Group 1 - The New York stock market showed improvement in market sentiment, with all three major indices closing higher on December 2, 2023. The Dow Jones Industrial Average rose by 185.13 points to 47,474.46, an increase of 0.39%. The S&P 500 gained 16.74 points to close at 6,829.37, up 0.25%. The Nasdaq Composite increased by 137.752 points to 23,413.674, a rise of 0.59% [1] - In the S&P 500, eight out of eleven sectors declined, while three sectors increased. The energy and materials sectors led the declines with drops of 1.28% and 0.82%, respectively. Conversely, the industrial and technology sectors led the gains with increases of 0.87% and 0.84% [1] - Cryptocurrency prices significantly rebounded, returning to levels seen before the drop on November 30, indicating a recovery in market risk appetite [1] Group 2 - Market attention has shifted from the uncertainty surrounding the Federal Reserve's monetary policy and the upcoming meeting on December 10 to better-than-expected earnings forecasts for Q4 and 2026. Investors are focusing on the potential acceleration of economic growth in the coming year, despite current economic growth being weak [2] - The FedWatch Tool indicated an 89.1% probability of a 25 basis point rate cut at the December monetary policy meeting, up from 86.4% the previous day [2] - Economic growth in the U.S. is projected to be 2.4% in 2026, benefiting from fiscal stimulus, Fed rate cuts, favorable trade policies, AI investments, and the base effect from government shutdowns. This is an increase from the 2% growth expected in 2025 [2] Group 3 - The S&P 500 index target for 2026 is set at 7,100 points, suggesting moderate market returns over the next 12 months. While the current market differs from the 2000 internet bubble, there are concerns about potential "air pockets" in the AI sector [3] - Boeing's CFO indicated that deliveries of the 737 and 787 aircraft are expected to increase in 2026, leading to a significant stock price increase of 10.15% for Boeing on the day [3]
【环球财经】风险偏好修复 纽约股市三大股指2日上涨
Xin Hua Cai Jing·2025-12-02 23:05