深夜，特朗普概念股异动！美联储，降息大消息！

Core Viewpoint - The article discusses the recent movements in the U.S. stock market, particularly focusing on the performance of major indices and the implications of economic data and Federal Reserve decisions on market expectations for 2026. Group 1: Market Performance - On December 31, U.S. stock indices opened slightly higher but turned to losses, with the Dow Jones down 0.24%, S&P 500 down 0.22%, and Nasdaq down 0.24% [2][3]. - The Nasdaq China Golden Dragon Index fell by 0.98% [3]. Group 2: Economic Data - The number of initial jobless claims in the U.S. dropped to 199,000, the lowest level this year, against an economist's median estimate of 218,000 [2][3]. Group 3: Federal Reserve Insights - The Federal Reserve's December meeting minutes revealed significant internal disagreements, with a recent rate cut of 25 basis points, lowering the benchmark rate to a range of 3.5% to 3.75% [4]. - Most officials anticipate further rate cuts in 2026 if inflation decreases as expected, while some believe rates should remain unchanged for a period [4][5]. Group 4: Market Predictions - Wall Street generally expects the bull market to continue, with UBS strategists predicting a 10% year-over-year increase in S&P 500 earnings, targeting 7,700 points by the end of next year [6][7]. - Sanctuary Wealth's chief investment strategist forecasts the S&P 500 could reach between 10,000 and 13,000 points by 2030, driven by technology stocks [7]. - Conversely, GMO's co-head of asset allocation warns of potentially disappointing future returns due to high concentration in expensive AI stocks, predicting negative returns by 2026 [7]. Group 5: Company-Specific Developments - Trump Media Technology Group's stock saw a rise of over 7% before narrowing, with plans to distribute new digital tokens to shareholders [9][10]. - The company also launched five ETFs focused on "America First" themes, investing in sectors like commercial real estate, energy, defense, and technology [11]. - Trump Mobile has delayed the delivery of its gold smartphone due to government shutdown impacts [11].