12月26日外盘头条：美股假日休市 美联储2026年可能会多次降息 人工智能市场或迎分裂格局

Group 1: U.S. Stock Market and Trading - The U.S. stock market will be closed on December 25, 2025, for Christmas, with trading resuming on December 26 [4][22] Group 2: Artificial Intelligence Market Trends - The artificial intelligence market may experience a split by 2026, with significant volatility observed in tech stocks during the last quarter of 2025, raising concerns about an AI bubble [7][25] - Investors are increasingly focused on the distinction between "who is spending" and "who is making money" in the AI sector [25] Group 3: Palantir's Market Performance - Despite Wall Street's concerns over Palantir's high valuation, retail investors have poured nearly $8 billion into the stock in 2025, marking an increase of over 80% from the previous year and a staggering 400% from 2023 [9][10][27] - Palantir's stock price surged over 150% in 2025, with a cumulative increase of nearly 3000% over the past three years [9][27] Group 4: Gold Market Performance - Gold futures have surged nearly 71% in 2025, potentially marking the largest annual increase in 46 years [14][31] - The current geopolitical uncertainties, including trade tensions and conflicts, have driven investors towards gold as a safe-haven asset [15][31] - Gold is viewed as a resilient investment, expected to maintain its value during crises, inflation, or currency devaluation [16][32] Group 5: Federal Reserve Monetary Policy - Moody's chief economist suggests that the Federal Reserve may implement multiple rate cuts in 2026, following three rate cuts in 2025, bringing the policy rate down to a range of 3.50% to 3.75% [18][34]