欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 12月6日收盘：美股收高道指涨100点 三大指数本周均录得涨幅 12月6日美股成交额前20：英伟达称大模型厂商多是其间接客户 12月6日热门中概股普涨 百度涨5.85%，腾讯音乐跌0.72% 原油期货周四上涨，降息预期与乌克兰和谈停滞支撑油价 白银价格创新高 欧洲股市连续第二周上涨 市场看好美联储12月降息 宏观 美国官员证实特朗普会见墨西哥和加拿大领导人 巴西前领导人博索纳罗支持其长子竞选总统 巴西资产跌幅扩大 美国最高法院将审理特朗普限制自动出生公民权一案 美国10月消费者信贷环比增加91.78亿美元 低于预期 哈塞特支持改革地区联储行长选拔要求 预测明年美国经济将繁荣 克里姆林宫希望获得美国对与乌克兰会谈的分析 欧洲央行管委Villeroy认为通胀下行风险大于上行风险 美国9月消费支出几无增长 核心PCE通胀率符合预期 公司 SpaceX洽谈出售股份 公司估值升至8000亿美元 网飞收购华纳兄弟探索公司资产 OpenAI在谷歌Gemini崛起后匆忙推出GPT-5.2 马斯克表示未来可在全自动驾驶状态下发送短信 花旗集团市净率七年来首次升至1 拉 ...

Group 1: Nvidia - Nvidia's stock closed down 0.53% with a trading volume of $25.905 billion, with CFO Colette Kress highlighting that over 50% of the company's revenue comes from large cloud service providers (CSPs) [1][9] - Kress emphasized the ongoing need for computational resources among model developers, who must consider profitability and funding while ensuring sufficient computational capacity for future demands [1][9] Group 2: Tesla - Tesla's stock increased by 0.10% with a trading volume of $25.506 billion, as CEO Elon Musk confirmed that the Full Self-Driving (FSD) system now allows users to send text messages while driving under certain conditions [1][10] Group 3: Meta Platforms - Meta Platforms' stock rose by 1.80% with a trading volume of $14.051 billion, following reports that the company plans to cut its metaverse department budget by up to 30%, which analysts view positively as a sign of financial discipline [2][10] - The potential layoffs may affect Meta's virtual reality division, indicating a focus on efficiency and growth [2][10] Group 4: Netflix and Warner Bros - Netflix's stock fell by 2.89% with a trading volume of $13.054 billion, as the company announced a deal to acquire Warner Bros, including its film and television studios, for a total enterprise value of approximately $82.7 billion [2][10][11] - The acquisition will be financed through cash and stock, with Warner Bros shares valued at $27.75 each, translating to an equity value of $72 billion [2][10] Group 5: Other Companies - Broadcom's stock increased by 2.42% with a trading volume of $9.063 billion, as Oppenheimer raised its target price from $400 to $435 [12] - Palantir's stock rose by 2.16% with a trading volume of $5.697 billion, marking a 7.9% increase over the week [13] - Micron's stock increased by 4.66% with a trading volume of $4.918 billion, announcing a complete exit from its Crucial consumer storage business by March 2026 [14] - TSMC's stock rose by 0.61% with a trading volume of $3.041 billion, with the U.S. Commerce Secretary stating that TSMC will increase investments in the U.S. [15]

Core Viewpoint - Meta Platforms plans to cut up to 30% of the budget for its Reality Labs division, which may impact Horizon Worlds and shift focus towards AI wearable devices [1][1]. Group 1: Budget Cuts and Strategic Shift - The company is considering significant reductions in its metaverse resources, which may include layoffs as early as January [1][1]. - This decision reflects a strategic shift after years of substantial investments in the metaverse [1]. Group 2: Future Focus - The emphasis will likely move towards the development of artificial intelligence wearable devices [1]. - Deeper cuts to Reality Labs are being contemplated, indicating a potential reevaluation of the company's priorities in the tech landscape [1].

然而，在当前外部环境日趋复杂多变、国内发展模式转型的背景下，大力提振消费不仅是稳增长的当务 之急，也是构建新发展格局的战略选择，兼具重要性与紧迫性。 "三新"试点的提出，是对上述重要性、紧迫性的积极回应，也是对当前消费市场高质量发展存在的短 板、难题的主动作为。 中国数实融合50人论坛智库专家洪勇对《证券日报》记者表示，一方面，消费恢复的基础尚不牢固，预 防性储蓄倾向明显，居民消费能力和信心有待进一步提升；另一方面，传统消费业态难以满足日益个性 化、品质化、体验化的消费需求，消费结构亟须优化升级。 12月4日，商务部新闻发言人何亚东在例行新闻发布会上表示，我们将加快推进消费新业态新模式新场 景试点和国际化消费环境建设工作，打造更加舒适、便捷的消费环境。 此前，相关政策举措已经出台。9月30日，财政部、商务部联合发布《关于开展消费新业态新模式新场 景试点工作的通知》(以下简称《通知》)，主要支持试点城市在健全首发经济服务体系等三个方面开展 创新探索；11月20日，商务部服贸司、财政部经济建设司发布了《消费新业态新模式新场景试点城市公 示名单》(以下简称《名单》)，北京、天津、上海、重庆等50个城市在列，公示时间 ...

【#Meta拟大幅削减元宇宙部门预算##Meta元宇宙部门亏损超700亿美元#】据彭博社4日报道，美国脸 书母公司Meta计划大幅削减元宇宙部门2026年度预算，以全力投入AI竞争。长期以来，Meta的元宇宙 业务一直不被投资者看好，他们认为这一项目耗资巨大，同时受到监管机构的关注。元宇宙业务隶属于 公司的增强现实部门，这一部门主要负责虚拟现实头显、增强现实眼镜等开发和研究。数据显示，自 2021年初以来，该部门已累计亏损超过700亿美元。 转自：贝壳财经 ...

2021年，扎克伯格甚至为了这一愿景，将公司名称从Facebook改为Meta。彼时该公司表示，改名是为了重塑品牌，转而专注于构建一个虚拟现实的共享环 境。Meta希望将超30亿人的社交媒体用户群发展成新业务的受众，未来他们能通过增强和虚拟现实软件驱动的设备来享受沉浸式数字体验。 然而，随着元宇宙概念很快"熄火"，并淡出主流视野，Meta近年来受困于将"元宇宙打造成下一代互联网"的愿景，并难以将VR头显等设备从游戏社区等 小众领域推广至主流消费市场。 扎克伯格昔日战略核心面临大规模收缩。 当地时间12月4日美股，据彭博社报道，Meta创始人兼首席执行官扎克伯格将大幅削减构建元宇宙的资源投入，公司管理层正考虑将元宇宙部门明年的预 算削减最多30%。这一调整或在明年1月引发Meta新一轮裁员，但最终执行细节尚未敲定。 另外，除削减元宇宙投入资源，扎克伯格还要求公司高管在全公司范围内削减10%的成本预算，但这是过去几年类似预算周期中的常规要求。 作为元宇宙领域先锋之一，扎克伯格对元宇宙概念倾注了极大的热情与野心，曾一度将Meta元宇宙项目定位为公司未来。 这样的业绩表现直接引发了Meta投资者的广泛质疑，在他们看来 ...

东超科技成立于2016年8月，位于合肥市高新区，是全球虚拟现实技术领军企业、元宇宙领域独角兽企 业。公司自主研发的"无介质空中悬浮成像"技术打破国际垄断，填补国内空白，将科幻电影场景变为现 实。"无介质空中悬浮成像"技术应用光场重构原理，提出基于矩阵光波导的空中成像方法，依托自主研 发的具有负折射功能效应的新型材料（负折射平板透镜），集成相关交互技术后，实现了空中精准复杂 交互式成像系统。该技术具备实用性和创新性，"实用性"体现在可将传统实体屏幕信息投射在空中精准 操作，避免接触式交叉感染风险；"创新性"具体体现在其科技含量高、空中互动性强、视觉冲击力大等 优势，将为传统产业的屏显转型升级提供高性价比的替代选项。技术可广泛应用在智能座舱、医疗卫 生、民生工程、智慧家居、展览展示等领域。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 公布日 | 投资方 | 交易金额 | 融资轮次 | | --- | --- | --- | --- | | 2025-12-02 | 海更集团 | 数千万人民币 | B++轮 ...

Core Viewpoint - The article discusses the challenges faced by NVIDIA and its CEO Jensen Huang in the current market environment, highlighting the high expectations from investors and the pressure to deliver consistent performance amidst concerns about sustainability and potential AI bubble risks [4][5][6]. Group 1: NVIDIA's Market Position and Challenges - Huang expressed frustration that the market does not fully recognize NVIDIA's impressive quarterly performance, indicating that the company is in a "no-win" situation where any slight underperformance could lead to significant market repercussions [4][7]. - In November, NVIDIA's stock price fell by 9%, and over the past month, it has dropped more than 13%, despite reporting a 62% year-over-year revenue growth and a 65% increase in net profit, surpassing Wall Street expectations [7][10]. - Huang's comments reflect a broader concern that the company is seen as a pillar supporting the global stock market, with any negative performance potentially being interpreted as evidence of an AI bubble [7][10]. Group 2: Historical Context and Comparisons - The article draws parallels between NVIDIA's current situation and the past experiences of Intel and Microsoft, both of which faced similar market pressures despite strong performance [10][12]. - Historical examples are provided, such as Microsoft's stock drop in 1996 despite strong earnings due to concerns about future growth, illustrating how market sentiment can impact stock prices regardless of actual performance [13][14]. - The narrative also includes Apple's experience during the mobile era, where even strong financial results did not prevent stock price declines due to market skepticism about future demand [18][19]. Group 3: Competitive Landscape in AI - The article highlights the competitive dynamics in the AI sector, with major players like Google, Meta, and Amazon also vying for leadership, indicating a fierce battle for market share and technological supremacy [23][26]. - Google's advancements with its TPU technology are noted as a significant threat to NVIDIA, as TPU offers lower costs and higher efficiency compared to NVIDIA's GPUs, potentially allowing Google to capture NVIDIA's customers [26][27]. - The ongoing "driver's seat" competition in the AI landscape is emphasized, with various companies positioning themselves to challenge NVIDIA's dominance, reflecting a rapidly evolving industry [23][34].

Core Viewpoint - Meta is planning to reduce its metaverse budget by 30% by 2026, reallocating funds to AI glasses and wearable devices, with potential layoffs in the metaverse division starting as early as January [2][5][6] Group 1: Budget Cuts and Resource Reallocation - The reduction in the metaverse budget is part of Meta's overall budget planning for 2026, with a goal of achieving a 10% overall cost reduction across departments [6] - The metaverse division, which includes products like Meta Horizon Worlds and Quest VR hardware, is expected to face significant cuts due to underperformance and high spending [5][6] - Meta's spokesperson indicated that the company is shifting investments from the metaverse to AI glasses and wearable devices, citing positive progress in these areas [5] Group 2: Financial Performance and Market Reaction - As of December 4, Meta's stock price rose by 3.43% to $661.53 per share, with a market capitalization of $1.67 trillion [2] - The Reality Labs division, which encompasses the metaverse projects, has incurred losses exceeding $70 billion since early 2021 [7] Group 3: Leadership and Strategic Focus - Meta has made leadership changes, moving executives from the metaverse division to focus on AI products, indicating a strategic shift towards AI and consumer hardware [8][9] - The company is expected to invest hundreds of billions in data centers and AI development in the future, reflecting a pivot away from the metaverse [9]

Core Viewpoint - Meta is planning to reduce its investment in the metaverse by 30% by 2026, reallocating funds to AI glasses and wearable devices, with potential layoffs in the metaverse division starting as early as January [1][5][9] Group 1: Budget Cuts and Resource Allocation - Meta's management is considering a budget cut of 30% for the metaverse segment, which could lead to layoffs of 10% to 30% of the department's workforce [1][5] - The savings from the metaverse budget will be redirected to other projects within the Reality Labs department, particularly AI glasses and wearable devices [5][9] - The budget reduction is part of the overall budget planning for 2026, with a goal of achieving a 10% cost reduction across departments [6] Group 2: Performance and Strategic Shift - The Reality Labs division has incurred losses exceeding $70 billion since early 2021, indicating ongoing financial challenges [7] - Meta's focus is shifting towards consumer hardware development, with the hiring of Alan Dye from Apple to lead a new design studio for hardware, software, and AI interface integration [7][8] - The company has already made management adjustments within the metaverse division, indicating a strategic pivot towards AI and augmented reality [8][9] Group 3: Market Response and Future Outlook - Following the announcement of budget cuts, Meta's stock price rose by 3.43%, closing at $661.53 per share, with a market capitalization of $1.67 trillion [2] - Meta's metaverse vision has faced skepticism from investors and regulatory scrutiny, leading to a reassessment of its long-term strategy [6][9] - The company is expected to invest hundreds of billions in data centers and AI development in the future, signaling a commitment to AI and consumer hardware over the metaverse [9]