今日国际国内财经新闻精华摘要｜2025年12月13日

International News - The three major US stock indices closed down on December 12, with the Dow Jones falling by 0.51%, the Nasdaq by 1.69%, and the S&P 500 by 1.07%, indicating weak performance in technology stocks [1][6] - Broadcom's shares dropped over 11% due to disappointing delivery timelines for a $73 billion AI product order, while Oracle's shares fell over 4% as reports indicated a delay in the completion of data centers for OpenAI from 2027 to 2028, although Oracle stated that its commitments to OpenAI remain unchanged [1][6] - The Nasdaq Golden Dragon China Index fell by 0.35%, with significant declines in several Chinese stocks, including a 10.08% drop for Arctech, 9.14% for Golden Entertainment, and 8.45% for Canaan [1][6] - In the commodities market, spot gold fell below $4,260 per ounce, down 0.47%, while New York futures gold dropped below $4,290 per ounce, down 0.54%. Spot silver fell below $61 per ounce, down 4.06%, and New York futures silver fell below $62 per ounce, down 4.02% [1][6] Domestic News - The EU's investigation into Chinese companies has raised concerns, following a raid on the European headquarters of Chinese e-commerce platform Temu and the initiation of an investigation into Chinese security technology company Tongfang Weishi under the Foreign Subsidies Regulation (FSR) [3][8] - The EU China Chamber of Commerce expressed strong dissatisfaction and opposition to the EU's use of the FSR investigation tool, calling for an immediate halt to discriminatory and arbitrary enforcement actions against Chinese companies [3][8] - Several foreign institutions are optimistic about the Chinese stock market in their 2026 outlook, with UBS Wealth Management highlighting significant growth potential in the AI sector, predicting a 37% increase in corporate earnings in 2026, supported by ample liquidity and inflows from individual investors [3][8] - Citigroup Private Bank maintains an overweight position on the Chinese market while reducing exposure to other Asian emerging market stocks for profit-taking [3][8] - In the domestic commodities market, coking coal futures rose by 3% to 1,060 yuan, soda ash futures increased by 2% to 1,163 yuan, alumina futures climbed by 4% to 2,562 yuan, and PVC futures gained 2% to 4,332 yuan, driven by supply-demand dynamics and policy expectations [3][8]