深夜，美联储，降息大消息

Market Overview - US stock indices opened slightly higher but turned negative, with the Dow Jones down 0.24%, S&P 500 down 0.22%, and Nasdaq down 0.24% [1] - The Nasdaq China Golden Dragon Index fell by 0.98% [2] Economic Indicators - Initial jobless claims in the US dropped to 199,000, the lowest level this year, against an economist median estimate of 218,000 [2] - The recent data fluctuations align with typical holiday patterns, including Christmas and newly announced federal holidays [2] Federal Reserve Insights - The Federal Reserve lowered the benchmark interest rate by 25 basis points to a range of 3.5%-3.75%, with a notable dissent of 3 votes, the highest since 2019 [3] - Most officials believe further rate cuts may be appropriate if inflation decreases as expected, while some argue rates should remain unchanged for a period [3] - Following the December meeting minutes, traders adjusted their expectations to two rate cuts in 2026, down from three [3] Stock Predictions - UBS strategists forecast a 10% year-over-year increase in S&P 500 earnings, predicting the index will rise to 7,700 by the end of next year [5] - Sanctuary Wealth's chief investment strategist anticipates technology stocks will lead the market until 2030, with the S&P 500 potentially reaching between 10,000 and 13,000 by then [5] - GMO's co-head of asset allocation warns that due to high concentration in expensive AI stocks, future returns for the S&P 500 may be disappointing, with a potential negative return in 2026 [5] Company-Specific Developments - Trump Media Technology Group saw its stock rise over 7% before narrowing gains, with a current price of $13.110, reflecting a 4.30% increase [6][7] - The company announced plans to distribute new digital tokens to shareholders, with each shareholder receiving one token per share of DJT stock, potentially offering benefits related to its products [7] - Trump Media Technology Group launched five ETFs focused on "America First" themes, investing in sectors like commercial real estate, energy, defense, and technology [8] - Trump Mobile delayed the delivery of its gold smartphone due to recent government shutdowns, indicating potential supply chain issues [8]