SIASUN(SZ:300024) Jin Rong Jie·2025-12-03 23:45Group 1: Market Performance - The U.S. stock market experienced significant volatility, with robotics stocks emerging as the "superstars" of the night, showing explosive growth [1] - Nauticus Robotics surged over 135% at one point, closing with a gain of 115.83%, while iRobot rose by 73.85% [1] - Other robotics companies like Serve Robotics and Richtech Robotics also saw impressive gains, exceeding 18% [1] - Tesla benefited from favorable factors, increasing by over 4%, and tech stocks like Google and TSMC rose by more than 1% [1] Group 2: Government Initiatives - The Trump administration is accelerating the development of robotics technology, with U.S. Commerce Secretary Raimondo meeting with various robotics CEOs to discuss industry direction [2] - The U.S. government is considering an executive order on robotics technology, indicating a strong commitment to advancing this sector [2] - A new robotics working group is being established by the U.S. Department of Transportation, with an announcement expected by the end of the year [2] Group 3: Employment Data - The U.S. job market showed unexpected weakness, with ADP reporting a loss of 32,000 private sector jobs in November, the largest decline since March 2023 [2][3] - Small businesses, particularly those with fewer than 50 employees, were hit hardest, losing a total of 120,000 jobs [3] - In contrast, large enterprises (50+ employees) added 90,000 jobs, highlighting a significant disparity in the labor market [3] Group 4: Wage Growth - Wage growth is slowing, with job switchers seeing a salary increase of 6.3%, the lowest since February 2021, while those staying in their positions experienced a 4.4% increase [3] - This data is based on payroll records covering over 26 million private sector employees [3] Group 5: Federal Reserve Outlook - As of December 4, the probability of a 25 basis point rate cut by the Federal Reserve in December has surged to 89% [4] - The likelihood of maintaining the current rate is only 11%, with a cumulative 25 basis point cut by January 2024 having a probability of 64.8% [4] Group 6: Other Market Highlights - The metals sector also performed well, with Glencore's ADR rising by 7.29%, and other companies like Alcoa and Freeport-McMoRan seeing gains of 6.37% and 3.63% respectively [4] - Overall, the market displayed a complex and diverse landscape influenced by the robotics sector's excitement, the cooling job market, and strong performance in the metals sector [4]