【12月8日，摩根士丹利团队称美股市面临"看涨格局"】摩根士丹利策略师Michael Wilson领导的团队判 断，因企业盈利预期改善与美联储降息预期，美国股市呈现"看涨格局"。 该策略师团队长期看好美 股，其对标普500指数的12个月目标位设为7800点，较当前水平约有14%的上涨空间。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Group 1 - The core viewpoint is that if Hasset becomes the new Federal Reserve Chairman, it could lead to a temporary decline in U.S. Treasury yields and the dollar, ultimately benefiting U.S. stocks [1] - The timeline indicates that Trump will announce the new chairman nomination in early 2026, and Hasset must first be nominated as a Federal Reserve Governor and confirmed by the Senate before becoming Chairman [1] - The first quarter of next year is critical for market expectations following the new chairman's nomination, with potential for U.S. Treasury yields and the dollar to decline if Hasset adopts a dovish stance [1] Group 2 - If Hasset's dovish stance does not raise concerns about the Fed's independence, expectations may align with the recovery of the U.S. economy, leading to a potential increase in U.S. Treasury yields and the dollar [1]

每经AI快讯，12月5日，美股涨幅扩大，截至目前，道琼斯指数涨0.56%，标普500指数涨0.48%，纳斯 达克综合指数涨0.59%。 ...

Group 1 - French President Macron is set to visit China, indicating potential diplomatic and economic discussions between the two nations [1] - The Chinese government is urging Japan to retract its erroneous statements, which may impact bilateral relations and trade [1] - The National Bureau of Statistics of China is accelerating the construction of an open, shared, and secure national integrated data market, which could enhance data-driven decision-making in various industries [1] Group 2 - The infrastructure REITs project list has been expanded to include commercial office facilities and urban renewal facilities, suggesting growth opportunities in the real estate investment sector [1] - The market regulatory authority has officially accepted registration applications for infant formula liquid milk products, indicating a focus on improving product safety and quality in the dairy industry [1] - China's express delivery business volume has surpassed 1.8 billion packages annually for the first time, reflecting significant growth in the logistics and e-commerce sectors [1] Group 3 - Cryptocurrency prices have seen a significant decline, which may affect investor sentiment and market dynamics in the digital asset space [1] - All three major U.S. stock indices closed lower, with the Dow Jones Industrial Average dropping by 0.9%, indicating potential volatility in the U.S. equity markets [1]

今日必读🥇中美元首上月会晤之后再通话🥈部分华尔街大行继续看好美股🥉中国回应日本在西南诸岛部署武器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/kLijqx6OOV ...

Group 1 - The core viewpoint of the article highlights a significant upward movement in the U.S. stock market, with the Nasdaq rising over 1.5% and the S&P 500 index increasing by 1% [1] - Tesla's stock experienced a notable increase, rising by over 5% during the early trading session [1]

11月24日，美股三大股指集体高开，道琼斯指数涨0.17%，标普500指数涨0.60%，纳斯达克综合指 数涨0.93%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 46325.27 | 79.86 | 0.17% | 8.89% | | 纳斯达克指数 | 22481.10 | 208.02 | 0.93% | 16.42% | | 标普500 | 6642.93 | 39.94 | 0.60% | 12.94% | 大型科技股集体上涨，谷歌涨超3%，特斯拉、博通涨逾2%。 中概股普涨，纳斯达克中国金龙指数盘初涨超2%，禾赛科技涨超9%，哔哩哔哩、文远知行涨逾6%， 百度涨超5%， 网易、阿里巴巴涨超4%， 爱奇艺涨超3%。 编辑 ｜ 钉钉 ...

11月23日，和讯投顾刘阳表示，中国股市回落，在宏观经济数据表现都比较稳定的情况下，这并不是系 统性风险。根据老刘近17年专业机构经验去研判，回落只是短期的暂时的，更多的是外围行情，地缘以 及股指期货交割日，多重情绪叠加的情绪释放，释放的力度比平时大一些，技术上短期脱离上升轨道， 大量割肉盘离场，这种级别矩阵一旦修复，接下来的反弹的力度是巨大的。我们接着看周末消息面，美 股周四大阴线之后不超过一天，相关部门负责人立刻稳盘面稳预期。随后12月份美联储降息概率再次回 到50%以上，紧跟着周五美股向上修复，中概股反弹，另外周末又新批了16只硬科技类主题基金，当分 歧资金跑的时候，很多没赶上热乎饭的又来了。其实不管12月份美联储降不降息，从今年9月份开始， 加息缩表的周期已经结束了，接下来无非就是哪个季度货币投放多，哪个季度投放少的问题。下周老刘 判断是周线级别反弹行情。 ...

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Core Insights - The cryptocurrency market, which has been weak since October 10, is nearing the end of its adjustment phase, with Bitcoin and Ethereum acting as leading indicators for the U.S. stock market [1][9] - The recent market turmoil is attributed to a significant liquidation event that severely impacted market makers, who play a crucial role in providing liquidity [1][5] Market Conditions - The October 10 liquidation event caused a major disruption, with a stablecoin's price dropping from $1 to $0.65, triggering an automatic liquidation mechanism that affected approximately 2 million crypto accounts [5][6] - Market makers, likened to a central bank for the crypto market, have faced substantial capital losses, leading to a reduction in their balance sheets and exacerbating liquidity issues [7][9] Historical Context - The current market situation is compared to past crises, such as the 1987 market crash and the 2009 financial crisis, with a recovery timeline of approximately eight weeks based on previous experiences [8] - As of now, six weeks have passed since the October 10 event, suggesting that the adjustment period may soon conclude [8] Market Dynamics - Bitcoin has shown a tendency to decline before the stock market, indicating its role as a leading indicator and reflecting the tight liquidity conditions in the crypto market [3][9] - The ongoing decline in cryptocurrency prices is a result of the damaged state of market makers, which has created a vicious cycle of reduced trading activity and further price pressure [7][9]