告别2025，标普能否跨越7000点里程碑

Group 1 - The S&P 500 index reached a historical high, closing just 1% away from the 7000-point mark, with expectations for a strong finish to 2025 [1] - The index is on track for its eighth consecutive month of gains, potentially marking the longest monthly winning streak since 2017-2018 [1] - The market's optimism is driven by strong economic performance and expectations of monetary policy easing, overshadowing concerns about U.S. tariff policies [7] Group 2 - The U.S. economy grew at a rate of 4.3% year-on-year in Q3, significantly above the market expectation of 3.3% [3] - Initial jobless claims fell to 214,000, down from 224,000 the previous week, indicating stability in the labor market [3] - Consumer confidence index declined for the fifth consecutive month in December, reflecting a negative shift in public perception of current business conditions [3] Group 3 - Consumer spending remains strong, particularly in services, although growth is primarily driven by wealthier households, while middle and lower-income families continue to face financial pressure [4] - The market anticipates two rate cuts from the Federal Reserve next year, with the first expected in June [5] - The labor market is expected to stabilize in early next year, reducing the likelihood of large-scale layoffs that could negatively impact consumer spending [6] Group 4 - The technology sector has shown weakness recently, with the S&P 500 technology sector down over 2% since early November, while other sectors like financials and healthcare have performed well [8] - The market's shift towards sectors with more moderate valuations indicates a growing confidence in the stability of the U.S. economy [8] - The "Santa Claus rally" is expected to occur, with historical data showing an average gain of 1.3% for the S&P 500 during the last five trading days of the year and the first two trading days of the following year [7]