Group 1: Market Trends - The U.S. stock market saw a significant rebound in technology and AI-related stocks, with the Dow Jones and S&P 500 indices both rising over 3%, and the Nasdaq increasing by more than 4.9% due to heightened expectations of a Federal Reserve interest rate cut [1] - International oil prices experienced a slight increase, with U.S. oil futures rising by 0.84% and Brent oil futures by 1.02%, as investors cautiously assessed the prospects of a peace agreement in Ukraine and the ongoing impact of U.S. sanctions on Russia's oil industry [2] - International gold prices surged over 4.3% last week, driven by rising expectations for a Federal Reserve rate cut in December and a decline in the U.S. dollar index [4] Group 2: Economic Indicators - The Federal Reserve has entered a quiet period ahead of its December 9-10 meeting, with key economic data being released, including the U.S. September Personal Consumption Expenditures (PCE) price index, which is expected to maintain a high year-on-year growth rate of 2.9% [5] - The ISM Manufacturing PMI for November is anticipated to slightly rise to 49.0, still indicating contraction, with potential implications for market sentiment regarding a recovery in manufacturing [5] - Additional economic indicators, including the final value of the S&P Global Manufacturing PMI for November and the preliminary consumer sentiment index from the University of Michigan for December, will also be released, providing insights into the current economic situation and consumer spending trends post-Black Friday [5] Group 3: Corporate Earnings - This week, several U.S. technology companies involved in the AI industry, including Credo, Marvell Technology, and ServiceTitan, are set to release their earnings reports, which will be closely monitored for their impact on market enthusiasm for AI-related stocks [6]
美联储静默期金价周涨超4%,欧佩克暂停增产
Sou Hu Cai Jing·2025-12-01 00:22