Sou Hu Cai Jing·2025-12-16 23:32Group 1 - Investors are concerned about the high valuations in the AI industry, leading to cautious trading and a collective decline in the three major U.S. stock indices on Monday, with the Dow Jones down 0.09%, S&P 500 down 0.16%, and Nasdaq down 0.59% [1] - The sell-off in AI infrastructure stocks continues, with major companies like Broadcom and Oracle experiencing significant declines. Broadcom's stock fell 5.59% and Oracle's stock fell 2.66% on Monday, marking a four-day decline of over 18% for Broadcom and 17.7% for Oracle [5] - Oracle's AI infrastructure business is increasingly reliant on debt financing, raising concerns about the potential for debt growth to outpace profit growth [5] Group 2 - European investors expect the Bank of England to cut interest rates by 25 basis points this week, boosting market risk appetite and leading to gains in banking and retail stocks. The UK stock market rose by 1.06%, France by 0.70%, and Germany by 0.18% [7] - International oil prices fell, with light crude oil for January delivery closing at $56.82 per barrel, down 1.08% [8]