美股小幅收高，奈飞720亿美元收购华纳兄弟探索

Economic Overview - The latest economic data indicates a moderate cooling of the economy, with September consumer spending rising by 0.3%, aligning with market expectations, while the August increase was revised down from 0.6% to 0.5% [5] - The Personal Consumption Expenditures (PCE) price index for September rose by 0.3% month-over-month and 2.8% year-over-year, meeting expectations; core PCE increased by 0.2% month-over-month and 2.8% year-over-year [5] - The consumer confidence index rose to 53.3 in early December, surpassing the expected 52, indicating improved consumer sentiment [5] Market Performance - The U.S. stock market saw a mild increase, with the S&P 500 up by 13.28 points (0.19%) to 6870.40, the Dow Jones up by 104.05 points (0.22%) to 47954.99, and the Nasdaq up by 72.99 points (0.31%) to 23578.13, marking the fourth consecutive day of gains for the S&P 500 and Nasdaq [2] - The communication services sector performed best among the 11 sectors in the S&P 500, with nearly a 1% increase, reaching a record closing high [2] Company News - Netflix plans to acquire Warner Bros. Discovery's television, film production, and streaming assets for $72 billion, concluding weeks of bidding [3] - Warner Bros. Discovery's stock rose by 6.3% following the acquisition news, while Netflix's stock fell by 2.9% [3] Interest Rate Expectations - The probability of a 25 basis point rate cut by the Federal Reserve has risen to 87.2%, significantly higher than less than 30% two weeks ago, following supportive comments from several Fed officials [6] - Market participants are betting on a potentially hawkish rate cut, with expectations that the Fed will maintain a cautious stance in its policy guidance [5] Bond Market - U.S. Treasury yields increased, with the 10-year yield rising by 3.1 basis points to 4.139%, and the 30-year yield up by 3 basis points to 4.794% [6] - This week, both the 10-year and 30-year yields recorded their largest weekly increases in months [6] Commodity Market - WTI crude oil futures for January rose by 0.69% to $60.08, marking a third consecutive day of increases and a weekly gain of 2.61% [7] - Brent crude futures for February closed at $63.75, with a weekly increase of over 2.19% [7] - Gold prices fell, with spot gold down by 0.30% to $4194.86 and COMEX gold futures down by 0.44% to $4224.30, both showing weekly declines [7]