Zhi Tong Cai Jing·2025-12-23 13:16Market Overview - US stock index futures are all down before the market opens, with Dow futures down 0.05%, S&P 500 futures down 0.04%, and Nasdaq futures down 0.03% [1] - European indices show mixed performance, with Germany's DAX up 0.07%, UK's FTSE 100 up 0.02%, France's CAC40 down 0.22%, and Europe's Stoxx 50 down 0.13% [2] Economic Data - The US GDP for Q3 is expected to show a growth rate of 3.3% annualized, down from 3.8% in Q2, influenced by rising living costs and recent government shutdowns [4] - The Congressional Budget Office (CBO) estimates that the recent government shutdown could reduce Q4 GDP by 1.0% to 2.0%, with an expected loss of $7 billion to $14 billion that may not be recoverable [4] Corporate News - Bank of America CEO Brian Moynihan stated that the surge in AI investment this year could significantly impact the US economy, projecting a growth rate of 2.4% for next year, up from about 2% in 2025 [5] - Oppenheimer analysts noted the "Santa Claus Rally" period from December 24 to January 5, historically yielding an average increase of 1.6% in the S&P 500, with a 77% probability of gains during this time [6] - Novo Nordisk's oral weight loss medication received FDA approval, leading to a 7.5% increase in its stock price, positioning the company favorably in the competitive obesity treatment market [8] - Amazon's Zoox is recalling 332 vehicles due to software issues in its autonomous driving system, which could increase the risk of accidents [9] - Larry Ellison is providing over $40 billion in personal guarantees for Warner Bros. acquisition, which may impact his Oracle holdings and wealth structure [10] - JPMorgan is considering offering cryptocurrency trading services to institutional clients, reflecting increasing participation in the digital asset space [11] - ZIM Integrated Shipping Services saw a nearly 9% pre-market increase after announcing it received multiple acquisition proposals for its common stock [11]