华尔街见闻早餐FM-Radio｜2025年12月25日

Market Overview - US stocks continued to rise slightly before Christmas, with all sectors except energy gaining, led by consumer staples [1] - Nike shares rose by 4.6%, and Apple CEO Tim Cook purchased $3 million worth of Apple stock [1] - US Treasury yields fell, with the 10-year yield down by 2.73 basis points [1] - The dollar dropped to a near three-month low before recovering slightly, while the offshore yuan approached the 7.00 mark [1] - Gold prices briefly surpassed $4500 before retreating by 1.7% due to profit-taking pressure [1] Key News - The People's Bank of China announced continued implementation of moderately loose monetary policy, enhancing counter-cyclical and cross-cyclical adjustments [3][7] - Beijing's new housing policy relaxes purchase conditions for non-Beijing residents and supports housing needs for families with multiple children [7] - US job market showed signs of recovery with initial jobless claims at 214,000, slightly down from previous values [8] - Elon Musk predicts a double-digit growth for the US economy within 18 months, driven by AI [8] - Nvidia plans to deliver H200 chips to Chinese customers before the Spring Festival, with an expected shipment of 5,000 to 10,000 modules [8][9] Stock Market Performance - The S&P 500 index rose by 0.32% to 6932.05, marking a new closing high [4] - The Dow Jones increased by 0.60% to 48731.16, also reaching a record closing high [4] - The Nasdaq rose by 0.22% to 23613.307 [4] - In the A-share market, the Shanghai Composite Index closed at 3940.95, up 0.53% [4] Commodity Market - COMEX gold futures fell by 0.01% to $4505.40 per ounce, while silver futures rose by 1.04% to $71.875 per ounce [4] - WTI crude oil futures closed at $58.35 per barrel [4] Company Developments - Intel's stock fell by 5% after reports that Nvidia has paused testing of Intel's 18A process technology [10] - Nvidia denied a $20 billion acquisition of AI chip startup Groq, stating it only reached a licensing agreement for inference technology [9] - Jiangxi Copper announced a $1.1 billion acquisition of SolGold, a top copper-gold mine in South America, with a 43% premium over the initial offer [16]