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24小时环球政经要闻全览 | 12月12日
Ge Long Hui A P P· 2025-12-12 00:37
| | | 全球主要股票指数 | | | | --- | --- | --- | --- | --- | | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 欧美 | 道琼斯工业平均 | 48704.01 | 646.26 | 1.34% | | | 纳斯达克 | 23593.86 | -60.3 | -0.25% | | | 标普500 | 10669 | 14.32 | 0.21% | | | 欧洲斯托克50 | 5753.96 | 45.84 | 0.80% | | | 英国富时100 | 9703.16 | 47.63 | 0.49% | | | 法国CAC40 | 8085.76 Z | 63.07 | 0.79% | | | reformation 德国DAX | 24294.61 | www.gogudata.com 164.47 | 0.68% | | | 俄罗斯RTS | 1091.47 | -8.75 | -0.80% | | | 上证指数 | 3873.32 | -27.18 | -0.70% | | | 深证成指 | 13147.39 | -169.03 | -1.27% | ...
今日国际国内财经新闻精华摘要|2025年12月12日
Xin Lang Cai Jing· 2025-12-12 00:36
International News - Trump signed an executive order on national standards for artificial intelligence, requiring AI suppliers to assess political "bias" [1] - The U.S. Senate rejected two healthcare bills, with ObamaCare subsidies potentially expiring by year-end due to partisan conflicts [1] - The EPA plans to delay the implementation of vehicle air pollution reduction regulations from the Biden era, while the Treasury aims to expand corporate R&D tax credit eligibility [1] - Major U.S. stock indices showed mixed results, with the Dow up 1.34%, while tech stocks like Nvidia, Apple, Google, and Tesla mostly declined [1] Corporate Dynamics - Broadcom's Q4 earnings exceeded expectations, with AI chip sales projected to double and net profit soaring by 97%, yet the stock price fell by 5% in after-hours trading [4] - Oracle's quarterly revenue fell short of expectations, leading to a stock price drop of over 10% and a market cap loss of $102 billion [5] - OpenAI launched the advanced model GPT-5.2, claiming improvements in general intelligence and coding, and announced a $1 billion investment from Disney [5] - Apple lost an appeal in its lawsuit against Epic Games, although a U.S. appellate court partially lifted sanctions against Apple [6] - Lululemon's CEO Calvin McDonald resigned amid a potential proxy battle initiated by the founder [7] Market Performance - The Nasdaq China Golden Dragon Index fell by 0.10%, with significant declines in several Chinese concept stocks, including a 30.82% drop for Yatsen [14] - Commodity markets showed strong performance, with spot gold surpassing $4280 per ounce and WTI crude oil dropping below $57 per barrel [14] - Bitcoin rose above $93,000, gaining 1.19% [15] Economic Outlook - Multiple international institutions raised China's economic growth forecast for 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [10][23] - The South-to-North Water Diversion Project has delivered over 84.4 billion cubic meters of water to northern cities, benefiting 195 million people [22]
迪士尼宣布向OpenAI投资10亿美元达成三年期合作
Xin Lang Cai Jing· 2025-12-12 00:29
迪士尼公司周四宣布将向OpenAI投资10亿美元,并将允许这家人工智能初创公司在其Sora AI视频生成 器中使用星球大战、皮克斯和漫威系列电影中的角色。这笔交易可能会重塑好莱坞制作内容的方式。 迪士尼公司周四宣布将向OpenAI投资10亿美元,并将允许这家人工智能初创公司在其Sora AI视频生成 器中使用星球大战、皮克斯和漫威系列电影中的角色。这笔交易可能会重塑好莱坞制作内容的方式。 迪士尼还将获得认股权证,以购买OpenAI的额外股权。 两家公司将使用OpenAI的模型构建新产品和客户体验,包括迪士尼+用户,而迪士尼将为其员工部署 ChatGPT。 该协议还包括护栏,以防止角色被描绘在不适当的情况下。消息人士称,迪士尼还计划将OpenAI的工 具用于其内部目的,以支持电影制作,提高效率。 据一位知情人士透露,伊格尔和OpenAI首席执行官萨姆·奥特曼数年前就开始讨论如何将生成式AI与迪 士尼的角色和故事结合起来,展示其潜力。 据不愿透露姓名的消息人士透露,在Sora正式发布之前,OpenAI就向迪士尼提供了该图像生成工具的 初步展示。消息人士补充说,迪士尼发现OpenAI愿意建设性地参与这一对话。 伊格 ...
12月12日早餐 | 中央经济工作会议举行;GPT-5.2发布
Xuan Gu Bao· 2025-12-12 00:14
Group 1: Market Overview - The Dow Jones and small-cap stocks reached historical highs due to the Federal Reserve's more dovish stance than expected, with the S&P 500 rising by 0.21% and the Dow Jones increasing by 1.34%, while the Nasdaq fell by 0.26% [1] - The Nasdaq Golden Dragon China Index fell by 0.09%, with notable declines in stocks such as Yatsen Global down by 30.91% and Kingsoft Cloud down by 5.25% [2] - U.S. Treasury yields initially fell before rising, with the 10-year yield increasing by 0.78 basis points [2] Group 2: Company-Specific News - Oracle's earnings report revealed weak cloud revenue and significant capital expenditure plans, causing its stock to drop nearly 11% after a 16% intraday decline [1] - OpenAI launched GPT-5.2, claiming it to be the strongest in intelligent agent coding, completing tasks over 11 times faster than experts at a fraction of the cost [4] - Disney announced a $1 billion equity investment in OpenAI, becoming a major customer and securing a licensing agreement for AI-generated content using Disney's IP [12] Group 3: Commodity and Financial Market Movements - Gold prices rose nearly 1.3%, surpassing $4,300, while silver prices increased by approximately 3% to reach new highs [3] - Bitcoin briefly fell below $90,000 before rebounding, while Ethereum saw a drop of over 5% [2] - The price of tungsten products in China increased, with tungsten powder rising by 2.35% and tungsten materials by 2.2% [16] Group 4: Regulatory and Legislative Developments - Former President Trump signed an executive order regarding artificial intelligence, emphasizing the need for a centralized AI approval mechanism in the U.S. [7] - The Vietnamese National Assembly passed a law prohibiting the export of rare earth minerals [8] Group 5: Upcoming IPOs and Market Activity - Two new stocks are available for subscription: Xihua Technology at a price of 10.10 yuan per share and Tian Su Measurement at 36.80 yuan per share [17] - EDA firm Quanxin Zhizao has filed for an IPO, focusing on semiconductor manufacturing and holding a leading position in the domestic EDA market [14]
娱乐巨头联手OpenAI 迪士尼CEO:不愿被技术创新颠覆
Feng Huang Wang· 2025-12-12 00:10
艾格周四在接受CNBC采访时表示,这项合作为迪士尼提供了进入一个快速增长技术领域的契机。"这 确实给了我们一个机会,让我们能参与到AI及新型媒体娱乐形式这种真正令人惊叹的增长中去。"他表 示。 长期以来,迪士尼一直严格保护其经典角色和故事版权,其CEO艾格在好莱坞也被公认为创意内容的捍 卫者。然而,与许多娱乐公司一样,迪士尼正面临用户参与度增长的瓶颈。尽管内容投入持续增加,但 过去几年用户使用流媒体服务的时间却基本停滞。相比之下,社交媒体和用户生成内容的热度仍在持续 攀升。迪士尼与OpenAI的合作,旨在提供新的方式让用户与其知名IP互动,吸引用户在迪士尼平台上 投入更多时间。 艾格一直将迪士尼定位为亲科技公司。他在谈到与OpenAI的交易时称,他宁愿主动参与技术创新,也 不愿被技术颠覆。 "我们认为这实际上是一种让我们融入时代发展的方式,而非被其伤害。"艾格表示。他还指出,这项合 作协议也是迪士尼参与社交媒体平台上用户生成短视频热潮的一种途径。(作者/箫雨) 迪士尼CEO艾格 凤凰网科技讯北京时间12月12日,据《商业内幕》报道,迪士尼在周四宣布与OpenAI达成重磅授权协 议。对此,迪士尼CEO鲍勃.艾格 ...
Disney's $1 Billion Bet: A Licensing Model With OpenAI
PYMNTS.com· 2025-12-12 00:08
On Thursday (Dec. 11), The Walt Disney Company announced a $1 billion investment in OpenAI and a groundbreaking three-year licensing agreement that will allow the artificial intelligence firm’s Sora video model to generate short fan-created clips using more than 200 Disney-owned characters, settings and worlds.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Ter ...
Disney's $1 Billion Bet: A Licensing Model With OpenAI for User Content
PYMNTS.com· 2025-12-12 00:08
On Thursday (Dec. 11), The Walt Disney Company announced a $1 billion investment in OpenAI and a groundbreaking three-year licensing agreement that will allow the artificial intelligence firm’s Sora video model to generate short fan-created clips using more than 200 Disney-owned characters, settings and worlds.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Ter ...
Walt Disney (DIS) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-12-11 23:46
Walt Disney (DIS) ended the recent trading session at $111.46, demonstrating a +2.42% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.21%. At the same time, the Dow added 1.35%, and the tech-heavy Nasdaq lost 0.26%. The stock of entertainment company has fallen by 6.7% in the past month, lagging the Consumer Discretionary sector's loss of 1.63% and the S&P 500's gain of 0.89%.The investment community will be closely monitoring the performance ...
全球大公司要闻 | 迪士尼宣布10亿美元投资OpenAI
Wind万得· 2025-12-11 22:35
Group 1: Key Developments in the Industry - Disney announced a $1 billion investment in OpenAI to accelerate the application of artificial intelligence in entertainment content creation and user experience optimization [2] - Microsoft CEO Satya Nadella announced the launch of a new AI model, enhancing intelligent agents, and established partnerships with high-profile companies to accelerate the commercialization of autonomous AI applications [2] - Google is expected to face fines from the EU due to violations related to Google Play, with potential penalties to be announced in Q1 2026, while also opening an AI lab in the UK [2] Group 2: Financial Performance and Corporate Actions - Adobe reported record revenue of $6.19 billion for Q4, with adjusted earnings per share of $5.50, exceeding market expectations, driven by strong performance in digital media and creative software [2] - ZTE is in communication with the U.S. Department of Justice regarding ongoing matters, with timely disclosures to follow based on progress [4] - Nandu Power's controlling shareholder is planning a change in control, leading to a suspension of trading from December 12 [4] Group 3: Market Trends and Challenges - TSMC reported a 6.5% month-over-month revenue decline in November, raising concerns about further declines in December, while announcing a minimum dividend of 24 yuan for the next year [5] - Tesla's U.S. sales fell to a near four-year low in November despite launching lower-priced versions of Model Y and Model 3 [7] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations, with cloud revenue at $8 billion, also missing forecasts [8] Group 4: Strategic Partnerships and Innovations - Samsung Electronics is adjusting its Galaxy S26 series strategy, postponing production of standard and Plus models to early 2026, while launching a new fast-charging accessory [10] - Toyota announced the use of Wolfspeed's SiC MOSFET devices in its electric vehicle charging systems to enhance efficiency [10] - LG Electronics plans to showcase a localized AI cockpit platform at CES 2026, focusing on smart vehicle interaction technology [10]
Disney and OpenAI Are Teaming Up. Here's What It Means for Investors.
The Motley Fool· 2025-12-11 22:35
Disney is investing $1 billion in the AI start-up and will leverage its generative AI video platform.Less than a week after the Warner Bros. Discovery-Netflix deal sent shockwaves through Hollywood, another deal is threatening to upend the entertainment industry.Walt Disney Co (DIS +2.43%) said it would invest $1 billion in OpenAI, the AI juggernaut whose generative AI tools could disrupt a host of industries, including entertainment.Central to that agreement is that Disney is bringing its classic character ...