12月4日你需要知道的隔夜全球要闻

Group 1 - US ADP employment numbers unexpectedly decreased by 32,000 in November, significantly below the expected increase of 150,000, indicating a weakening labor market and reinforcing market expectations for a Federal Reserve rate cut [1] - US Treasury Secretary Yellen proposed new regulations requiring regional Fed presidents to reside in their districts for at least three years before appointment, aiming to prevent "New York faction" dominance in monetary policy, raising concerns about Fed governance structure adjustments [3] - Micron Technology announced a shift in focus due to surging AI chip demand, halting consumer sales of storage products and fully transitioning to advanced storage chip development for data centers and other high-margin markets [5] Group 2 - OpenAI plans to acquire the AI model training tool startup Neptune, which provides foundational support for large language model training, although transaction details remain undisclosed, aiming to strengthen AI infrastructure capabilities [6] - The Baltic Dry Index (BDI) rose by 9.42%, reaching a nearly two-year high, primarily driven by soaring Capesize shipping rates, reflecting a 46% increase over the past month and indicating a rebound in global bulk commodity shipping demand [7] - The US stock market's robotics sector showed overall strength, with companies like iRobot rising over 30%, following reports that the US government plans to issue an executive order to support the robotics industry, focusing on industrial and service robots [9]