OpenAI重组谈判获关键进展 现代汽车被捕工人包机返韩|环球市场
Sou Hu Cai Jing·2025-09-12 02:24

Group 1: Economic Indicators and Market Reactions - The U.S. stock market indices reached all-time highs, driven by economic data that met expectations and initial jobless claims indicating a cooling job market, which investors interpreted as a signal for potential continued interest rate cuts by the Federal Reserve [1] - The Nasdaq Golden Dragon Index, which tracks Chinese companies listed in the U.S., saw a significant increase of 2.89%, largely due to Alibaba's strong performance, which surged by 8% [2][4] Group 2: Commodity and Bond Market Movements - Industrial metals and agricultural commodities experienced widespread price increases, influenced by the anticipation of the Federal Reserve's first interest rate cut in 2025, while the yield on the U.S. 10-year Treasury bond briefly fell below the 4% mark [4] - Despite the positive sentiment in other commodities, gold prices fluctuated and closed lower, reflecting a complex relationship with interest rate expectations [4] Group 3: Company-Specific Developments - Microsoft and OpenAI announced a non-binding agreement that allows OpenAI to advance its restructuring plans, with OpenAI's non-profit parent company retaining significant equity [7] - Warner Bros. Discovery's market capitalization exceeded $30 billion, with potential acquisition costs exceeding $60 billion when factoring in debt, as the Ellison family considers a full acquisition [8] - Apple faced a significant downgrade from two investment banks, marking the largest cold reception from Wall Street in five years, with its recommendation consistency dropping to 3.9, the lowest since early 2020 [9]