美股下挫，“中国金龙”跌超2%，金银大涨

Core Viewpoint - The article discusses the recent decline in the U.S. stock market, influenced by pressures on key artificial intelligence stocks, while investors await upcoming economic data and insights into Federal Reserve policy [3]. Market Performance - The Dow Jones Industrial Average fell by 41.49 points, or 0.09%, closing at 48,416.56 points, while the Nasdaq dropped by 0.59% to 23,057.41 points, and the S&P 500 decreased by 0.16% to 6,816.51 points [3]. - Notable tech stocks showed mixed results, with Tesla rising by 3.6% after announcing tests for its autonomous taxi service, while other major companies like Apple and Amazon saw declines of 1.5% and 1.6%, respectively [3]. Sector Rotation - Investors shifted focus from struggling AI stocks to sectors more sensitive to economic cycles, such as non-essential consumer goods and industrials, while significantly increasing positions in healthcare stocks [5]. - The S&P 500 and Nasdaq, which are heavily weighted in tech, ended the previous week in decline, with Oracle's stock plummeting by 12.7% and Broadcom falling over 7% [5]. Economic Data and Federal Reserve Outlook - Key economic data, including November's non-farm payrolls and October's retail sales, are set to be released, with expectations of a 40,000 increase in non-farm employment, a significant drop from the previous month's 119,000 [6]. - Speculation about the next Federal Reserve chair is rising, with expectations for a dovish candidate potentially increasing bets on rate cuts for the following year [6]. Commodity Prices - International oil prices experienced a decline, with WTI crude oil dropping by 1.08% to $56.82 per barrel and Brent crude down by 0.92% to $60.56 per barrel [6]. - Gold prices saw a slight increase, with COMEX gold futures rising by 0.15% to $4,306.70 per ounce, while silver futures surged over 3% [7].