华尔街见闻早餐FM-Radio | 2025年12月10日

Market Overview - US stock market showed mixed performance ahead of the Federal Reserve's decision, with the S&P 500 and Dow Jones experiencing two consecutive declines, while the Nasdaq saw a slight rebound [2] - Job vacancies in the US unexpectedly increased, leading to a rise in the dollar index and a drop in bond prices, with the 10-year Treasury yield approaching a two-month high [2] - Bitcoin surged over 5%, breaking the $94,000 mark, while Ethereum rose nearly 10% [2] - Oil prices fell to a two-week low, and gold prices initially hit a one-week low before recovering [2] Key News - Chinese Premier Li Qiang emphasized the importance of open cooperation in global governance during a dialogue with international economic organizations, advocating for increased market openness and avoiding politicization of trade issues [3][14] - The US approved the sale of Nvidia's H200 AI chips to China, with the Chinese Foreign Ministry expressing support for cooperation between the two nations [3][15] - Trump indicated that interest rate cuts would be a test for the new Federal Reserve chair, suggesting potential adjustments to tariffs to lower prices on certain goods [3][15] - The ADP report showed a rebound in private sector employment, with an average of 4,750 new jobs per week, ending a four-week streak of job losses [3][16] Industry Developments - The solar photovoltaic sector in China saw a surge, with reports of the establishment of a polysilicon storage platform aimed at consolidating production capacity [17] - The first MUSA Developer Conference by Moore Threads is scheduled for December 19-20, where a new generation GPU architecture will be unveiled [4][17] - Gemini 3's download growth was noted, but it still lagged behind ChatGPT in user engagement, highlighting the challenges of building user habits in the AI product market [18] - SpaceX is reportedly seeking to go public in 2026, with expected IPO financing exceeding $30 billion, and projected revenue growth of nearly 50% next year [19] Company Insights - Morgan Stanley predicts that Broadcom's AI revenue will exceed $50 billion by fiscal year 2026, driven by demand from Google and Meta [30] - Apple has seen its stock price rise over 35% since June, outperforming competitors like Microsoft and Meta, attributed to its cautious capital expenditure strategy [31] - Ideal Auto plans to launch its first L4 autonomous vehicle within three years, marking a significant milestone in the automotive industry [18]