热点资讯：早盘速递-20251224

Hot News - The National Development and Reform Commission and the National Energy Administration issued opinions on promoting the large - scale development of solar thermal power generation. The goal is to reach a total installed capacity of about 15 million kilowatts by 2030, with the cost per kilowatt - hour comparable to that of coal - fired power [2] - The U.S. economy expanded at its fastest pace in two years in the third quarter, supported by resilient consumer and business spending and more stable trade policies. The real GDP annualized quarterly rate in the third quarter was 4.3% [2] - Investors reduced their bets on the Fed cutting interest rates next year. The probability of a rate cut at the January 28 meeting is only about 17% [2] - U.S. Treasury Secretary Bessent supports reconsidering the Fed's 2% inflation target, and discussions may center on adjusting it to a range of 1.5% - 2.5% or 1% - 3% [2] - U.S. President Trump praised the third - quarter GDP data, but the market reaction was abnormal. Good news often leads to a flat or falling stock market [3] Sector Performance - Key sectors to watch: silver, rapeseed oil, ethylene glycol, Shanghai nickel, PVC [4] - Night session performance: Non - metallic building materials rose 2.30%, precious metals 34.77%, oilseeds and oils 8.02%, soft commodities 3.16%, non - ferrous metals 24.36%, coal - coking - steel - minerals 10.27%, energy 2.32%, chemicals 10.20%, grains 1.20%, and agricultural products 3.40% [4] Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days [5] Performance of Major Asset Classes - Equity: Shanghai Composite Index rose 0.07% daily, 0.81% monthly, and 16.95% annually; S&P 500 had no daily change, 0.43% monthly, and 16.95% annually [6] - Fixed - income: 10 - year Treasury bond futures rose 0.26% daily and monthly, - 0.65% annually [6] - Commodities: CRB Commodity Index had no daily change, - 0.93% monthly, and 0.66% annually; WTI crude oil had no daily change, - 0.80% monthly, and - 19.45% annually [6] - Others: U.S. dollar index had no daily change, - 1.19% monthly, and - 9.42% annually; CBOE Volatility Index had no daily change, - 13.88% monthly, and - 18.85% annually [6] Stock Market Risk Appetite and Major Commodity Trends - The document presents charts of various commodities such as the Baltic Dry Index, CRB Spot Index, WTI crude oil, London spot gold, LME copper, etc. [7]