Youtube·2025-12-19 22:13分组1 - The market narrative this week was driven by macro data and Micron's earnings [1] - The inflation data showed a year-over-year increase of 2.7%, down from the expected 3.1%, with core inflation at a four-year low of 2.6% [11] - The Commerce Department is reviewing license applications for the H200 ship to China, which could impact Nvidia and other tech stocks positively [3][4] 分组2 - The resilience of the equity market was noted, with the S&P 500 finishing the week up 0.1% despite early losses [9] - The anticipated Santa Claus rally may occur, with historical data suggesting a 1.3% gain on the S&P 500 from December 24th to January 2nd [16] - Concerns about jobless situations and inflation persist, but consumer confidence data is expected to provide further insights [15]