港股尾盘走强!关注今晚大事件,明天日本央行或加息、股指期货交割
Sou Hu Cai Jing·2025-12-18 09:04

Core Viewpoint - The recent volatility in technology stocks, with significant fluctuations in prices, raises concerns about market stability and investor sentiment, particularly in light of recent economic announcements and corporate developments [1][2]. Group 1: Economic Announcements - U.S. President Donald Trump claimed that the government has rapidly reduced high prices and that wage growth is outpacing inflation [1]. - Federal Reserve Governor Waller indicated that there is still room for a 50 to 100 basis point interest rate cut, but aggressive action is not necessary given the current economic outlook [1]. Group 2: Corporate Developments - Oracle's planned $10 billion data center project has encountered funding issues as its main partner, Blue Owl, has withdrawn financial support, which could delay capital expenditures and impact Oracle's AI infrastructure expansion [1]. - Ford has canceled a $6.5 billion electric vehicle battery contract with LG Energy Solution, which represents 37.5% of LG's total revenue from the previous year, leading to a nearly 9% drop in LG's stock price [3]. Group 3: Market Reactions - Major U.S. AI stocks, including Oracle, Broadcom, Nvidia, and Google, experienced declines, with Oracle falling over 5% and Nvidia facing significant risk of breaking below key support levels [2][3]. - In the Chinese market, sectors such as optical modules and PCB boards also saw adjustments, with New Yi Sheng dropping over 4% and Industrial Fulian falling over 5% [2]. Group 4: Industry Performance - The banking, coal, oil and petrochemical, national defense, and light manufacturing sectors showed gains, while the electric equipment, communication, electronics, and machinery sectors faced declines [6].