市场对美联储降息预期升至近90% 半导体行业出现存储芯片供应严重短缺

Group 1 - The market's expectation for a Federal Reserve interest rate cut has risen to nearly 90% following a surprising decrease in U.S. private sector employment by 32,000 in November, significantly below the previous month's increase of 47,000 and market expectations of a 20,000 increase [1] - The anticipation of a rate cut has boosted investor sentiment, leading to a rotation in the stock market with funds flowing into energy, financial, and industrial sectors, resulting in collective gains for the three major U.S. stock indices [1] - Financial stocks, including Wells Fargo and Citigroup, saw gains exceeding 3%, with Wells Fargo reaching a record closing high, as investors expect that a rate cut may stimulate a recovery in loan demand [1] Group 2 - The semiconductor industry is experiencing a severe shortage of memory chips, driven by the global construction of AI data centers, prompting several manufacturers to raise prices this year [1] - Micron Technology announced plans to exit the "key consumer business" by the end of February 2026, ceasing supply of consumer-grade memory products to focus on data center server storage chips, leading to a 2.23% drop in its stock price [1] - Other semiconductor companies involved in memory chip production saw stock price increases, with Microchip Technology rising over 12%, Marvell Technology up more than 7%, and NXP Semiconductors gaining over 5% [1] Group 3 - European stock indices showed mixed results, with the latest services PMI data for Germany, France, and the Eurozone indicating expansion, which dampened expectations for a rate cut by the European Central Bank [1] - The performance of several retail and non-essential consumer blue-chip stocks was lackluster, contributing to the mixed performance of European markets [1] - International oil prices saw a slight increase due to ongoing geopolitical tensions, although a rise in U.S. crude oil inventories indicated weak consumption demand, limiting the price gains [1] Group 4 - International gold prices increased as expectations for a Federal Reserve rate cut led to declines in U.S. Treasury yields and the dollar index, with gold futures closing at $4,232.50 per ounce, up 0.28% [1]