Group 1 - Global financial markets are entering a "Super Central Bank Week," with multiple central banks set to announce their latest interest rate decisions, particularly the Federal Reserve's meeting this week [1][7] - Recent economic data indicates a continued weakness in the U.S. labor market, while key inflation data for September exceeded expectations, leading to increased market optimism regarding potential interest rate cuts by the Federal Reserve [3][7] - The market widely anticipates a 25 basis point rate cut from the Federal Reserve, marking the third cut of the year, although there are significant internal disagreements within the Fed regarding this decision [9] Group 2 - Two representative companies in the AI industry, Broadcom and Oracle, are scheduled to release their quarterly earnings this week, which are seen as critical indicators for the future of AI infrastructure investment [11] - Investors are particularly focused on Broadcom's growth data in its AI business and future performance guidance, as it is a key partner for Google's AI chips [11] - Oracle's earnings report will be scrutinized for insights into its cloud infrastructure business growth and how it is managing increased capital expenditures and financing pressures [11]
全球聚焦!超级央行周来了!美联储大消息……
Huan Qiu Wang·2025-12-08 06:57