技术面呈现空头主导格局。从技术形态来看，美元兑加元日线级别维持弱势震荡，K线持续运行于五日 均线下方，反弹动能匮乏。指标方面，MACD保持死叉状态，空头能量柱持续扩大；RSI指标徘徊在中 性偏弱区域，未出现超卖信号，暗示汇价仍有进一步下探空间。短期支撑位关注1.3740及1.3680，若跌 破将打开向1.3600延伸的下行空间；上方阻力位集中在1.3830和1.3890，在缺乏政策面逆转信号的情况 下，突破概率较低。 加央行鹰派立场成加元核心支撑。12月10日，加央行在货币政策会议上宣布维持2.25%的政策利率不 变，行长麦克勒姆明确表示当前利率水平适合支撑经济结构性转型，且降息周期已正式结束，这一鹰派 表态与市场此前预期明显偏离。尽管美国对加拿大钢铁、铝等行业加征关税带来显著冲击，但加拿大第 三季度GDP增长2.6%，远超市场预期，就业市场也呈现改善态势，11月失业率降至6.5%，近三个月就 业实现稳步增长，这些数据增强了市场对加央行未来或开启加息的猜测，为加元提供强劲支撑。 后续市场焦点集中于三大方向：一是加央行与美联储官员的讲话，若加央行释放更多加息信号或美联储 强化宽松预期，均可能引发汇价大幅波动；二 ...

当地时间10日，美国总统特朗普表示，自2026年1月1日起，美国将对所有未纳入现有贸易协定的尼加拉 瓜进口商品征收关税。该关税将在两年内分阶段实施。 （文章来源：央视新闻客户端） ...

In recent days, particularly since the market took a turn in pricing, we've seen guests be a little less concerned about the labor market than they had been before this data blackout. You are still concerned about the labor market. Explain why.Good morning and thanks for having me. Yes, I think that, you know, what you have seen in the data lull is that some of the second tier data indicators, also some of the private sector indicators have still indicated a tentative signal that the layoff rate is beginnin ...

新华社华盛顿12月2日电 美国总统特朗普2日在社交媒体上发文说，他同巴西总统卢拉通电话，讨论了 合作打击有组织犯罪、贸易和关税等议题。 美国自8月起对巴西输美产品加征40%关税，理由是特朗普认为巴西前总统博索纳罗遭到"政治迫害"。 10月6日，卢拉同特朗普通电话，要求美方取消对巴西产品加征的40%关税以及对巴西官员实施的限制 措施。 【纠错】 【责任编辑:刘子丫】 特朗普说，他和卢拉在联合国的一次会晤中建立了关系，这为"未来长期的良好对话与共识奠定了基 础"，"这一新建立的伙伴关系将带来许多积极成果"。他期待双方能很快再次见面。 巴西总统府2日发布公告说，卢拉当天致电特朗普，强调加强与美国合作打击国际有组织犯罪的紧迫 性，并指出境外犯罪活动对巴西的影响。特朗普表示愿与巴西合作，支持两国共同打击有组织犯罪。 卢拉欢迎美方取消对肉类、咖啡和水果等巴西输美产品加征关税的决定，表示两国仍需就其他产品的关 税问题进行磋商。双方同意近期就相关议题再次会谈。 特朗普说，他与卢拉进行了"非常富有成效"的通话，讨论内容包括两国合作打击有组织犯罪、对多名巴 西政要实施的限制措施、贸易和关税等多项议题。 ...

Group 1 - The OECD reports that the global economy has shown unexpected resilience to trade tariffs, primarily due to significant growth in AI-related investments and companies' efforts to import goods before tariffs take effect [1][4] - The OECD has revised upward its growth forecasts for the US and Eurozone for this year and next, while making slight adjustments to other major economies [1][4] - The global economic growth rate is projected to decline to 2.9% in 2026 from 3.2% in 2025, as the full impact of tariffs has yet to be realized [1][4] Group 2 - The OECD Secretary-General Mathias Cormann noted that despite concerns over economic slowdown due to increased trade barriers, the global economy has demonstrated strong resilience this year [4] - The OECD highlighted that the tech sector's prosperity has supported global trade flows, with production growth in technology outpacing other industries [4][5] - The OECD estimates that without significant AI investments, the US economy would have contracted by 0.1% in the first half of the year due to slowing household consumption and reduced government procurement [4] Group 3 - The OECD's Director of the Economic Research Department, Luiz de Mello, stated that investments in equipment necessary for businesses to thrive in the new tech era have stimulated economic activity, partially offsetting the negative impacts of policy uncertainty and tariffs [5] - The OECD warns that the rapid expansion of the tech sector and optimistic expectations regarding AI could lead to sudden market corrections and forced asset sales due to currently high valuations [8] - The OECD indicates that the current situation is "unstable," and its forecasts carry "significant risks" due to concerns over rapid changes in trade measures [8]

The US has agreed to spare the UK from threatened trade tariffs on pharmaceutical products.The announcement was made following months of uncertainty over whether exports from the UK, and elsewhere across Europe, would be subject to steep charges. US Trade Representative Jamieson Greer said the US "will work to ensure that UK citizens have access to latest pharmaceutical breakthroughs".US President Donald Trump has long complained that Europe does not pay enough for US drugs. Money latest: The earners most ...

Core Viewpoint - Deer reported earnings that exceeded estimates on both revenue and profit, but the stock is declining due to weak guidance for the upcoming year, particularly in agriculture sectors [1][19]. Earnings Report Summary - The earnings report showed a recovery in volumes and pricing realization, but investors are primarily concerned about the guidance for 2026, which is perceived as weak [2][3]. - Analysts had anticipated a recovery in earnings, but the guidance indicates that recovery is not expected until the 2027 fiscal year [5][19]. Market Conditions - Approximately 70% of Deer’s sales come from North America, where farmers are facing challenges due to tariffs and low commodity prices, leading to a subdued market outlook [4][6]. - Current prices for key crops like corn, soybeans, and wheat remain low despite record harvest yields, which negatively impacts farmer income and, consequently, demand for Deer’s products [7][8]. Investment Thesis - The investment thesis suggests that Deer must manage tariff costs effectively and see a recovery in market fundamentals to improve outlook. Current government stimulus is unlikely to drive significant demand [6][8]. - There is skepticism regarding the U.S.-China trade relationship, as past agreements have not always been honored, which poses risks for Deer’s agricultural sales [12][13]. Analyst Ratings and Price Target - Analysts maintain a sell rating on Deer, with a price target of $400, indicating a significant downside from the current trading price of around $470 [5][19]. - The stock is viewed as neutral to bearish, with strategies being considered to profit from potential declines or stability in stock price [16][18].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a vital player in the energy sector, particularly in nuclear energy infrastructure [7] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewable fuels [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization [8] - It is trading at less than 7 times earnings, making it an attractive investment opportunity compared to other firms in the energy and utility sectors [10] Market Trends - The company is poised to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly capitalizes on multiple favorable market trends without the high valuations seen in other sectors [8][6] Future Outlook - The demand for AI is expected to continue growing, leading to an increased need for energy infrastructure, which the company is well-positioned to provide [3][12] - The influx of talent into the AI sector is anticipated to drive rapid advancements, further solidifying the importance of energy infrastructure in supporting this growth [12]

Core Points - The European Commission has revised down its growth forecast for the Eurozone in 2026 due to higher-than-expected tariffs imposed by the US on EU goods [1] - The Eurozone's growth is projected to be 1.1% in 2026, significantly lagging behind the US at 2.1% and China at 4.2% [1] - The Eurozone's economic growth for 2023 is now expected to reach 1.3%, up from a previous forecast of 0.9% [1] - The Commission attributes the improved growth outlook for 2023 to stronger private consumption and investment [1] Economic Outlook - The Eurozone is expected to maintain moderate growth in the coming quarters, supported by a resilient labor market and improved purchasing power [1] - The growth forecast for 2026 has been adjusted from 1.4% to 1.2% due to new tariff assumptions, with the US tariff rate on most EU goods increased from 10% to 15% [1] - The overall inflation in the Eurozone is projected to slow to 1.9% by 2026, slightly above the previous estimate of 1.7% but still within the European Central Bank's target of 2% [2] Employment and Trade - The unemployment rate in the Eurozone is expected to decrease from 6.3% in 2023 to 6.2% in 2026, reflecting a long-term trend of declining labor force participation [2] - The European Commission highlights that the Eurozone's average tariffs are still lower compared to economies like China and India, providing a relative advantage for EU companies [2] - However, the higher US tariffs are expected to negatively impact Eurozone exports in 2026 [2] Country-Specific Insights - Germany's growth forecast for 2023 has been revised from zero to 0.2%, with a projected growth of 1.2% in 2026, bolstered by a significant investment plan totaling €1 trillion [3] - Despite the positive outlook, Germany's economy remains highly dependent on exports, which may be adversely affected by trade tensions [3] - France's growth for 2023 is expected to reach 0.7%, with a 2026 growth forecast of 0.9%, down from a previous estimate of 1.3% due to domestic economic uncertainties [3]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to concerns about power grid strain and rising electricity prices [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned to benefit from the anticipated surge in energy demand due to AI [3][6] - It owns significant nuclear energy infrastructure assets, making it a central player in America's future power strategy [7] Financial Position - The company is noted for being debt-free and holding cash reserves that amount to nearly one-third of its market capitalization, providing a strong financial foundation [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Market Trends - The company is poised to capitalize on the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly benefits from multiple market tailwinds without the high valuations typical of other energy firms [8][9] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The overall sentiment is that investing in AI infrastructure and energy is crucial for future growth, with the potential for significant returns within the next 12 to 24 months [15][19]