Group 1: Market Overview - The three major US stock indices closed lower on Monday, with the Dow Jones down 0.45%, the Nasdaq down 0.14%, and the S&P 500 down 0.35% [1][7] - Large tech stocks showed mixed performance, with Broadcom rising over 2%, while Tesla and Netflix fell over 3% [1][7] Group 2: Commodity and Currency Dynamics - WTI crude oil fell below $59 per barrel, down 1.84% [3][9] - Gold futures briefly surpassed $4220 per ounce before retreating, closing down 0.79% [4][9] - Spot gold fell below $4180 per ounce, down 0.39% [5][9] - US natural gas futures dropped over 9% due to narrowing temperature drop forecasts and high production levels, currently at $3.849 per million British thermal units [5][9] - A 7.5 magnitude earthquake near eastern Honshu, Japan, caused short-term fluctuations in the USD/JPY exchange rate, which rose by 0.5% to 155.81 yen [5][9] Group 3: International Market Developments - Paramount launched a hostile takeover bid for Warner Bros. Discovery, offering $30 per share in cash, an 8% premium over Netflix's previous $720 billion acquisition offer of $27.75 per share, potentially providing shareholders with an additional $18 billion in cash benefits [10] - Warner Bros. owns several major networks including CNN, TBS, HGTV, and the HBO Max streaming platform, with Paramount claiming the proposal is more likely to pass regulatory scrutiny [10] - Former President Trump plans to sign an executive order this week to simplify AI industry regulatory approval processes, aiming to prevent individual states from creating conflicting regulations that could undermine the US's competitive edge in AI [10]

2025.12.09 本文字数：1552，阅读时长大约3分钟 作者 |第一财经 樊志菁 周一美国三大股指收跌，美国国债收益率走高打压市场情绪，投资者正紧张等待两天后美联储的货币政 策更新。 截至收盘，道指跌215.67点，跌幅0.45%，报47739.32点，纳指跌0.14%，报23545.90点，标普500指数跌 0.35%，报6846.51点。 明星科技股分化，英伟达涨1.7%，甲骨文涨1.3%，市场看好这家人工智能新贵最新财报，苹果跌 0.3%，Meta跌1.0%，亚马逊跌1.1%，谷歌跌2.1%，公司计划于2026年在Gemini平台上推出广告。 博通涨近3%创历史新高，有报道称微软正与博通洽谈定制芯片开发事宜。 特斯拉跌3.4%，摩根士丹利宣布下调公司评级至"持有"。 个股方面，派拉蒙天舞传媒向华纳兄弟探索频道发起1084亿美元的敌意收购要约，意图与奈飞竞标，这 一消息引发投资者关注。受此影响，华纳兄弟探索频道股价上涨约4.4%；派拉蒙涨幅超9%，而奈飞则 跌3.4%。 纳斯达克中国金龙指数涨0.08%，百度涨3.5%，京东涨0.1%，阿里巴巴跌0.1%，网易跌2.1%。 上周公布的数据显示三季度末 ...

完整早报音频，请点击标题下方小耳机收听 【张予彤以月之暗面总裁身份出席活动，与金沙江纠纷或已解决】 12 月 8 日消息，最近多个信源显示，张予彤近 期在以"月之暗面总裁"的身份对外出席活动，并得到月之暗面方面的确认，"负责公司的整体战略与商业化，包括融 资，也会参与一些新产品的开发"。就张予彤是否已正式就任月之暗面总裁一事求证月之暗面官方，截至发稿未获得 回应。 金沙江与月之暗面（以及杨植麟、张予彤个人）之间的纠纷，目前公开信息处于完全 "沉默"的状态，暂时没有新的 司法进展、和解公告或双方发声对外释放。（同花顺财经） 【罗永浩否认嘉宾上播客要花大价钱】 近日，罗永浩就其播客节目《罗永浩的十字路口》广告植入过多的争议作出 回应，他表示，你是不是免费听的？免费听就别那么多话了。因为重点是你听我在讲什么，和我们的嘉宾在讲什 么。事实上，外界早有传闻称上罗永浩的播客节目需要花大价钱，但罗永浩予以否认，表示这是赤裸裸的诬蔑和泼 脏水，是谣传。我们这个播客不是花钱能上的。（东方财富网） 【云鲸 CEO 张峻彬否认被收购传闻：全力冲刺香港上市】 12 月 8 日，云鲸创始人兼 CEO 张峻彬通过全员信否 认了"九阳计划 ...

Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 215.67 points (0.45%) at 47739.32, the Nasdaq down 32.23 points (0.14%) at 23545.90, and the S&P 500 down 23.89 points (0.35%) at 6846.51. Chip stocks saw gains, with Micron Technology up over 4%, Broadcom up nearly 3%, Nvidia up nearly 2%, and AMD up over 1% [1] - European markets showed mixed results, with Germany's DAX30 up 17.87 points (0.07%) at 24046.01, while the UK FTSE 100 fell 21.92 points (0.23%) to 9645.09. The French CAC40 dropped 6.31 points (0.08%) to 8108.43, and the Euro Stoxx 50 rose slightly by 0.42 points (0.01%) to 5724.35 [2] - In the Asia-Pacific region, the Nikkei 225 rose 0.18%, the KOSPI increased by 1.34%, while the BSE SENSEX fell by 0.71% [2] Corporate News - Paramount Global announced a $108.4 billion cash offer to acquire Warner Bros. Discovery, with both companies' stocks rising. This offer is seen as more attractive compared to Netflix's previous proposal [9] - IBM announced its acquisition of data streaming company Confluent for $11 billion, marking one of its largest acquisitions to date. This move is aimed at enhancing IBM's AI product offerings and is expected to significantly boost its software sales [11] - Apple’s chip chief, Johny Srouji, confirmed he will not be leaving the company, alleviating concerns about executive instability following recent departures [10] Economic Indicators - The U.S. dollar index (DXY) rose by 0.11% to 99.10, indicating a slight strengthening of the dollar against a basket of six major currencies [3] - The latest consumer inflation expectations from the New York Fed showed stability at 3.2%, with rising concerns about household financial conditions. Expectations for price increases in various sectors, including gasoline and food, were noted [7] Predictions and Market Sentiment - Oppenheimer's chief investment strategist projected the S&P 500 could rise to 8100 points by 2026, driven by strong corporate earnings and economic resilience, representing an 18% increase from current levels [6] - The market's expectations for future Federal Reserve rate cuts have decreased, with predictions now suggesting two rate cuts by 2026, down from three previously anticipated [7]

Market Performance - The Dow Jones Industrial Average closed down 0.45%, the S&P 500 fell by 0.3%, and the Nasdaq decreased by 0.1% [1] - Warner Bros. Discovery saw a rise of 4.4%, while Netflix and Tesla dropped over 3%, and Google fell more than 2% [1] - The Nasdaq Golden Dragon China Index slightly increased, with Baidu rising over 3% [1] Commodity Prices - Spot gold decreased by $17 to $4180 per ounce, a drop of 0.38% [1] - Spot silver fell by $0.4 to $57.74 per ounce [1] - WTI crude oil dropped by 2.00% to $58.77 per barrel, while Brent crude fell below $63 per barrel, down 1.92% [1] Corporate Developments - Paramount proposed to acquire Warner Bros. Discovery at a price of $30 per share [1] - Apple’s chip chief, Johny Srouji, reassured employees that he will not be leaving the company soon, following rumors of his potential departure [1] Regulatory and Economic News - President Trump announced plans to release a single regulatory executive order for artificial intelligence this week, emphasizing the need for a unified rulebook across all states [1] - The U.S. Bureau of Labor Statistics will not publish the PPI data for October [1] ETF Holdings - The iShares Silver Trust, the largest silver ETF globally, reported a decrease in holdings by 36.67 tons, bringing the total to 15,888.54 tons [1] Ratings and Forecasts - Fitch confirmed Saudi Aramco's rating at "A+" with a stable outlook [1]

Group 1 - Tesla's humanoid robot demonstration raised concerns about stability after it fell during a smooth running display, leading Morgan Stanley to downgrade Tesla's rating from "Overweight" to "Hold" due to high valuation reflecting growth expectations [2] - Apple initiated year-end price promotions on its e-commerce platform, reducing prices of iPhone 17 Pro and iPhone 17 Pro Max by 300 yuan, with starting prices now at 8699 yuan and 9699 yuan respectively [2] - Netflix's acquisition plan for Warner Bros. Discovery faces resistance, with former President Trump indicating he will intervene, citing potential monopoly concerns if the deal goes through [2] Group 2 - China Metallurgical Group plans to sell 100% equity and debt of China Metallurgical Real Estate and stakes in five other companies for 60.676 billion yuan to Minmetals Land and China Minmetals, aiming to optimize business structure and enhance core competitiveness [5] - Moutai's iMoutai App launched a new product priced at 11,000 yuan per bottle, which sold out quickly, while the price of the 2025 version of Moutai saw a slight decline [5] - ByteDance launched its self-developed Doubao smartphone, integrating AI model features, which may impact competition in the smartphone industry [5] Group 3 - Microsoft is reportedly in talks with Broadcom to design custom chips, potentially shifting from current supplier Marvell, which could strengthen Broadcom's position in the AI chip market [2] - OpenAI's report indicates ChatGPT's weekly active users surpassed 800 million, with significant growth in enterprise clients in markets like Australia and Brazil, both exceeding 140% year-on-year [3] - Nanya Technology reported October revenue of 7.908 billion New Taiwan dollars, a year-on-year increase of 262.37%, with net profit rising by 1006.38% [6]

智通财经APP获悉，周一，三大指数收跌。"美股七巨头"涨跌不一，芯片股上涨。投资者静待美联储本 周利率决议，尽管市场普遍预期将降息25个基点，但"美联储影子主席"哈塞特不够鸽派的发言打压明年 宽松预期，美股三大指数收跌，美债普遍走低。 【美股】截至收盘，道指跌215.67点，跌幅为0.45%，报47739.32点;纳指跌32.23点，跌幅为0.14%，报 23545.90点;标普500指数跌23.89点，跌幅为0.35%，报6846.51点。芯片股上涨，美光科技(MU.US)涨逾 4%，博通(AVGO.US)涨近3%，英伟达(NVDA.US)涨近2%，AMD(AMD.US)涨超1%。 派拉蒙天舞宣布1084亿美元抢购华纳兄弟探索，两家公司均收涨。数据流公司Confluent获IBM斥资110 亿美元收购，股价暴涨逾29%。原油跌近2%。 【加密货币】加密货币走高。比特币涨0.69%，报91019美元;以太坊涨2.36%，报3133.09美元。 【贵金属】COMEX黄金期货跌0.55%，报4219.75美元/盎司。现货黄金跌0.15%，报4190.76美元/盎司。 现货白银跌0.25%，报58.15美元/盎司。 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 市场盘点 周一，美联储鹰派降息预期推动美元上涨，美元指数尾盘拉升，最终收涨0.13%，报99.11；基准的10年期美债收益率最终收报4.1670%，对美联储政策利率 敏感的2年期美债收益率收报3.5810%。 受美元指数美盘走强影响，现货黄金一度回落30美元，最终收跌0.15%，报4190.68美元/盎司；现货白银最终收跌0.25%，报58.15美元/盎司。 今日优选 特朗普：本周将发布人工智能的单一规则行政令 俄副总理：自2026年起将限制黄金金条出口 日本本州东部附近海域发生7.5级地震，日本发布海啸预警 柬泰边境连续两日开火，两国相互指责 派拉蒙提出以每股30美元的价格收购华纳兄弟探索 中共中央政治局12月8日召开会议，分析研究2026年经济工作 上期所发布做好贵金属市场风险控制工作的通知 国际要闻 市场关注印度购买俄罗斯原油的情况，成品油大跌拖累国际油价走低，WTI原油最终收跌2.16%，报58.83美元/桶；布伦特原油最终收跌2.18%，报62.45美 元/桶。 ...

市场 12月9日收盘：美股周一收跌 市场等待联储会议结果 12月9日美股成交额前20：大摩下调特斯拉评级，称其估值过高 12月9日热门中概股涨跌不一 台积电涨2.44%，阿里巴巴跌0.08% 周一油价下跌 市场关注乌克兰谈判与美联储会议 现货黄金跌0.19%，报4189.69美元/盎司 欧洲股市微幅下跌 投资者在美联储会议前态度谨慎 宏观 日本一核设施乏燃料池水溢出 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 原油：成品油大跌拖累油价走低 市场关注俄罗斯供应前景 大宗商品综述：原油、黄金和银价下跌 铜再创新高 纽约汇市：美元小幅走强 市场迎来密集的央行决策周 新浪合作大平台期货开户 安全快捷有保障 责任编辑：李桐 美国最高法院似乎准备赋予总统更多解雇政府官员的权力 美国将为受关税政策影响农民提供120亿美元救助 纽约联储消费者调查：通胀预期稳定 财务状况恶化 特朗普政府因移除追踪移民特工行踪的应用程序而被起诉 特朗普威胁对加拿大化肥征收"严厉"关税 日本7.6级地震恐引发3米高海啸 官员称附近核电站无恙 美国代表团访问印度寻求修复关系 但贸易协议仍遥遥无期 印度大规模航班取消，监管机构警告靛蓝航空 ...

Core Viewpoint - A competitive acquisition battle has begun between Paramount and Netflix for Warner Bros, with Paramount making a cash offer directly to Warner Bros shareholders shortly after Netflix's agreement with Warner Bros [2][4]. Group 1: Acquisition Details - Paramount has proposed a cash acquisition of Warner Bros at $30 per share, totaling approximately $108.4 billion (around 760 billion RMB) [4]. - Paramount claims its offer provides an additional $18 billion in cash compared to Netflix's proposal, which was valued at $72 billion (approximately $27.75 per share) [4]. - The acquisition would include Warner's valuable assets such as CNN, TBS, HGTV, and HBO Max streaming service [4]. Group 2: Strategic Positioning - Paramount argues that its offer is more attractive to shareholders and has a higher likelihood of passing regulatory scrutiny compared to Netflix's deal [4][5]. - Paramount's CEO, David Ellison, emphasized that the offer provides higher value and a more certain and faster completion path for shareholders [6]. - Paramount has previously argued for maintaining the integrity of Warner Bros as being in the best interest of its shareholders [5]. Group 3: Market Reaction - Following the news of Paramount's acquisition proposal, Warner Bros' stock price surged by 5% in pre-market trading [5].