中概股、金价、油价集体下挫,波音股价创新高,比特币涨破90000美元
2 1 Shi Ji Jing Ji Bao Dao·2025-12-02 15:45

Market Overview - Market risk appetite has rebounded, with US stocks opening moderately higher on Tuesday. The Dow Jones increased by 0.03%, the S&P 500 rose by 0.36%, and the Nasdaq Composite gained 0.83% [1] Technology Sector - Tech stocks experienced a broad rally, with Oracle and Nvidia both rising over 2%. Elon Musk recommended Google and Nvidia as attractive "large AI stocks" despite their recent significant gains [3] - Cryptocurrency-related stocks also saw a rebound, with Coinbase up over 2% and Strategy up over 3% [3] Boeing Performance - Boeing's stock surged over 8%, marking its largest single-day gain since April 23. The company stated that achieving a long-term cash flow target of $10 billion is feasible and expects the US Department of Justice's penalty decision to be delayed until 2026 [3] Chinese Stocks - Most popular Chinese stocks declined, with the Nasdaq Golden Dragon China Index falling nearly 1%. Xpeng Motors dropped nearly 5%, while Alibaba, Bilibili, NetEase, and iQIYI all fell over 2% [3][4] Commodity Prices - WTI crude oil futures fell by 1.69%, settling at $58.32 per barrel, while Brent crude oil futures decreased by 1.54%, closing at $62.20 per barrel [5] - Spot gold prices declined, falling below the 4200 mark [6] Market Predictions - Current market expectations indicate a nearly 90% probability of a Federal Reserve rate cut in December, leading to a continued decline in the US dollar index. This has resulted in a weaker short-term gold price outlook compared to silver, reflecting a recovery in market risk appetite [8] - Bitcoin rebounded over 3%, surpassing $90,000, while Ethereum rose by 3.77% [9] Interest Rate Outlook - The latest predictions from Bank of America Global Research suggest that the Federal Reserve will cut rates by 25 basis points in December due to a weak labor market and recent statements from policymakers indicating an early rate cut [9] - In Japan, a rate hike in December is highly likely, as the Bank of Japan's recent statements suggest a strong hawkish signal ahead of its monetary policy meeting on December 18-19 [10]