扬子晚报网12月10日讯(记者范晓林)今天是周三，昨天安记食品（603696）6连板，龙洲股份 美股三大指数收盘涨跌不一摩根大通跌超4% 美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.13%，标普500指数跌0.09%，谷歌、博通、特斯 拉涨超1%，Meta跌超1%。贵金属、加密货币板块涨幅居前，泛美白银涨超11%，美洲白银公司涨超 7%，Hut8、金田涨超4%，Strategy涨超2%。生物技术、减肥药、多元化银行板块走低，硕迪生物、摩 根大通跌超4%，安进跌超2%，礼来、辉瑞跌超1%。 2连板厦门空港：筹划收购兆翔科技100%股权 厦门空港（600897）(600897.SH)发布股票交易异常波动公告称，根据厦门市规划部署，厦门翔安国际 机场计划于2026年底正式投入使用，厦门空港所运营的厦门高崎国际机场将同步关闭，届时不再作为民 用运输机场使用。为积极应对厦门高崎国际机场转场后上市公司机场主业持续经营存在的不确定性，同 时积极响应国家鼓励上市公司向新质生产力方向转型升级的号召，公司正在筹划以自有资金收购公司控 股股东厦门翔业集团有限公司(以下简称"翔业集团")的全资子公司厦门兆翔智能科技有限公司 ...

尽管市场普遍预计美联储将在周三降息，但投资者更担心的是会后声明和未来指引是否会偏向鹰派。市场整体处于一种等待和观望状态，股债价格均窄幅 波动。 截至当地时间12月9日，美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.13%，标普500指数跌0.09%。 谷歌、博通、特斯拉涨超1%，Meta跌超1%。贵金属、加密货币板块涨幅居前，泛美白银涨超11%，Hut 8、金田涨超4%，Strategy涨超2%。生物技术、减 肥药、多元化银行板块走低，硕迪生物、摩根大通跌超4%，安进跌超2%，礼来、辉瑞跌超1%。 摩根大通明年成本支出超预期，警告当前的消费者环境"略显脆弱"。 纳斯达克中国金龙指数收跌1.37%，热门中概股多数下跌，百度跌超4%，小鹏汽车、理想汽车跌超3%，哔哩哔哩跌超2%，蔚来、阿里巴巴跌超1%。 WTI原油期货收跌1.07%，报58.25美元/桶。布伦特原油期货收跌0.88%，报61.94美元/桶。 EIA短期能源展望报告预计2025年布伦特原油价格为68.91美元/桶，此前预计为68.76美元/桶；预计2026年为55.08美元/桶，此前预计为54.92美元/桶。预计 2025年WTI原油价格为 ...

尽管市场普遍预计美联储将在周三降息，但投资者更担心的是会后声明和未来指引是否会偏向鹰派。市场整体处于一种等待和观望状态，股债价格均窄幅 波动。 截至当地时间12月9日，美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.13%，标普500指数跌0.09%。 谷歌、博通、特斯拉涨超1%，Meta跌超1%。贵金属、加密货币板块涨幅居前，泛美白银涨超11%，Hut 8、金田涨超4%，Strategy涨超2%。生物技术、减 肥药、多元化银行板块走低，硕迪生物、摩根大通跌超4%，安进跌超2%，礼来、辉瑞跌超1%。 摩根大通明年成本支出超预期，警告当前的消费者环境"略显脆弱"。 纳斯达克中国金龙指数收跌1.37%，热门中概股多数下跌，百度跌超4%，小鹏汽车、理想汽车跌超3%，哔哩哔哩跌超2%，蔚来、阿里巴巴跌超1%。 WTI原油期货收跌1.07%，报58.25美元/桶。布伦特原油期货收跌0.88%，报61.94美元/桶。 EIA短期能源展望报告预计2025年布伦特原油价格为68.91美元/桶，此前预计为68.76美元/桶；预计2026年为55.08美元/桶，此前预计为54.92美元/桶。预计 2025年WTI原油价格为 ...

Market Movement - Bitcoin (BTC) surged back to $94,000, gaining over $3,000 in less than an hour and up 4% over the past 24 hours [1] - Ethereum's ether (ETH) increased by 5% during the same period, while Cardano (ADA) and Chainlink (LINK) saw even larger gains [1] Related Asset Performance - Silver reached record highs above $60 per ounce, while broader equity markets remained flat [2] - Crypto stocks followed Bitcoin's advance, with Galaxy (GLXY) and CleanSpark (CLSK) leading gains of over 10%, and Coinbase (COIN), Strategy (MSTR), and BitMine (BMNR) up 4%-6% [2] Market Sentiment and Analysis - The recent price movement may indicate seller exhaustion, as BTC had been selling off alongside the opening of U.S. markets for weeks [3] - "Deeply defensive" positioning in crypto derivatives markets suggests investor concerns about further weakness, contributing to the rapid price recovery [3] Investor Demand Indicators - The Coinbase bitcoin premium has turned positive, indicating a resurgence in U.S. investor demand [4] - BTC's daily price gain outpaced the rise in open interest on the derivatives market, suggesting that spot demand is driving the rally rather than leverage [5] Economic Context - The Federal Reserve is expected to lower benchmark interest rates by 25 basis points, which could enhance risk appetite in the markets [5]

The Morning Minute (12.9)Powered by @yeet⏰Top News:-Crypto majors fall 1-3%; BTC at $90,600-The CFTC to pilot tokenized collateral with BTC, ETH & USDC used as collateral-Saylor ($963M) and Tom Lee ($429M) both buy big last week-BlackRock files S-1 for ETH staking ETF ‘ETHB’-Stripe rolls out stablecoin payments across EVM networks🌎 Macro Crypto and Memes-Crypto majors are slightly red; BTC -1% at $90,600; ETH even at $3,130, BNB -2% at $888, SOL -3% at $133-ZEC (+11%), ADA (+3%) and DASH (+3%) led top mover ...

Group 1 - Leading whales on Hyperliquid have shifted from very bearish to slightly bearish, with cumulative long positions reaching $2.14 billion and short positions at $2.43 billion [1][2] - Smaller wallets, totaling over 300,000 addresses, are strongly bullish, indicating a potential increase in market volatility due to whale influence on token prices [2] - A notable Bitcoin whale increased their Ethereum long position to 67,103 ETH, valued at approximately $210 million, reflecting a significant bullish sentiment [2][3] Group 2 - The crypto market has been in bearish conditions since the October 10 selloff, with Bitcoin trading 29% below its all-time high, although a recent break above $92,000 is viewed positively by analysts [4] - Strategy, a leading Bitcoin treasury company, purchased 10,624 BTC on December 8, contributing to a cooling of bearish sentiment in the market, while total crypto liquidations decreased by 57% to $208 million [5] - Lower liquidations suggest reduced speculation, with traders awaiting macro catalysts such as the upcoming US CPI report scheduled for December 10 [6]

Company Strategy - Strategy CEO states selling Bitcoin is a last resort, only if mNAV falls below 1x, alternative financing is inaccessible, and preferred dividend obligations must be met [1] - The company prioritizes market sentiment and narrative, strongly preferring not to be "the company that sells Bitcoin" [1] - Selling Bitcoin is considered only after all other funding channels are exhausted [1] Bitcoin Holding - The company theoretically has the ability to sell Bitcoin [1] Source - The information is based on an interview with Strategy CEO Phong Le on November 28, 2025 [1]

Fun Fact: Public companies own over 5% of $BTC total supply, with Strategy alone accounting for 3%. https://t.co/dttk9okrYo ...

Core Viewpoint - The article discusses the challenges faced by Strategy, a company heavily invested in Bitcoin, as its stock price declines significantly, leading to a potential need to sell part of its Bitcoin holdings [4][10]. Group 1: Company Overview - Strategy has accumulated 650,000 Bitcoins, but the recent drop in cryptocurrency prices poses a serious threat to its financial model [4]. - The company's stock price has fallen nearly 60% from its peak of $127 billion in July, leading to a valuation that is only 1.16 times its Bitcoin holdings, down from 2 times in June [7][8]. Group 2: Market Dynamics - The premium of Strategy's stock over its Bitcoin holdings has reached a five-year low, indicating a potential collapse of its business model if the premium disappears [4][5]. - The company has raised billions through convertible bonds and equity to fund its Bitcoin purchases, which has now become a financial weakness as the market for cryptocurrencies declines [7]. Group 3: Financial Strategies - Strategy's CEO, Michael Saylor, acknowledges the importance of maintaining a premium and suggests that selling equity is the most effective strategy when the company's value exceeds its net asset value [8]. - The company has recently established a significant cash reserve of $1.4 billion to cover future dividend and interest payments, marking a shift in its financial strategy [12]. Group 4: Future Outlook - Analysts suggest that the recovery of Strategy's stock premium is contingent on the performance of the cryptocurrency market, particularly if Bitcoin surpasses its historical high of $125,000 [13][14]. - The upcoming decision by MSCI regarding the inclusion of Strategy in its index could significantly impact the company's market value, with estimates suggesting a potential $9 billion loss if excluded [14].

Monetary Policy & Interest Rates - Standard Chartered now anticipates a 25 bps (0.25%) rate cut by the Federal Reserve on Wednesday [1] Cryptocurrency & Digital Assets - Bank of America, Wells Fargo, and Citigroup CEOs are scheduled to discuss crypto market legislation with senators on Thursday [1] - The CFTC has initiated a pilot program allowing BTC, ETH, and USDC to be used as tokenized collateral in U.S derivatives markets [1] - Circle is partnering with Bybit to enhance USDC adoption and liquidity within Bybit's ecosystem [1] - Tether's USD₮ is now officially recognized by Abu Dhabi's ADGM for regulated multi-chain use, including TON, TRON, Polkadot, and Near [1] - BlackRock has filed for a staked ETH ETF [1] Company Initiatives & Holdings - Hyperliquid Strategies Inc has announced a $30 million stock buyback program [1] - BitMine increased its ETH holdings by 138,452, bringing its total to 386 million ETH [1] - Strategy added 10,624 BTC this week, increasing its total holdings to 660,624 BTC [1] Regulatory Developments - The SEC has concluded its two-year investigation into Ondo Finance [1]