Company and Industry Insights - Meta plans to cut its metaverse budget by up to 30%, indicating a significant reduction in its previous strategic focus on this area [16] - Nvidia's GB200 NVL72 system claims to enhance the performance of open-source AI models by up to 10 times, as the company faces competition from Google and Amazon in the AI chip market [13] - Nvidia's lobbying efforts have successfully led to the U.S. Congress potentially rejecting the AI chip export restriction bill, which would have limited its sales to certain overseas markets [14] - The European Union is set to launch a new plan aimed at breaking down financial service barriers to create a unified capital market, targeting the 33 trillion euro household savings [13] - Japan's central bank is expected to raise interest rates for the first time since January, which has led to a surge in long-term bond yields [11][12] - The AI chip market is projected to see a significant increase in production, with reports suggesting that the output of AI chips may double next year [8] - Micron Technology is exiting the consumer storage business to focus on AI storage chips, which could leave a significant gap in the consumer storage market [24]

Group 1: Stock Performance - Meta's stock rose by 3.4%, with a pre-market increase of over 7%, marking the largest intraday gain since July 31 [2] - Nvidia increased by over 2%, while Amazon and Apple both fell by more than 1% [2] - Significant gains were observed in computer hardware and chip stocks, with SanDisk rising nearly 10% and Hut8 up nearly 7% [2] Group 2: Industry Trends - The storage industry is experiencing a historic price surge, with SanDisk significantly raising NAND flash contract prices by approximately 50% in early November [2] - The Nasdaq Golden Dragon China Index saw a nearly 0.4% increase, with notable gains in computer hardware stocks such as Wanwu Xingsheng and Canadian Solar [3] Group 3: Cryptocurrency Market - International precious metal futures closed mixed, with COMEX gold futures up 0.13% and silver down 1.86% [5] - The cryptocurrency market faced a collective downturn, with Bitcoin dropping below $91,000 and a total liquidation amounting to nearly $320 million [5][7] Group 4: Economic Indicators - The U.S. Labor Department reported a decrease of 27,000 in initial jobless claims, reaching a three-year low of 191,000 [7] - The U.S. labor market continues to face structural pressures, with ongoing challenges in re-employment for job seekers [7] Group 5: Federal Reserve Outlook - The White House's National Economic Council Director indicated a potential 25 basis point rate cut by the Federal Reserve in the next meeting, with an 87% probability of this occurring [8]

今日必读💰美联储或就下周降息25基点达共识🌌Meta拟将元宇宙预算削减至多30%🔥普京拒绝接受和平计划部分内容获取免费中文电子报《彭博财经早茶》，洞悉全球市场动态。Catch up on what's moving China's markets in our free Chinese language newsletter. https://t.co/ZgHBqJ06gM ...

记者丨刘雪莹 编辑丨曾静娇 美 东 时 间 周 四 ， 美 股 三 大 指 数 小 幅 高 开 后 涨 跌 不 一 ， 纳 指 、 标 普 500 指 数 收 涨 ， 道 指 跌 0.07%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 47850.94 | 23505.14 | 6857.12 | | -31.96 -0.07% +51.05 +0.22% +7.40 +0.11% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7731.88 | 25632.50 6865.75 | | | +30.38 +0.39% -25.00 -0.10% +3.75 +0.05% | | | 北京时间12月4日晚间，美国劳工部发布的数据显示，在截至11月29日的一周内（该周包含感 恩节假期）， 首次申请失业救济人数减少27000人至19.1万人，创三年多以来最低水平。 报告 还显示，美国持续申领失业金人数连续数周在190万关键关口上方震荡，失业者重新就业难度 加大，美国劳动力市场仍面临结构性压力。 据财联社报道， 美国白宫国家经济委员会主任哈 ...

格隆汇12月5日｜国际要闻： 大中华区要闻： 13、寒武纪：媒体及网络传播的关于公司产品、客户、供应及产能预测等相关信息，均为误导市场的不 实信息； 1、美股三大指数收盘涨跌不一，Meta涨超3%，中概指数涨0.39%； 2、美国原油期货收涨超1.2%，纽约天然气收涨至5美元上方； 3、美国财政部债务突破30万亿美元大关，较2018年翻倍； 4、摩科瑞拟从LME仓库提取逾4万吨铜，加剧供应担忧； 5、哈塞特：美联储下次会议可能会降息，预计将降息约25个基点； 6、消息人士：日本央行12月加息几成定局 政府不予干涉； 7、欧元区10月零售销售同比+1.5%超预期 环比持平符合预期； 8、美国11月挑战者企业裁员人数为7.13万 环比下降53.4%； 9、创见：三星、闪迪再迟出货、10月至今未收到新芯片； 10、Meta元宇宙战略重大收缩：扎克伯格拟削减30%预算 行业狂热期未至是关键； 1、商务部：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； 2、外卖新国标出台：禁止平台强制商户促销、转嫁成本； 3、外卖新国标：骑手连续接单超4小时，暂停派单20分钟； 4、中央经济工作会议前瞻：宽松政策组合 ...

当地时间12月4日，美股三大指数涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨0.11%。美股科技股多数上涨，META涨超3%，英伟达涨超 2%，特斯拉涨超1%。 商品市场方面，黄金价格温和上涨，白银价格走弱。 美股三大股指涨跌不一 | < W | 纳斯达克中国金龙指数(HXC) | | | | --- | --- | --- | --- | | | 7731.88 30.38 +0.39% | | | | 资料 成分 | 资讯 | 相关基金 | 月度收益 | | 名称 | 现价 | 涨跌幅 ◆ | lil | | 联掌门户 | 2.520 | 29.90% | 2.86% | | LZMH.O | | | | | 无忧英语 | 42.168 | 13.97% | 0.00% | | COE.A | | | | | 万物新生 | 5.345 | 8.86% | -0.37% | | RERE.N | | | | | 奇梦岛 | 4.960 | 8.53% | 0.00% | | HERE.O | | | | | MICROALGO | 6.900 | 7.48% | -0.29% | | ML ...

(本文来自第一财经) 当地时间12月4日，媒体援引知情人士报道称，Meta正考虑将元宇宙项目预算削减最多30%，作为公司 2026财年规划的一部分，相关讨论已在夏威夷举行的内部会议上进行。大幅收缩投入的计划或伴随新一 轮裁员，最快可能在明年1月启动。投资者认为，此举有助于遏制Reality Labs长期亏损。分析人士表 示，公司正将成本结构重新拉回与更温和的收入前景匹配。截至收盘，Meta股价上涨3.43%。（第一财 经记者 胡弋杰） ...

（文章来源：新华社） WhatsApp是由元宇宙平台公司下属沃茨阿普公司推出的即时通讯应用程序，元宇宙平台公司自2025年 10月起对"WhatsApp商业解决方案"作出新的限制。欧盟委员会担心，这项新政策将阻止第三方人工智 能服务提供商在欧洲经济区通过WhatsApp向用户提供服务，但元宇宙平台公司自己开发的人工智能服 务"Meta AI"则仍可在WhatsApp上向用户开放。 如果上述做法被调查属实，可能违反了欧盟禁止企业滥用市场主导地位的相关规定。欧盟委员会表示， 反垄断调查没有法定的最后期限，持续时间取决于案件复杂程度、相关企业配合程度以及各方行使权利 情况等因素。 新华财经布鲁塞尔12月4日电（记者张兆卿丁英华）欧盟委员会4日发布公报说，已就美国元宇宙平台公 司对人工智能服务提供商接入WhatsApp通讯应用程序的新限制政策启动正式反垄断调查，以评估该政 策是否违反欧盟竞争规定。 ...

Market Overview - US stock market opened slightly higher on December 4 but turned negative, with the Dow Jones Industrial Average down 73.75 points (-0.15%), Nasdaq down 40.28 points (-0.17%), and S&P 500 down 5.10 points (-0.07%) [1] Company-Specific Developments - Meta Platforms' CEO Mark Zuckerberg announced a significant reduction in resources allocated to the "metaverse" project, which was previously seen as a key future direction for the company [1] - Meta Platforms' stock rose over 4% following the announcement [2] - Nvidia's stock increased nearly 2% as the company, along with Palantir and CenterPoint Energy, announced the development of a new software platform named "Chain Reaction" aimed at accelerating the construction of next-generation AI data centers [2] - Snowflake's stock fell over 9% after the company projected a slowdown in product revenue growth for Q4, attributing this to discounts offered for large long-term contracts [3] - Apple’s stock declined nearly 1% due to reports indicating stagnation in growth for its core revenue source, the App Store [3] - Chinese concept stocks saw a rise, with Tiger Brokers increasing over 3% after reporting Q3 revenue of $175 million, a 73.3% year-over-year increase [3] - NIO and Xpeng Motors stocks rose over 3% following the announcement of a joint development project with Huawei for the X9 super range extender [5] - Bilibili's stock increased nearly 3% as it prepares to launch 13 new games in December, including a long-awaited anime product [5] - Hesai Technology's stock rose over 2% after releasing a new high-performance smart control chip and safety technology for its lidar systems [5]

Market Performance - The three major U.S. indices showed mixed results, with the Dow Jones down by 31.96 points (0.07%) to 47850.94, the Nasdaq up by 51.04 points (0.22%) to 23505.14, and the S&P 500 up by 7.40 points (0.11%) to 6857.12 [1] - European indices also saw gains, with the German DAX30 up by 212.58 points (0.90%) to 23895.03, the UK FTSE 100 up by 23.03 points (0.24%) to 9715.10, and the French CAC40 up by 34.61 points (0.43%) to 8122.03 [1] Commodity Prices - Light crude oil futures for January 2026 rose by $0.72 to $59.67 per barrel, a 1.22% increase, while February Brent crude oil futures increased by $0.59 to $63.26 per barrel, a 0.94% rise [2] - Spot gold increased by 0.14% to $4208.73 [4] Cryptocurrency Market - Bitcoin fell by 1.2% to $92310.95, and Ethereum dropped over 1.6% to $3136.99 [3] Macroeconomic Indicators - Initial jobless claims in the U.S. decreased to 191,000, with a four-week moving average dropping to 214,700 [5] - The U.S. Treasury debt surpassed $30 trillion for the first time, growing over 100% since 2018, with total national debt reaching $38.4 trillion [6] - The average rate for a 30-year fixed mortgage in the U.S. fell to 6.19%, the lowest since October of the previous year, leading to a 2.5% increase in mortgage applications [6] Company News - Meta Platforms plans to cut its metaverse budget by up to 30%, indicating a shift in strategy as the anticipated industry competition has not materialized [7] - Apple announced a high-level executive change, with Jennifer Newstead set to become the new General Counsel in March 2026, succeeding Kate Adams [8] - The European Commission is seeking industry feedback on Google's proposed compliance measures to address antitrust issues related to its advertising technology business, which has faced fines of nearly €3 billion (approximately $3.5 billion) [9]