国元证券晨会纪要-20251219

Core Insights - The report highlights a surprising decline in the annual U.S. Consumer Price Index (CPI) [4] - The number of data centers in the U.S. has reached 4,213 [4] - Japan's holdings of U.S. Treasury securities have increased to $1.2 trillion, while the UK has increased its holdings and China has reduced its [4] - The Bank of England has lowered interest rates by 25 basis points as expected, while the European Central Bank has maintained its current rates [4] - China's youth unemployment rate for November stands at 16.9% [4] - The Ministry of Commerce in China has approved some general licenses for rare earth exports [4] - For the first time in 12 years, polysilicon production has declined [4] - Apple has significantly reduced the "Apple Tax" in Japan [4] - Meta is expected to release new image and video AI models in the first half of next year [4] Economic Data Summary - The Baltic Dry Index closed at 2,121.00, down 3.77% [5] - The Nasdaq Index closed at 23,006.36, up 1.38% [5] - CME Bitcoin futures closed at 85,625.00, down 0.40% [5] - Brent crude oil closed at $59.71, up 0.05% [5] - The London gold spot price closed at $4,331.24, down 0.14% [5] - The U.S. dollar index closed at 98.44, up 0.04% [5] - The Hang Seng Index closed at 25,498.13, up 0.12% [5] - The Shanghai Composite Index closed at 3,876.37, up 0.16% [5]