华尔街见闻早餐FM-Radio | 2025年12月24日

Market Overview - Technology stocks supported the three major US stock indices, which opened lower but closed higher, with the S&P 500 reaching a record high [2] - Nvidia surged by 3% following news about chip tariffs, while Tesla fell over 0.6%, being the only one among the tech giants to decline [2] - The approval of an oral weight-loss drug in the US led Novo Nordisk's stock to rise over 9%, contributing to European stock indices hitting new highs [2] - The US GDP grew by 4.3% in Q3, the fastest growth in two years, impacting interest rate expectations and causing US Treasury prices to fall [5][25] - Bitcoin dropped over 2%, falling below $87,000, while gold and silver prices reached historical highs [2][22] Key News - The Chinese government emphasized the importance of state-owned enterprises (SOEs) in contributing to national modernization and technological innovation [17] - The National Housing and Urban-Rural Development Conference outlined plans to stabilize the real estate market by 2026, focusing on city-specific policies [17][18] - The US added Chinese drone manufacturers to an "untrusted suppliers" list, prompting a strong response from the Chinese government [17] Company Developments - Beijing issued the first L3-level autonomous driving vehicle license plates, marking a significant step in the commercialization of autonomous vehicles in China [18] - Zhizhu AI launched its flagship model GLM-4.7 ahead of its IPO, outperforming leading models in several benchmarks [19] - Novo Nordisk's oral GLP-1 weight-loss drug received FDA approval, with a starting price of $149 per month, expected to help patients lose up to 16.6% of their body weight [31] Industry Insights - The copper market reached a historic high of over $12,000 per ton, driven by supply shortages and increased demand due to tariff expectations [21] - Gold and silver prices are on track for their largest annual gains since 1979, with silver surpassing $70 per ounce [22] - The AI infrastructure spending in the US is projected to exceed that of office buildings, with Oracle signing a significant leasing deal worth $248 billion [32]