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今日国际国内财经新闻精华摘要|2025年12月5日
Xin Lang Cai Jing· 2025-12-05 00:36
Group 1: US Stock Market Performance - The US stock market showed mixed results with the Dow Jones down 0.07%, Nasdaq up 0.22%, and S&P 500 up 0.11% [1][12] - Technology stocks had a varied performance, with Meta and Oracle rising over 3%, while Intel fell over 7% [1][12] - Snowflake's stock dropped 8.3% due to disappointing profit margin outlook, while UiPath surged 7.5% after exceeding Q3 expectations [1][12] Group 2: Individual Company Developments - Meta's CEO announced plans to cut up to 30% of investments in the metaverse-related business, leading to a pre-market rise of over 5% [1][12] - Dollar General raised its full-year earnings guidance, resulting in a 5.6% increase in its stock price [1][12] - Tiger Brokers reported record high Q3 revenue and non-GAAP net profit, with a pre-market surge of 9.2% [1][12] Group 3: Commodity and Cryptocurrency Markets - WTI crude oil prices surpassed $60 per barrel, increasing by 1.79% [3][14] - Bitcoin fell below $92,000, with a daily decline of 2.62% [3][14] - Gold prices fluctuated significantly, breaking through $4,250 per ounce before dropping to $4,240 [2][13] Group 4: Forex and Economic Policy - The British pound reached its highest level against the US dollar since October 24, rising 0.2% to $1.3373 [4][15] - The White House's economic advisor indicated a potential 25 basis point rate cut at the next Federal Reserve meeting [4][15] Group 5: Domestic Market Developments - Taobao's flash sale platform announced voluntary compliance with national standards for food delivery services, aiming to enhance service quality and consumer experience [10][21][22]
芯片大牛股突然“崩了”!
Zhong Guo Ji Jin Bao· 2025-12-05 00:28
【导读】美国三大股指收盘涨跌不一,英特尔一度大跌超8% 大家早上好!昨夜今晨,又有很多大事发生。 美国三大股指收盘涨跌不一,中概股涨跌不一。英特尔一度大跌超8%! 美国三大股指涨跌不一 12月4日,美国三大股指收盘涨跌不一。截至收盘,道指跌0.07%,报47850.94点;标普500指数涨0.11%,报6857.12点;纳指涨0.22%,报23505.14点。 3M公司跌2.20%,联合健康集团跌1.81%,安进跌1.52%,领跌道指成份股。 大型科技股涨跌互现,万得美国科技七巨头指数涨0.40%。脸书涨3.43%,英伟达涨2.12%,特斯拉涨1.73%,领涨美国科技七巨头。 | 名称 代码 现价 涨跌 涨跌幅 年 年初至今 时间 | | --- | | 脸书(META PLATF META 1 661.530 21.930 3.43% 13.25% 16:00 | | 36.59% 16:00 英伟达(NVIDIA) NVDA 2 183.380 3.800 2.12% | | 特斯拉(TESLA) | | 微软(MICROSOFT MSFT 4 480.840 3.110 0.65% 14.92% 16: ...
Stocks Mostly Flat as Bonds Slip Ahead of Fed Decision | Closing Bell
Youtube· 2025-12-04 22:49
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside David Gura, taking you through to that closing bell with a global simulcast. It starts right now.Carol Massar in the radio booth. Alexis Christopher is in today For Tim Stenovec. Katie Greifeld on assignment.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. A mixed day on Wall Street. And a reminder, Carol, the last gasp of this earnings season coming after the ...
S&P 500 Gains and Losses Today: Dollar General Soars on Strong Earnings; Intel Stock Slumps
Investopedia· 2025-12-04 22:10
Key Takeaways - Dollar General's stock surged 14% after beating quarterly earnings estimates and raising its full-year forecast, indicating strong demand from cost-conscious consumers across income categories [2][7] - Intel's shares dropped nearly 8% after reports that the company plans to retain its networking and communications unit, reversing earlier speculation about a potential sale [5][6] - GE Vernova's stock advanced close to 5% following an increase in price target by Barclays, driven by strong demand for its energy technology products [3] - Meta Platforms' stock rose 3.4% amid reports of potential budget cuts of up to 30% for its metaverse business, which may include layoffs [4] - Kroger's shares fell 4.6% after reporting lower-than-expected revenue for the third quarter, despite adjusted earnings per share surpassing estimates [6][9] - Marriott International's shares declined 3.5% as executives indicated a more subdued outlook for revenue per available room due to softness in U.S. markets [9]
12月5日美股成交额前20:特斯拉跻身美国汽车品牌前10
Xin Lang Cai Jing· 2025-12-04 21:52
第2名英伟达收高2.12%,成交303.05亿美元。周四有报道称,英伟达本月将为GeForce NOW平台陆续加 入多款支持,包括《霍格沃茨之遗》《八方旅人 0》《冲就完事模拟器 2》《ROUTINE》《雾锁王国》 等热门与新发布的游戏。 第3名Meta Platforms收高3.43%,成交197.48亿美元。据报道,该公司CEO扎克伯格正计划大幅削减公 司元宇宙业务资源。知情人士称,该公司高管已考虑将元宇宙部门的预算削减最高30%。 周四美股成交额第1名特斯拉收高1.73%,成交319.36亿美元。特斯拉在美国《消费者报告》年度汽车品 牌排名中取得了显著进步,成功跻身汽车品牌总排名前10,而日系品牌在前10中占据了5个席位。 该报告显示,在最新的2025年榜单中,特斯拉品牌中位列第10,前9名分别为斯巴鲁、BMWYY>宝 马、保时捷、本田、丰田、雷克萨斯、林肯、现代和讴歌。在2024年的美国汽车品牌中,特斯拉排名第 18位。 AI平台Agentforce和数据云平台Data 360的年化经常性收入(ARR)接近14亿美元,同比增长114%,持 续保持三位数的翻倍增长势头。 第6名亚马逊收跌1.41%,成交 ...
Intel to retain networking unit NEX following strategic review
Proactiveinvestors NA· 2025-12-04 16:23
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Intel Stock Surged 10% on Apple Chip Manufacturing Hopes—Time to Buy?
247Wallst· 2025-12-04 13:38
What an incredible comeback year it's been for fallen former chip darling Intel (NASDAQ:INTC), which added to its gains last week after whispers that the firm might have a deal with Apple (NASDAQ:AAPL) to make some of its Mac chips. Who would have thought that the fallen chip maker would outperform some of the leading titans in the space this year? Intel stock is gaining serious traction Undoubtedly, if the rumor holds water, the needle-moving event may very well put the chipmaker back on the map as it look ...
全网首发!CES官方发布AI趋势:硬件将成AI落地核心载体
Sou Hu Cai Jing· 2025-12-04 12:17
Core Insights - CES 2026, scheduled from January 6 to 9, 2026, in Las Vegas, is anticipated to focus heavily on AI as the central theme, marking a significant evolution in the consumer electronics landscape [3][5][34] - The event will showcase how AI technology integrates with various hardware products and industry scenarios, emphasizing user experience transformation for both individual consumers and enterprises [5][12] Industry Trends - AI will be the absolute focus of CES 2026, with major companies like OpenAI, Google, Microsoft, and others releasing information about AI hardware, highlighting the importance of hardware in AI implementation [3][5] - The CES Foundry, a new exhibition space, will feature immersive discussions and demonstrations on AI's future in various sectors, including manufacturing and infrastructure [5][8] Key Participants - Notable companies such as Siemens, Caterpillar, AMD, and NVIDIA will present at CES 2026, showcasing their advancements in AI and hardware integration [6][12][16] - Lenovo will host its highest-profile innovation conference during CES 2026, demonstrating how AI technology impacts various sectors, including sports and personalized consumer experiences [20][22] Product Innovations - The event will highlight a range of AI applications across multiple domains, including smart glasses, wearables, home appliances, and robotics, indicating a broad integration of AI in consumer products [8][12][34] - Companies like AMD and NVIDIA are expected to compete in building comprehensive AI platforms, showcasing new technologies and products that enhance AI capabilities [16][19] Emerging Technologies - CES 2026 will feature advancements in multimodal models, physical AI, and embodied intelligence, reflecting the latest trends in AI technology [9][12] - The event will also spotlight innovative AI hardware products, with a focus on new categories that may emerge as "native AI hardware" [24][34]
美股前瞻 | 三大股指期货齐涨 Snowflake绩后大跌 贝莱德力挺AI
智通财经网· 2025-12-04 11:54
Market Overview - US stock index futures are all up ahead of the market opening on December 4, with Dow futures rising by 0.08%, S&P 500 futures by 0.04%, and Nasdaq futures by 0.01% [1] - European indices also show positive movement, with Germany's DAX up 0.79%, UK's FTSE 100 up 0.18%, France's CAC40 up 0.43%, and the Euro Stoxx 50 up 0.39% [2][3] - WTI crude oil prices increased by 0.47% to $59.23 per barrel, while Brent crude oil rose by 0.37% to $62.90 per barrel [3][4] Market Sentiment and Predictions - Bank of America predicts that after three years of double-digit returns, the S&P 500 will enter a "low excess return" phase in 2026, forecasting the index to close around 7100 points by the end of next year [5] - BlackRock asserts that the current AI investment cycle is driven by real corporate investments and productivity growth, distinguishing it from the speculative bubble of the early 2000s [6] Company-Specific News - The EU plans to investigate Meta's integration of "Meta AI" into WhatsApp, reflecting increasing scrutiny of large tech companies regarding generative AI applications [9][10] - Intel has decided to halt its network division spin-off plan, focusing instead on internal integration to enhance its AI and edge computing strategies [10] - Palantir, NVIDIA, and CenterPoint Energy are collaborating to develop a new software platform called "Chain Reaction" to expedite AI data center construction [11] - Salesforce reported a Q3 revenue increase of 8.6% to $10.3 billion, with an adjusted EPS of $3.25, and raised its revenue guidance for FY2026 to $41.45-41.55 billion [12] - Snowflake's Q3 revenue was $1.21 billion, exceeding expectations, but its lower guidance for operating margin raised concerns about the profitability of its AI tools, leading to an over 8% drop in pre-market trading [13] - C3.ai reported a Q2 FY2026 adjusted loss of $0.25 per share, with revenue of $75.1 million, slightly above expectations, but a 20% year-over-year decline in revenue highlights challenges in its core subscription business [14]
CES官方发布AI趋势:硬件将成AI落地核心载体
3 6 Ke· 2025-12-04 10:31
将于 2026 年 1 月 6 日到 9 日于美国拉斯维加斯举行的CES2026,已进入倒计时阶段。 从 1967 年创办至今,历经近 60 年的 CES(Consumer Electronics Show,国际消费类电子产品展览会),早已成为全球消费电子行业的年 度盛会,以及全球科技产业的第一风向标。 在此前全网首发的 CES 2026「超前瞻」文章中,雷科技判断:AI 依然会是本届展会贯穿全场的核心议题,没有之一。 日前,OpenAI、谷歌、微软、Meta、阿里、字节、百度等AI巨头均有关于AI硬件的信息释放,硬件已成为AI落地绕不过的环节,说是AI 走向场景的核心载体也不夸张。而硬件特别是消费电子一直是CES的重头戏,因此在每年的CES上,我们都能看到AI与硬件结合的最新 趋势。 (图源:CTA) 在雷科技收到的「相遇 CES Foundry」主题邮件中,CTA 官方在第一句话就点明 CES 2026 最大主题:「AI 已在 CES 展会亮相多年, 但本届将成为『绝对的焦点』。」CES 2026上,不会有大模型们的参数大战或者跑分排名,更值得关注的是,AI技术如何融入到不同硬 件产品和产业场景?又如何给 ...