12月27日外盘头条:泽连斯基预计周日与特朗普会面 现货金银价格再创新高 今年全球并购交易额突破4万亿美元
Xin Lang Cai Jing·2025-12-26 21:32

Group 1 - Ukrainian President Zelensky plans to meet with US President Trump on Sunday to discuss sensitive issues, including the future of the Donbas region and the Zaporizhzhia nuclear power plant [4][20] - Moscow's recent statements raise doubts about the prospects for a final ceasefire agreement [4][20] - Zelensky aims to maximize the agreement with the US, potentially making progress during the upcoming talks, with a comprehensive 20-point peace plan requiring participation from Russia and Europe [6][20] Group 2 - Rent prices in major US cities have declined, marking one of the most tenant-friendly periods in a decade, with median rent in November for the 50 largest metropolitan areas at $1,693, down approximately 1% year-on-year [8][23] - The decline in rent is expected to continue until early 2026, with new apartment supply contributing to the trend [8][23] Group 3 - Oracle's stock is on track for its worst quarter since 2001, having dropped 30% so far, amid investor skepticism about its ability to support OpenAI with additional server capacity [10][26] - Oracle's quarterly revenue and free cash flow fell short of expectations, and the new CFO has requested a capital expenditure of $50 billion for fiscal 2026, a 43% increase from previous plans [10][26] Group 4 - Target faces pressure from an activist investor after experiencing a nearly one-third drop in stock price this year and reporting its 12th consecutive quarter of negative or nearly zero sales growth [12][28] Group 5 - Spot gold and silver prices have reached historical highs, driven by geopolitical tensions and a weakening dollar, with gold rising to over $4,540 per ounce and silver surpassing $77 per ounce [14][30] - The situation in Venezuela and US military actions in Nigeria have increased the appeal of precious metals as safe-haven assets [14][30] Group 6 - Global M&A deal volume surpassed $4 trillion for the first time since 2021, with a nearly 50% increase year-on-year, driven by a record number of large transactions [16][32] - There were 68 deals valued at over $10 billion, reshaping various industries, supported by a favorable market environment and ample financing [16][32]