Group 1 - Meta Platforms CEO Mark Zuckerberg plans to significantly reduce investment in the metaverse, with discussions of a potential 30% budget cut for the metaverse team, which includes Meta Horizon Worlds and the Quest VR division, with layoffs possible as early as January [2] - Cambricon issued a stern statement denying misleading information circulating about its products, clients, and capacity forecasts, urging investors to rely on publicly disclosed information [2] - Moore Threads officially listed on the STAR Market, raising 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [2] - Xingfa Group secured a large order for 80,000 tons of lithium iron phosphate energy storage materials from BYD [2] - Chaoying Electronics plans to invest $100 million to expand its Thai subsidiary, increasing AI computing high-end PCB capacity [2] Group 2 - Huadian Technology submitted its IPO application to the Hong Kong Stock Exchange, intending to use the funds for production capacity expansion and R&D in high-performance PCBs for data communication and smart vehicles [4] - Tianyu Semiconductor announced the global offering results with a share price of HKD 58.00, and the Hong Kong public offering was oversubscribed 60.63 times [4] - Zhongwei Electronics' controlling shareholder is planning a change in company control, leading to a stock suspension [4] - Sun Cable's major shareholder plans to reduce its stake by up to 21.67 million shares, representing 3% of the total share capital, within three months after 15 trading days [4] Group 3 - Amazon's AWS launched the Graviton5 processor and M9G instances, with plans for C9G and R9G instances in 2026 [6] - Apple announced executive team changes, with Kate Adams set to retire and Jennifer Newstead joining as Senior Vice President [6] - Microsoft raised Office subscription prices for enterprise and government clients by up to 33% while denying a reduction in AI sales targets [6] - AT&T received FCC approval for a $1 billion acquisition of U.S. cellular spectrum licenses [6] - Chevron's 2026 capital expenditure is projected to be between $18 billion and $19 billion, focusing on U.S. production and investments related to recent acquisitions [6] Group 4 - Samsung Electronics secured over 50% of orders for NVIDIA's 2026 SOCAMM 2 chip in the semiconductor sector and is preparing for mass production of HBM4 [8] - SK Hynix is making personnel adjustments to enhance AI memory competitiveness and plans to enter the niche DRAM foundry market by 2027 [8] - Hyundai's Ulsan plant will halt electric vehicle production for the 10th time this year, reflecting demand fluctuations in the EV market [8] - LG Electronics announced the timing and theme for its CES 2026 event and is collaborating with Taboola to launch a new TV advertising solution [8] Group 5 - Brevo completed a €500 million financing round, with General Atlantic and Oakley Capital joining as shareholders, aiming for €1 billion in annual revenue by 2030 [10] - Eurostar and the German railway company signed a memorandum of understanding for a UK-Germany rail connection project [10]

智通财经APP获悉，周四，三大指数涨跌不一，投资者静待将于明日公布的9月份支出、收入以及消费 者支出价格指数(美联储的主要通胀指标)数据，以及密歇根大学12月消费者调查报告。 【美股】截至收盘，道指跌31.96点，跌幅为0.07%，报47850.94点；纳指涨51.04点，涨幅为0.22%，报 23505.14点；标普500指数涨7.40点，涨幅为0.11%，报6857.12点。Meta(META.US)涨超3.4%，特斯拉 (TSLA.US)涨超1.7%，苹果(AAPL.US)跌超1.2%。 【欧股】德国DAX30指数涨212.58点，涨幅0.90%，报23895.03点；英国富时100指数涨23.03点，涨幅 0.24%，报9715.10点；法国CAC40指数涨34.61点，涨幅0.43%，报8122.03点；欧洲斯托克50指数涨 25.94点，涨幅0.46%，报5720.50点；西班牙IBEX35指数涨153.26点，涨幅0.92%，报16738.96点；意大 利富时MIB指数涨138.36点，涨幅0.32%，报43519.00点。 【原油】纽约商品交易所2026年1月交货的轻质原油期货价格上涨72美分 ...

Core Insights - Meta is reportedly considering cutting the budget for its Metaverse Group by up to 30%, which has positively impacted its stock price amid concerns over high spending and recent earnings [1] - The company has raised the low end of its total expenses for the year to $116 billion, indicating a focus on managing costs [2] Budget Cuts and Focus Shift - The potential budget cut appears to be more targeted towards the Reality Labs segment rather than a blanket cut across all AR/VR initiatives, possibly closer to a 10% reduction overall [3][4] - This shift suggests that Meta is approaching its Reality Labs investments with more discipline, addressing investor concerns about operational expenditure growth and the uncertain returns from long-term projects [4][5] Investor Sentiment and Strategic Direction - Investors have been frustrated with the lack of returns from Reality Labs, which has been viewed as a "black hole" for capital, leading to a need for more stringent capital allocation decisions [5][10] - The company is pivoting its focus from the metaverse to artificial intelligence (AI), which is now seen as its primary strategic direction, as the metaverse investments have not yielded the expected consumer interest [6][7] Performance and Future Outlook - Despite heavy investments in both the metaverse and AI, Meta has managed to maintain healthy operating income growth, indicating effective management of its core business [9] - The cumulative operating income losses from Reality Labs have exceeded $80 billion since 2019, highlighting the challenges faced in the VR segment, while there may still be potential in augmented reality (AR) [11]

1 隔夜市场 美股三大指数收盘涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨0.11%，热门科技股涨跌不 一，英伟达涨超2%，亚马逊、苹果跌超1%；Meta涨超3%，据报道，Meta首席执行官扎克伯格预计将 大幅削减对所谓"元宇宙"项目的投入，这一业务曾被他视为公司未来发展的方向；计算机硬件、加密矿 企涨幅居前，SanDisk涨超9%，Hut8涨近7%，戴尔科技涨超4%，惠普涨近3%；贵金属、旅游酒店、锂 矿概念股跌幅居前，美国雅保跌超5%，希尔顿酒店、皇家加勒比邮轮跌超2%。纳斯达克中国金龙指数 收涨0.39%，中概股涨跌不一，蔚来涨超4%，小鹏汽车涨超3%，百度、哔哩哔哩涨超1%，名创优品、 百胜中国跌超1%。 国际金价小幅走高，截至发稿时，现货黄金涨0.16%，报4209.45美元/盎司；COMEX期金涨0.16%，报 4239.2美元/盎司。现货白银一度跌超3%，截至发稿时跌2.35%，报57.1美元/盎司。 伦敦基本金属收盘涨跌不一，LME期铜跌0.47%报11434.00美元/吨，LME期铅涨0.85%报2016.00美元/ 吨，LME期锌涨0.65%报3085.00美元/吨，LM ...

Group 1 - The Trump administration announced a new policy to shorten the validity of work permits for immigrants applying for asylum or other humanitarian programs from five years to 18 months, allowing for more frequent reviews of their status [4] - The U.S. government plans to increase its stake in critical mineral companies, with over $1 billion invested in the past year, which has often boosted the stock prices of related companies [6] - Goldman Sachs has paused the issuance of a $1.3 billion mortgage bond for CyrusOne, a data center operator, following a significant outage at the Chicago Mercantile Exchange due to a cooling system failure [9] - Bank of America will allow wealth management advisors to recommend cryptocurrency investments starting January 5, marking a significant milestone in the digital asset space [11] - The Federal Housing Finance Agency (FHFA) director is under investigation for alleged abuse of power related to mortgage fraud accusations against political opponents, following a request from Senate Democrats [13] - Meta's stock price rose approximately 4% after reports indicated that the company plans to significantly cut its metaverse business budget by up to 30% [15]

Core Insights - Tesla achieved significant progress in the annual automotive brand ranking by Consumer Reports, moving from 18th in 2024 to 10th in 2025, with Japanese brands occupying five of the top ten spots [1][9] - Nvidia's stock rose as it announced the addition of several popular games to its GeForce NOW platform, indicating ongoing growth in the gaming sector [1][10] - Meta Platforms plans to cut its metaverse business budget by up to 30%, reflecting a strategic shift away from its initial focus on social media [1][10] Company Summaries - **Tesla**: Stock increased by 1.73% with a trading volume of $31.936 billion. The brand ranked 10th in the latest Consumer Reports automotive brand ranking, a significant improvement from 18th place in 2024 [1][9] - **Nvidia**: Stock rose by 2.12% with a trading volume of $30.305 billion. The company is set to enhance its GeForce NOW platform with new game additions, showcasing its commitment to the gaming industry [1][10] - **Meta Platforms**: Stock increased by 3.43% with a trading volume of $19.748 billion. CEO Mark Zuckerberg is considering a budget cut of up to 30% for the metaverse division, marking a strategic pivot for the company [1][10] - **Amazon**: Stock decreased by 1.41% with a trading volume of $10.37 billion. The company is in discussions with the U.S. Postal Service regarding their partnership and is evaluating options before the current contract expires [2][10] - **Snowflake**: Stock fell by 11.41% with a trading volume of $6.074 billion. The company signed a $200 million multi-year AI collaboration agreement with Anthropic, which will integrate its language models into Snowflake's platform [2][10] - **Micron Technology**: Stock decreased by 3.21% with a trading volume of $5.288 billion. The company plans to exit the consumer market to focus on providing storage products for high-performance AI chip-driven computing clusters [2][11] - **Salesforce**: Stock rose by 3.66% with a trading volume of $4.869 billion. The company reported a revenue increase of 8.6% year-over-year and raised its full-year revenue guidance to between $41.45 billion and $41.55 billion [3][12] - **Intel**: Stock fell by 7.45% with a trading volume of $4.299 billion. The company decided to retain its networking and communications division, indicating a strategic shift in its long-term business outlook [4][5][12]

Economic Indicators - US weekly initial unemployment claims fell by 27,000 to a 3-year low of 191,000, indicating a stronger labor market than the expected increase to 220,000 [2] - November Challenger job cuts rose by 23.5% year-over-year to 71,321, which is the highest for November in three years but lower than the expected increase of 48.0% [2] - The markets are anticipating a 91% chance of a 25 basis point rate cut at the next FOMC meeting on December 9-10 [8] Corporate Earnings and Stock Movements - Dollar General's stock rose over 14% after it raised its full-year comparable sales forecast [3][19] - Meta Platforms increased by more than 3% following CEO Zuckerberg's announcement of a potential 30% budget cut for the metaverse group [3][19] - Hormel Foods' stock rose over 3% after reporting stronger-than-expected Q4 EPS [3][20] - Science Applications International (SAIC) saw a 16% increase in stock price after reporting Q3 adjusted EPS of $2.58, exceeding consensus estimates [18] - UiPath's stock surged over 24% after reporting Q3 total revenue of $411.1 million, surpassing expectations [17] Market Performance - Stock indexes settled mixed, with the S&P 500 reaching a 3-week high, while the Dow Jones Industrial Average and Nasdaq 100 declined from their highs due to rising bond yields [5][6] - The 10-year T-note yield rose by 5 basis points to 4.11%, influenced by the drop in initial jobless claims and rising inflation expectations [5][10] International Market Developments - The Bank of Japan is likely to raise interest rates this month, leading to an 18-year high in Japan's JGB yields [4] - European government bond yields were mixed, with the 10-year German bund yield climbing to a 2-month high of 2.775% [11][12]

【导读】美股震荡，Meta利好，大涨 大家好，今晚的市场，就跟天气一样冷冷清清，泰勒都看到有些倦困了，简单看看海外市场的消息。 美股震荡 12月4日晚间，科技巨头Meta股价大涨近4%，成为为数不多的亮眼个股之一。 据报道，Meta首席执行官马克·扎克伯格预计将大幅削减对所谓"元宇宙"项目的投入——这一业务曾被他视为公司未来发展的方向，也是 当初将公司从Facebook更名为Meta的重要理由。 12月4日晚间，美股三大指数小幅震荡，始终徘徊在微涨微跌之间，科技股表现也是涨跌不一。 经济数据上，截至上周，美国首次申领失业救济人数降至三年多来的最低水平，说明尽管近期裁员公告频繁，企业整体仍在大体保留现有 员工。 截至11月29日当周（包含感恩节假期），初请失业金人数减少2.7万人，降至19.1万人。由于假期影响，周度初请数据在这一时段波动往往 较大。本次公布的数字也低于经济学家的调查预估区间下限。 有分析师称："每年这个时候，初请数据往往会出现较大波动，因此我们不会对单周数据解读过多。但总体而言，尽管近期裁员公告不 少，初请失业金人数仍处在与较低裁员节奏相匹配的区间。" 过去几个月，许多企业明显收紧了招聘，一些 ...

【导读】美股震荡，Meta利好，大涨 中国基金报记者 泰勒 大家好，今晚的市场，就跟天气一样冷冷清清，泰勒都看到有些倦困了，简单看看海外市场的消息。 美股震荡 12月4日晚间，美股三大指数小幅震荡，始终徘徊在微涨微跌之间，科技股表现也是涨跌不一。 | 47882.57 | No ------- | 23432.19 ------- | 6846.38 | ﮨﮯ ﺟ | | --- | --- | --- | --- | --- | | 道琼斯指数 0.00% | | 纳斯达克综合指数 -0.09% | 标普500指数 -0.05% | | 经济数据上，截至上周，美国首次申领失业救济人数降至三年多来的最低水平，说明尽管近期裁员公告频繁，企业整体仍在大 体保留现有员工。 截至11月29日当周（包含感恩节假期），初请失业金人数减少2.7万人，降至19.1万人。由于假期影响，周度初请数据在这一 时段波动往往较大。本次公布的数字也 低于 经济学家的调查预估区间下限。 有分析师称："每年这个时候，初请数据往往会出现较大波动，因此我们不会对单周数据解读过多。但总体而言，尽管近期裁 员公告不少，初请失业金人数仍处在与较低裁员 ...

Core Points - The European Commission has initiated a formal antitrust investigation into the new restrictions imposed by the Metaverse Platform Company on AI service providers accessing the WhatsApp messaging application [1] - The new policy, effective from October 2025, is believed to potentially hinder third-party AI service providers from offering services via WhatsApp in the European Economic Area, while the company's own AI service, "Meta AI," remains accessible [1] - The investigation will assess whether these actions violate EU regulations against the abuse of market dominance, with no set deadline for completion as it depends on the complexity of the case and cooperation from involved parties [1]