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欧元EURUSD惊魂未定:零售提振有限,欧央行更像是在“拖时间”
Xin Lang Cai Jing· 2025-12-04 23:37
Group 1 - Eurozone retail sales data for October showed a year-on-year growth of 1.5%, exceeding market expectations of 1.3%, indicating some resilience in consumer demand [1][2] - However, month-on-month retail sales remained flat at 0.0%, suggesting a temporary halt in growth momentum [1] - The internal growth structure revealed a divergence, with food, beverage, and tobacco sales increasing by 0.3% month-on-month, while non-food sales (excluding automotive fuel) decreased by 0.2% [2] Group 2 - The annual growth rate for non-food products (excluding automotive fuel) was 2.1%, significantly higher than the 0.9% for food products, indicating relatively strong discretionary spending [3] - The data reflects a complex picture of the Eurozone consumer market under inflationary pressures and high interest rates, with overall demand not collapsing but growth momentum clearly weakening [3] - European Central Bank (ECB) officials expressed satisfaction with current policy settings, indicating no immediate need for further rate cuts, as inflation appears to be under control [3] Group 3 - In the U.S., initial jobless claims fell to a three-year low of 191,000, suggesting employers are still trying to retain employees despite recent layoffs [4][5] - The four-week moving average of new claims dropped to 214,750, the lowest level since January, indicating limited actual layoffs and easing concerns about a rapidly deteriorating labor market [5] - Despite a recent surge in announced layoffs, the actual number of layoffs remains low, providing some reassurance to market sentiment [5] Group 4 - Challenger, Gray & Christmas reported that U.S. employers announced 71,321 layoffs in November, a 53% decrease from the previous month, but still the highest level for November since 2022 [8] - The total planned layoffs for the first eleven months of the year reached approximately 1.171 million, a 54% increase year-on-year, marking the highest annual total since the pandemic [8] - The contrast between increased layoff plans and a lack of corresponding rises in unemployment claims indicates a "no layoff, no hiring" state in the labor market [9] Group 5 - In Ireland, revised domestic demand grew by 2.3% quarter-on-quarter, driven by an 8.3% surge in investment, despite a slight GDP decline of 0.3% [18] - Hungary announced an 11% increase in the minimum wage to combat economic stagnation and political pressure, which may lead to increased costs for businesses [18] - The ECB reiterated its commitment to maintaining a stable exchange rate and monitoring internal demand, with a focus on achieving inflation targets [19]
U.S. layoffs are pandemic-era bad
Yahoo Finance· 2025-12-04 22:33
According to the September U.S. government unemployment report, the job market is seeing mixed results. Bureau of Labor Statistics' August data showed a slight uptick in the unemployment rate to 4.3% for the third consecutive month, as employers added just 22,000 new jobs. The September numbers were initially scheduled to be published on October 3, but the government shutdown delayed their release by 48 days to November 20. Once it was released, the data showed that unemployment ticked up again to 4.4%, d ...
尾盘:美股维持窄幅震荡局面 标普指数小幅下跌
Xin Lang Cai Jing· 2025-12-04 20:00
北京时间12月5日凌晨,美股周四尾盘基本持平。市场继续关注美联储12月降息的前景与劳动力市场数 据。美国上周首次申请失业救济人数降至2022年9月以来的最低水平。 道指跌61.17点,跌幅为0.13%,报47821.73点;纳指涨17.13点,涨幅为0.07%,报23471.22点;标普500 指数跌2.48点,跌幅为0.04%,报6847.24点。 周三美股收高,道指上涨超过400点,涨幅0.9%。标普500指数和科技股权重较高的纳斯达克综合指数 分别收涨0.3%和0.2%。 周三公布的ADP数据显示11月私营部门就业人数意外下降,使投资者增大了美联储在12月货币政策会议 上降息的预期。根据CME FedWatch工具,市场目前预测美联储下周三(12月10日)降息的可能性为 87%,显著高于几周前的降息预期。 人工智能相关交易周三继续波动。科技板块是标普500指数中表现最差的板块,受微软、英伟达和博通 股价下跌拖累。 上周初请失业救济人数创三年新低 周四美股投资者关注更多就业数据。美国劳工部周四报告称,美国上周首次申请失业救济人数降至2022 年9月以来新低。 截至11月29日当周,经季节性调整后的初请失业 ...
午盘:美股基本持平 市场关注利率前景与经济数据
Xin Lang Cai Jing· 2025-12-04 17:05
北京时间12月5日凌晨,美股周四午盘基本持平。市场继续关注美联储12月降息的前景与劳动力市场数 据。美国上周首次申请失业救济人数降至2022年9月以来的最低水平。 道指跌29.60点,跌幅为0.06%,报47853.30点;纳指涨46.90点,涨幅为0.20%,报23500.99点;标普500 指数涨6.53点,涨幅为0.10%,报6856.25点。 周三美股收高,道指上涨超过400点,涨幅0.9%。标普500指数和科技股权重较高的纳斯达克综合指数 分别收涨0.3%和0.2%。 周三公布的ADP数据显示11月私营部门就业人数意外下降,使投资者增大了美联储在12月货币政策会议 上降息的预期。根据CME FedWatch工具,市场目前预测美联储下周三(12月10日)降息的可能性为 87%,显著高于几周前的降息预期。 上周初请失业救济人数创三年新低 周四美股投资者关注更多就业数据。美国劳工部周四报告称,美国上周首次申请失业救济人数降至2022 年9月以来新低。 截至11月29日当周,经季节性调整后的初请失业金总数为19.1万人,较前一周减少2.7万人,且低于道琼 斯共识预期的22万人。该总数是自2022年9月24日 ...
Vodacom Group (OTCPK:VDMC.Y) M&A Announcement Transcript
2025-12-04 15:17
Vodacom Group (OTCPK:VDMC.Y) M&A Announcement December 04, 2025 09:15 AM ET Company ParticipantsSean Bennett - Chief Officer of M&A and Business DevelopmentShameel Joosub - CEORaisibe Morathi - CFOCaroline Wanjiku - Chief Services OfficerJP Davids - Head of Investor RelationsJP DavidsGood afternoon, everyone, and good morning to those joining from the US. My name is JP Davids. I look after investor relations for the Vodacom Group. Thank you for joining this call to discuss the acquisition of a strategic sta ...
美国企业11月计划裁员人员下降 但仍为2022年以来同期最高
Xin Lang Cai Jing· 2025-12-04 13:57
责任编辑:刘明亮 据职业介绍公司Challenger, Gray & Christmas的数据,美国企业宣布的裁员数量在10月激增后于上月有 所回落,但仍为过去三年来同期最高水平。 该机构周四表示,企业在11月宣布裁员71321人。这个数字约为前月的一半,美国企业10月宣布的裁员 规模是二十多年来同期最高水平。 裁员计划在上个月减少,当然是一个积极信号,"该公司首席营收官Andy Challenger表示。但他表示, 这一数字较上年同期增长24%,并且标志着自2008年以来第三次出现11月裁员计划超过7万人的情况。 推荐阅读:裁员潮蔓延至老牌企业 美国就业市场朔风凛冽 这是美联储下周召开年内最后一次议息会议前看到的最后几份劳动力市场报告之一。投资者普遍押注决 策者将再次降息。然而,官员们对未来政策路径罕见地存在明显分歧,许多官员仍倾向于维持高利率以 抑制通胀。 除了裁员公告,该公司还表示,今年的招聘计划较2024年同期下降35%。年迄今的招聘计划为2010年以 来最低。这包括季节性招聘,Challenger指出,上月没有宣布新的假日招聘计划。 电信业11月的计划裁员数量居前,主要由Verizon推动。科技、食 ...
Telenor Marks 25 Years on the Oslo Stock Exchange
Globenewswire· 2025-12-04 10:01
Core Insights - Telenor celebrated its 25th anniversary as a listed company on the Oslo Stock Exchange, having distributed over NOK 243 billion to shareholders since its listing in 2000 [1][2][8] - The company has invested more than NOK 100 billion in Norwegian telecom infrastructure since 2000, emphasizing its role in maintaining societal connectivity [1][8] - An investment of NOK 40,000 in Telenor shares at the time of listing would now be worth over NOK 400,000, reflecting a tenfold increase and nearly 10 percent annual return [3] Financial Performance - Telenor has returned substantial amounts to shareholders, including over NOK 190 billion in ordinary dividends [2][8] - The Norwegian state, as Telenor's largest shareholder, has received significant returns from the company's performance [8] Future Outlook - Telenor's leadership expressed confidence in continuing to create value and drive sustainable growth in the future [2][3]
扩大外商投资市场准入需下“绣花功夫”
Zhong Guo Jing Ji Wang· 2025-12-03 01:33
Group 1 - The core viewpoint emphasizes the Chinese government's commitment to expanding foreign investment market access, particularly in the service sector, with a focus on telecommunications and healthcare as pilot areas [1] - The shift in foreign investment policy is moving from scale expansion to quality enhancement, indicating a deeper institutional opening beyond just factor openness [1] - The service sector, which constitutes a significant portion of the national economy, is seen as a critical area for economic transformation and upgrading [1] Group 2 - The Ministry of Commerce has highlighted the importance of transitioning from "market access" to "operational facilitation," indicating that optimizing services is crucial for foreign enterprises [2] - The focus is on deepening institutional reforms and improving supporting measures to enhance investment facilitation and the business environment [2] - Addressing specific challenges faced by foreign enterprises requires tailored policies and precise strategies, emphasizing the need for localized solutions [2] Group 3 - The "14th Five-Year Plan" suggests establishing a robust service guarantee system for foreign investment, ensuring national treatment and promoting efficient and secure cross-border data flow [3] - A high-quality market access framework is essential to attract global resources, supported by a favorable policy environment and a complete industrial system [3] - The combination of service sector openness, operational facilitation, and targeted problem-solving is expected to encourage foreign investment in the Chinese market [3]
我国5G基站总数达475.8万个
Ren Min Ri Bao· 2025-12-02 22:21
(文章来源:人民日报) 前10月,我国通信业运行总体平稳,电信业务量收保持增长,新型基础设施建设有序推进,5G、千 兆、物联网等用户规模持续扩大,移动互联网接入流量保持较快增长。数据显示,前10月,电信业务收 入累计完成14670亿元,同比增长0.9%。截至10月末,5G移动电话用户达11.84亿户,比上年末净增1.7 亿户,占移动电话用户的64.7%。 本报北京12月2日电 (记者刘温馨)记者从工业和信息化部获悉:截至10月末,我国5G基站总数达 475.8万个,比上年末净增50.7万个,占移动基站总数的37%。 ...
从跟随到引领,GeSI冯楠谈全球气候治理民企角色之变
Nan Fang Du Shi Bao· 2025-12-02 12:29
Core Insights - The article highlights the evolving role of Chinese enterprises in global climate governance, emphasizing their transition from followers to leaders in providing solutions and technologies for sustainable development [2][3]. Group 1: Chinese Enterprises in Global Climate Governance - Chinese private enterprises have undergone three stages in global climate governance: initial focus on social responsibility, active provision of solutions and technologies, and now becoming indispensable leaders in the field [2]. - The Chinese photovoltaic industry has seen significant growth, driven by a substantial reduction in global solar component costs over the past decade, allowing for broader access to Chinese manufacturing [3]. Group 2: New Cooperation Models - A new cooperation model is emerging in global governance, integrating the private sector as a crucial participant alongside governments and NGOs, which is essential for addressing supply and demand in climate governance [4]. - Companies must adapt to cultural differences and geopolitical risks to effectively engage in global climate governance, necessitating a new collaborative approach [4]. Group 3: Role of GeSI and Digital Solutions - The Global Enabling Sustainability Initiative (GeSI) serves as a platform for dialogue among enterprises, governments, and society to tackle sustainable development challenges through digital solutions [5][6]. - The participation of Chinese enterprises in GeSI has rapidly increased, with a tripling of leading companies in diverse fields [6]. Group 4: Advantages of the Greater Bay Area - The Greater Bay Area represents a complete supply chain system, essential for implementing low-carbon solutions and addressing complex climate challenges [8]. - Local enterprises must upgrade their operational models to align with international standards and establish a global supply chain strategy, leveraging the Greater Bay Area's experience in connecting with international markets [8]. Group 5: China's Stability in Green Development - Despite global economic uncertainties, China remains a stabilizing force in green development, with its pavilion at climate conferences being a focal point for engagement [9]. - Future collaboration with multilateral organizations is essential for enhancing Chinese enterprises' participation in global climate governance and promoting low-carbon development [9]. Group 6: Vision for Modern Urbanization - The article suggests that China's innovative practices in green development can serve as a global model, emphasizing the importance of aligning urban development with the needs of the people [10][11]. - The goal is to create governance solutions that can be shared globally, contributing positively to international discourse on sustainable development [10][11].