美国公布三季度GDP 美股能否再现“圣诞老人行情”？

Group 1 - The core sentiment on Wall Street is a lack of festive atmosphere as the Christmas season approaches, with the S&P 500 and Nasdaq both experiencing declines this month, indicating an unusual period of weakness in the stock market [1] - Two major themes have driven significant volatility in U.S. stocks: increased scrutiny over corporate spending on AI infrastructure and changing investor expectations regarding the Federal Reserve's interest rate cuts in 2026 [1] - Oracle's data center project raised concerns that negatively impacted tech stocks and other AI-related equities, while mild inflation data released on Thursday provided a boost to the stock market [1] Group 2 - The S&P 500 index saw a slight increase of 0.1% this week, while the Nasdaq rose by 0.5%, and the Dow Jones fell by 0.7% [2] - Economic data this week reinforced market expectations that the Federal Reserve will maintain a dovish stance on interest rates, with potential profit-taking by investors possibly exerting some downward pressure [2] - The "Santa Claus Rally," which typically occurs during the last five trading days of the year and the first two trading days of the following year, has historically resulted in an average gain of 1.3% for the S&P 500 [2] Group 3 - Next week, macroeconomic data releases will be limited due to the Christmas and New Year holidays, with a focus on U.S. GDP data as investors seek insights into the economy's performance and clues regarding the timing of the next Fed rate cut [5] - The initial estimate of U.S. Q3 GDP data is scheduled for release on December 23 [6] - Investors will also look for guidance on monetary policy from the Bank of Japan's Governor Ueda's speech on December 25, as the central bank is expected to raise its policy rate to 0.75%, marking the second rate hike this year [7]