Market Overview - US stock market opened higher on November 26, with the Dow Jones up 0.30%, S&P 500 up 0.28%, and Nasdaq up 0.26% [1] - Major tech stocks showed mixed performance, with Nvidia rebounding over 1% after a previous drop of over 2%, while Google fell over 1% [3] Company Performance - Oracle's stock rose over 4%, with Deutsche Bank analyst Brad Zelnick maintaining a "buy" rating and raising the target price from $335 to $375 [4] - Li Auto reported Q3 revenue of 27.4 billion yuan and a net loss of 620 million yuan, with a total revenue of 83.5 billion yuan for the first three quarters [5] Cryptocurrency and Chinese Stocks - Cryptocurrency-related stocks performed well, with Robinhood up nearly 8% and Coinbase up nearly 2% [5] - Most popular Chinese stocks saw gains, with Li Auto and Vipshop rising over 3% [5] Economic Indicators - Initial jobless claims in the US were reported at 216,000, lower than the expected 225,000 [9] - Market pricing indicates a high probability of a 25 basis point rate cut by the Federal Reserve in December, with expectations of cumulative cuts of 100-150 basis points by 2026 [9][11] Federal Reserve Outlook - The potential appointment of Kevin Hassett as the next Fed Chair has increased market bets on significant rate cuts in the coming year [11] - The Fed may implement rate cuts in December, March, and June, ultimately lowering the rate to a range of 3.00%-3.25% [11]
英伟达股价反弹,甲骨文涨超4%,中概股多数上涨,理想、唯品会涨超3%
21世纪经济报道·2025-11-26 15:35