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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]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 00:30
RT Tesla Austin Owners Club Official Account (@AustinTeslaClub)Calling All Cybertruck Owners!We have a special opportunity for this year’s Christmas Parade, and we’re looking for a handful of Cybertrucks to take part in something unforgettable.Your truck would:• Lead the parade for media coverage• Carry Christmas characters like Santa Claus• Be featured throughout the parade for maximum visibilityAs a thank you, all participating Cybertruck owners will receive 2 VIP tickets to the T11 Christmas Gala immedia ...
8点1氪|B站辟谣“全面会员制”;蜜雪冰城推出7.9元早餐套餐;美国众议院有关弹劾总统特朗普的动议经表决后被搁置
3 6 Ke· 2025-12-12 00:04
Group 1 - Bilibili refutes rumors that all videos will require a membership to watch starting March 1, 2026, and will pursue legal action against the rumor spreaders [2] - Mixue Bingcheng has launched a breakfast set priced at 7.9 yuan, which includes breakfast milk and bread, with the breakfast series now available in several cities [2] - The U.S. House of Representatives voted 237 to 140 to table the impeachment motion against President Donald Trump, with all Republican members supporting the motion [3] Group 2 - Heytea has closed over 600 stores, with a net decrease of 680 stores from October 2024 to October 2025, resulting in a total of 3,930 stores [3] - Renowned artist Fan Zeng announced a new company with his wife and severed ties with his daughter and stepson [5] - LV's Dog Lvers series features a luxury dog travel case priced at approximately 500,000 yuan, showcasing high-end pet products [4] Group 3 - Apple has introduced a free three-hour delivery service for select products in mainland China, with additional shipping fees for other items [6] - The price of mercury thermometers has surged due to a buying spree, with prices ranging from 10 to over 50 yuan per unit [6] - Xiaomi is set to launch its first self-produced central air conditioning unit, marking a new milestone for its home appliance segment [6] Group 4 - Elon Musk confirmed that SpaceX plans to go public next year, aiming to raise several billion dollars [7] - The "Jiutian" drone successfully completed its maiden flight, showcasing significant advancements in China's large UAV technology [7] - Coca-Cola's COO Henrique Braun has been elected as the new CEO, effective March 31, 2026 [8] Group 5 - The EU is considering postponing the ban on new internal combustion engine vehicles by five years, allowing plug-in hybrids and range-extended vehicles to continue sales under certain conditions [9] - The UN has launched its first "Decade of Sustainable Transport" initiative, focusing on various key areas to promote sustainable transportation [9] Group 6 - Apple won a partial appeal in the Epic Games antitrust case, with a court ruling modifying previous orders but maintaining most of the contempt findings [10] - Lululemon's CEO Calvin McDonald will step down on January 31, 2026, after a year of underperformance [10] - The "Yingshi Piyun" team has entered Alibaba's international platform, utilizing AI to expand overseas business [11] Group 7 - Huawei, Alipay, and China Mobile Internet have signed a cooperation agreement to develop an AI + 5G communication ecosystem [12] - Samsung is recruiting engineers to prepare for the production of Tesla's AI5 chip in the U.S., indicating rapid progress in the project [12] - Trump suggested that any Warner Bros. deal should include CNN, hinting at potential complications for Netflix's acquisition plans [13] Group 8 - The installation of the Harmony version of WeChat has exceeded 27 million, now supporting various key features [13] - Kuaishou has announced new incentives for individual creators, offering cash rewards for high-quality series [13] - Google may face fines from the EU for violations related to Google Play, with potential penalties expected in Q1 2026 [14] Group 9 - JPMorgan will provide a special allowance of up to $1,000 to employees earning less than $80,000 annually [14] - The market value of Pizaihuang has evaporated by 188.9 billion yuan from its peak, with its stock price down over 60% since December 2021 [15] - Switzerland is investigating Apple's access to NFC functionality on devices, assessing potential antitrust concerns [15] Group 10 - The company "Yolun Intelligent" has completed a $5 million angel round of financing, focusing on the development of intelligent control systems [25] - "Kuaikua Jingling" has completed a new round of financing, with the agreement signed recently [26] - "Syneron Bio" has secured nearly $100 million in A and A+ rounds of financing to enhance its drug development capabilities [27]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-12 00:01
RT Tesla Owners Of San Joaquin Valley (@SjvTesla)Truly an amazing day! Thank you @TaranTactical @MrColionNoir @teslaownersSV @ArmoredCG and all of the people behind the scenes. https://t.co/ZA2akc7WR3 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-11 23:48
"I think probably in December we'll finally have a half decent recommendation algorithm. It's a lot better. There's an enormous amount of horsepower being applied to this where grok is reading all or is going to read all 100 million posts per day."— Elon Musk https://t.co/vXJpGgxSmj ...
隔夜欧美·12月12日
Sou Hu Cai Jing· 2025-12-11 23:47
②大型科技股多数下跌,谷歌跌超2%,英伟达跌逾1%,特斯拉跌超1%,亚马逊跌0.65%,苹果跌 0.27%,微软涨超1%,脸书涨0.4%; ③ 热门中概股涨跌不一,蔚来涨近2%,百度、世纪互联涨超1%,阿里巴巴、知乎、哔哩哔哩跌超 1%,小鹏汽车跌超2%; ①美国三大股指收盘涨跌不一,道指涨1.34%报48704.01点,标普500指数涨0.21%报6901点,纳指跌 0.25%报23593.86点; ⑦纽约尾盘,美元指数跌0.28%报98.36,离岸人民币对美元涨93个基点报7.0511; ⑧伦敦基本金属多数上涨,LME期锡涨4.69%报41880.00美元/吨,LME期锌涨3.76%报3198.00美元/吨, LME期铜涨2.40%报11833.50美元/吨,LME期铝涨0.98%报2895.00美元/吨,LME期铅涨0.18%报1983.50 美元/吨,LME期镍跌0.29%报14610.00美元/吨; ⑨美债收益率涨跌不一,2年期美债收益率涨0.23个基点报3.538%,3年期美债收益率持平报3.586%,5 年期美债收益率涨0.36个基点报3.733%,10年期美债收益率涨0.78个基点报4.155 ...
甲骨文(ORCL.US)重挫近11%拖累纳指下跌 比特币重返9.3万美元
Zhi Tong Cai Jing· 2025-12-11 23:40
Market Performance - Oracle's stock price dropped nearly 11%, contributing to a decline in the Nasdaq index [1] - The Dow Jones Industrial Average reached an intraday record high of 48765.34 points before closing up 646.26 points, or 1.34%, at 48704.01 points [1] - The Nasdaq index closed down 60.30 points, or 0.25%, at 23593.86 points [1] - The S&P 500 index rose 14.31 points, or 0.21%, to close at 6900.99 points [1] European Market - The DAX 30 index in Germany rose by 188.41 points, or 0.78%, closing at 24298.44 points [1] - The FTSE 100 index in the UK increased by 44.97 points, or 0.47%, to 9700.50 points [1] - The CAC 40 index in France gained 63.07 points, or 0.79%, closing at 8085.76 points [1] - The Euro Stoxx 50 index rose by 47.63 points, or 0.83%, to 5755.75 points [1] - The IBEX 35 index in Spain increased by 135.38 points, or 0.81%, to 16882.08 points [1] - The FTSE MIB index in Italy rose by 236.66 points, or 0.54%, closing at 43702.00 points [1] Asia-Pacific Market - The Nikkei 225 index fell by 0.9% [2] - The KOSPI index in South Korea decreased by 0.59% [2] - The BSE SENSEX index in India rose by 0.51% [2] - The Jakarta Composite index in Indonesia dropped by 0.92% [2] Commodity Prices - Spot gold increased by 1.22%, closing at 4280.12 USD/ounce [3] - Spot silver slightly decreased by 0.07%, closing at 63.536 USD/ounce [3] - Light crude oil futures for January 2026 fell by 86 cents, or 1.47%, to 57.60 USD per barrel [3] - Brent crude oil futures for February fell by 93 cents, or 1.49%, to 61.28 USD per barrel [3] Economic Indicators - U.S. wholesale inventory growth in September reached a seven-month high, increasing by 0.5% month-over-month, surpassing market expectations of 0.1% [4] - Non-durable goods inventory rose by 0.7%, offsetting a 0.1% decline in August [4] - The inventory-to-sales ratio for wholesalers increased to 1.29, up from 1.28 in August [4] Federal Reserve Developments - The Federal Reserve reappointed 11 regional Fed presidents for five-year terms, alleviating concerns about personnel uncertainty [5] - The Financial Stability Oversight Council (FSOC) will focus on easing financial regulations to promote economic growth [5] Corporate Tax Changes - The U.S. Treasury is preparing a corporate tax reduction plan that could significantly benefit companies like Salesforce and Qualcomm [6] - The proposal aims to address concerns regarding the minimum tax rate imposed during the Biden administration [6] Company-Specific News - Tesla's U.S. sales in November fell to their lowest level in nearly four years, with a year-over-year decline of nearly 23% [7] - Apple successfully overturned parts of a court order in the Epic Games antitrust case, although most of the contempt findings remain intact [8] - OpenAI launched the advanced GPT-5.2 model, claiming improvements in general intelligence and coding capabilities [9] - Rivian is developing its own AI chips to replace Nvidia's technology in future vehicles, enhancing autonomous driving features [10] Analyst Ratings - Morgan Stanley lowered the target price for Meta Platforms from 820 USD to 750 USD [11] - KeyBanc reduced Oracle's target price from 350 USD to 300 USD due to concerns over its short-term outlook [11]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-11 23:22
RT Tesla Owners Silicon Valley (@teslaownersSV)Got to hang out with @MrColionNoir and shoot some Cybertrucks with bulletproof windows @TaranTactical @ArmoredCG https://t.co/ihl48Xt6cu ...
Jim Cramer examines 'stalled' stocks Apple, Meta and Tesla
CNBC· 2025-12-11 23:22
CNBC's Jim Cramer on Thursday explained why he thinks high-flying tech stocks Apple, Meta and Tesla have "stalled" recently, with all three up about 10% for the year.After the Federal Reserve made its third consecutive interest rate cut this week, large hedge funds and money managers bought stocks known to benefit from lower rates, Cramer said. He suggested they currently prefer companies like homebuilders, retailers, banks, industrials or transports instead of the tech giants.Cramer emphasized that while t ...
新低价车型不给力 特斯拉美国11月销量创近四年来最低
Feng Huang Wang· 2025-12-11 23:01
对于特斯拉来说,让这些新款"标准版"低价车型成功至关重要,这也是对该公司战略的一次考验。在特 斯拉向自动驾驶出租车和人形机器人业务转型之际,如何保持汽车销售并增加收入是一个关键问题。投 资者目前将特斯拉的市值推高到1.4万亿美元,看重的就是自动驾驶出租车和人形机器人业务。 截至发稿,特斯拉尚未就此置评。(作者/箫雨) "标准版"车型的需求原本预计会支撑特斯拉11月销量,然而Cox Automotive的数据显示,特斯拉11月总 销量却同比下降近23%,从去年同期的51,513辆降至39,800辆,创下自2022年1月以来的最低水平。 特斯拉 "销量的下降无疑表明,市场对标准版车型的需求并不足以在税收抵免政策到期后提振整体销售,"Cox Automotive行业洞察总监斯蒂芬妮.瓦尔德斯.斯特里蒂(Stephanie Valdez Streaty)在接受路透社采访时表 示,"与此同时,标准版车型的销售正在侵蚀高端版本的销量,尤其是Model3车型。" 凤凰网科技讯北京时间12月12日,据路透社报道,汽车研究公司Cox Automotive的数据显示,尽管特斯 拉推出了新款更便宜车型,但是该公司11月美国销量降至 ...