今日A股市场重要快讯汇总｜2025年12月11日

Group 1: Market Performance - US stock markets saw collective gains, with the Dow Jones up 1.05%, Nasdaq up 0.33%, and S&P 500 up 0.67% [1][8] - Major tech stocks had mixed results; Qualcomm rose over 3%, while Netflix fell over 4% [1][9] - Chinese concept stocks mostly increased, with the Nasdaq Golden Dragon China Index up 0.64% [1][9] Group 2: Macroeconomic Analysis - The Federal Reserve lowered the benchmark interest rate by 25 basis points to a range of 3.50%-3.75%, marking the third consecutive rate cut this year, totaling a 75 basis point reduction [2][10] - The voting result for this decision was 9 to 3, indicating differing opinions on future rate cuts among officials [3][11] Group 3: Institutional Insights - Goldman Sachs analysts noted that the Fed has reached the "preventive rate cut" endpoint, suggesting that further easing would require a significant weakening in labor market data [4][12] - Goldman Sachs also raised its forecast for gold prices to $4,900 per ounce by the end of 2026, indicating significant upward potential [5][13] Group 4: Commodities and Currency - Spot gold and New York futures prices rose, with spot gold surpassing $4,230 per ounce, up 0.53%, and New York futures exceeding $4,260 per ounce, up 0.57% [6][14] - The main contract for pulp increased by 4%, currently priced at 5,644.00 yuan [6][15]