美股“三巫聚首日”收高，耐克重挫拖累消费板块

Market Overview - The US stock market closed higher on Friday, driven primarily by a rebound in technology stocks, overshadowing significant declines in consumer stocks like Nike [2] - The Dow Jones Industrial Average rose by 0.38% to 48,134.89 points, the S&P 500 increased by 0.88% to 6,834.50 points, and the Nasdaq Composite climbed by 1.31% to 23,307.62 points [2] - For the week, the S&P 500 saw a slight increase of 0.11%, the Nasdaq rose by 0.48%, while the Dow fell by 0.67% [2] Technology Stocks Performance - Technology stocks continued their rebound, with Micron Technology surging by 7% after issuing strong financial guidance, reaching a record closing high [3] - Major tech stocks showed mixed performance: Nvidia rose by 3.93%, Google A shares increased by 1.55%, Apple by 0.54%, Microsoft by 0.40%, and Amazon by 0.26%. In contrast, Tesla fell by 0.45% and Meta by 0.85% [3] - Oracle's stock increased by 6.63%, following news of TikTok's CEO announcing a partnership with Oracle, Silver Lake, and MGX to form a new joint venture in the US [3] Chinese Concept Stocks - Chinese concept stocks generally performed well on Friday, with Pinduoduo rising by 3.52%, Baidu by 2.76%, Alibaba by 1.68%, and Tencent Holdings ADR by 1.56%. JD.com saw a slight increase of 0.07%, while Tencent Music fell by 0.45% [4] - Zhongchi Chefu experienced a significant rise of 64.47%, and Xpeng Motors increased by 6.77% [4] Inflation and Economic Outlook - Market sentiment regarding inflation remains optimistic, with the US November consumer price index rising less than expected, alleviating some concerns about inflation resurgence [5] - Analysts caution that the current inflation readings may contain noise due to missing October data from a government shutdown [5] - Traders are betting on at least two rate cuts by the Federal Reserve next year, each by 25 basis points, with a 20% probability of a cut as early as January [5] Bond Market - US Treasury yields rose on Friday, with the two-year Treasury yield increasing by 2.6 basis points to 3.486%, and the ten-year yield rising by 3.5 basis points to 4.151% [5] Commodity Market - In the commodities market, international oil prices saw a slight increase, with New York crude oil futures closing at $56.66 per barrel, up by 0.91% [6] - Gold prices also rose modestly, with spot gold increasing by 0.13% to $4,338.32 per ounce, marking a weekly gain of 0.91% [7]