美股指数集体收涨,标普500逼近历史新高,市场对未来更多宽松寄予希望
Feng Huang Wang·2025-12-10 22:19

Federal Reserve Announcement - The Federal Reserve announced a 25 basis point interest rate cut and indicated a pause on further cuts, reflecting a stable economic outlook [1][2] - Fed Chair Powell stated that there are no discussions about rate hikes in early next year, leading to a significant rebound in major stock indices [1] - The dot plot revealed expectations for one more rate cut in 2026, maintaining the previous forecast [1] Economic Projections - The Fed raised its GDP growth forecast for 2026 from 1.8% to 2.3% while keeping the unemployment rate forecast for the end of next year at 4.4% [1] - Powell emphasized that current policies are sufficient to address future economic conditions, without providing guidance on potential short-term rate cuts [1][2] Market Reactions - Major stock indices saw gains, with the Dow Jones up 497.46 points (1.05%), Nasdaq up 77.67 points (0.33%), and S&P 500 up 46.22 points (0.68%) [3] - Sector performance included a 3.46% rise in regional bank ETFs and a 1.45% increase in healthcare [3] Company News - Roche reported that its investigational drug giredestrant reduced breast cancer recurrence risk by 30%, marking a significant advancement in treatment [6] - GE Vernova raised its future earnings guidance and announced a stock buyback, driven by the expansion of AI data centers, leading to a historic high in stock price [7] - Adobe launched Photoshop, Express, and Acrobat for ChatGPT, allowing users to access these tools directly within the chatbot [8] - Meta is shifting towards closed-source AI models, with a new model named "Avocado" expected to launch in spring 2026 [9] - Oracle's cloud business revenue grew 34% to $7.98 billion, but fell short of analyst expectations, leading to a post-earnings drop of over 6% [10]