今夜!跳水了!
中国基金报·2025-12-31 16:18

Group 1 - Chinese concept stocks experienced a significant drop, with the index falling by 1.4% on December 31, 2023, while major U.S. indices also saw slight declines [2][4][5] - NIO, Xpeng Motors, and Li Auto were among the hardest hit, with NIO's stock price dropping nearly 10% [5][6] - The anticipated year-end rally in U.S. stocks, often referred to as the "Santa Rally," has not materialized, attributed to traders delaying major decisions during the holiday season [8] Group 2 - Analysts expect the S&P 500 index to achieve double-digit growth in 2026, but there are concerns about prolonged market fluctuations until corporate earnings catch up with high valuations [9] - The AI sector has been a significant driver of market performance over the past three years, with the S&P 500 rising by 24% in 2023 and 23% in 2024, although performance among major tech companies has started to diverge [9] - Precious metals, including gold and silver, have seen price declines as investors take profits after a historically strong year, compounded by increased margin requirements from CME Group [10][11]