智通财经APP获悉，芝加哥联储主席古尔斯比对11月通胀报告予以肯定，称这份报告显示物价压力正逐 步缓解，其中包含"诸多积极信号"。 美国劳工统计局周四早些时候发布的数据显示，美国核心通胀同比增速回落至2021年初以来的最低水 平。截至11月，美国整体消费者物价指数(CPI)同比上涨2.7%，较截至9月的3%涨幅有所收窄。不过经 济学家提醒，政府停摆事件导致这些数据的准确性受到干扰。 古尔斯比指出，若未来就业市场保持稳定，且通胀走势持续向美联储目标靠拢，他将对"适度"降息持开 放态度。 "虽然这仅是单月数据，我们不应过度解读单月波动，但11月的数据确实可圈可点，"古尔斯比周四在接 受采访时如此表示。 在美联储11月议息会议上，多数委员投票支持降息，古尔斯比则持反对意见。他当时更倾向于维持利率 不变，核心顾虑在于通胀水平仍高于美联储设定的2%目标。此后古尔斯比进一步表态称，要确认通胀 已实质性回落至符合降息条件的水平，还需等待更多经济数据佐证。 ...

Group 1: Technology Stocks Performance - Major tech stocks experienced a collective rise, with Tesla increasing over 3%, Amazon and Facebook rising over 2%, and Google and Nvidia gaining nearly 2% [2] - Chip stocks saw widespread gains, with Micron Technology up over 10%, TSMC rising nearly 3%, and ASML increasing over 2% [2] Group 2: Individual Stock Movements - Micron Technology's stock price reached $248.55, reflecting a 10.21% increase [3] - Tesla's stock price was $483.37, marking a 3.45% rise [3] - Amazon's stock price was $226.76, with a 2.48% increase [3] - Facebook's stock price was $664.45, showing a 2.30% rise [3] - Nvidia's stock price was $174.14, reflecting a 1.87% increase [3] - AMD's stock price was $201.06, with a 1.49% rise [3] Group 3: Chinese Stocks and Indices - The Nasdaq Golden Dragon China Index rose by 0.97%, indicating a positive trend for Chinese stocks [2] - Individual Chinese stocks such as BOSS Zhipin increased over 5%, while XPeng Motors and Hesai Technology rose nearly 3% [2] Group 4: Trump Media Technology Group - Trump Media Technology Group's stock surged over 40% following the announcement of a merger agreement with TAE Technologies, expected to complete by mid-2026 [4] Group 5: Commodity Prices - WTI crude oil futures closed up 0.38% at $56.15 per barrel, while Brent crude oil futures rose 0.23% to $59.82 per barrel [5] - COMEX gold futures fell 0.23% to $4363.9 per ounce, and COMEX silver futures dropped 2.17% to $65.45 per ounce [6] Group 6: Cryptocurrency Market - Major cryptocurrencies experienced declines, with Bitcoin dropping below $85,000, currently priced at $85,340 per coin [7][8] - Over the past 24 hours, more than 160,000 traders faced liquidation, totaling approximately $549 million [8] Group 7: Economic Indicators - The U.S. Consumer Price Index (CPI) for November rose 2.7% year-on-year, down from 3% in September, with food prices increasing by 2.6% and energy prices by 4.2% [9] - The core CPI, excluding food and energy, increased by 2.6% year-on-year [9] - The probability of a 25 basis point rate cut by the Federal Reserve in January is 26.6%, with a 73.4% chance of maintaining current rates [9]

（文章来源：新华财经） 该行并未排除未来进一步降息的可能性，但表示将"评估后续调整的时机"。声明称，委员会将审慎评估 将于明年1月生效的增税和关税上调对通胀的影响，但预计对物价的影响"将是暂时的，且未必呈线性关 系"。由于服务业通胀放缓速度较预期更为渐进，该行上调了对2025年第四季度及2026年上半年的通胀 预测，但仍预计通胀将在明年第三季度达到3%的目标，同时指出通胀前景的风险仍偏向上升。 新华财经北京12月19日电当地时间周四，墨西哥央行宣布降息，同时暗示在进一步降息前可能暂停行 动。货币政策委员会以4比1的投票结果，将基准利率下调25个基点至7%，为三年半以来最低水平。 ...

英国央行以微弱多数票通过降息决定，在经济数据疲软与通胀压力持续的双重考验下，货币政策委员会 内部分歧加剧。 周四，英国央行宣布降息25个基点，将政策利率降至3.75%，为2023年2月以来最低水平，符合预期。 这是英国央行会自8月以来首次降息，此前两次会议均维持利率不变。 值得注意的是，5-4的投票结果凸显出政策制定者对未来路径的不确定性。央行行长贝利立场转变，站 在了委员会中较鸽派成员一边，而四位政策制定者则认为11月份3.2%的通胀率仍远高于央行2%的目 标。 另外，该行的前瞻指引也更为谨慎。央行表示，进一步宽松的程度将取决于通胀前景的演变，并强 调"围绕进一步宽松的判断将变得更加艰难"。目前，交易员缩减对英国央行降息的押注，预计明年降息 39个基点。 英国央行降息后，英国国债涨幅回吐，10年期国债收益率上升1个基点至4.48%。英国富时100指数亦回 吐涨幅，走势趋于平稳。 英国央行内部分歧加剧 市场此前普遍预期此次降息。当前英国经济数据低迷，劳动力市场走软，通胀下降速度超出预期，为降 息决定提供了支撑。 会议纪要显示，贝利行长此次投票立场的转变成为本次降息决策的关键因素。 最近数据显示，英国经济增长、 ...

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 0.14%, the S&P 500 up 0.79%, and the Nasdaq up 1.38% [1] - Major tech stocks saw collective gains, with Tesla rising over 3%, Amazon and Facebook up over 2%, and Google and Nvidia nearly 2% [3] Semiconductor Sector - Semiconductor stocks generally rose, with Micron Technology increasing over 10%, TSMC up nearly 3%, and ASML up over 2% [3] - Notable price movements included Micron at $248.55 (+10.21%), Tesla at $483.37 (+3.45%), and Amazon at $226.76 (+2.48%) [4] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.97%, with individual stocks like BOSS Zhipin up over 5% and XPeng Motors and Hesai Technology nearly 3% [3] Trump Media Technology Group - Trump Media Technology Group's stock surged over 40% following the announcement of a merger agreement with TAE Technologies, expected to complete by mid-2026 [5] Commodity Prices - WTI crude oil futures rose by 0.38% to $56.15 per barrel, while Brent crude increased by 0.23% to $59.82 per barrel [5] - COMEX gold futures fell by 0.23% to $4363.9 per ounce, and silver futures dropped by 2.17% to $65.45 per ounce [5] Cryptocurrency Market - Major cryptocurrencies experienced declines, with Bitcoin dropping below $85,000, currently at $85,340, reflecting a 0.84% decrease [6] - The total market saw over 160,000 liquidations in the past 24 hours [5] Inflation Data - The U.S. Consumer Price Index (CPI) for November rose by 2.7% year-on-year, down from 3% in September, with food prices up 2.6% and energy prices up 4.2% [7] - The core CPI, excluding food and energy, increased by 2.6% year-on-year [7] Federal Reserve Outlook - The probability of a 25 basis point rate cut by the Federal Reserve in January is 26.6%, with a 73.4% chance of maintaining current rates [8] - By March, the cumulative probability of a 25 basis point cut rises to 46.8% [8]

Market - US stock market closed higher on December 19, with the S&P 500 ending a four-day losing streak, driven by strong earnings from Micron Technology and lower-than-expected CPI data for November, which rose 2.7% year-on-year [1] - Micron Technology's stock surged 10.2% after reporting better-than-expected revenue and profit, indicating strong demand for storage chips, with the high bandwidth storage chip market projected to reach $100 billion [2] - The Philadelphia Fed manufacturing index showed poor performance, while initial jobless claims decreased, and real average weekly earnings rose 0.8% year-on-year in November [1] Company - Micron Technology reported strong demand for storage chips, with its first-quarter revenue and profit exceeding expectations, leading to a stock price increase of over 10% [15] - CarMax's second-hand car sales declined, with same-store sales down 9% year-on-year, as the company anticipates further reductions in gross margins to boost sales [12] - GE Vernova's stock rose 4.3% after Jefferies upgraded its rating to "Buy," citing optimism about its power business and electrification prospects [26] - The Federal Trade Commission (FTC) is investigating Instacart's AI-based pricing tool, which has led to a slight decline in its stock price [22] - ChatGPT mobile app user spending surpassed $3 billion since its launch in May 2023, with projections indicating a significant increase in spending in the coming years [23]

Core Insights - The U.S. Consumer Price Index (CPI) increased by 2.7% year-on-year in November, down from 3% in September, indicating a potential easing of inflation pressures [1] - Food prices rose by 2.6% year-on-year in November, while energy prices saw a higher increase of 4.2% [1] - The core CPI, which excludes volatile food and energy prices, also increased by 2.6% year-on-year in November [1] Data Interpretation - The October CPI data was not published due to the federal government shutdown, which may lead to inaccuracies in interpreting the new inflation and employment data [1] - Federal government departments resumed operations on November 13, suggesting that the data collection process may have been affected by the shutdown [1]

Market Overview - The US November CPI inflation unexpectedly slowed, with a year-on-year increase of 2.7%, lower than the expected 3.1%. The core CPI rose by 2.6%, against an expectation of 3% [4] - Major US stock indices closed higher, with the Dow Jones up 0.14%, Nasdaq rising over 310 points (1.38%), and the S&P 500 increasing by 0.79%. Notable gains were seen in large tech stocks, including Tesla (+3%), Amazon and Facebook (+2%), and Micron Technology (+10%) [4] - International oil prices saw slight increases, with WTI crude oil futures up 0.38% to $56.15 per barrel and Brent crude oil futures up 0.23% to $59.82 per barrel [6] Company News - Chow Tai Fook announced that due to market factors, some products will see price increases ranging from 4% to 15%, effective December 19 [14] - XPeng Motors reported that it has filed a police report regarding illegal electricity theft activities, with some suspects already apprehended [15] - Master Kong's CEO Chen Yingrang will retire, with Wei Hongcheng appointed as the new CEO effective January 1, 2026 [16] - Honda plans to halt production at its factories in Japan and China due to semiconductor shortages, with a five-day shutdown at its joint venture with GAC starting December 29 [18] - Trump Media Technology Group will merge with TAE Technology in an all-stock transaction, indicating a trend of convergence between technology and media sectors [19] Regulatory and Policy Updates - The Ministry of Industry and Information Technology announced plans to strengthen capacity regulation in the photovoltaic industry, aiming for a dynamic balance of production capacity by 2026 [9] - The State Council issued opinions on cracking down on illegal activities related to tobacco, aiming to purify the tobacco market environment [9] - The Ministry of Commerce confirmed that some applications for general export licenses related to rare earths have been approved, indicating a gradual easing of export controls [9]

来源：环球市场播报 特朗普周四在椭圆形办公室表示："这项举措是应美国患者的诉求推出的。这些患者饱受剧痛、不治之 症、恶性肿瘤、癫痫及神经系统疾病等病症折磨，其中包括众多因服役受伤的退伍军人，还有深受慢性 疾病困扰、生活质量严重下降的老年群体。" 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 美国核心通胀意外放缓至逾四年新低 经济学家怀疑数据因停摆而失真 美国11月核心通胀同比增幅创2021年初以来最低水平，通胀形势意外出现改善；美国联邦政府先前的停 摆加大了此份报告的解读难度。 美国劳工统计局周四公布的数据显示，11月剔除波动性较大的食品和能源的核心消费者价格指数 （CPI）同比上升2.6%，11月整体CPI同比涨幅为2.7%。 1、美国核心通胀意外放缓至逾四年新低 经济学家怀疑数据因停摆而失真 2、特朗普下令放宽大麻管制 行业获重大监管利好 3 、微软、谷歌等24家公司加入美国政府的人工智能"创世使命" 4 、美光科技涨超10%：人工智能存储需求飙升，公司直言产品已全面售罄 5、卢特尼克面临民主党议员审查 数据中心项目关联引发争议 6、特朗普称赞沃勒和鲍曼 称将在未来几周内公布美联储主席人选 美国联邦政府 ...

分组1: Economic Indicators - The consumer price index (CPI) rose by 2.7% in November, which was lower than the expected 3.1%, sparking hopes for potential easing by the Federal Reserve [1] - Core CPI increased by 2.6% over the past 12 months, below the anticipated rise of 3%, although caution is advised in interpreting this as a downward trend due to missing October data [2] 分组2: Pharmaceutical Developments - Eli Lilly announced progress in its obesity pill trials, stating that its oral GLP-1 medication helped patients maintain weight loss after switching from injections, highlighting its potential in the GLP-1 market [4] 分组3: Central Bank Actions - The Bank of England (BOE) cut rates, while the European Central Bank (ECB) held rates steady, indicating a division among central banks regarding policy direction [7] - The Bank of Japan (BOJ) is expected to raise rates to 0.75%, the highest since 1995, which could strengthen the yen but may also dampen growth [11] 分组4: Earnings Reports - Carnival is expected to report a revenue growth of over 7% year-over-year to $6.37 billion, a deceleration from the previous year's 10% increase, with earnings anticipated at 25 cents per share, marking a 79% increase from last year [9]