12月12日外盘头条：美参议院否决两项医保法案 OpenAI推出GPT-5.2 泽连斯基提出由公投决定顿巴斯的前途

Group 1: Healthcare Legislation - The U.S. Senate rejected two healthcare bills, which means that over 20 million Americans benefiting from Obamacare subsidies may lose them by the end of the year [4][21] - Both proposals failed to reach the required 60 votes to overcome procedural hurdles, with a vote count of 51 in favor and 48 against [5][21] - The proposals were largely along party lines, with some exceptions, including Republican Senator Rand Paul opposing his party's own proposal [5][21] Group 2: Ukraine Peace Proposal - Ukrainian President Zelensky proposed a referendum to determine the fate of eastern territories amid increasing U.S. pressure for a peace agreement [6][23] - Moscow demands Ukraine withdraw from the Donbas region, which has not been fully controlled by Russian forces for nearly four years [6][23] Group 3: OpenAI Developments - OpenAI launched GPT-5.2, claiming it is the most suitable model for everyday professional use, aiming to compete with Gemini 3 [9][25] - The new model reportedly excels in tasks such as spreadsheet creation, presentation building, coding, image understanding, and handling complex multi-step tasks [9][25] Group 4: Rivian Automotive Innovations - Rivian unveiled a custom chip and AI model during its "Autonomous Driving and AI Day," aimed at supporting its next-generation vehicles [11][27] - The company's stock fell approximately 3% during the event and further declined by up to 9% after OpenAI's announcement [11][28] - Rivian plans to launch an "Autonomy+" subscription service for its second-generation vehicles in early 2026, leveraging its autonomous driving technology [11][28] Group 5: Federal Reserve Insights - Howard Marks of Oaktree Capital warned that further interest rate cuts by the Federal Reserve may encourage riskier investments, suggesting that lower rates beyond current levels are not meaningful [12][30] - The Fed recently lowered rates by 25 basis points to the lowest level since 2022, amid internal disagreements on the economic threats posed by a weak labor market and persistent inflation [12][30] Group 6: OPEC Oil Market Forecast - OPEC maintains its forecast for a balanced global oil market in 2026, contrary to widespread expectations of oversupply [14][32] - The organization estimates that an average production of 43 million barrels per day will be needed next year to maintain this balance [14][32]