中国人民银行12月24日发布公告称，为保持银行体系流动性充裕，12月25日中国人民银行将以固定数 量、利率招标、多重价位中标方式开展4000亿元中期借贷便利(MLF)操作，期限为1年期。 由于当月有3000亿元MLF到期，这意味着MLF净投放量达1000亿元，为连续第10个月加量续作。 从今年全年来看，2025年央行MLF净投放突破1.1万亿元。东方金诚首席宏观分析师王青认为，中国人 民银行通过MLF等政策工具持续注入中期流动性，显示货币政策延续支持性立场，有力支持全年政府 债券大规模发行，助力满足企业和居民的信贷融资需求，有助于稳增长、稳预期。(记者任军、吴雨) ...

12月24日央行公告称，为保持银行体系流动性充裕，12月25日央行将以固定数量、利率招标、多重价位中标方式开展4000亿元MLF操作，期限为1年期。 因本月有3000亿元MLF到期，12月央行MLF净投放为1000亿元，为连续第十个月加量续作，符合市场预期。 考虑到本月央行还净投放2000亿元买断式逆回购，这意味着12月中期流动性净投放总额达到3000亿元，较上月减少3000亿元。 谈及12月MLF与买断式逆回购合计净投放中期流动性规模较上月减少3000亿元，在业内人士看来，这一方面源于当月政府债券净融资规模较前期有所下 降，另一方面也不排除2026年一季度央行实施降准、向市场注入较大规模长期流动性的可能。 展望2026年，中央经济工作会议要求，"要继续实施适度宽松的货币政策。把促进经济稳定增长、物价合理回升作为货币政策的重要考量，灵活高效运用 降准降息等多种政策工具，保持流动性充裕"。 东方金诚研究部判断，2026央行还会通过各类流动性工具搭配组合，适时向市场注入短中长期流动性，引导资金面处于稳定的充裕状态。这不仅会继续助 力政府债券顺利发行，引导金融机构加大信贷投放，也将释放数量型政策工具持续加力的信号， ...

Group 1 - The three major U.S. stock indices closed higher, with the Dow Jones up 0.6% at 48,731.16 points, the S&P 500 up 0.32% at 6,932.05 points, and the Nasdaq up 0.22% at 23,613.31 points [1] - Major tech stocks showed mixed performance, with Facebook up 0.39%, Apple up 0.53%, Microsoft up 0.24%, Amazon up 0.10%, while Nvidia down 0.32%, Tesla down 0.03%, and Google down 0.08% [1] - Chinese concept stocks had varied results, with Zai Lab up over 6%, Canadian Solar up over 1%, Sohu up over 1%, Bitdeer up over 1%, and Pinduoduo up over 1%. Conversely, Brainstorm Cell Therapeutics down over 2%, Sorrento Therapeutics down over 2%, Bawang Tea down over 1%, Kingsoft Cloud down over 1%, and TAL Education down over 1% [1] Group 2 - European stock markets were mostly closed, with the UK and France having half-day trading. The French CAC40 index closed flat at 8,103.58 points, while the UK FTSE 100 index fell 0.19% to 9,870.68 points [1] - COMEX gold futures fell 0.01% to $4,505.4 per ounce, while COMEX silver futures rose 1.04% to $71.875 per ounce [1] - U.S. oil futures rose 0.03% to $58.4 per barrel, while Brent oil futures fell 0.05% to $61.84 per barrel [1] - The U.S. dollar index rose 0.06% to 97.95, and the offshore Chinese yuan appreciated by 117.5 basis points to 7.0076 against the U.S. dollar [1] - London base metals showed mixed results, with LME copper up 0.6% at $12,133 per ton, LME zinc down 0.23% at $3,086.5 per ton, LME nickel down 0.5% at $15,660 per ton, LME aluminum up 0.6% at $2,956.5 per ton, LME tin down 0.71% at $42,490 per ton, and LME lead up 0.86% at $1,999.5 per ton [1] - U.S. Treasury yields collectively fell, with the 2-year yield down 2.45 basis points to 3.506%, the 3-year yield down 2.23 basis points to 3.558%, the 5-year yield down 1.92 basis points to 3.718%, the 10-year yield down 2.73 basis points to 4.136%, and the 30-year yield down 2.94 basis points to 4.795% [1]

Market Overview - US stocks continued to rise slightly before Christmas, with all sectors except energy gaining, led by consumer staples [1] - Nike shares rose by 4.6%, and Apple CEO Tim Cook purchased $3 million worth of Apple stock [1] - US Treasury yields fell, with the 10-year yield down by 2.73 basis points [1] - The dollar dropped to a near three-month low before recovering slightly, while the offshore yuan approached the 7.00 mark [1] - Gold prices briefly surpassed $4500 before retreating by 1.7% due to profit-taking pressure [1] Key News - The People's Bank of China announced continued implementation of moderately loose monetary policy, enhancing counter-cyclical and cross-cyclical adjustments [3][7] - Beijing's new housing policy relaxes purchase conditions for non-Beijing residents and supports housing needs for families with multiple children [7] - US job market showed signs of recovery with initial jobless claims at 214,000, slightly down from previous values [8] - Elon Musk predicts a double-digit growth for the US economy within 18 months, driven by AI [8] - Nvidia plans to deliver H200 chips to Chinese customers before the Spring Festival, with an expected shipment of 5,000 to 10,000 modules [8][9] Stock Market Performance - The S&P 500 index rose by 0.32% to 6932.05, marking a new closing high [4] - The Dow Jones increased by 0.60% to 48731.16, also reaching a record closing high [4] - The Nasdaq rose by 0.22% to 23613.307 [4] - In the A-share market, the Shanghai Composite Index closed at 3940.95, up 0.53% [4] Commodity Market - COMEX gold futures fell by 0.01% to $4505.40 per ounce, while silver futures rose by 1.04% to $71.875 per ounce [4] - WTI crude oil futures closed at $58.35 per barrel [4] Company Developments - Intel's stock fell by 5% after reports that Nvidia has paused testing of Intel's 18A process technology [10] - Nvidia denied a $20 billion acquisition of AI chip startup Groq, stating it only reached a licensing agreement for inference technology [9] - Jiangxi Copper announced a $1.1 billion acquisition of SolGold, a top copper-gold mine in South America, with a 43% premium over the initial offer [16]

Group 1 - The market is anticipating a significant increase in interest rates by the Bank of Japan to curb inflation and support the yen, with a two-year government bond auction scheduled soon after the central bank raised policy rates to a 30-year high [1][3] - The two-year government bond yield has reached its highest level since 1996, reflecting heightened sensitivity to monetary policy expectations, while the 10-year breakeven inflation rate has also surged to its highest since 2004 [1] - Concerns about the Bank of Japan lagging behind in policy adjustments and rising inflation expectations have created unease in the market regarding the upcoming bond auction, which is seen as a key indicator of market sentiment towards the central bank's stance [3] Group 2 - The upcoming auction is expected to be the first issuance of two-year bonds with yields exceeding 1%, although there are doubts about its performance following the recent rate hike by the Bank of Japan [3] - Investors are worried about the government's bond issuance plan related to the fiscal year 2026 budget, which is anticipated to exceed the initial plan for the current fiscal year [3] - The auction results will be closely monitored for the bid-to-cover ratio and the 'tail' difference, which indicates demand and pricing dynamics in the bond market [4]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美股在圣诞节前的缩短交易日中继续小幅走高。上周首申失业金人数回落。VIX跌至14，创2024年12月初以来的最低点。美股除能源板块外，周三所有板块 均上涨，消费必需品领涨。耐克涨4.6%，苹果CEO库克购入该公司300万美元的股票。 美债收益率普跌，10年期跌2.73基点。 美元一度跌至近三个月低点，随后震荡上涨，最终较日低涨0.23%。人民币三连涨、一度逼近7.00大关。 加密货币疲软，比特币曾跌1.5%，随后反弹走平。以太坊反弹后仍微跌。 黄金一度涨破4500美元，随后获利了结压力下，金价较日高下挫1.7%。白银高位震荡。WTI原油震荡于58.5美元下方。 要闻 中国央行四季度例会：继续实施适度宽松的货币政策，加大逆周期和跨周期调节力度。 北京楼市新政：放宽非京籍家庭购房条件、支持多子女家庭住房需求。 贝森特暗示美联储未来方向：通胀"区间制"，取消"点阵图"，支持财政部，回归"幕后"。 圣诞前夕美国就业市场回温，上周首申21.4万人，较前值小幅回落。 马斯克预测美国经济18个月内实现两位数增长，AI成关键驱动力。 白银LOF ...

工资价位指企业从业人员在报告期内的工资水平，包括基本工资、奖金、津贴和补贴、加班加点工 资和特殊情况下支付的工资等，在一定程度上体现了劳动力市场价格水平。 省人社厅12月23日发布了2024年度人力资源市场工资价位，蓬勃发展的数字经济产业薪酬一路飙 升，工资价位排在前三位的均为该领域从业人员。 本次发布的企业从业人员工资价位主要包括不同职业从业人员工资价位、不同行业技能人才工资价 位、部分数字职业从业人员工资价位。数据基于2024年度企业职工工资数据，采用加权方法处理。工资 价位按10%、25%、50%、75%、90%等五个分位值发布。在不同职业从业人员工资价位中，金融服务 人员以分位值90%、313227元/年排在第一位；在分行业门类企业技能人才工资价位中，电力、热力、 燃气、水生产和供应业的高级技能及以上人员以分位值90%、287918元/年居首位；在数字经济产业职 业分类中，有4个职业人群年最高收入都超过了30万元，其中人工智能工程技术人员以分位值90%、 530260元/年位列所有从业人员薪酬首位，嵌入式系统设计工程技术人员以分位值90%、333146元/年排 在第二位，集成电路工程技术人员以分位值9 ...

Group 1 - The core viewpoint of the article highlights the significant rise in salary levels within the rapidly growing digital economy sector, with the highest wage levels being attributed to professionals in this field [1][2] Group 2 - The released wage data for 2024 includes salary levels for different occupations, industry-specific skilled talent, and certain digital professions, processed using a weighted method [2] - Financial service personnel rank first with a 90th percentile wage of 313,227 yuan per year [2] - In the energy sector, senior skilled personnel in electricity, heat, gas, and water production and supply have a 90th percentile wage of 287,918 yuan per year [2] - Within the digital economy sector, four occupational groups have annual incomes exceeding 300,000 yuan, with AI engineering technicians leading at a 90th percentile wage of 530,260 yuan per year [2] - Embedded system design engineers and integrated circuit engineering technicians follow with 90th percentile wages of 333,146 yuan and 328,559 yuan per year, respectively [2]

15、公告精选︱爱尔眼科：拟收购亳州爱尔、连云港爱尔等39家机构部分股权；胜通能源：不涉及机器 人相关业务； 来源：格隆汇APP 格隆汇12月25日｜国际要闻： 大中华区要闻： 14、今日A股江天科技上市； 16、A股投资避雷针︱金盾股份：股东高新投、方正证券拟合计减持不超过4%股份。 1、日线5连涨！标普500指数、道指均创历史收盘新高； 2、消息称英伟达暂停测试英特尔18A制程工艺； 3、英伟达：不是收购Groq，只是（获得）技术授权； 4、三星、SK海力士上调明年HBM3E价格 涨幅近20%； 5、经济学家警告：卢布今年累涨45% 为俄罗斯经济带来新风险； 6、OpenAI考虑在ChatGPT中投放广告； 7、日本或大幅削减超长期国债发行 势创17年新低； 8、美国至12月20日当周初请失业金人数21.4万人，低于预期； 1、港股12月25日、26日休市； 2、贵金属迎高光时刻！黄金、白银、铂金齐创历史新高； 3、北京调整住房限购政策：放宽非京籍家庭购房条件 支持多子女家庭住房需求； 4、央行：要继续实施适度宽松的货币政策 加大逆周期和跨周期调节力度； 5、央行：加强对扩大内需、科技创新、中小微企业等重 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本报记者 刘 琪 12月24日，中国人民银行发布2025年12月份中期借贷便利（MLF）招标公告显示，为保持银行体系流 动性充裕，12月25日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展4000亿元MLF 操作，期限为1年期。 Wind资讯数据显示，12月份有3000亿元MLF到期，因此中国人民银行开展4000亿元MLF操作后，将实 现净投放1000亿元，这也是中国人民银行连续第10个月加量续做MLF。此外，中国人民银行本月还通 过买断式逆回购净投放2000亿元。这意味着12月份中期流动性净投放3000亿元。 东方金诚首席宏观分析师王青对《证券日报》记者表示，12月份资金面存在一定扰动，中国人民银行通 过MLF和买断式逆回购向银行体系持续注入中期流动性，既能保持资金面处于较为稳定的充裕状态， 也有助于岁末年初稳增长、稳预期。 根据中国人民银行此前操作，8月份至11月份，每月买断式逆回购及MLF净投放规模均为6000亿元，而 本月则减少了3000亿元。对此，王青认为，这或是源于12月份政府债券净融资规模较前期有所下降；同 时 ...