据上海日报，当地时间周三晚上9时，美国总统唐纳德·特朗普向全国发表讲话。特朗普表示，政府已经非常迅速地降低了高物价，并声称工资的上涨 速度远远快于通货膨胀。 特朗普还称，新的美联储主席将很快被任命，他是一个认同低利率的人选。 ...

在今日的火山引擎原动力大会上，火山引擎总裁谭待透露，豆包大模型日均使用量超过50万亿，自发布以来增长417倍。 ...

据界面新闻，英伟达首席执行官黄仁勋当地时间12月17日透露，作为向OpenAI投资千亿美元计划的一部分，英伟达目前尚未向OpenAI支 付"一分钱"。 今年9月，英伟达和OpenAI签署合作意向，英伟达计划向OpenAI投资1000亿美元，双方共建大规模数据中心。 ...

Core Viewpoint - The photovoltaic industry is entering a critical phase of governance in 2026, with a focus on capacity regulation and market standardization [1] Group 1: Capacity Regulation - The Ministry of Industry and Information Technology (MIIT) will strengthen capacity regulation and promote the orderly exit of outdated production capacity through market-oriented legal measures [1] - There will be an emphasis on achieving dynamic balance in production capacity [1] Group 2: Price Monitoring and Competition - A price monitoring mechanism will be established to enforce the Anti-Unfair Competition Law, targeting illegal pricing and false marketing practices [1] - The focus will be on curbing chaotic low-price competition and monitoring companies with abnormal pricing [1] Group 3: Quality Supervision - Enhanced supervision and random checks will be implemented for product quality, particularly for companies with substandard quality, power misrepresentation, and intellectual property infringements [1] Group 4: Innovation and Standards - The industry will be encouraged to strengthen innovation, improve the standard system, and promote self-discipline within the sector [1]

据央视新闻，自2025年12月18日起，海南自由贸易港正式启动全岛封关。 至此，进口征税商品目录、货物流通税收政策、禁限清单、加工增值内销免关税政策、海关监管办法等一系列封关政策及配套文件同步实 施。 封关是海南自贸港建设新阶段的开始，封关后还将不断扩大开放领域，持续完善政策制度体系，努力打造引领我国新时代对外开放的重要门 户。 ...

以下文章来源于创业板观察 ，作者闫军 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息，提供有价值的市场资讯。 A股上演绝地大反攻！12月18日，最新规模数据显示，股票ETF果真获得资金近百亿净流入，其中A500ETF成最大赢家，净流入超110亿 元。 A股震荡一个月后在12月17日午后上演反攻，沪深300ETF异动引发小作文猜想：神秘资金是不是又来了？ 这一次大资金进击，放巨量的主角是A500ETF。 截至收盘，5只A500ETF领跑市场，合计成交额合计达452.91亿元，其中，华泰柏瑞 A500ETF成交额达141.18亿元，华夏A500ETF以97.54亿元次之，南方、国泰、易方达旗下A500ETF成交额紧随其后。 华泰柏瑞沪深300ETF排名成交额第六，全天成交50.79亿元，4只头部沪深300ETF合计成交额为80.8亿元，并没有显著放量。 整体来看，全市场A500ETF合计成交额达525.75亿元，是沪深300ETF合计成交额（169.5亿元）的3倍之多。 从资金净流入数据更新，谁被大举买入进一步清晰，规模型股票ETF单日合计净流入96.58 ...

Group 1 - The core viewpoint of the articles highlights Russia's readiness for negotiations and a peaceful resolution to ongoing issues, with President Putin asserting that the West is responsible for the escalation of the Ukraine conflict [1] - Putin emphasized that the previous U.S. administration aimed to escalate tensions into armed conflict, but all plans against Russia have failed, indicating a desire for dialogue with the current U.S. government and Europe [1] - The Russian military is focused on maintaining technological superiority, which includes accelerating the adoption of robotics, information technology, new materials, and expanding the use of artificial intelligence in control systems and autonomous combat systems [1] Group 2 - Reports indicate that U.S. and Russian officials are expected to meet in Miami over the weekend, with the Russian delegation likely including the president of the Russian Direct Investment Fund, and the U.S. delegation including the Middle East envoy and Jared Kushner [2]

Group 1 - The article emphasizes the importance of timely and professional information analysis in investment opportunities, focusing on significant events, industry chain companies, and key policy interpretations [1] - A company has entered the supply chain systems of Google and Nvidia, receiving certifications and project designations from companies T and M, and is preparing for mass production of new products for the leading humanoid robot company F in North America [1] - The lithium carbonate and solid-state battery sectors are highlighted, with the company achieving over 50% self-sufficiency in lithium resources, indicating a potential for sustained growth in lithium resource business, while also fully utilizing energy storage cell production and expanding solid-state battery capacity [1]

中央外事工作委员会办公室主任，外交部部长王毅 在 人民日报 发表 署名文章《学 思践悟 习近平 外交思 想 砥砺奋进民族复兴新征程》。 以下为原文： 学思 践悟 习近平 外交 思想 砥砺奋进民族复兴新征程 王毅 新时代新征程，以 习近平 同志为核心的党中央深刻把握中国和世界发展大势，在对外工作上进行一系列重大理论和实践创新，领导我国对 外工作取得历史性成就、发生历史性变革， 习近平 外交思想不断得到丰富和发展。不久前，《 习近平 外交思想学习纲要（2025年版）》 出版发行，全面反映 习近平 新时代中国特色社会主义思想在外交领域的原创性贡献和最新发展，为广大党员干部群众学习贯彻 习近平 外 交思想提供了权威辅助读物。 习近平 总 书记 指出，党的理论创新每前进一步，理论武装就要跟进一步。我们要及时跟进学习 习近平 外交思想 最新发展，深刻把握其科 学体系、精神实质、实践要求，持续用党的创新理论统一思想、指导行动。 一 习近平 外交思想是不断发展的、开放的马克思主义理论，始终站在时代最前沿，回答世界新课题，为中国外交勇毅前行提供强大思想武器 和科学行动指南。 纵观历史，人类社会呼唤新型的国际关系理论，既是民族的 ...

Core Viewpoint - The article highlights a significant market pullback in major indices, particularly in AI-related stocks, driven by concerns over Oracle's debt levels and spending, following the withdrawal of a key investor from a major data center project [1][3][4]. Market Performance - On the day of reporting, the Dow Jones index fell by 0.47% to 47,885.97 points, the S&P 500 dropped by 1.16% to 6,721.43 points, and the Nasdaq index decreased by 1.81% to 22,693.32 points [3]. - Oracle's stock declined by 5.4% amid reports of financial concerns related to a $10 billion data center project in Michigan, which was not financed as planned [3][4]. Investor Sentiment - Despite Oracle's denial of the project being halted, market sentiment remained negative, leading to significant declines in other AI-related stocks, including Broadcom (down over 4%), Nvidia (down nearly 4%), AMD (down over 5%), and Google (down over 3%) [4]. - Brian Mulberry from Zacks Investment Management noted a clear rotation from large-cap growth stocks to large-cap value stocks, indicating a defensive positioning by investors in anticipation of future market conditions [4]. Trends and Predictions - Since December, several AI concept stocks, including Oracle and Broadcom, have seen notable declines, with Oracle and Broadcom down over 11% and approximately 19% respectively this month [4]. - Mulberry predicts that the trend of moving away from overvalued stocks towards more reasonably valued sectors will continue until 2026, potentially leading to market volatility due to uncertainties in monetary policy [4]. Key Indicators - The article emphasizes the importance of monitoring key indicators, such as free cash flow, to assess when and where profitability in the AI sector may turn around, as free cash flow cannot be easily manipulated [5]. - The article also mentions that Medline, a medical supplies giant, had a successful IPO, raising $6.26 billion, marking the largest IPO in the U.S. since 2021 [5]. Stock Performance Overview - Major tech stocks experienced declines, with Nvidia down 3.81%, Apple down 1.01%, Microsoft down 0.06%, Google down 3.21%, Amazon down 0.58%, Meta down 1.16%, Tesla down 4.62%, Broadcom down 4.48%, and Oracle down 5.40% [6]. - Chinese concept stocks also faced downward pressure, with the Nasdaq Golden Dragon China Index down 0.73%, and notable declines in Alibaba, JD.com, Pinduoduo, and NIO [6].