北京时间12月23日凌晨，美股周一尾盘维持涨势，科技领涨。本周美股交易时间将因圣诞节假期而缩 短。交易员们正斟酌科技股是否能在年底前重拾上涨势头。 道指涨248.45点，涨幅为0.52%，报48383.34点；纳指涨118.85点，涨幅为0.51%，报23426.47点；标普 500指数涨41.53点，涨幅为0.61%，报6876.03点。 美东时间周三东部时间下午1点，美股将提前收盘，并于周四圣诞节当天休市。 AI关键股票普遍上涨，此前有消息称英伟达正努力争取在2月中旬前出口H200芯片。受到英伟达消息带 动，美光科技和甲骨文等AI股票普涨。 华尔街主要股指上周表现不一。科技股在周末前的强势上扬，推动标普500指数和纳指录得四周内的第 三次收涨。道指一周累计下跌0.7%，终结了此前连续三周的涨势。 Gabelli基金投资组合经理Justin Bergner表示："我几周前的看法是年底将进入一段艰难磨底期。而现在 我觉得这已经变成了年底的剧烈震荡。" AI股票在经历近期表现落后之后，上周迎来反弹。甲骨文作为此前显著滞涨的股票，在TikTok同意将其 美国业务出售给一家由该软件巨头与私募股权公司Silver L ...

北京时间12月23日凌晨，美股周一午盘继续上扬，道指上涨270点。本周美股交易时间将因圣诞节假期 而缩短。交易员们正斟酌科技股是否能在年底前重拾上涨势头。 道指涨275.13点，涨幅为0.57%，报48410.02点；纳指涨144.57点，涨幅为0.62%，报23452.19点；标普 500指数涨43.91点，涨幅为0.64%，报6878.41点。 美东时间周三东部时间下午1点，美股将提前收盘，并于周四圣诞节当天休市。 责任编辑：张俊 SF065 北京时间12月23日凌晨，美股周一午盘继续上扬，道指上涨270点。本周美股交易时间将因圣诞节假期 而缩短。交易员们正斟酌科技股是否能在年底前重拾上涨势头。 道指涨275.13点，涨幅为0.57%，报48410.02点；纳指涨144.57点，涨幅为0.62%，报23452.19点；标普 500指数涨43.91点，涨幅为0.64%，报6878.41点。 华尔街主要股指上周表现不一。科技股在周末前的强势上扬，推动标普500指数和纳指录得四周内的第 三次收涨。道指一周累计下跌0.7%，终结了此前连续三周的涨势。 AI股票在经历近期表现落后之后，上周迎来反弹。甲骨文作为此前显 ...

北京时间12月22日晚，美股周一早盘小幅上扬，纳指上涨0.4%。本周交易时间将因圣诞节假期而缩 短。交易员们正斟酌科技股是否能在年底前重拾势头。 道指涨99.71点，涨幅为0.21%，报48234.60点；纳指涨99.56点，涨幅为0.43%，报23407.18点；标普500 指数涨25.10点，涨幅为0.37%，报6859.60点。 美东时间周三东部时间下午1点，美股将提前收盘，并于周四圣诞节当天休市。 AI关键股票普遍上涨，此前有消息称英伟达正努力争取在2月中旬前出口H200芯片。受到英伟达消息带 动，美光科技和甲骨文等AI股票普涨。 华尔街主要股指上周表现不一。科技股在周末前的强势上扬，推动标普500指数和纳指录得四周内的第 三次收涨。道指一周累计下跌0.7%，终结了此前连续三周的涨势。 AI股票在经历近期表现落后之后，上周迎来反弹。甲骨文作为此前显著滞涨的股票，在TikTok同意将其 美国业务出售给一家由该软件巨头与私募股权公司Silver Lake组成的新合资企业后，股价大幅跳涨。英 伟达也强势回归。 然而投资者正密切关注AI股票能否在年底之前继续保持领涨地位，尤其是在市场担忧科技股估值过 高、资金 ...

Market Overview - US stock index futures are all up, with Dow futures up 0.01%, S&P 500 futures up 0.34%, and Nasdaq futures up 0.53% as of the report [1] - European indices show mixed performance, with Germany's DAX down 0.01%, UK's FTSE 100 down 0.42%, France's CAC40 down 0.33%, and the Euro Stoxx 50 down 0.11% [1] Commodity Prices - WTI crude oil is up 2.12%, priced at $57.72 per barrel, while Brent crude oil is up 2.10%, priced at $61.74 per barrel [2] Economic Insights - The US stock market is approaching a potential "Santa Claus rally" as major indices are within 3% of their historical highs, with a relatively quiet trading week ahead due to the holiday [3] - The consumer confidence index, delayed due to the US government shutdown, will be a key focus on Tuesday, reflecting a K-shaped economy among US consumers [3] Federal Reserve Insights - There is increasing division within the Federal Reserve, with Cleveland Fed President Beth Harmack suggesting that current monetary policy is suitable for a pause while awaiting clearer inflation signals [4] - The latest rate decision faced three dissenting votes, the highest since 2019, indicating differing views on the path of interest rates among officials [4] Precious Metals Market - Gold and silver prices are rising, with silver reaching a new historical high of $68.3995 per ounce, and gold nearing $4383 per ounce, driven by geopolitical tensions and expectations of further rate cuts by the Fed [5] Economic Forecasts - Goldman Sachs predicts a robust global economic growth of 2.8% in 2026, with the US economy expected to grow at 2.6%, benefiting from reduced tariff drag and tax policies [6] - Despite stable overall output growth, improvements in the labor market may lag behind economic expansion [6] Company News - Micron Technology's strong earnings report and optimistic guidance have boosted the semiconductor sector, with stocks like Nvidia and AMD also showing gains [7] - Uber is partnering with Baidu to launch autonomous ride-hailing services in London, with plans to start trials in 2026 [8] - Rocket Lab successfully completed its 21st launch of the year, achieving a 100% success rate, which positively impacted its stock price [9] - Private equity firms Permira and Warburg Pincus are leading the acquisition of Clearwater Analytics for a total valuation of $8.4 billion, with shareholders set to receive $24.55 per share [10]

Market Overview - US stock index futures are all up, with Dow futures up 0.01%, S&P 500 futures up 0.34%, and Nasdaq futures up 0.53% [1] - European indices show mixed performance, with Germany's DAX down 0.01%, UK's FTSE 100 down 0.42%, France's CAC 40 down 0.33%, and the Euro Stoxx 50 down 0.11% [2][3] - WTI crude oil increased by 2.12% to $57.72 per barrel, while Brent crude oil rose by 2.10% to $61.74 per barrel [3][4] Economic Insights - The US stock market is expected to experience a "Santa Claus rally" this week, with major indices close to historical highs, within 3% [5] - The Federal Reserve is experiencing internal divisions regarding monetary policy, with some officials advocating for a pause in rate adjustments until inflation trends become clearer [6] - Goldman Sachs forecasts a robust global economic growth of 2.8% in 2026, with the US economy expected to grow by 2.6%, benefiting from reduced tariff drag and tax policies [9] Company News - Micron Technology's strong earnings report and optimistic guidance have boosted the semiconductor sector, with stocks like Nvidia and AMD also showing gains [10] - Uber is partnering with Baidu to launch autonomous ride-hailing services in London, aiming for a pilot project in the first half of 2026 [11] - Rocket Lab successfully completed its 21st launch of the year, achieving a 100% success rate, which positively impacted its stock price [12] - Private equity firms Permira and Warburg Pincus are leading the acquisition of Clearwater Analytics for a total valuation of $8.4 billion, with shareholders receiving $24.55 per share [13]

Market Overview - US stock index futures are all up, with Dow futures up 0.01%, S&P 500 futures up 0.34%, and Nasdaq futures up 0.53% [1] - European indices show mixed performance, with Germany's DAX down 0.01%, UK's FTSE 100 down 0.42%, France's CAC40 down 0.33%, and the Euro Stoxx 50 down 0.11% [2][3] - WTI crude oil increased by 2.12% to $57.72 per barrel, while Brent crude oil rose by 2.10% to $61.74 per barrel [4] Economic Insights - The upcoming week in the US stock market is expected to be relatively quiet due to the holiday season, with a focus on the potential "Santa Claus rally" [4] - The consumer confidence index, delayed due to the government shutdown, will be released on Tuesday, highlighting the K-shaped economic trend among US consumers [4] - The Federal Reserve is experiencing internal divisions regarding monetary policy, with some officials advocating for a pause in rate adjustments until inflation trends become clearer [5] Commodity Market - Gold and silver prices are rising, with silver reaching a new historical high of $68.3995 per ounce, and gold approaching $4383 per ounce, driven by geopolitical tensions and expectations of further rate cuts by the Federal Reserve [6] Corporate Developments - Micron Technology's strong earnings report and optimistic guidance have boosted the semiconductor sector, with stocks like Nvidia and AMD also seeing gains [9] - Uber is partnering with Baidu to launch autonomous ride-hailing services in London, aiming for a pilot project in the first half of 2026 [10] - Rocket Lab successfully completed its 21st launch of the year, achieving a 100% success rate, which positively impacted its stock price [11] - Private equity firms Permira and Warburg Pincus are leading the acquisition of Clearwater Analytics for a total valuation of $8.4 billion, with shareholders receiving $24.55 per share, a 10% premium over the last closing price [12]

上周五股市反弹，为主要股指涨跌互现的一周画上句号，而这一周也是2025年的最后一个完整交易周。 在2025年最后七个交易日之前，三大股指均将接近历史最高点，差距不超过3%。本周，美股市场将迎 来相对清淡一周。美股周三只开盘半天，周四圣诞节当天休市。许多国际市场周五也将继续休市。 在接下来的一周里，那些在假期期间仍然活跃的投资者将把注意力转向"圣诞老人行情"的前景，而周二 将公布因美国政府停摆而延迟的一些滞后数据。周二上午，世界大型企业联合会发布的消费者信心指数 应该成为关注的焦点，因为2025年的一个主要趋势是美国消费者中出现的K型经济。 经济数据：关注消费者状况 美国消费者今年的假期心情比去年略显冷清。密歇根大学上周五公布的数据显示，12月份消费者信心指 数较11月份略有回升，但该指数为52.9，比去年12月份的读数低28.5%。同时，11月份房屋销售连续第 三个月小幅增长，但根据美国房地产经纪人协会的数据，2025年的销售量很可能以25年来的最低水平结 束这一年。 密歇根大学消费者调查主任Joanne Hsu说："消费者们明确表示，他们认为自年初以来经济前景已经大 幅恶化。" 本周美国经济数据发布密集，核 ...

北京时间12月22日，日韩股市开盘齐涨；本周，全球市场进入"圣诞模式"；法国总统马克龙周日确认计划建造一艘更大、更现代化的新航母；马斯克成首位 身家超7000亿美元富豪。 全球市场进入"圣诞模式 美国将补发第三季度G 【国际宏观】 马克龙确认法国将建造 【企业资讯】 马斯克成首位身家超70 【市场回顾】 北京时间12月22日，日韩股市开盘齐涨。日经225指数涨1.15%，报50078.56点；韩国综合指数涨1.79%，报4092.68点。 美东时间12月19日，美股三大指数集体收涨。截至当日收盘，道指涨0.38%，报48134.89点，周内累计下跌0.67%；纳指涨1.31%，报23307.62点，周内累计 上涨0.48%；标普500指数涨0.88%，报6834.50点，周内累计上涨0.11%。 欧洲三大股指上周五全线收涨。截至当日收盘，英国伦敦股市《金融时报》100种股票平均价格指数报收于9897.42点，较前一交易日上涨59.65点，涨幅为 0.61%；法国巴黎股市CAC40指数报收于8151.38点，较前一交易日上涨0.74点，涨幅为0.01%；德国法兰克福股市DAX指数报收于24293.56点，较前一 ...

Group 1 - The core sentiment on Wall Street is a lack of festive atmosphere as the Christmas season approaches, with the S&P 500 and Nasdaq both experiencing declines this month, indicating an unusual period of weakness in the stock market [1] - Two major themes have driven significant volatility in U.S. stocks: increased scrutiny over corporate spending on AI infrastructure and changing investor expectations regarding the Federal Reserve's interest rate cuts in 2026 [1] - Oracle's data center project raised concerns that negatively impacted tech stocks and other AI-related equities, while mild inflation data released on Thursday provided a boost to the stock market [1] Group 2 - The S&P 500 index saw a slight increase of 0.1% this week, while the Nasdaq rose by 0.5%, and the Dow Jones fell by 0.7% [2] - Economic data this week reinforced market expectations that the Federal Reserve will maintain a dovish stance on interest rates, with potential profit-taking by investors possibly exerting some downward pressure [2] - The "Santa Claus Rally," which typically occurs during the last five trading days of the year and the first two trading days of the following year, has historically resulted in an average gain of 1.3% for the S&P 500 [2] Group 3 - Next week, macroeconomic data releases will be limited due to the Christmas and New Year holidays, with a focus on U.S. GDP data as investors seek insights into the economy's performance and clues regarding the timing of the next Fed rate cut [5] - The initial estimate of U.S. Q3 GDP data is scheduled for release on December 23 [6] - Investors will also look for guidance on monetary policy from the Bank of Japan's Governor Ueda's speech on December 25, as the central bank is expected to raise its policy rate to 0.75%, marking the second rate hike this year [7]

整个12月都在揣测年末"圣诞老人行情"是否会如期而至的美股交易员们，如今或许终于等来了他们期盼 已久的"转机"。 标普500指数周四上涨0.8%，终结了连续四日下跌的走势，周五又以一波类似的涨幅报收。至此，今年 美股最后一个完整的交易周宣告结束。 尽管市场对人工智能板块的长期担忧持续存在，估值水平仍显偏高，但强劲的经济表现和企业盈利前景 正支撑着投资者信心。据Susquehanna International Group观察，交易员正抢购芯片制造商和科技巨头 的看涨期权，散户群体对美股的追捧热度不减。 高盛集团交易团队在致客户报告中指出："除非遭遇重大冲击，否则当前强劲的季节性行情与更清晰的 仓位布局将难以逆转。" 该团队成员Gail Hafif表示， "虽然我们不认为会出现剧烈反弹，但认为从当前水平到年底仍有上涨空 间。" 周四美股最初的反弹，源于一份低于预期(尽管存在争议)的通胀报告增强了明年进一步降息的预期。科 技股领涨大盘，彭博七巨头指数大涨2%，纳斯达克100指数在连续五日震荡后攀升1.5%。而周五在美 而若以历史为鉴，美股似乎有望继续攀升：据城堡证券统计，自1928年以来，标普500指数在12月最 ...