你知道吗？就在昨晚，特斯拉的股价一口气冲到了489.88美元，创下了它上市以来的最高纪录。可你能想象吗？就在五年前的2020年，特斯拉的股价还仅仅 停留在28美元左右。五年时间，从28块到接近490块，涨了超过17倍！ 要是你当时扔进去一万块钱，现在都快能买辆 Model S 了。但讽刺的是，同一个晚上，代表传统经济的道琼斯指数跌了0.62%，标普500指数跌了0.24%，这 俩大哥已经连着绿了三天。一边是火箭般蹿升的科技明星，另一边是步履沉重的老牌指数，这冰火两重天的戏码，正在当下的股市里真实上演。 昨晚的美股市场，压根就不是铁板一块。道琼斯指数低开低走，盘中一度跌超过1%，最后收跌0.62%。标普500指数也跟着低开低走，收盘时跌了0.24%。它 们俩可都已经是"三连跌"了。可就在这一片绿油油里，纳斯达克指数却顽强地翻红了，虽然也是低开低走，但尾盘硬生生拉了回来，最后微涨0.23%。 这纳斯达克能翻红，特斯拉绝对是头号功臣。昨晚特斯拉自己就大涨了3.09%，几乎是以一己之力拖着指数往上走。这还不是一天两天的行情，看看走势， 特斯拉最近二十天几乎天天都在涨，股价像坐上了火箭，不断刷新历史高点。市场里热钱涌动 ...

段，观察一些关键指标来判断AI盈利拐点何时、在哪里出现，将变得非常重要，比如自由现金流。资 产负债表可以伪造，但自由现金流无法造假。" 12月17日，美股三大股指全线收跌，道指跌0.47%，标普500指数跌1.16%，纳指跌1.81%。市场焦点集 中在科技巨头的抛售潮上，尤其是与人工智能（AI）相关的公司，甲骨文、英伟达、博通等明星科技 股领跌大盘，市场对AI投资回报可持续性的担忧正在蔓延。 | 美股指数 14 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 47885.97 | 22693.32 | 6721.43 | | -228.29 -0.47% -418.14 -1.81% | | -78.83 -1.16% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7501.36 | 24965.75 | 6789.00 | | -54.97 -0.73% | +67.00 +0.27% +10.50 +0.15% | | 甲骨文成为市场焦点，股价大跌5.4%。据报道，该公司最大的数据中心合作伙伴蓝猫头鹰资本（Blue Owl Capi ...

Market Overview - The Hong Kong stock market experienced a rebound, with the Hang Seng Index closing at 25,468.78 points, up 233.37 points, a rise of 0.92% [1] - The Hang Seng Tech Index closed at 5,457.95 points, increasing by 55.44 points, a gain of 1.03% [3] Capital Flow - Despite the market rebound, trading volume remained low, with total turnover exceeding 180 billion HKD, indicating that the main buying force was from southbound funds [5] - Southbound funds recorded a net purchase of 7.909 billion HKD in Hong Kong stocks, marking the largest single-day net inflow in December [5] Sector Performance - Airline stocks showed strong performance, with China Southern Airlines rising over 5%, Air China increasing over 4%, and China Eastern Airlines up over 3% [7] - Domestic airlines reported impressive passenger load factors for November, with China Eastern Airlines at 87.37%, up 3.04 percentage points year-on-year; China Southern Airlines at 86.29%, up 1.36 percentage points; and Air China at 83.3%, up 4 percentage points [7] - Insurance stocks saw gains in the afternoon, with China Life Insurance rising over 4% [8] - The semiconductor sector rebounded, with Hua Hong Semiconductor increasing over 3% and SMIC up over 2% [8] Analyst Insights - CITIC Securities noted that the passenger load factors for airlines during the off-peak season were high, ranging from 85.3% to 93.2%, and highlighted the potential for improved profitability in the fourth quarter due to recovering business demand and stable exchange rates [8] - Standard Chartered maintains an "overweight" rating on Chinese stocks, predicting the Hang Seng Index will range between 28,000 and 30,000 points over the next 12 months [9] - Ping An International observed that the sentiment index for the Hong Kong market has been volatile since November, with the forward P/E ratio for the Hang Seng Index at 12.7 times, down 5% from its peak earlier in the year [9]

另一方面，军工股、燃气股、水务股全天低迷，此外，全市场超20只个股跌超10%以上，其中广联科技 控股尾盘一度大跌超37%。(格隆汇) 盘面上，连续走低拖累大市下跌的大型科技股普遍拉升回暖，其中，美团、快手、百度涨近2%，腾 讯、京东、阿里巴巴均涨超1%；机构指中长期行业景气改善有望传导至票价提升，航空股全天强势领 涨，中国南方航空盘中曾涨超8%；国寿集团指出，要发挥保险资金长期资本优势，保险股午后发力明 显，中资券商股、内银股等权重集体拉升助力大市止跌回暖；半导体股、苹果概念股、纸业股、影视 股、铝业股、黄金股表现活跃。 港股午后三大指数快速拉升回暖，结束2连跌行情。恒生科技指数尾盘一度涨至1.4%，最终收涨 1.03%，恒生指数、国企指数分别上涨0.92%及0.98%。 ...

Market Performance - The three major US stock indices showed mixed performance, with the Dow Jones and S&P 500 both declining, while the Nasdaq saw a slight increase driven by technology stocks [1] - The Dow Jones Industrial Average fell by 0.62% to 48,114.26 points, the S&P 500 decreased by 0.24% to 6,800.26 points, and the Nasdaq Composite rose by 0.23% to 23,111.46 points [2] Tesla's Performance - Tesla's stock reached a new all-time high, closing up 3.07%, with a market capitalization surpassing $1.6 trillion, making it the seventh-largest company in the US by market value [2] - The strong performance of Tesla is attributed to multiple favorable factors, including plans to produce battery cells in Germany starting in 2027 and optimistic market expectations regarding its autonomous driving and robotics businesses [2] - Morgan Stanley's latest report predicts that Tesla's Robotaxi fleet will grow from a few vehicles to approximately 1,000 by 2026, further boosting investor confidence [2] Broader Technology Sector - The overall performance of large technology stocks was strong, with the Wande American Technology Seven Giants Index rising by 0.45% [3] - Notable stock movements included Meta rising by 1.49%, Nvidia by 0.81%, Microsoft by 0.33%, Apple by 0.18%, and Amazon slightly increasing by 0.01%, while Google A shares fell by 0.54%, making it the weakest performer among tech giants [3] Commodity Market - In the commodity market, oil prices fell to their lowest levels since 2021, with WTI crude oil futures dropping to $55.27 per barrel, a decrease of 2.73% [4] - The decline in oil prices is attributed to increased possibilities of peace talks between Russia and Ukraine, leading to reduced geopolitical risk premiums [4] - Gold prices rose by 0.2% to $4,310.21 per ounce, driven by expectations of interest rate cuts and a weaker dollar [5] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell by 0.34%, with Alibaba down 0.53%, Pinduoduo down 1.25%, and NetEase down 1.85%, while Baidu, NIO, and Xpeng saw slight increases [5] - Notably, Pony.ai's stock surged by 7.28%, becoming the standout performer among Chinese stocks [5] Economic Data - The US Labor Department reported an increase of 64,000 non-farm jobs in November, slightly above market expectations, while the unemployment rate rose to 4.6%, higher than the expected 4.5% [6] - Retail sales in October remained flat, below economists' expectations for a 0.1% increase [6] - Following the economic data release, market expectations for a Federal Reserve interest rate cut in January increased slightly to 31% [7]

Core Insights - The Chinese postal industry has seen a significant increase in delivery volume and revenue in the first 11 months, with a total of 196.75 billion items delivered, marking a year-on-year growth of 12.9% [1] - The express delivery sector specifically achieved a volume of 180.74 billion items, reflecting a year-on-year growth of 14.9% [1] - Total revenue for the postal industry reached 1,632.73 billion yuan, with express delivery revenue at 1,355.06 billion yuan, showing growth rates of 6.7% and 7.1% respectively [1] Group 1: Investment Opportunities - Guosheng Securities identifies two main investment themes in the express delivery sector: 1) International expansion, driven by explosive growth in overseas e-commerce GMV, which is expected to boost delivery volumes significantly [1] 2) "Anti-involution" dynamics, where the slowing growth rate due to increased competition and rising prices is leading to a concentration of market share among leading companies, enhancing their competitive strength and profitability [1] Group 2: Industry Trends - Zhongtai Securities highlights that the combination of "anti-involution" and automation is improving operational quality in the express delivery industry, with expectations for enhanced profitability due to potential policy support [2] - The trend towards automation, particularly in the deployment of unmanned vehicles by major logistics players like JD, Cainiao, and SF Express, is anticipated to accelerate industry transformation, supported by policy initiatives, technological advancements, and capital investment [2]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美媒：沃勒将于周三接受特朗普的面试 美财长贝森特：猜测美联储主席人选将于明年1月初公布 特朗普明日将在黄金时段发表全国讲话，或预告新年政策 美国威胁对欧盟数字服务税计划实施报复 中央财办：扩大内需是明年排在首位的重点任务 发改委：大力提升居民消费意愿，深入实施提振消费专项行动 "亚洲锂都"又现大动作 美国11月失业率创四年新高 360掀"假账风波"，周鸿祎声明：极端失实，影响恶劣 市场盘点 周二，由于非农数据喜忧参半，美元指数在美盘中一度跳水跌破98关口，但随后收复大部分失地，最终收跌0.06%，报98.21；基准的10年期美债收益率最终 收报4.145%，对美联储政策利率敏感的2年期美债收益率收报3.500%。 现货黄金盘中一度重回4330美元上方，但未能站稳此处，再次回至4300大关附近震荡，最终收跌0.07%，报4302.36美元/盎司；现货白银在亚盘大跌后小幅 反弹，最终收跌0.54%，报63.72美元/盎司。 因供应过剩的忧虑仍在持续，而且俄罗斯与乌克 ...

1 隔夜市场 美股三大指数收盘涨跌不一，道指跌0.63%，纳指涨0.23%，标普500指数跌0.24%，特斯拉涨超3%创上市以来新高，Meta涨超1%；加密货币概念、计算 机硬件板块涨幅居前，Hut 8涨近4%，Strategy、SanDisk涨超3%，昆腾涨近3%，戴尔科技涨超2%，西部数据、惠普涨超1%；油气、能源板块跌幅居前， 英国石油跌超4%，壳牌、埃克森美孚、雪佛龙跌超2%。纳斯达克中国金龙指数跌0.34%，中概股涨跌不一，知乎涨超3%，金山云涨超2%，爱奇艺、网 易、世纪互联、拼多多跌超1%。 每经记者｜范芊芊 每经编辑｜陈柯名 陈鹏程 王晓波 标题点睛： 美股三大指数收盘涨跌不一，道指跌0.63%，纳指涨0.23%，标普500指数跌0.24%，特斯拉涨超3%创上市以来新高。 国际油价大幅下挫，截至发稿时，美油主力合约跌2.99%，报55.12美元/桶；布伦特原油主力合约跌2.86%，报58.83美元/桶。 12月16日新华社消息，针对内需发展现状如何？提振消费、扩大投资的空间和动力在哪里？中央财办有关负责同志表示，扩大内需是明年排在首位的重点 任务。今年我国内需总体保持稳健，前三季度内需对经济增 ...

Group 1: Company Announcements - Haiyou New Materials plans to establish a wholly-owned subsidiary and invest 300 million yuan in a polymer special adhesive film production project in Chengdu, which aims to optimize resource allocation and production capacity layout [4] - Dekeli's board member plans to reduce holdings by no more than 100,000 shares, representing a reduction of 0.0632% of the company's total shares [5] - Saiwei Microelectronics announced that its actual controller and associated parties plan to reduce their holdings by no more than 1% of the company's total shares [3] Group 2: Technology Developments - Zhongke Shuguang has launched the world's first single-cabinet 640-card super node scaleX640, which can be combined to form a thousand-card computing unit, achieving a 20-fold increase in computing density compared to traditional solutions [5] - Haiguang Information's Haiguang DCU has over 99% operator coverage, compatible with CUDA, and supports a wide range of model training and inference scenarios [5] Group 3: Market Reactions - The Hang Seng Technology Index experienced a significant drop, with major companies like Alibaba, Tencent, JD.com, and Meituan seeing increased declines due to rumors regarding stricter tax recognition for high-tech companies [2] - Xpeng Motors has obtained an L3 autonomous driving road test license in Guangzhou, marking a step towards regular L3 road testing [2] Group 4: Financing Activities - Jiangfan Guizhi completed nearly 100 million yuan in Pre-A round financing to advance the production line construction and technology iteration of silicon-carbon anode materials [6] - Benait completed several million yuan in A++ round financing, focusing on the development and production of silicon-based liquid crystal optical devices [7] - Aosaire Biopharmaceutical completed several million yuan in Pre-A round financing to support the development of new imaging contrast agents and integrated therapeutic drugs [9]

部分港股智能驾驶概念股走强，浙江世宝AH股齐涨。截至收盘，浙江世宝A股涨停，港股涨逾12%；佑驾创新涨超8%。 此外，果下科技(02655.HK)今日首日上市，截至收盘大涨118%。 亚太主要股指今日跳水，港股主要股指今日再度下挫，恒生科技指数盘中一度大跌至2.7%。截至收盘，恒生指数收跌1.54%，恒生科技指数收跌1.74%， 双双刷新近期阶段低位。 盘面上，大型科技股持续下挫，商汤-W跌6%，阿里巴巴跌近3%，京东、网易、小米集团均跌超2%，百度、美团均跌超1%以上。腾讯控股今日跌 1.08%，盘中股价跌破600港元/股。 黄金股也全线调整，潼关黄金跌6.92%，紫金黄金国际跌6%，赤峰黄金跌超5%，珠峰黄金跌超3%，紫金矿业跌4.41%。 | < ロ | [HK]贵金属指数(887674) | | O | | --- | --- | --- | --- | | | 6543.70 -291.32 -4.26% | | | | 资料 | 成分 资讯 相关基金 | | 月度收益 | | 名称 | | 现价 | 涨跌幅 == | | 潼关黄金 | | 2.690 | -6.92% | | 0340.HK | ...