大消费板块逆市爆发，阳光乳业（001318）、东百集团（600693）等十余股涨停。消息面上，商务部办公厅、中国人民银行办公厅、金融监 管总局办公厅发布《关于加强商务和金融协同 更大力度提振消费的通知》，针对深化商务和金融系统协作、加大消费重点领域金融支持、 扩大政金企对接合作三个方面，提出11项具体举措。 【导读】为何今天市场表现不佳 兄弟姐妹们啊，今天市场明显跳水，一起找找原因吧。 A股下跌 12月15日，A股震荡调整，深成指、创业板指均跌超1%。截至收盘，沪指跌0.55%，深成指跌1.1%，创业板指跌1.77%。 市场共2314个股上涨，65只个股涨停，2968只个股下跌。 | 880005 AND 237 | | | | --- | --- | --- | | 日中 | 涨停 | 65 | | 涨幅 | > 7% | 104 | | 涨幅 | 5-7% | 37 | | 涨幅 | 3-5% | 208 | | 涨幅 | 0-3% | 1915 | | 跌幅 | 0-3% | 2475 | | 跌幅 | 3-5% | 355 | | 跌幅 | 5-7% | 88 | | 跌幅 | > 7% | 50 | ...

Group 1: Gold Stocks Performance - Gold stocks rose against the market trend, with Zijin Mining International (02259) up 6.73%, Chifeng Jilong Gold Mining (06693) up 3.16%, and Tongguan Gold (00340) up 0.35%. As of the end of November, China's gold reserves reached 74.12 million ounces, an increase of 30,000 ounces from the previous month [1]. Group 2: Company Announcements - Luoyang Molybdenum (03993) increased by 1.43%. On December 15, the company announced a deal with Equinox Gold Corp. and its subsidiary for a transaction set for December 14, 2025 [1]. - Energy and Energy Global (01142) saw a midday rise of over 10%, currently up 1.25%. The company received a summons from Daily Loyal Limited regarding a breach of a global settlement agreement dated October 25, 2024 [2]. - Yihua Tong (02402) rose nearly 4%. On December 12, the company announced the successful delivery of its 100kW fuel cell generator set to a customer in Australia for a distributed generation project in Brisbane [2]. - Chinese dairy stocks were active, with YouRan Dairy (09858) up 9.07%, Modern Dairy (01117) up 5.07%, China Feihe (06186) up 2.18%, and Mengniu Dairy (02319) up 1.64%. The National Medical Insurance Administration released several data and measures during a meeting on December 13 [2]. Group 3: Securities Firms and Technology - Chinese securities firms rose against the market, with China Merchants Securities (06099) up nearly 4%, Dongfang Securities (03958) up 2.47%, and Shenwan Hongyuan (06806) up 1.96%. Recent announcements indicated an increase in margin trading business limits [3]. - UBTECH Robotics (09880) increased by 0.7%. A strategic partnership was formed with Texas Instruments, which has procured UBTECH's Walker S2 industrial humanoid robot for deployment on its production line [3]. Group 4: Market Trends and Stock Movements - The optical communication sector fell across the board, with Yangtze Optical Fibre and Cable (06869) down 8.33%, Hongte Precision (06088) down 5%, and Cambridge Technology (06166) down 4.49%. Reports indicated delays in Oracle's OpenAI data center projects due to labor and material shortages [3]. - Via Biotechnology (01873) initially surged over 13% but later fell 1.03%. On December 13, Sobi announced an acquisition agreement with Via Biotechnology's incubated company Arthrosi [3]. Group 5: Energy Sector Developments - China Energy Storage (02399) rose nearly 2%. The company announced plans to issue a total of 524 million subscription shares to 31 subscribers, representing approximately 14.68% of the expanded issued share capital [4]. Group 6: US Market Overview - Major tech stocks in the US mostly declined, with Broadcom (AVGO.US) down 11.43%, Micron Technology (MU.US) down 6.7%, and Oracle (ORCL.US) down 4.47%. The US Supreme Court is set to rule on the legality of comprehensive tariffs introduced by Trump, which could impact the stock market [5]. - Storage-related stocks fell, with SanDisk (SNDK.US) down 14.66% and Western Digital (WDC.US) down 5.8%. Concerns over AI investments led to a market pullback [5]. - Electric vehicle stocks rose, with Tesla (TSLA.US) up 2.7% and Rivian Automotive (RIVN.US) up 12.11%. Rivian announced the development of its AI chip "RAP1" for its R2 SUV [6]. - Lululemon Athletica (LULU.US) rose 9.6% after reporting a 7% increase in revenue to $2.6 billion for Q3 of fiscal 2025, with same-store sales up 1% [6].

Market Overview - The US stock market is experiencing a significant sell-off, particularly in technology stocks, with major indices in Japan and South Korea opening lower, including a 2.72% drop in the KOSPI index [2] - AI-related stocks in Japan and South Korea are broadly declining, with SoftBank Group falling over 7% and Fujikura dropping more than 6% [2] - The cryptocurrency market is also facing a downturn, with Bitcoin and other major cryptocurrencies dropping over 2%, leading to a total liquidation of $271 million in the past 24 hours [2] Oracle and OpenAI Data Center - Oracle has delayed the delivery of the OpenAI data center from 2027 to 2028 due to labor and material shortages, negatively impacting market sentiment [2] - An Oracle spokesperson stated that all contractual milestones are on track and there are no delays in fulfilling commitments to OpenAI [3] Japanese Central Bank's Interest Rate Decision - The Bank of Japan is expected to raise interest rates by 25 basis points in its upcoming meeting, marking the first increase since January [3][4] - A Bloomberg survey indicates that all respondents anticipate a rate hike, with a 90% probability of an increase to 0.75% [4] - The focus of investors has shifted from whether to raise rates to the guidance provided by the Bank of Japan's governor regarding future monetary policy [5]

布朗大学在当地时间下午5时27分发布消息称，"州长街附近有枪声报告，请继续就地避难，远离该区 域，执法人员已在响应。"此前，警方通报的枪击最初事发地点位于希望街（Hope Street）附近。据 悉，州长街距离希望街仅两个街区，此次枪击事件可能波及多个区域。 当地时间12月13日，美国布朗大学发布最新警报称，在最初发生枪击事件地点以东的州长街（Governor Street）再次接到枪声报告。 杀疯了！半小时500亿元！刚刚，重磅利好彻底引爆！ A股突发！芯片大牛股，终止重组！ 房地产，突传重磅！ AI，突传重磅！特朗普，正式签署！ 黑天鹅突袭！"AI交易"，全线重挫！ 另据三名直接了解调查情况的高级执法官员称，目前已有2人死亡，多达20人受伤，但受伤者并非全部因 枪击所致。 美国联邦调查局（FBI）发言人表示，已注意到布朗大学的情况，正在调配资源并准备随时提供协助。美 国总统特朗普发文称，他已听取关于布朗大学枪击事件的简报，并在文中向受害者及其家属表达慰问。 来源：央视新闻 责编：刘珺宇 校对：王锦程 百万用户都在看 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 ...

声明指出，数十年来，近东救济工程处根据联合国大会第302号决议授权，一直承担保护难民、提供教育、医 疗、社会服务及紧急援助的独特使命，惠及其各行动区域内的数百万名巴勒斯坦难民。联合国大会近日通过延 长近东救济工程处授权三年的决议，充分体现国际社会对其关键作用及持续运作的高度信任。 外长们强烈谴责以色列方面人员闯入位于东耶路撒冷的近东救济工程处总部，指出此举严重违反国际法以及联 合国机构场所不可侵犯原则，构成不可接受的升级，并违背国际法院今年10月22日发布的咨询意见。该咨询意 见明确要求，以色列作为占领方，有义务不干扰该机构的运作，并应为其提供便利。 12月12日，约旦、阿联酋、印度尼西亚、巴基斯坦、土耳其、沙特、卡塔尔和埃及八国外长发表联合声明，重 申联合国近东巴勒斯坦难民救济和工程处（近东救济工程处）在保障巴勒斯坦难民权利和福祉方面发挥着不可 替代的重要作用。 杀疯了！半小时500亿元！刚刚，重磅利好彻底引爆！ A股突发！芯片大牛股，终止重组！ 房地产，突传重磅！ AI，突传重磅！特朗普，正式签署！ 在加沙地带面临前所未有的人道主义危机之际，外长们强调，近东救济工程处通过其分发网络在及时、公平、 高效输送 ...

Group 1: Market Overview - The U.S. stock market is experiencing a divergence, with the Dow Jones index reaching a record high while the tech-heavy Nasdaq index is declining, down over 1% [4][5] - Concerns regarding the AI trading sector are intensifying, leading to a sell-off in technology stocks [5] Group 2: Company Performance - Broadcom's stock fell approximately 10% despite reporting a record fourth-quarter revenue of $18.02 billion and a profit of $8.518 billion, exceeding analyst expectations [7] - The CEO of Broadcom indicated that the gross margin for rapidly growing AI revenue is lower than that of non-AI revenue, which disappointed investors [7] - Fermi's stock plummeted 40% after a tenant terminated a $150 million agreement related to an AI campus project, raising concerns about potential bubbles in AI-related infrastructure [8] Group 3: Analyst Insights - Analysts suggest that the strong performance of the Dow indicates a potential market trend shift, where gains may spread beyond a few large-cap stocks [13] - There is a belief that 2026 will be a pivotal year for market leadership to diversify, prompting a shift in investment strategies [13][14]

塞舌尔维多利亚, Dec. 08, 2025 (GLOBE NEWSWIRE) -- 全球最大的全景交易所 (UEX) Bitget 今日宣布，对其 AI 驱动型交易助手 GetAgent 进行重大升级。 新版本采用更灵活的问答引擎、更简洁的用户界面，并大幅扩大会员额度，使高级 AI 交易工具对各等级用户前所未有地触手可及。 GetAgent 于今年早些时候推出，已成为 Bitget 交易体验的重要组成部分，帮助数万名用户简化分析与执行。 此次升级的核心是改进了问答系统。 GetAgent 如今可智能识别用户提问意图——无论用户希望获得快速洞察还是全面分析——并自动调整其响应方式。 对于快速请求，该助手将提供简洁、可操作的答案。 当需要更深层次的分析时，交易者可一键开启“研究模式”，生成包含技术信号、风险考量、链上数据和市场结构的完整多维度分析。 会员等级升级前升级后每日提问额度每日提问额度额外研究额度基础 (Basic)0<td style="width:25.1%;;vertical-align: middle; text-align: left; pa ...

塞舌尔维多利亚, Dec. 02, 2025 (GLOBE NEWSWIRE) -- 全球最大的通用交易所 (UEX) Bitget 在 GetAgent 中推出六款全新的 AI 交易虚拟助手，标志着该平台向下一代智能交易迈出了重要一步。 当全球交易员纷纷测试 ChatGPT、Gemini 和 DeepSeek 等领先 AI 模型在真实交易环境中的实际交易表现时，Bitget 提供了更具实用价值的选择：一系列具有独特个性、策略和市场理念的 AI 交易员，全部在真实账户上执行实时交易，并完全支持一键跟单。 每个虚拟助手都代表一种不同的交易逻辑体系，从保守对冲、主流币动量，到高 beta 山寨币突破、逆势反转，以及机械化执行等。 这些策略包括 Steady Hedge、Majors Momentum、Altcoin Turbo、CTA Force、Infinite Grid、Dip Sniper 和 DeepSeek（基础模型）。 所有策略均基于多因子专业交易指标库、广泛的回溯测试，以及在 GetAgent 内完成的迭代优化而构建。 11 月 24 日 18:00 至 12 月 15 日 18:00 (UTC+ ...

Domestic Economic Outlook - November high-frequency data generally weaker than seasonal trends, indicating a need for more growth-stabilizing policies to support early 2026 economic recovery[2] - October industrial enterprise profit growth fell to -5.5%, a significant drop from 21.6% and 20.4% in August and September respectively, reflecting weak domestic demand[21] - November PMI data shows manufacturing PMI at 49.2, indicating continued contraction, while non-manufacturing PMI decreased to 49.5[21] International Economic Insights - Revelio Labs predicts a loss of 9,000 non-farm jobs in the U.S. for October, primarily due to government employment declines from shutdowns[2] - December FOMC likely to implement a 25 basis point rate cut, with a hawkish outlook for future rate cuts in Q1 2026 due to inflation pressures[2] Asset Market Trends - Anticipated "spring rally" in the domestic market driven by technology growth, with potential buying opportunities in mid to late December[3] - U.S. AI and inflation trades are shifting from exclusion to resonance, suggesting a prolonged easing cycle to maintain the bull market until H2 2026[3] - December is expected to see hawkish rate cuts alongside rising interest rate expectations in Japan, leading to uncertainty in U.S. equities for the following month[3] Monetary Policy and Liquidity - Overall liquidity remains stable, with a slight increase in benchmark rates by approximately 0.79 basis points[23] - The central bank's open market operations have tightened, with a total reverse repo injection of 15,118 billion yuan for the week[23] Market Performance Overview - A-share market shows a rebound, with the Shanghai Composite Index up by 1.40% this week, while the Hang Seng Index increased by 2.53%[42] - Gold prices have surpassed 4,200, while crude oil experienced slight declines[40]

Core Viewpoint - The stock performance of major tech companies in the U.S. has shifted, with Nvidia experiencing a decline while Google's stock continues to rise, indicating a potential change in the market dynamics of AI-related investments [2][3]. Group 1: Stock Performance - Nvidia's stock dropped by nearly 7% at one point, closing down 2.59%, while Google's stock rose over 3% initially and closed up 1.53%, reaching a market capitalization of $3.9 trillion [2]. - The "Google chain," represented by companies like Google and Broadcom, has been on the rise, contrasting with the decline of the "OpenAI chain," which includes Nvidia, SoftBank, and Oracle [2]. Group 2: Technological Developments - Google's development of its Tensor Processing Unit (TPU) has begun to challenge Nvidia's long-held dominance in the GPU market, with the TPU specifically designed for machine learning and deep learning tasks [2][3]. - The latest language model from Google, Gemini 3, reportedly surpasses OpenAI's GPT model in several aspects and is trained using TPU rather than Nvidia chips [3]. Group 3: Market Trends - The demand for ASIC chips, which are tailored for AI training and inference, is expected to grow significantly, with the ASIC market projected to expand from approximately $6.6 billion in 2023 to $55.4 billion by 2028, reflecting a compound annual growth rate of 53% [4]. - Major tech companies are likely to continue developing in-house AI chips or support new AI chip suppliers to meet the substantial demand for computing power in the AI industry [4].