美股三大指数收盘涨跌不一，热门科技股涨跌互现

Market Performance - The U.S. stock market closed mixed on December 5, with the Dow Jones down 0.07%, the Nasdaq up 0.22%, and the S&P 500 up 0.11% [1] - The Nasdaq Golden Dragon China Index rose by 0.39%, with NIO up over 4% and XPeng up over 3% [1] - Major tech stocks showed mixed results, with Meta up over 3% and Nvidia up over 2%, while Amazon and Apple fell over 1% [1] Global Economic Indicators - The Bank of Japan is likely to raise interest rates from 0.5% to 0.75% in December, marking the first increase since January [2] - The likelihood of this rate hike is estimated at around 80% by the market [2] Company-Specific Developments - Microsoft denied reports of lowering AI sales growth targets, but its stock still ended lower due to market concerns over AI narratives and high valuations [3] - Analysts noted that the commercialization of AI products faces significant practical challenges [3] Legislative and Regulatory Issues - The debate over whether U.S. Congress members should be allowed to trade stocks continues, with House Speaker Mike Johnson stating that prohibiting such actions could deter individuals from running for office [4] Commodity Market Insights - The World Gold Council predicts that gold prices could rise by 15% to 30% in 2026, following a strong performance in 2025 [5] - Gold prices have increased by approximately 60% this year, driven by U.S. tariff policies and geopolitical tensions [5] Stock Market Outlook - JPMorgan strategists suggest that despite current market weaknesses due to AI trading concerns and uncertainty over the Federal Reserve's rate cuts, it is a strategic time to increase stock holdings [6] - Strong U.S. economic prospects and corporate earnings, along with easing tariff concerns, are expected to drive the stock market into early next year [6]