北京时间12月11日，SpaceX的创始人马斯克在X上确认了"SpaceX计划明年通过首次公开募股（IPO）筹 集数百亿美元资金"的消息。 编辑｜心一 记者｜乔心怡 ...

Core Viewpoint - The trade agreement between Indonesia and the United States, reached in July, is at risk of collapse due to disagreements over certain commitments and perceived violations of economic sovereignty by Indonesia [2][4]. Group 1: Trade Agreement Details - The trade agreement included the U.S. committing to a 19% tariff on all Indonesian imports, down from a previous 32%, while Indonesia agreed to purchase $15 billion worth of U.S. energy, $4.5 billion in agricultural products, and 50 Boeing aircraft [4]. - Indonesia has expressed its inability to fulfill certain binding commitments in the agreement and seeks to renegotiate these terms [3][4]. Group 2: Political and Economic Implications - U.S. officials believe Indonesia's actions contradict previous commitments to eliminate non-tariff barriers affecting U.S. industrial and agricultural exports [4]. - Indonesia's refusal to accept U.S. imposed mandatory clauses is based on claims that these clauses infringe upon its economic sovereignty [6]. Group 3: Broader Trade Context - The U.S. has reached limited trade agreements with several partners, including the EU, UK, Japan, and South Korea, which are seen as initial steps towards longer-term negotiations [7]. - The ongoing uncertainty surrounding the enforcement of these agreements is compounded by pending legal challenges regarding the U.S. authority to impose tariffs under the International Emergency Economic Powers Act (IEEPA) [9][10].

两融余额接连两日刷新历史纪录，12月10日创出历史新高2.5143万亿元，占A股流通市值的比例为 2.60%。继10月29日首度突破2.5万亿元之后，两融余额在12月9日和12月10日接连创出新高。其中，12 月10日融资余额为2.4964万亿元，当日净流入35.10亿元。 10日，通信、国防军工、银行、电力设备、有色金属等行业获得杠杆资金大笔净买入，而电子、计算 机、汽车等行业遭杠杆资金大笔净流出。个股方面，新易盛、中际旭创、菲利华、招商银行等股票获得 融资客青睐，而摩尔线程、胜宏科技、天孚通信、厦门钨业、寒武纪-U等股票遭到融资资金大笔净卖 出，其中摩尔线程遭融资资金净卖出逾9亿元。 12月11日盘中，摩尔线程股价站上800元关口，再创上市以来新高。截至发稿，该股涨超10%，报 808.66元，总市值达3801亿元。 摩尔线程前一日遭融资资金净卖出逾9亿元 记者｜黄思瑜 编辑｜心一 ...

今日酒价披露各大名酒批发参考价显示，12月11日，25年飞天茅台（原箱）较前一日下跌10元，报1510 元/瓶；25年飞天茅台（散瓶）较前一日持平，报1500元/瓶。 | 茅台飞天 | | | 2025年12月11日 | | --- | --- | --- | --- | | | | | (公众号:今日酒价) | | 品名 | 规格 | 昨日行情 | 今日行情 | | 2 25年飞天(原) | 53度/500ml | 1520 | 1510 I | | 2 25年飞天(散) | 53度/500ml | 1500 | 1500 | | 24年飞天(原) | 53度/500ml | 1580 | 1580 | | 24年飞天(散) | 53度/500ml | 1550 | 1550 | | 23年飞天(原) | 53度/500ml | 1800 | 1800 | | 23年飞天(散) | 53度/500ml | 1700 | 1700 | | 公斤茅台(原) | 53度/1L | 2900 | 2900 | | 43度飞天(原) | 43度/500ml | 750 | 750 | | 43度飞天(散) | 43度 ...

Group 1 - The core point of the article is that Mark Zuckerberg has formed a team called TBD Lab, which is working on a new model named "Avocado" that is expected to debut in spring next year [1] - The TBD Lab team is utilizing multiple third-party models during the training of "Avocado," including Google's Gemma, OpenAI's GPT-oss, and Alibaba's Qwen model [1] - Alibaba's stock price increased by 1.83% to $158.82 at the close of trading in the US [1]

Group 1: Economic Indicators - The latest Consumer Price Index (CPI) data shows a year-on-year increase of 0.7% in November, the highest since March 2024, driven by rising food prices [1] - The Producer Price Index (PPI) increased by 0.1% month-on-month but decreased by 2.2% year-on-year, influenced by domestic supply-demand optimization and international commodity price transmission [1] - The IMF has revised China's economic growth forecasts for 2025 and 2026 to 5.0% and 4.5%, respectively, due to effective macroeconomic stimulus measures [5] Group 2: Government Policies and Investments - The Chinese government plans to issue 750 billion yuan in special bonds to repay old debts, with no involvement from social investors [3] - Local governments are allowed to issue an additional 500 billion yuan in bonds in the fourth quarter to stabilize the economy and mitigate risks [5] - Railway fixed investment is expected to exceed 900 billion yuan this year, building on last year's record levels [3] Group 3: Industry Developments - The Shanghai Municipal Health Commission announced a child-rearing subsidy of 3,600 yuan per child per year for children under three years old [6] - The Chinese automotive market saw a decline in retail sales of new energy vehicles by 17% year-on-year in early December, although total sales for the year remain up by 19% [4] Group 4: Corporate News - Coca-Cola announced that its COO, Henrique Braun, will succeed James Quincey as CEO on March 31, 2026 [10] - The market price of a bottle of Moutai has dropped by 40% compared to its peak two years ago, raising concerns about whether the stock price has hit bottom [10] - Sam's Club faced consumer complaints regarding food safety issues, highlighting challenges in the retail sector [10]

北京时间12月11日，美联储结束年内最后一次公开市场委员会会议，以9-3的投票决定将联邦基金利率 目标区间下调25个基点，至3.5%-3.75%。美联储还宣布启动短期国债购买计划，以维持短期利率稳 定，保持银行储备充足，并确保金融市场平稳运行。 一图速览>> 鲍威尔称这是艰难的降息抉择，将启动观望模式，他还有哪些表态？ 对于未来的货币政策，机构如何解读？ 2022 2023 2024 2025 户录来美联储利率走势 984/08 11 5% *图中数据为目标利率最高上限 2008/1: 美联储最新点阵图 点阵图显示，19位官员中 有6位预计年底利率将高于 周三宣布降息前的水平, 表明部分官员对降息持保 ====== = 留态度,或者未投票者反 == 对降息。 预测显示,大多数官员预 计明年至少会降息一次。 这一比例与9月份持平。 美联储主席鲍威尔 机构解读 ■ 艰难的降息抉择: ■ 牛津经济研究院首席全球经济 我完全可以支持任何一方的观点 学家Ryan Sweet: .... 这确实是一个艰难的决定。 美联储或将暂停降息一段时间,为 我们始终希望数据能够给我们提 本次及此前降息政策传导至实体经 供清晰的判断 ...

Market Overview - The three major stock indices rose, with the S&P 500 approaching 6900 points, closing at 6886.68 points, up 0.67% [1] - The Federal Reserve announced a 25 basis point interest rate cut, aligning with market expectations, leading to a 1.05% increase in the Dow Jones, which closed at 48057.75 points [1] - The 2-year Treasury yield fell nearly 5 basis points to 3.564%, while the 10-year Treasury yield decreased by 2.4 basis points to 4.163% [4] Popular Stocks Performance - Major tech stocks showed mixed results: Amazon rose by 1.7%, Tesla by 1.4%, Google by 1.0%, Oracle by 0.7%, and Apple by 0.6%. However, Nvidia fell by 0.6% and Meta by 1.0% [2] - In the banking sector, JPMorgan rose by 3.2%, Wells Fargo by 2.0%, and Goldman Sachs, Citigroup, and Bank of America all increased by over 1% [3] Economic Indicators - The Federal Reserve's decision to cut rates was supported by a 9-3 vote, with future actions dependent on employment and inflation signals [4] - The Fed's economic forecast for GDP growth in 2026 was raised from 1.8% to 2.3%, while the unemployment rate estimate for next year remained at 4.4% [4] - Market sentiment improved as traders anticipated a 78% probability that the Fed would keep rates unchanged in January [4] Company-Specific Developments - General Electric's energy division surged nearly 16% after announcing a doubling of its quarterly dividend and expanding its stock buyback program, with 2025 revenue expectations nearing the upper limit of $36 to $37 billion [4] - Netflix saw a decline of 4.1%, while Warner Bros. Discovery rose by 4.5% amid acquisition competition with Paramount [5] Commodity Performance - International oil prices rebounded, with WTI crude oil rising by 0.36% to $58.46 per barrel and Brent crude oil increasing by 0.44% to $62.21 per barrel [6] - Gold prices fluctuated, with COMEX gold futures dropping by 0.24% to $4196.40 per ounce, but later trading around $4240 following the Fed's decision [7] - Silver reached a historic high, with COMEX silver futures surpassing $62, gaining over 2% in the day [7]

2025.12.11 美国总统特朗普周三表示，美联储最新宣布的降息25个基点的决定 "本至少可以再翻一倍"。他称美联 储主席鲍威尔是个 "行事刻板的人"，认为此次降息力度 "相当小"。 与此同时，美联储"新掌门人"悬念再起，特朗普透露，计划于周三晚些时候会见前美联储理事凯文・沃 尔什。 预测市场定价显示，此前的最大热门，美国国家经济委员会主任凯文・哈西特胜出的概率从上周最高接 近90%降至70%。 本文字数：309，阅读时长大约1分钟 作者 |第一财经 樊志菁 微信编辑| 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） ...

2025.12.11 本文字数：1283，阅读时长大约2分钟 作者 |第一财经 樊志菁 周三美股全线走高，美联储宣布降息25个基点，符合市场预期。截至收盘，道指涨497.46点，涨 1.05%，报48057.75点，纳指涨0.33%，报23654.16点，标普500指数涨0.67%，报6886.68点。 明星科技股涨多跌少，亚马逊涨1.7%，特斯拉涨1.4%，谷歌涨1.0%，甲骨文涨0.7%，苹果涨0.6%，英 伟达跌0.6%，Meta跌1.0%。 银行板块走强，摩根大通涨3.2%，富国银行涨2.0%，高盛、花旗和美银的涨幅均超过1%。 议息会议后发布的经济预测显示，美联储对2026年再降息25个基点的中位预期，与9月时的预测保持一 致。此外，政策制定者将2026年美国国内生产总值（GDP）增速预期从9月的1.8%上调至2.3%，并维 持明年底失业率4.4%的预估水平不变。 美联储主席鲍威尔表示，美联储在采取下一步行动前需要 "静观其变"，但他同时明确排除了后续加息 的可能性。"在我看来，目前加息并非任何人的基本预期。" 伦敦证券交易所集团（LSEG）的最新数据显示，政策声明发布后，交易员们预计美联储在明年1 ...