Group 1 - U.S. stock and bond markets rose despite bad news, with Microsoft shares dropping by 2.5% and iRobot experiencing a nearly 80% surge during trading [1] - Microsoft reportedly lowered its AI software sales targets, leading to a nearly 3% decline in its stock price, although the company denied this claim [1] - Salesforce anticipates a revenue increase of over 10% for the current quarter and has raised its full-year guidance, resulting in a post-market jump in its stock [1] Group 2 - The U.S. ADP employment report showed an unexpected decline, with a reduction of 32,000 jobs, marking the largest drop since March 2023, and a significant increase in small business unemployment [1] - The ISM services index expanded at its fastest pace in nine months, with price indicators hitting a seven-month low and employment index reaching a six-month high [1] - iRobot's stock surged nearly 80% amid reports of the Trump administration considering a robot executive order for the upcoming year [1] Group 3 - The copper price reached a new historical high, with LME delivery orders soaring to the highest level since 2013, driven by increased demand in Asia [1] - Jiangnengke plans to increase its copper production to 1.6 million tons annually over the next decade [1] - The EU is pushing for a "70% European manufacturing" standard for critical goods, which could increase annual costs for companies by over 10 billion euros [1]
华尔街见闻早餐|2025年12月4日