今夜,又见证历史!
中国基金报·2025-12-26 16:10

Group 1: US Stock Market Performance - The US stock market showed a lackluster performance on December 26, with major indices remaining relatively unchanged [2][3] - The Dow Jones increased by 0.02%, the Nasdaq Composite also rose by 0.02%, and the S&P 500 saw a slight increase of 0.07% [3] - Tom Essaye from The Sevens Report indicated that the day was expected to be quiet due to the absence of significant economic data, earnings reports, or notable speeches from Federal Reserve officials [3] Group 2: Nvidia's Strategic Move - Nvidia's stock rose nearly 2% following the announcement of a technology licensing agreement with AI startup Groq, enhancing its position in the AI sector [3] - Nvidia has paid for the rights to use Groq's technology and will integrate Groq's chip designs into its future products, with some Groq executives joining Nvidia to assist in the integration [3] Group 3: Commodity Market Insights - The Shanghai Futures Exchange's copper futures price has surpassed the 100,000 RMB per ton mark for the first time [10] - The COMEX copper futures price surged over 5%, reaching a new high since the unprecedented short squeeze in July [10] - The overall commodity market experienced significant gains, with metals like gold and silver also reaching record highs, driven by trade imbalances, geopolitical uncertainties, and supply shocks [13][15] Group 4: Copper Market Dynamics - The copper market is expected to benefit significantly from the global energy transition, positioning it as one of the standout commodities by 2025, with a cumulative price increase of approximately 42% in 2023 [15] - Concerns over supply tightness have arisen due to increased metal flows into the US, potentially leading to a "scramble for goods" among buyers outside the US [15] - A weaker US dollar has further supported copper prices, making dollar-denominated commodities cheaper for most buyers, thus boosting demand [15]