美股三大指数低开高走，银铜齐创历史新高，有色金属板块领涨，美联储降息预期升温

Market Overview - The US stock market indices opened lower but closed higher, with the Dow Jones up 0.86% at 47,882.90 points, the S&P 500 up 0.3% at 6,849.72 points, and the Nasdaq slightly up 0.17% at 23,454.09 points, driven by weak labor market data [1] - The focus has shifted from technology giants to the metals sector, with silver and copper prices reaching new highs, boosting related stocks [1] Labor Market Data - The ADP reported a surprising decrease of 32,000 private sector jobs in November, significantly below the expected increase of 10,000, marking the lowest level since March 2023 [1] - This weak data has strengthened market expectations for a Federal Reserve rate cut in December, with the probability of a 25 basis point cut rising to 89% [1] Metals Sector Performance - The metals sector emerged as a major highlight, with significant gains in stocks such as Alcoa up 6.37%, Kaiser Aluminum up 5.89%, and Freeport-McMoRan up 3.63% [2] - International copper prices reached new highs, with LME copper up 2.7% and Shanghai copper futures surpassing 90,000 yuan/ton [2] - Glencore announced plans to double copper production over the next decade, leading to a 7.29% increase in its US ADR [2] - Silver prices hit a historical high of $58.972 per ounce, with COMEX silver futures up 0.36% [2] Technology Sector Performance - The technology sector showed mixed performance, with Tesla up over 4% and Google up over 1%, while Microsoft fell over 2% due to rumors of lowered AI product sales expectations [4] - Micron Technology announced the closure of its consumer business to focus on AI data center clients, resulting in a 2.2% drop in its stock [4] - Robotics stocks surged on rumors of US government support for the industry, with Nauticus Robotics soaring 115.89% and iRobot up 73.85% [4] Chinese Stocks Performance - Chinese stocks mostly declined, with the Nasdaq Golden Dragon China Index down 1.38%, Alibaba down 1.89%, and NIO down 4.77% [5] - The weakness in Chinese stocks is attributed to disappointing US economic data, rising Fed rate cut expectations, and changes in global liquidity [5] Cryptocurrency Market - The cryptocurrency market stabilized after a drop at the beginning of December, with Bitcoin prices recovering to over $93,000, up 1.8% [6] - A survey indicated that only 7.5% of users believe in a "crypto winter," down from 30% previously, with traders viewing the upcoming Fed rate decision as a key factor for Bitcoin's movement [6] Broader Market Trends - Analysts noted that since late October, the driving force behind the US stock market's rise has shifted from large tech stocks to lithium carbonate giants and metals stocks [7] - The expectation of Fed rate cuts has eased liquidity concerns, supporting global asset prices, while the dollar index fell 0.51% [7] - Discussions regarding the Fed's policy direction are expected to intensify as the November employment report approaches on December 10 [7]