24小时环球政经要闻全览 | 12月11日

Group 1: Federal Reserve and Interest Rates - The Federal Reserve lowered interest rates by 25 basis points, bringing the rate range to 3.50%-3.75%, marking the third consecutive rate cut [1] - Fed Chairman Powell indicated that the current interest rate is at the upper end of the neutral range, with inflation risks skewed to the upside and employment market facing downside risks [1] Group 2: Economic Growth and Trump’s Criticism - President Trump criticized Fed Chairman Powell, stating that the rate cut could have been doubled and emphasized the need for the U.S. to achieve 3%-4% GDP growth [2] - Trump questioned why the U.S. could not reach a GDP growth of 20%-25% and insisted that the next Fed chair should support significant rate cuts [2] Group 3: Canadian Central Bank Policy - The Bank of Canada maintained its benchmark interest rate at 2.25%, signaling a long-term pause in policy adjustments [3] - The central bank noted that the current rate supports stabilizing inflation at the 2% target and stimulating the economy, with a third-quarter GDP growth of 2.6% and 181,000 new jobs created [3] Group 4: Oracle's Financial Performance - Oracle reported a 14% year-over-year revenue increase to $16.1 billion for Q2, slightly below expectations, with cloud infrastructure revenue rising by 68% [7] - However, the remaining performance obligations (RPO) surged by 438% to $523 billion, raising concerns about the need for substantial capital expenditures to fulfill orders [7] Group 5: Nvidia's Chip Technology - Nvidia developed a chip location verification technology to prevent high-end AI chip smuggling, which will be available as an optional software update [9] - This technology will initially be applied to the more secure Blackwell chip, with plans to adapt it for previous chip generations [9] Group 6: ASML's Export Controversy - ASML faced accusations from Dutch media regarding the sale of DUV lithography machines to China, which could potentially be used for military technology development [10] - ASML responded by stating that the technology sold to China is outdated and not capable of producing advanced chips, emphasizing that the responsibility for national security lies with individual governments [10] Group 7: Innovation in AI by Moore Threads - Moore Threads announced a new patent focused on performance analysis methods for AI model training, which significantly enhances efficiency in training large models [11] - This innovation is expected to optimize the domestic computing power system and reduce costs for training trillion-parameter models, strengthening the competitiveness of domestic GPU technology [11]