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国元香港晨报-20251211
Guoyuan Securities2· 2025-12-11 02:13
Core Insights - The Federal Reserve's FOMC has lowered interest rates by 25 basis points, indicating a shift in monetary policy [4] - The U.S. House of Representatives has passed the National Defense Authorization Act, reflecting ongoing governmental activities [4] - The International Monetary Fund (IMF) has revised China's economic growth forecast for this year to 5%, suggesting a positive outlook for the Chinese economy [4] Economic Data - In November, the U.S. budget deficit reached $173 billion, highlighting fiscal challenges [4] - The Consumer Price Index (CPI) in China rose by 0.7% year-on-year in November, while the Producer Price Index (PPI) fell by 2.2%, indicating mixed inflationary pressures [4] - In October, domestic smartphone shipments in China totaled 32.27 million units, marking an 8.7% year-on-year increase, reflecting growth in the technology sector [4] Market Performance - The Nasdaq index closed at 23,654.16, up by 0.33%, while the Dow Jones Industrial Average rose by 1.05% to 48,057.75, indicating a positive trend in U.S. equity markets [6] - The Baltic Dry Index decreased by 5.09% to 2,557.00, suggesting a decline in shipping rates [6] - The Hang Seng Index closed at 25,540.78, up by 0.42%, indicating stability in the Hong Kong market [6]
24小时环球政经要闻全览 | 12月11日
Sou Hu Cai Jing· 2025-12-11 00:28
乌美重建与和平工作组首次会谈敲定后续联系机制 当地时间12月10日,乌克兰总统泽连斯基通过社交媒体宣布,乌方团队与美国财政部长贝森特、总统顾问库什纳及拉里・芬克举行首次会谈,启动乌克兰重 建与经济复苏文件工作组。双方围绕重建关键议题、实施机制及愿景深入交流,乌方提出结束冲突的20点核心立场,强调总体安全是经济安全与商业环境的 前提。会谈同步敲定后续联系机制,泽连斯基表示乌方将全力推进以争取实质成果。 美国拟要求42国免签游客披露五年社交媒体记录 近日,美国《联邦公报》发布提案,特朗普政府计划要求英、法、澳、日等42国免签游客,入境前披露过去五年社交媒体历史记录,该信息将纳入ESTA申 请必填项。目前免签游客仅需通过ESTA提交部分个人信息,提案现开放60天公众意见期。此前美国已加强入境审查,今年以来撤销8.5万份签证,数量较去 年翻倍。 美联储如期降息25基点,鲍威尔称利率处中性区间上端 12月11日,美联储FOMC会议如期降息25个基点,将利率区间调至3.50%-3.75%,为连续第三次降息。会议存在政策分歧,点阵图显示明后两年各降息一 次。鲍威尔表示当前利率处于中性区间上端,通胀风险偏上行且受关税影响,就 ...