Group 1: Employment Data and Market Reaction - The U.S. private sector employment unexpectedly decreased by 32,000 in November, significantly lower than the previous month's increase of 47,000 and below market expectations of a 20,000 increase [1] - Following the employment data release, the probability of a 25 basis point rate cut by the Federal Reserve this month rose to 89%, boosting investor optimism and leading to a rotation in the stock market [1] - All three major U.S. stock indices closed higher, with the Dow Jones up 0.86%, the S&P 500 up 0.30%, and the Nasdaq up 0.17% [1] Group 2: Financial Sector Performance - Investor expectations of a rate cut are anticipated to stimulate loan demand, resulting in a broad rally in financial stocks, with Wells Fargo and Citigroup both rising over 3% [5][7] - Wells Fargo's stock price reached a record closing high, while Morgan Stanley, Goldman Sachs, and American Express all saw increases of over 2% [7] Group 3: Semiconductor Industry Developments - The semiconductor industry is experiencing a severe shortage of storage chips due to a global surge in AI data center construction, prompting several manufacturers to raise prices this year [7] - Micron Technology announced plans to exit the "key consumer business" by the end of February 2026, shifting its focus to data center server storage chips, which led to a 2.23% decline in its stock price [7] - Other semiconductor companies involved in storage chip business saw significant stock price increases, with Microchip Technology rising over 12%, Marvell Technology up over 7%, and NXP Semiconductors up over 5% [7] Group 4: International Oil Prices - International oil prices saw an increase due to ongoing tensions between the U.S. and Venezuela, with prices rising over 1% at one point [12] - However, an increase in U.S. crude oil inventories indicated continued weak consumption demand, which limited the rise in oil prices [12] - As of the close, light crude oil futures for January delivery settled at $58.95 per barrel, up 0.53%, while Brent crude for February delivery settled at $62.67 per barrel, up 0.35% [12]
美联储,大消息!金价,涨了
Sou Hu Cai Jing·2025-12-04 04:30