午盘：美股维持下跌局面 AI相关股普跌

Market Performance - US stock market is experiencing a decline, with AI-related stocks facing profit-taking pressure [1][6] - The Dow Jones Industrial Average fell by 250.69 points, a decrease of 0.51%, closing at 48,460.28 points; the Nasdaq Composite dropped by 150.70 points, down 0.64%, ending at 23,442.39 points; the S&P 500 index decreased by 30.91 points, a decline of 0.45%, closing at 6,899.03 points [3][8] AI Stocks - Key AI stocks such as Nvidia, Micron Technology, and Oracle are experiencing declines after strong weekly gains, with Nvidia rising over 5%, Micron up approximately 7%, and Oracle increasing by about 3% last week [3][8] Year-End Trends - The S&P 500 index has increased nearly 18% year-to-date, while the Dow is up 14.5%, potentially marking its best annual performance since 2021; the Nasdaq has performed even better with a rise exceeding 22% [4][9] - The market is currently in a "Santa Claus rally" phase, historically a strong period for stock performance, with the S&P 500 averaging over 1% gain during the last five trading days of the year and the first two trading days of the following year since 1950 [4][9] Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated that stock prices are at relatively high valuation levels, which could influence FOMC policy decisions [5][10] - The upcoming release of the Federal Reserve's December meeting minutes will provide further insights into their outlook for 2026 [4][9]