Group 1: Federal Reserve Actions - The Federal Reserve lowered the federal funds rate by 25 basis points to a target range of 3.50%–3.75%, marking the third rate cut of the year [2] - The market had anticipated this rate cut, and the Fed's plan to purchase $40 billion in short-term Treasury bonds over the next 30 days was highlighted as a significant change [3] - Analysts expect that the Fed's focus on employment and a dovish tone will support market risk appetite, with potential benefits for gold prices in a weakening dollar environment [3] Group 2: Market Performance - As of December 11, 2025, the Nasdaq and Shanghai indices led the market with gains of 0.33% and 0.15%, respectively [1][4] - The largest Chinese concept internet ETF (159605) reached a scale of 4.591 billion yuan, indicating strong interest in U.S. tech stocks [2] - The Nasdaq ETF (159941) saw net inflows in 19 out of the last 20 trading days, reflecting positive sentiment towards tech stocks [2] Group 3: Industry Insights - The communication sector is expected to benefit from the introduction of high-level computing, driving demand for technologies like 800G/1.6T optical modules and smart computing center networks [5] - The media and internet industry is anticipated to improve in content quality and innovation due to favorable policies and advancements in AI technology, with a focus on companies with strong earnings certainty [6] - The automotive industry reported a record monthly production of over 3.5 million vehicles in November, with year-to-date production and sales exceeding 31 million units, both up over 10% year-on-year [8][9]
ETF日报 | 美联储再降息，摩尔线程股价突破900元！年末如何多元化配置？