Core Points - Vice President Vance visited Lehigh Valley, Pennsylvania, to defend the economic messaging of the Trump administration amidst disappointing employment reports and rising inflation [1] - Vance acknowledged that most Americans do not feel better off under the current administration and urged patience, emphasizing the administration's commitment to improving the lives of hardworking Americans [2] - Supporters in swing states like Pennsylvania may help Vance lay the groundwork for a potential presidential run in 2028, although he remains focused on the upcoming midterm elections [3] Economic Messaging - Vance defended Trump's protectionist trade policies and highlighted tax cuts from the "Big and Beautiful Act," asserting that federal efforts to combat illegal immigration would alleviate pressure on public services and the housing market [2] - The event took place at a warehouse owned by Uline, a significant Republican donor, which underscores the connection between business interests and political support [3] Public Sentiment - While some attendees supported Vance's message, others expressed skepticism about Trump's economic policies, indicating that the effectiveness of tariffs remains uncertain [3] - A warehouse worker criticized the administration's claims, stating that prices remain high and that the cost of groceries continues to burden consumers [4] Overall Outlook - Vance aims to portray a positive economic outlook for the U.S. and remains a loyal defender of Trump's administration, echoing Trump's self-assessment of economic performance as "A+++++" [5]

美国股市全天候交易的时代正加速逼近，但并非所有华尔街人士都对此张开双臂欢迎。 海外投资者的福音？ 推动全天候交易的支持者认为，这将允许散户和机构投资者，尤其是那些身处美国境外的投资者对美国 市场交易时段以外发生的突发新闻做出更快的反应。然而，市场结构专家和大银行的高管警告称，交易 质量将受到夜间流动性稀缺的影响，这可能导致定价不那么精准，他们同时也对需求表示怀疑。 Evercore ISI电子交易主管Brian Suth表示："我们不会改变所有的系统和盘后流程，延长一切，并雇人通 宵工作。"他表示目前没有看到机构对此类交易的需求。 尽管股市正迈向明年晚些时候全面推出近乎不间断的交易，且交易所正摩拳擦掌，但几家美国最大的银 行不愿积极推动全天候股票交易。 纳斯达克周一向监管机构提交文件，申请将工作日的交易时间延长至每天23小时，这是全球主要交易所 首次推动工作日不间断交易，背景是近年来全球投资者强烈要求更便捷地进入美国资本市场，这促使监 管机构出台新规，并批准大型交易所延长交易时间的提案。 风险拷问 尽管美国交易所、清算所和市场基础设施公司正在规划技术路径和基建，但一些大型美国交易商对这一 举措的风险提出了质疑 ...

周三，沐曦股份作为"中国GPU四小龙之一"正式登陆A股科创板，发行价104.66元/股，是年内第二高发 行价新股。以开盘价700元/股计算，中一签可赚29.77万元，成为年内最赚钱的新股。 截止发稿，该股仍在持续走强，盘中最高一度拉升约755%，总市值近3400亿元，超过摩尔线程。 沐曦股份此次公开发行4010万股新股，募资规模约42亿元。公司计划将这些资金主要用于新型高性能通 用GPU及人工智能推理GPU的研发与产业化。 从过会到获得批文，沐曦股份仅用时20天，速度比此前备受关注的摩尔线程（34天）更快。在申购方 面，沐曦股份的网上发行最终中签率仅为0.03348913%，比摩尔线程的0.03635054%还低。即便如此， 仍有20349股遭网上投资者放弃认购。而网下申购倍数高达2227.6倍，较摩尔线程的1572倍更加炙手可 热。 凭借其核心团队在高性能GPU芯片领域的深厚技术积淀，迅速成为创投圈的"潜力标的"。其"AMD血 统"技术基因吸引了资本密集加持，公司此前已完成十余轮融资，股东超过120家，包括红杉中国、经纬 创投、国寿资本等知名机构。 据了解，沐曦股份致力于自主研发全栈高性能GPU芯片及计算平 ...

城堡证券（Citadel）首席执行官格里芬（Ken Griffin）呼吁美国总统特朗普要在美联储和白宫之间制 造"距离"，这凸显了投资者的焦虑，即担心总统会挑选一位亲密盟友来执掌美联储。 这位亿万富翁对冲基金经理周二在巴黎被问及白宫经济顾问凯文·哈塞特是否应该领导美联储时说 道，"总统和即将上任的美联储主席能做的最重要的举措……就是在白宫和美联储之间保持距离。" 格里芬发表上述评论之际，下届美联储主席之争已进入白热化阶段。曾在两届特朗普政府任职的哈塞特 一度成为继任者的热门人选，但最近几天他的胜率有所下降，因为有迹象表明，美国总统正在听取华尔 街资深人士的担忧，他们担心这位白宫经济学家对特朗普不够独立，并会迎合特朗普大幅降息的意愿。 哈塞特曾表示，美联储需要在不受政治压力的情况下设定利率，但他周二也表示，如果特朗普在经济政 策上有好主意，他会将其传达给央行的利率制定委员会。"总统是一位经验丰富的经济观察家，"哈塞特 说。 摩根大通首席执行官戴蒙上周暗示，他认为前美联储理事凯文·沃什将是一个强有力的人选。沃什曾在 2008年金融危机期间担任美联储与华尔街之间的联络人。 格里芬周二拒绝支持任何一位候选人，称他不认 ...

Group 1 - The U.S. non-farm payrolls increased by 64,000 in November, exceeding the market expectation of 50,000 [1] - The unemployment rate rose to 4.6%, higher than the expected 4.4%, marking the highest level since September 2021 [1] - Average hourly wage growth year-on-year and month-on-month were recorded at 3.5% and 0.1%, respectively, both below expectations [1] Group 2 - The October non-farm payrolls saw a decline of 105,000, the largest drop since the end of 2020, against a market expectation of a decrease of 25,000 [1] - Retail sales in October unexpectedly showed zero growth, missing the expected 0.1% increase, with the previous value revised down from 0.2% to 0.1% [1] Group 3 - Following the employment and retail sales data release, the probability of a rate cut by the Federal Reserve in January increased from 22% to 31% [1] - The market still anticipates two rate cuts in 2026, with an expected easing of 58 basis points next year [1] Group 4 - Analysts noted that the rise in the unemployment rate may not be entirely negative due to an increase in labor participation rate [4] - The White House economic advisor reassured that the rise in unemployment is statistically insignificant and should not be overinterpreted [4] - The private sector's average job increase over the past six months remained at 44,000, indicating the slowest hiring pace in the post-pandemic reopening period [5] Group 5 - Wage growth has slowed to 3.5%, the lowest level in the current cycle, which may influence the Federal Reserve's future actions [6] - The labor market remains characterized by low hiring and layoff numbers, presenting a complex situation for the Federal Reserve in balancing labor market stability and inflation control [5]

由于政府停摆推迟了9月和11月报告的发布日期，企业有了更多时间来报告工资单信息，该机构因此收 集到了更多的回复，一些经济学家认为，这一进展有望提高数据的准确性。 最新统计 劳工统计局发布的11月就业报告显示，9月的就业增长被下修了1.1万人。这属于今年初步修正幅度较小 的一次。由于停摆，9月就业人数的初步估算直到11月20日才报告，远晚于原定的10月3日发布日期。 到那时，数据已经相当过时，经济学家和投资者转向解析私人数据源，以获取更及时的就业市场快照。 Inflation Insights LLC总裁Omair Sharif表示，"修正幅度低固然好，但我认为为了这个而多等五六周是得 不偿失的。" 曾负责劳工统计局就业测量工作的Michael Horrigan认为，也许只需要多等一两周就足够了。他在9月的 一篇博客文章中表示，这样的延期将减少后续修正的幅度。 如果你给企业更多时间来回复调查，你很可能会收回更多的数据，而这正是美国劳工统计局最新的美国 就业数据中发生的情况。 劳工统计局在三个月内滚动收集就业数据。随着它收集到更多数据，初步的就业人数可能会被修正，有 时修正幅度之大，甚至会改变人们对劳动力市场状况 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美媒：沃勒将于周三接受特朗普的面试 美财长贝森特：猜测美联储主席人选将于明年1月初公布 特朗普明日将在黄金时段发表全国讲话，或预告新年政策 美国威胁对欧盟数字服务税计划实施报复 中央财办：扩大内需是明年排在首位的重点任务 发改委：大力提升居民消费意愿，深入实施提振消费专项行动 "亚洲锂都"又现大动作 美国11月失业率创四年新高 360掀"假账风波"，周鸿祎声明：极端失实，影响恶劣 市场盘点 周二，由于非农数据喜忧参半，美元指数在美盘中一度跳水跌破98关口，但随后收复大部分失地，最终收跌0.06%，报98.21；基准的10年期美债收益率最终 收报4.145%，对美联储政策利率敏感的2年期美债收益率收报3.500%。 现货黄金盘中一度重回4330美元上方，但未能站稳此处，再次回至4300大关附近震荡，最终收跌0.07%，报4302.36美元/盎司；现货白银在亚盘大跌后小幅 反弹，最终收跌0.54%，报63.72美元/盎司。 因供应过剩的忧虑仍在持续，而且俄罗斯与乌克 ...

Core Viewpoint - Kevin Hassett, a candidate for the Federal Reserve Chair position, emphasizes the importance of the Fed's independence and consensus-building in monetary policy decisions [1][2]. Group 1: Candidate Qualifications and Support - Hassett supports the notion that his close relationship with President Trump should not disqualify him from the Fed Chair position, arguing that collaboration with the president does not undermine his qualifications [2]. - There is growing internal resistance within Trump's advisory team regarding Hassett's candidacy, with concerns that he may prioritize presidential directives over the Fed's dual mandate of price stability and full employment [1][2]. Group 2: Market Predictions and Candidate Probabilities - As doubts about Hassett's candidacy increase, Kevin Warsh's probability of being nominated for the Fed Chair has risen to approximately 46%, while Hassett's probability has decreased to around 39% [2]. - Just a week prior, Hassett's nomination probability was as high as 77%, with Warsh at only 10% [2]. Group 3: Economic Context and Employment Data - Hassett's comments come amid the release of non-farm employment data for November and part of October, which he describes as showing a robust upward trend in private sector employment [4]. - He expresses a positive outlook on employment growth through 2026, despite acknowledging the impact of government shutdowns on employment data [4].

Group 1 - The U.S. Treasury Secretary Scott Bessent predicts a significant decline in inflation by the first half of 2026 [1] - Bessent mentioned that President Trump is expected to announce a candidate for the Federal Reserve Chair in early January, with one or two interviews possibly taking place this week [1] - Bessent highlighted that former Fed Governor Kevin Warsh and NEC Director Kevin Hassett are both "very, very qualified" candidates for the Fed Chair position [1] Group 2 - Bessent emphasized the need for an open-minded Fed Chair who can challenge the notion that economic growth leads to inflation, stating that inflation occurs when demand exceeds supply [1] - Concerns were raised about Hassett's close relationship with Trump potentially undermining the Fed's independence, but Bessent refuted this claim, asserting that individuals have the autonomy to make decisions [1] - Bessent expressed worries about the Fed's status, describing it as "a non-elected institution that has lost trust" [1] Group 3 - In economic forecasts, Bessent predicts a GDP growth rate of 3.5% for 2025 and suggests that 2026 could be a prosperous year if the government remains operational [2] - He attributes current economic pressures to "Biden inflation" but anticipates relief for Americans by early 2026, with tax refunds expected to reach $100 billion to $150 billion in the first quarter of the following year [2] - Bessent links the decline in rental inflation to border security measures, stating that rental costs have decreased due to the closure of the U.S. border [3] Group 4 - Bessent mentioned that the Supreme Court is expected to rule on tariff issues in early January, confirming that there are multiple revenue sources beyond IEEPA tariffs [3] - He committed to reducing the budget deficit by "hundreds of billions" this year [3]

Group 1 - In November, the seasonally adjusted non-farm payrolls in the U.S. increased by 64,000, exceeding the market expectation of 50,000 [1] - The unemployment rate in November reached 4.6%, higher than the expected 4.4%, marking the highest level since September 2021 [1] - Average hourly earnings in November showed a year-over-year increase of 3.5% and a month-over-month increase of 0.1%, both below expectations of 3.6% and 0.3% respectively [1] Group 2 - The October non-farm payrolls saw a month-over-month decline of 105,000, the largest drop since the end of 2020, while the market had anticipated a decrease of 25,000 [1] - The U.S. retail sales in October unexpectedly showed a month-over-month growth of 0%, falling short of the expected 0.1%, with the previous value revised down from 0.2% to 0.1% [1] Group 3 - Following the employment and retail sales data release, the probability of a rate cut by the Federal Reserve in January increased from 22% to 31% [1] - The market still anticipates two rate cuts in 2026, with an expected easing of 58 basis points next year [1] Group 4 - Claudia Sam, a former Federal Reserve economist, cautioned investors regarding the November unemployment rate, indicating that government estimates may be "slightly off" [4] - Analyst Anstey noted that the rise in the unemployment rate may not be entirely negative due to an increase in labor participation rate, suggesting a need for further analysis of the data [5] Group 5 - The ADP weekly employment report indicated a potential rebound in hiring activity, with an average of 16,250 new jobs added per week in the four weeks leading up to November 29, 2025 [5] - This data highlights a continued strengthening of the job market in the latter half of November, although it is subject to change with new data [5]