12月19日外盘头条：美国核心通胀放缓至逾四年新低 特朗普下令放宽大麻管制 美国24家公司加入AI“创世使命”

Group 1 - US core inflation unexpectedly slowed to the lowest level in over four years, with a year-on-year increase of 2.6% in November, while the overall CPI rose by 2.7% [4][22] - The US federal government shutdown has complicated the interpretation of inflation data, as it limited the Labor Department's ability to collect significant price data for October [6][24] Group 2 - President Trump signed an executive order to ease federal regulations on cannabis, potentially transforming the legal and commercial landscape for the industry [8][26] - Trump emphasized that this order does not legalize cannabis in any form or endorse its use as a recreational drug [8][26] Group 3 - Twenty-four leading AI companies, including Microsoft and Google, have agreed to join the US government's "Genesis Mission" to promote the application of AI technology in scientific discovery and energy projects [10][28] - The initiative aims to enhance productivity for US scientists and researchers through automation and predictive modeling in various fields [11][29] Group 4 - Micron Technology's stock surged over 10% following a strong earnings report, driven by robust demand for storage chips, particularly in data centers [13][31] - The company anticipates that the potential total market size for high-bandwidth storage chips will reach $100 billion by 2028, with a compound annual growth rate of 40% [13][31] Group 5 - Secretary of Commerce Wilbur Ross is facing scrutiny from Democratic lawmakers regarding potential conflicts of interest related to data center projects [15][33] - A group of 25 Democratic lawmakers has requested an investigation into whether Ross violated ethical guidelines by promoting AI data center development while having prior investments in related real estate firms [16][34] Group 6 - President Trump is interviewing three to four candidates for the next Federal Reserve Chair and plans to announce his choice in the coming weeks [18][36] - Trump has indicated a desire for a more aggressive approach to interest rate cuts to lower mortgage costs [18][36]