华尔街见闻早餐FM-Radio | 2025年12月2日

Market Overview - The hawkish comments from the Bank of Japan have raised concerns about global liquidity tightening [2] - Investors are digesting the weak US ISM Manufacturing PMI, leading to a sell-off in cryptocurrencies and a decline in US stocks [2] - The Japanese government bonds have seen significant declines, impacting global bond markets [2] - The S&P 500 ended a five-day winning streak, with Nvidia's investment in EDA giant Synopsys boosting its stock by 1.7% [2] - The 10-year and 20-year US Treasury yields rose by over 7 basis points [2] Key Economic Indicators - China's November RatingDog Manufacturing PMI is at 49.9, with new export orders recording the fastest growth in eight months [3][12] - The US ISM Manufacturing PMI for November shrank by the largest margin in four months, indicating further employment contraction [3][13] - The Bank of Japan's governor hinted at a potential interest rate hike in December, aiming to raise rates to 0.75% [3][14] Company News - Nvidia invested $2 billion in EDA giant Synopsys, with CEO Jensen Huang highlighting "huge expansion opportunities" [5][16] - Vanke proposed a preliminary plan to extend the repayment of a 2 billion yuan domestic bond for one year, maintaining the coupon rate [12] - OpenAI's investment in Thrive Holdings raises concerns about closed-loop trading in the AI sector [16] Cryptocurrency Market - A significant sell-off in cryptocurrencies has led to nearly $1 billion in leveraged positions being liquidated, with Bitcoin dropping below $84,000 [3][14] - The recent downturn in the cryptocurrency market is attributed to macroeconomic concerns, including the Bank of Japan's interest rate hike expectations [14] Automotive Industry - Electric vehicle sales in November showed strong performance, with BYD leading at 480,200 units sold [17] - Tesla faced significant declines in registrations in France, Sweden, and Denmark, while Norway saw a 175% increase [17] AI and Technology Developments - DeepSeek released its V3.2 series models, enhancing agent capabilities and matching the reasoning abilities of GPT-5 [14] - ByteDance's Doubao AI phone assistant aims to integrate AI capabilities directly into mobile systems, potentially disrupting the market [15][25] Commodity Market - Gold prices increased by 0.3%, while silver reached a historical high of $58 [2][9] - The London Metal Exchange cobalt price surpassed $50,000 amid supply concerns [21]