中国能源报·2025-11-26 07:10Economic Indicators - Recent data indicates a slowdown in consumer spending in the U.S., with September retail sales and producer price index showing signs of reduced economic momentum [1][3] - The private sector has seen an average weekly job cut of 13,500 positions over the past four weeks, indicating an increase in layoffs [1] Market Reactions - The expectation of interest rate cuts by the Federal Reserve has gained traction, leading to a rise in major U.S. stock indices, with the Dow Jones up 1.43%, S&P 500 up 0.91%, and Nasdaq up 0.67% [3] Technology Sector Developments - Google's new AI model, Gemini 3, has outperformed other models trained on Nvidia GPUs, leading to a surge in Alphabet's stock price, which rose 1.53% and approached a market capitalization of $4 trillion [6][8] - Nvidia's stock faced significant pressure, dropping over 7% at one point, and closing down 2.59%, marking a two-month low due to competition from Google's cost-effective TPU chips [10] European Market Trends - European stock indices collectively rose, driven by expectations of U.S. interest rate cuts and potential peace agreements in the Russia-Ukraine conflict, with the UK FTSE 100 up 0.78%, France's CAC 40 up 0.83%, and Germany's DAX up 0.97% [12] Commodity Price Movements - International oil prices fell due to concerns over potential oversupply as reports suggested Ukraine's agreement to a U.S.-proposed peace deal, with WTI crude closing at $57.95 per barrel, down 1.51% [15] - Gold prices increased by over 1% as expectations of Fed rate cuts led to a decline in U.S. Treasury yields and a weaker dollar, with December gold futures closing at $4,140.0 per ounce, up 1.12% [16]