broke through the 100 mark, Google set a new high, and the market value exceeded 3.5 trillion US dollars. 10. Federal Reserve - ① The US authorities have cancelled the October non farm payroll report and rescheduled the November report to be released on December 16th, which means that the Federal Reserve will lack the latest non farm data reference when discussing interest rates in December. ② Milan: It is' possible 'to further reduce its balance sheet in the future. ③ If interest rates don't come down, we'll fire Benson. Trump's joke about the Treasury Secretary alludes to Powell. ④ The minutes of the Federal Reserve's October meeting showed serious divisions among officials: during the October interest rate cut, several people opposed the cut, while others tended to agree with the cut but also accepted keeping interest rates unchanged. Several people believe that interest rate cuts should continue in December, while many believe that they should remain inactive.