12.18盘前速览 | 权重护盘驱动反弹，科技与有色共舞

Macro Dynamics - Federal Reserve Governor Waller indicates that the employment market suggests the Fed should continue to lower interest rates [1] - Former Deputy Governor of the Bank of Japan advises against premature rate hikes, alleviating market concerns regarding the rate hike path [1] Satellite Internet - SpaceX has notified employees to enter a quiet period before its IPO, prohibiting discussions about the listing plans [1] - Related ETF: Satellite Industry ETF (on-market: 159218) [1] Robotics - Tesla has completed the domestic robot industry chain audit this week and is set to enter a period of intensive contracting by the end of the month [1] - Related ETF: Robotics Index ETF (on-market: 560770, off-market link: 020482) [1] Artificial Intelligence - Google launches the Gemini 3 Flash model, optimized for speed [1] - Google collaborates with Meta to expand software support for AI chips, aiming to weaken Nvidia's advantage [1] - Oracle's $10 billion data center project faces setbacks [1] - Reports suggest Nvidia's next-generation Rubin architecture will utilize M9 resin and quartz glass fiber cloth [1] - Zhiyun Technology passes the Hong Kong Stock Exchange listing hearing [1] - Related ETFs: Cloud Computing ETF (on-market: 159890, off-market link: 021716), Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] Nonferrous Metals and Chemicals - Lithium carbonate sellers expect prices to reach 150,000 yuan/ton by Q1 2026 [1] - Tungsten powder prices exceed 1 million yuan/ton [1] - The global MDI market experiences concentrated price adjustments, with increases of $200-350/ton [1] - Related ETFs: Mining ETF (on-market: 159690), Battery ETF (on-market: 561910, off-market link: 016020) [1] Semiconductors - Sources indicate that a Shenzhen team will complete a prototype EUV lithography machine by early 2025, with practical application targeted for 2028-2030 [1] - Reports suggest SK Hynix's Q1 SSD contract initial pricing has increased by $100 [1] - Foreign investors believe that the semiconductor industry growth in 2026 will be driven by AI, but the market will progress in a "bumpy" manner [1] - Related ETF: Semiconductor Equipment ETF (on-market: 561980, off-market link: 020464) [1] Market Observation - On December 17, trading volume reached 1.8111 trillion yuan, an increase of 87 billion yuan [2] - The market rebounded strongly in the afternoon, driven by heavyweight support and eased expectations of a rate hike in Japan [2] - Sectors such as telecommunications, nonferrous metals, and electronics led the gains, with notable performance in AI computing (liquid cooling) and commodities (lithium carbonate, tungsten) [2] - The satellite internet sector experienced adjustments due to short-term capital effects [2] - The market may pull back to digest previous gains, but the rebound pattern is expected to continue, with a focus on the rotation of technology and commodities [2]