"展望2026年，我仍然相当乐观地认为经济将保持一个相当不错的稳定增速。如果经济能够实现这一 点，并且通胀率降至2%左右，我认为利率可以下调，古尔斯比周二在接受采访时表示。 芝加哥联储行长古尔斯比表示，预计2026年经济增长强劲，如果这种情况发生，利率应该能够进一步下 降。 "展望2026年，我仍然相当乐观地认为经济将保持一个相当不错的稳定增速。如果经济能够实现这一 点，并且通胀率降至2%左右，我认为利率可以下调，古尔斯比周二在接受采访时表示。 古尔斯比重申，他反对美联储本月初的降息决定，因为他更倾向于等待更多经济数据。 古尔斯比表示，芝加哥联储辖区的企业和消费者仍然对通胀表示担忧。 责任编辑：于健 SF069 古尔斯比重申，他反对美联储本月初的降息决定，因为他更倾向于等待更多经济数据。 古尔斯比表示，芝加哥联储辖区的企业和消费者仍然对通胀表示担忧。 责任编辑：于健 SF069 芝加哥联储行长古尔斯比表示，预计2026年经济增长强劲，如果这种情况发生，利率应该能够进一步下 降。 ...

来源：喜娜AI 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 企业动态方面，汇丰控股宣布对恒生银行私有化方案的拟定对价为155港元/股，计划对价属最终定价， 在任何情况下均不会被提高[5]。据《华尔街日报》报道，SpaceX已安排银行推介会，为可能的首次公 开募股做准备[6]。甲骨文则在第四季度达成1500亿美元的数据中心租赁协议[7]。 政策与地缘政治方面，乌克兰总统顾问透露，乌美双方团队在柏林就和平提案举行的会谈持续逾五小 时，明日将继续进行[8]。美国货币政策预期出现新动向，总统特朗普表示很快将挑选新的美联储主席 人选，新任主席或将倾向于推动利率下调[9]，同时他认为当前通胀已完全得到遏制，但需警惕通缩风 险，称"通缩在很多方面比通胀更糟糕 ...

来源：喜娜AI 一、贵金属期货 现货白银突破62美元/盎司，日内涨0.06%[3]。 二、宏观与市场影响 美国总统特朗普表示，通胀已完全得到遏制，美国不希望出现通缩，通缩在很多方面比通胀更糟糕 [4]；同时称很快将挑选新的美联储主席人选，新任美联储主席或将倾向于推动利率下调[5]。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 现货黄金突破4300美元/盎司，日内持平[1]。 纽约期金突破4330美元/盎司，日内涨0.05%[2]。 白宫国家经济委员会主任哈塞特则强调，美联储的核心职责终究是保持独立性，若沃什成为美联储主 席，希望他能在利率政策问题上与总统特朗普对话[6]。 ...

Economic Growth Forecast - The Federal Reserve raised its economic growth forecast for 2026, projecting GDP to increase by 2.3%, up from a previous forecast of 1.8% [2] - Strong GDP growth is often associated with strong stock market returns, which is positive news for investors [3] Stock Market Performance - Wall Street anticipates another strong performance from the S&P 500 in 2026, with a projected index level of 7,968, indicating a potential upside of about 17% from its current level of 6,827 [8] - The S&P 500 has historically shown muted returns following interest rate cuts, averaging only 3% in the year after such cuts, compared to a long-term average return of about 10% [6][5] Earnings Growth Expectations - Analysts expect S&P 500 earnings to grow by 13.1% in 2025 and 14.7% in 2026, driven by strong results from the information technology and materials sectors [9] - Factors contributing to this optimistic outlook include reductions in corporate taxes due to new deductions for R&D spending and equipment purchases, as well as the positive impact of artificial intelligence on revenue and operating margins [10] Valuation Concerns - The S&P 500 is currently trading at 22.5 times forward earnings, which is above its five-year average of 20 and ten-year average of 18.7, indicating that stocks are historically expensive [7]

美联储宣布将联邦基金利率下调25个基点，目标区间由3.75%-4.00%降至3.50%-3.75%。这是2025年以来 的第三次降息，累计降幅达到75个基点，延续了年内的宽松节奏。 与此同时，美联储还同步下调了多项关键利率工具：超额准备金利率（IORB）、逆回购利率（ON RRP）以及贴现率均随基准利率下调25个基点，同时取消了常设回购操作的上限，以增强短期流动性调 节能力。 值得注意的是，会议还宣布一项重要流动性管理措施：自12月12日起重启储备管理购债，计划在30天内 购买约400亿美元短期国债，未来几个月将维持较高的初始购买规模，后续则会"大幅降低"购买力度。 12月11日，COMEX白银库存录得14177.51吨，较上一日减少18.6吨；comex白银周四（12月11日）收报 63.97美元/盎司，上涨2.93%，comex白银价格日内最高上探至64.72美元/盎司，最低触及61.78美元/盎 司。 最新comex白银库存数据： | 日期 | comex白银库存量(吨) | 增持/减持（吨） | | --- | --- | --- | | 2025-12-10 | 14177.51 | -18.6 | ...

Treasury yields have fallen since the Fed's decision, and the Dow Jones Industrial Average hit a record Thursday. ...

This week is an important one for consumers and investors alike. The Federal Reserve is sitting down for its final policy meeting of the year. ...

Group 1 - Barclays expects the Federal Reserve to lower interest rates by 25 basis points to a range of 3.5% to 3.75% during this week's meeting, with a hawkish tone in the post-meeting statement indicating a pause in rate cuts in January [2] - The new economic forecast summary is anticipated to show little change, with the dot plot reflecting one rate cut each in 2026 and 2027, each by 25 basis points, and a long-term median interest rate forecast remaining at 3% [2] - Geopolitical uncertainties are rising, particularly regarding the escalating tensions between the U.S. and Venezuela, with military actions and deployments in the Caribbean being reported [2] Group 2 - The current trading price of silver TD is reported at 13,571 yuan per kilogram, down 0.28% from the opening price of 13,653 yuan per kilogram, with a daily high of 13,730 yuan and a low of 13,502 yuan [1] - The silver TD market shows a short-term bullish trend despite the current slight decline, with support levels identified between 13,000 and 13,500 yuan and resistance levels between 13,800 and 14,000 yuan [3]

Market Overview - The market is currently experiencing a bidding war between Paramount and Netflix for Warner Brothers, which is influencing trading dynamics [1] - Anticipation is building for the upcoming FOMC meeting, with expectations of a 25 basis point rate cut, contributing to a bullish sentiment in small-cap stocks [3][4] - Economic data releases, including jobs data from Jolt and ADP, are expected to impact market movements this week [5] Company-Specific Developments - Microsoft is reportedly in talks with Broadcom to switch chip suppliers, which has negatively impacted Marll's stock, causing a decline of approximately 9% [10][11] - Marll's reliance on a limited number of large customers makes it vulnerable to revenue impacts from losing clients like Microsoft [10][12] - Oracle's upcoming earnings report is highly anticipated, with analysts concerned about the company's debt levels and the potential impact of AI market dynamics on its stock [14][15][18] Commodity Insights - China's trade surplus has reached a record of over $1 trillion, indicating a normalization in trade dynamics between the U.S. and China [19] - Copper prices are experiencing significant fluctuations, with the London Metals Exchange contract hitting an all-time high, while U.S. contracts remain at a discount [21] - Natural gas is facing a pullback after a recent surge, with significant trading activity observed in December and January contracts [24][25]

Gold (GC=F) futures opened at $4,258.30 per troy ounce Thursday, 0.8% higher than Wednesday’s closing price of $4,224.70. The price of gold also rose in early trading. The Fed lowered its target interest rate by a quarter-point Wednesday to a range of 3.5% to 3.75%, with a 9-3 vote. Two of the dissenters voted for no rate change, and the third voted for a half-point reduction. The discord among committee members shows the challenge of the current economy: The job market is weaker than it should be, while ...