| | | 半导体芯片股走势活跃，中芯国际、晶门半导体涨超3%，华虹半导体、上海复旦涨超1%。 | 科技股小幅波动，阿里巴巴、美团、小米、京东、百度跌幅在1%以内。 | | --- | | 海尔智家 | 25.280 | -2.32% | | --- | --- | --- | | 6690.HK | | | | 阿里健康 | 5.140 | -1.53% | | 0241.HK | | | | 哔哩哔哩-W | 191.500 | -1.24% | | 9626.HK | | | | 金蝶国际 | 13.350 | -0.82% | | 0268.HK | | | | 阿里巴巴-W | 146.000 | -0.82% | | 9988.HK | | | | 携程集团-S | 563.500 | -0.79% | | 9961.HK | | | | 腾讯音乐-SW | 69.150 | -0.72% | | 1698.HK | | | | 比亚迪电子 | 33.560 | -0.53% | | 0285.HK | | | | 蔚来-SW | 38.440 | -0.47% | | 9866.HK | | | ...

Core Viewpoint - JD.com has responded to the theft incident at its warehouse in France, stating that operations have returned to normal and that reports of "significant losses" are exaggerated [1][3]. Group 1: Incident Response - JD.com confirmed that a warehouse in Seine-Saint-Denis, Paris, was robbed on the morning of December 22, and local police are investigating the matter [2]. - The company emphasized that the stolen warehouse has resumed normal operations and that the claims of major losses reported by some French media do not align with the actual situation [3]. Group 2: Recent Developments - JD.com has been actively expanding its operations, with the establishment of Suqian Jingshu Yuan Technology Co., which focuses on smart robotics and AI data services, fully owned by JD Cloud [4]. - A strategic cooperation framework agreement was signed between JD.com and Nantong City to enhance logistics, commerce, and digital transformation efforts [4]. - The launch of free digital human live streaming services has attracted over 10,000 merchants within ten days, demonstrating significant engagement and success in e-commerce live streaming [4]. Group 3: Employee Welfare Initiatives - JD.com has provided 28,000 housing units for frontline employees and plans to invest 22 billion over the next five years to offer 150,000 additional housing units [5]. - The company has invested a total of 22 billion in improving employee housing conditions over the past 20 years, with a significant portion of the recent housing fund allocated to frontline workers [5]. Group 4: Financial Performance - In Q3 2025, JD.com reported revenues of 299.1 billion, a year-on-year increase of 14.9%, with a net profit of 5.8 billion, down from 13.2 billion in the same period last year [6]. - The core retail business has strengthened, with daily necessities revenue growing by 18.8%, significantly outpacing industry averages, and new business revenues, including JD Delivery and JD's overseas operations, increasing by 214% [6].

截至收盘，标普500指数涨0.46%，报6909.79点，刷新了12月11日的纪录高位；道琼斯指数涨0.16%，报48442.41点；纳斯达克综合指 数涨0.57%，报23561.84点。 | 省标 | | 電新价 | | THE OF THE | | --- | --- | --- | --- | --- | | 道現期情数 | | 48442.41 | +79.73 | 0.16% | | 标普500指数 | (D) | 6909.79 | +31.30 | 0.46% | | 纳斯达見綜合指数 | | 23561.84 | +133.02 | 0.57% | 大型科技股整体走强，英伟达涨超3% ，博通涨逾2%，谷歌、亚马逊涨超1%，带动纳指跑赢道指和标普。"恐慌指数"VIX继续走低，收于 14，为一年来最低。 盘前，美国商务部公布的首次预估数据显示，今年第三季度美国国内生产总值（GDP）环比按年率计算增长4.3%，高于第二季度的3.8%和 市场预期的3.2%。 受该数据影响，市场对美联储明年的降息幅度预期有所降低，导致美股早盘小幅走低，但随后有所回升。 eToro分析师Bret Kenwell评论道，尽 ...

当地时间周二，美国股市延续近期涨势，三大指数集体收涨，其中标普500指数收盘价刷新历史纪录，达到6909.79点，涨幅0.46%。道琼斯指数和纳斯达克 综合指数也分别上涨0.16%和0.57%，报收于48442.41点和23561.84点，市场整体呈现乐观情绪。 | 美股指数 △ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普5( | | 48442.41 | 23561.84 | 6909.7 | | +79.73 +0.16% +133.01 +0.57% +31.30 + | | | | 中国金龙 | 纳指100期货 | 标普500 | | 7638.99 | 25820.25 | 6958. | | -44.27 -0.58% +8.00 +0.03% -2.50 | | | | 美国国债 [^ | | | | 3个月期 | 10年期 | 2年期 | | 3.612 | 4.155 | 3.52 | | +0.52bp | -0.78bp | -0.61b | | 5年美债期货 | 10年美债期货 | 2年美债 | | 109'057 | 112'114 | 1 ...

| 代码 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | | 003029 吉大正元 | 28.41 | 1.54 | 5.73% | | 000543 皖能电力 | 8.80 | 0.42 | 5.01% | | 688027 国盾量子 | 524.94 | 20.90 | 4.15% | | 688561 奇安信-U | 35.42 | 0.86 | 2.49% | | 300757 | 217.62 | 4.62 | 2.17% | | 300520 科大国创 | 37.23 | 0.70 | 1.92% | | 002212 天融信 | 8.85 | 0.14 | 1.61% | 据ETO Markets的消息，2025年12月23日，沪深港三地市场携手高开，在全年成交额首次突破400万亿元 的历史纪录衬托下，A股迎来"收官周"的暖场戏。 国内商品指数刷新半年高位，与A股400万亿成交遥相呼应，共同勾勒出一幅"股期联动、通胀交易"的 跨年图景。 展望后市，机构普遍认为，在政策"稳中求进"与流动性合理充裕的组合下，A股有望延续"权重搭台、 题材唱戏"的结 ...

A股小幅高开，沪指涨0.04%，创业板涨0.14%。海南自贸区概念股持续发酵，乳业、光伏、黄金、网络安全题材活跃。稳定币、核聚变、算力硬 件概念股调整。 港股指数高开，恒指上涨0.29%，恒生科技指数涨0.14%。大型科技股多数飘红，美团、百度、京东、阿里巴巴涨幅在1%以内，快手跌3.3%，此 前快手称遭到灰黑产攻击，已报警；金属狂欢！金银铜同创新高，铂钯金全线大涨，黄金股、铜业股等有色金属股继续强势。另外，消费电子概 念股、海运股、电力股走低。 消息面，隔夜美股三大指数收涨，特斯拉、美光科技创新高。 国债期货开盘表现分化，30年期主力合约涨0.08%报111.930元，10年期主力合约涨0.05%报107.990元，5年期主力合约持平于105.840元，2年期主 力合约持平于102.462元。 国内商品期市开盘多数上涨，铂金涨8.30%，钯金涨5.99%，沪金涨2.44%，沪银涨3.21%。，沪镍涨3.06%，集运指数(欧线)涨2.69%，燃油涨 2.06%，焦煤涨1.58%，碳酸锂涨1.05%。 消息面，隔夜国际贵金属期货普遍收涨，COMEX黄金期货涨2.13%报4480.60美元/盎司，COMEX白银期 ...

美光科技、特斯拉创历史新高 大型科技股涨跌不一，美光科技涨超4%创历史新高，安森美半导体涨超2%，特斯拉、英伟达涨超1%，谷歌、亚马逊、Meta小幅上涨；英特尔、奈飞跌 超1%，苹果、微软小幅下跌。 当地时间12月22日（周一），降息预期提振市场，美股三大指数集体收涨，标普500指数涨0.64%，抹去12月以来的跌幅，有望连续第八 个月上涨，势创2018年以来最长月度连涨纪录，纳指涨0.52%，道指涨0.47%。 美联储理事斯蒂芬·米兰（Stephen Miran）最新表示，除非美联储明年继续降低利率，否则美国将面临经济衰退的风险。米兰在接受采访时说道："如果我 们不下调政策立场，我认为确实会面临风险。"并补充称，他并不预期短期内会出现经济下行，但失业率上升应当促使美联储官员继续降息。 特斯拉收高1.56%。周一盘中，特斯拉股价一度上涨至498.83美元，创盘中历史新高。分析认为，特斯拉股价近期飙升的部分原因是该公司CEO马斯克取 得了一项重大的法律胜利。 特拉华州最高法院上周恢复了马斯克2018年的薪酬方案，该薪酬方案一度价值560亿美元。该法院表示，2024年驳回该薪酬方案的裁决并不恰当，对马斯 克来说是 ...

纳斯达克中国金龙指数收涨0.58%，热门中概股中，阿特斯太阳能收涨10.7%，爱奇艺涨近3%，小马智 行、携程、亚朵、晶科能源、名创优品、汽车之家涨超1%，哔哩哔哩涨1.57%，京东、阿里巴巴涨近 1%。 格隆汇12月23日｜美股三大指数集体收涨，标普500指数涨0.64%，纳指涨0.52%，道指涨0.47%。大型 科技股涨跌不一，特斯拉、英伟达涨超1%，谷歌、亚马逊、Meta小幅上涨；英特尔、奈飞跌超1%，苹 果、微软小幅下跌。第一太阳能涨超6.6%，创2024年6月份以来收盘新高。花旗集团涨近3%，股价创17 年多新高。 ...

Group 1: Tesla and Technology Sector - Tesla's stock price reached a historic high, increasing by 3.38%, with a market capitalization of $1.65 trillion, reflecting a cumulative gain of 57% over the last 120 trading days [2] - Nvidia's stock rose by 1.2%, contributing to the overall positive performance of the seven major U.S. tech companies [2] - Matrix Renewable Energy Company signed an agreement with Tesla to develop battery storage projects in the UK [2] Group 2: Chinese Stock Market Outlook - Goldman Sachs predicts that the Chinese stock market will continue its upward trend into 2026, although the pace of growth may slow down [4] - The report indicates a shift in the Chinese stock market cycle from "expectation-driven" to "profit-driven," with earnings growth expected to be 14% in the coming year and 12% in 2027 [4] - Analysts forecast a potential 38% increase in the Chinese stock market by the end of 2027 [4] Group 3: Commodity Market Trends - Spot gold prices surged over 2%, reaching a new historical high of $4,427.80 per ounce, while spot silver also broke through $69 per ounce, increasing by over 3% [5] - Both Brent and WTI crude oil prices rose by more than 2% [6] Group 4: Gold Market Dynamics - The recent highs in gold and silver prices are attributed to deeper factors beyond geopolitical issues, including a loose monetary cycle, high fiscal deficits, and a global manufacturing recovery [7] - Gold is viewed as a "neutral asset" amid a fragmented global financial system, with central banks purchasing gold for survival rather than just diversification [7] - Goldman Sachs analysts expect gold prices to rise further next year, with a baseline scenario of $4,900 per ounce, indicating potential upward risks [8]

Market Overview - Major US stock indices opened higher, with the Dow Jones up 0.23%, Nasdaq up 0.64%, and S&P 500 up 0.49% [1] - The seven major US tech companies saw a general increase, with Nvidia rising by 1.2% and Tesla reaching a historic high with a 3.38% increase, bringing its market value to $1.65 trillion, a cumulative increase of 57% over the last 120 trading days [3][4] Tesla Developments - Tesla's stock price reached $497.47, with a market capitalization of $1,654.5 billion and a P/E ratio of 326 [4] - Tesla signed an agreement with Matrix Renewable Energy to develop a battery storage project in the UK [3] Chinese Stock Market Outlook - Goldman Sachs predicts that the Chinese stock market will continue its upward trend into 2026, although at a slower pace [5] - Analysts expect a shift from "expectation-driven" to "profit-driven" market dynamics, with corporate earnings projected to grow by 14% in the next year and 12% in 2027, alongside a valuation expansion of around 10% [5] - The Chinese stock market could see a potential increase of 38% by the end of 2027 [5] Commodity Market Insights - Spot gold prices surged over 2%, reaching a historic high of $4,427.80 per ounce, while silver prices also broke through $69 per ounce, increasing by over 3% [6][8] - The rise in gold and silver prices is attributed to a combination of factors including a loose monetary cycle, high fiscal deficits, and a global manufacturing recovery [10] Gold Price Projections - Goldman Sachs analysts forecast that gold prices will continue to rise, with a baseline scenario of $4,900 per ounce next year, indicating potential upward risks [11] - The current price of gold is seen as part of a super cycle, with the $4,400 per ounce level possibly being a midpoint in this cycle [11]