Group 1: Federal Reserve and Market Reactions - The Federal Reserve's monetary policy outlook remains a key concern for the market, with recent hawkish statements from officials causing panic, but New York Fed President Williams indicated that the current labor market weakness poses a greater threat to the economy than inflation, suggesting further rate cuts may be possible [1] - Following Williams' dovish comments, market expectations for a 25 basis point rate cut in December rose to over 70%, alleviating investor concerns [1] - The S&P Global reported that U.S. business activity expanded at its fastest pace in four months in November, with service sector growth accelerating and overall economic outlook improving, leading to gains in the three major U.S. stock indices [1] Group 2: Company Developments - Eli Lilly became the first pharmaceutical company globally to surpass a market capitalization of $1 trillion, driven by expanded production and strong performance of its weight loss drugs [7] - Goldman Sachs projected that Eli Lilly's oral version of its weight loss drug is expected to launch in Q1 next year, earlier than anticipated, which could enhance its market share [7] - Eli Lilly's agreement with the U.S. government to significantly reduce prices for some weight loss drugs is expected to broaden its drug coverage and increase sales potential [7] Group 3: European Economic Indicators - In Europe, the S&P Global and Hamburg Commercial Bank reported a significant drop in new orders due to weak demand, with the Eurozone manufacturing PMI falling to 49.7 in November, indicating contraction [9] - Major economies like Germany and France showed weakened manufacturing growth momentum, with their PMIs falling further into contraction territory [9] - European stock indices showed mixed results, with the UK FTSE 100 and France's CAC40 slightly up, while Germany's DAX index declined [9]

Group 1 - The U.S. pharmaceutical company Eli Lilly has become the first pharmaceutical company globally to surpass a market capitalization of $1 trillion, driven by expanded production capacity and strong performance of its weight loss drugs [7] - Goldman Sachs predicts that Eli Lilly's oral version of its weight loss drug is expected to launch in the first quarter of next year, earlier than previously anticipated [7] - Eli Lilly has reached an agreement with the U.S. government to significantly reduce the prices of some weight loss drugs, which is expected to expand its market coverage and enhance sales growth potential [7] Group 2 - Concerns about overvaluation in the AI sector, combined with a decline in expectations for Federal Reserve interest rate cuts, have negatively impacted the performance of the U.S. stock indices, with the Dow Jones down 1.91%, S&P 500 down 1.95%, and Nasdaq down 2.74% [5] - The S&P Global report indicated that U.S. business activity expanded at the fastest pace in four months in November, with service sector growth accelerating and improved optimism about the economic outlook [1]

此外标普全球当天公布的数据显示，11月美国商业活动扩张速度创四个月最快，服务业增长加快，同时 对经济前景的乐观情绪显著改善。以上因素推动美国三大股指集体收涨。其中，道指上涨1.08%，标普 500指数上涨0.98%，纳指上涨0.88%。 21日国际金价小幅上涨 全周累计下跌 当地时间周五，美联储货币政策前景依然牵动着市场神经。在多位美联储官员一系列鹰派表态引发市场 恐慌之后，被称为美联储"三号人物"的纽约联储银行行长威廉姆斯当天表示，当前劳动力市场疲软对经 济构成的威胁已经超过了通胀压力，他认为，美联储仍有进一步降息的空间。威廉姆斯的鸽派言论令市 场对于美联储的降息预期出现反转，交易员预计12月议息会议宣布降息25个基点的概率超过70%，投资 者担忧情绪得到安抚。 公司方面，美国制药公司礼来股价周五上涨1.57%，成为全球首家市值突破万亿美元的药企。据外媒报 道，受产能扩大以及减肥药表现突出等因素提振，礼来公司逐步获得了更多的市场份额，据高盛预计， 礼来减肥药口服版本有望在明年一季度上市，比预期更快。礼来与美国政府本月初达成协议，大幅削减 部分减肥药的价格，也将扩大其药品覆盖范围，这预示着将带来销量上的增长潜 ...