早报（12.18）| 一则消息，全线崩跌！巨头股价腰斩；谷歌Gemini 3再次大更新；海南自贸港今日启动全岛封关

Group 1 - The Federal Reserve Governor Waller stated that the current U.S. job market is "very weak" with near-zero growth, but there is no "cliff-like decline," indicating room for gradual interest rate cuts to reach neutral levels [1] - Oracle's data center project worth $10 billion faces funding challenges as Blue Owl Capital withdrew due to concerns over debt and AI spending, although Oracle confirmed that equity negotiations are proceeding as planned [1] - The U.S. stock market saw declines across major indices, with Oracle's stock dropping over 5%, and significant losses in other tech giants, resulting in a total market value loss of $164.8 billion [1] Group 2 - The Nasdaq China Golden Dragon Index fell by 0.73%, with most popular Chinese stocks declining, including Pinduoduo and NIO, while Baidu saw a slight increase [2] - WTI crude oil futures rose by $0.67 to $55.94 per barrel, and Brent crude oil futures increased by $0.76 to $59.68 per barrel, indicating a positive trend in oil prices [2] - Micron reported a 57% year-over-year increase in adjusted revenue to $13.64 billion, driven by surging demand for AI data centers and a shortage of storage chips, leading to a significant capital expenditure increase [6] Group 3 - Google launched a more efficient version of its AI model, Gemini 3 Flash, which outperforms its predecessor in benchmark tests and is significantly cheaper to operate [3] - The White House is expected to announce a drug pricing agreement with Novartis and Roche, aimed at easing trade tensions and potentially including other pharmaceutical companies [4] - AMD's CEO met with China's Minister of Industry and Information Technology to discuss cooperation in the digital economy and AI sectors, with AMD planning to deepen investments in China [5] Group 4 - OpenAI is negotiating with Amazon for at least $10 billion in funding, which could raise its valuation to over $500 billion, while exploring commercial collaborations [8] - Netflix plans to complete its acquisition of Warner Bros. Discovery within 12 to 18 months, following the rejection of a hostile takeover bid from Paramount [9] - SpaceX has informed employees of a regulatory quiet period ahead of its planned IPO in 2026, restricting discussions on the company's growth and valuation [10] Group 5 - Tencent announced a restructuring of its AI model team, appointing a former OpenAI researcher as chief AI scientist to enhance its AI development capabilities [11] - CICC plans to merge with Dongxing Securities and Xinda Securities through a share swap, which could elevate CICC's total assets to over one trillion yuan [12] - The stock of Muxi Co., known as the "second domestic GPU stock," surged on its debut, with significant profits reported for investors [13]