全球市场 | 美股启动，全球交易员已经在押2026？

Group 1 - The year-end rebound in the US stock market appears to have started, with significant trading volume observed, particularly on the last Friday, indicating a potential "Santa Rally" [1][3] - Major technology stocks, including Nvidia, saw gains, while the overall market sentiment is buoyed by the dovish stance of the Federal Reserve and the Bank of Japan, leading to a weaker dollar and stronger global markets [3][4] - Despite the positive sentiment, the S&P 500 and Nasdaq 100 have not yet shown monthly gains, and historical data suggests December is typically a weaker month for the S&P 500 [4] Group 2 - The upcoming appointment of a new dovish Federal Reserve chair is anticipated to be a significant catalyst for the market, with potential candidates leaning towards dovish policies [6][7] - The weakening dollar and strengthening yuan are expected to support Asian markets, with predictions of a 2-3% potential appreciation of Asian currencies against the dollar in the coming year [8] - The Hong Kong stock market is expected to see moderate expansion in valuation and earnings in 2026, with a focus on strategic buying ahead of a potential spring rally [9]