盘前:纳指期货跌0.22% 美联储决议倒计时
Xin Lang Cai Jing·2025-12-10 13:44

Group 1 - Global stock markets experienced mild fluctuations as investors await the Federal Reserve's policy statement, focusing on interest rate outlook for 2026 and potential earnings results in the AI sector [2][3] - Oracle's earnings report is highly anticipated, as the company is viewed as a bellwether in the AI space, with concerns about high valuations and the potential return on investment in AI [3] - The U.S. Treasury yields continue to rise, with the 10-year yield reaching 4.20%, the highest level since the first week of September, amid expectations that the rate-cutting cycle is nearing its end [3] Group 2 - The market expects the Federal Reserve to announce a third consecutive rate cut, with attention on the updated dot plot and economic forecasts [4] - Seasonal trends indicate that December is typically a weaker month for the S&P 500, except for the last two weeks, which usually see a "Santa Claus rally" [5] - The probability of a 25 basis point rate cut to 3.50%-3.75% is at 89%, but expectations for further cuts in January are only at 21% [5] Group 3 - Recent economic data suggests the U.S. economy is cooling as desired by the Federal Reserve, but not weak enough to accelerate rate cuts, with inflation still above target levels [6] - The Japanese yen is under pressure due to widening interest rate differentials, but is expected to strengthen slightly as the Bank of Japan is anticipated to tighten policy [6][7] - Silver prices surged past $60, driven by supply constraints and expectations of further monetary easing from the Federal Reserve, reaching a historical high of $61.6145 [8][9] Group 4 - GE Vernova shares rose 6.6% after raising revenue guidance and stock buyback plans to $10 billion [9] - GameStop shares fell 6.3% as Q3 revenue and earnings per share missed expectations [10] - Photronics shares jumped 15% after the company projected first-quarter revenue exceeding expectations [10]

盘前:纳指期货跌0.22% 美联储决议倒计时 - Reportify