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每经编辑｜张喜威 王晓波 1 隔夜市场 美股三大指数集体收跌，道指跌0.51%，纳指跌398.69点，跌幅1.69%，标普500指数跌1.07%，热门科技股普跌，博通跌超11%，英伟达跌超3%，谷歌、微 软、Meta、亚马逊均跌超1%，特斯拉涨超2%；存储概念股、加密矿企、半导体板块跌幅居前，康宁跌近8%，昆腾跌超7%，美光科技、戴尔科技、罗技跌 超6%，超微电脑跌近5%，英特尔跌超4%，惠普跌超2%；汽车制造板块上涨，极星汽车涨超19%，Rivian涨超12%，丰田汽车涨超2%。纳斯达克中国金龙指 数跌0.3%，中概股多数下跌，好未来涨超3%，新东方、网易涨超2%，百胜中国、知乎涨超1%，哔哩哔哩跌超1%，百度跌超2%，爱奇艺跌超4%。 现货黄金涨0.47%，报4299.29美元/盎司；COMEX黄金期货涨0.39%，报4329.80美元/盎司。 白银近日连创历史新高，周五盘中，白银再创新高后出现跳水，其中，现货白银盘中最高报64.658美元/盎司，收盘时报61.92美元/盎司，跌2.5%；COMEX 白银期货收跌3.88%，报62.085美元/盎司，盘中一度涨至65.085美元的历史高位。 美油主力合约收 ...

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Market Overview - US stock market experienced a decline, with technology stocks leading the drop, particularly the Nasdaq which fell by nearly 40 points [1][8] - The Dow Jones Industrial Average (DJIA) dropped by 245.96 points, a decrease of 0.51%, closing at 48,458.05 points; the Nasdaq fell by 398.69 points, down 1.69%, closing at 23,195.17 points; the S&P 500 index decreased by 73.59 points, down 1.07%, closing at 6,827.41 points [3][10] - The recent downturn has led to a weekly decline for the S&P 500 and Nasdaq, with the former down 0.63% and the latter down 1.62%, while the DJIA saw a weekly increase of 1.05% [3][10] Company-Specific Developments - Broadcom's stock fell by 11.4%, attributed to concerns over profit margin compression despite announcing projected revenues of $64 billion for fiscal year 2025 and $73 billion in AI backlog orders [4][10] - Stocks related to AI, including Nvidia, AMD, Palantir Technologies, and Micron, also declined alongside Broadcom [4][10] - In contrast, stocks in the financial, healthcare, and industrial sectors saw gains, with Visa, Mastercard, UnitedHealth Group, and GE Aerospace performing well [4][10] Investor Sentiment - The market showed a rotation towards value stocks over growth stocks, with investors appearing cautious about AI investments [11][12] - Jed Ellerbroek from Argent Capital Management noted that while companies investing in AI have seen good returns, the market cannot sustain the same stocks outperforming indefinitely [12][13] Federal Reserve Insights - Anna Paulson, President of the Philadelphia Federal Reserve, indicated that there is room for further interest rate cuts, citing unemployment as a greater threat to the economy than inflation [6][13] - Paulson believes that current monetary policy is slightly tight and that if the labor market weakens, there will be more room for easing [6][13] - Conversely, Jeff Schmid, President of the Kansas City Federal Reserve, opposed the recent rate cut, arguing that inflation remains too high and the economy shows ongoing momentum [7][14]

美联储官员周五再次阐明了本周降息为何如此充满争议，在公开评论中，一位官员认为，如果劳动力市 场走软，央行还有继续降息的空间，而其他官员则警告称，降息可能会威胁到美联储在通胀问题上得来 不易的成果。 来源：环球市场播报 哈马克周五表示，她认为利率已接近既不刺激也不减缓增长的中性水平，并认为有必要采取更具限制性 的立场。 费城联储行长保尔森明年将成为美联储利率制定委员会的有投票权的成员，她基本认同美联储主席鲍威 尔周三支持降息的论点，并建议该央行在未来的会议上保留所有政策选项。 她在周五上午的一次演讲中说："总的来看，我仍然更担心劳动力市场的疲软，而不是通胀的上行风 险。" 最近的分歧反映出美联储逾15年来首次面临的两难困境：顽固的通胀要求加息，而疲软的就业市场则表 明需要降息。鲍威尔周三说："那你会何去何从？你只有一个工具。无法同时完成两个目标。" 保尔森说，她更关注就业市场，因为她认为明年通胀"很有可能"会下降，因为关税上调的影响会消退， 住房成本也会促使价格增长放缓。与此同时，对工人的需求下降速度快于可用工人的供应，从而推高了 失业率。她说，虽然就业市场表现"尚可"，但出现更急剧放缓的风险有所增加。 该央行 ...

A capital markets reform bill passed by the House on Thursday includes a provision that would allow electronic delivery to become the default mechanism for providing certain regulatory documents to investors, further reducing the amount of physical mail handled by the financially beleagured U.S. Postal Service. The legislation is the latest example of the federal government cutting into the Postal Service’s core business. Section 205 of the INVEST Act directs the Securities and Exchange Commission to fi ...

Attention is increasingly shifting from current policy to what the Fed may look like by mid-2026. Kevin Hassett remains the leading candidate to succeed Chair Jerome Powell and has consistently argued that policy rates below 3% are reasonable over the long term. Should he be appointed—and if other board changes tilt dovish—Fed leadership could move decisively toward a growth-first stance. At the same time, disinflationary pressures are becoming clearer. Energy prices are easing, rent inflation is slowing, a ...

Market Overview - US stock market experienced a decline, with technology stocks leading the drop as investors shifted from tech to value sectors [1][7] - The Dow Jones Industrial Average fell by 219.58 points (0.45%) to 48,484.43, the Nasdaq dropped by 386.73 points (1.64%) to 23,207.13, and the S&P 500 decreased by 71.98 points (1.04%) to 6,829.02 [3][9] Company Performance - Broadcom's stock fell by 11% due to concerns over profit margin compression, despite reporting projected revenue of $64 billion for FY2025 and $73 billion in AI backlog orders [10] - Other companies in the AI sector, including AMD, Palantir Technologies, and Micron, also saw declines alongside Broadcom [10] - Financial, healthcare, and industrial sectors saw gains, with Visa, Mastercard, UnitedHealth Group, and GE Aerospace performing well [10][11] - Lululemon's stock surged by 10% after announcing its CEO would step down at the end of January, following a year of poor performance [10] Investment Sentiment - There is a cautious sentiment among investors regarding AI investments, with a shift towards cyclical stocks that are more sensitive to economic conditions [4][11] - The recent market movements indicate a rotation in trading strategies, with investors taking profits from growth stocks related to AI [4][11] Economic Indicators - Federal Reserve's Anna Paulson indicated there is room for further rate cuts, citing unemployment as a greater threat to the economy than inflation [5][12] - Paulson believes inflation may decrease as the year progresses, suggesting that current monetary policy is slightly tight [12][13] - Kansas City Fed's Jeff Schmid opposed the recent rate cut, arguing that inflation remains too high and the economy shows ongoing momentum [6][14]

智通财经APP讯，德林控股(01709)公布，根据2025年受限制股份奖励计划的条款及条件，计划的受托人 已于2025年12月12日从市场购买合共320万股公司股份，并为选定参与者的利益以信托方式持有。每股 股份平均购买价约1.78港元。 ...

Core Insights - The Chongqing Bay project, led by China Great Wall Asset Management, marks the largest real estate revitalization project in Chongqing in three years and is the first successful collaboration between a central financial enterprise and local government [1][4] - The project is seen as a successful example of the organic combination of "proactive government and effective market," and is expected to significantly enhance the value of the Nanan district and contribute to its development [1][2] Project Overview - Located in the core area of Chongqing's "Two Rivers and Four Banks," the Chongqing Bay project spans 1.5 kilometers along the riverside and is adjacent to major urban landmarks and cultural heritage sites, making it a rare core asset with a total construction area of approximately 1 million square meters [2][4] - The project aims to promote urban renewal in the Nanan district and enhance the overall image of the Two Rivers and Four Banks area, playing a crucial role in Chongqing's high-quality urban development [2] Financial and Operational Aspects - China Great Wall Asset Management has committed to injecting no more than 2.476 billion yuan into the project for debt restructuring and additional financing, collaborating with partners such as Sunac China, China Merchants Bank, and CITIC Trust [4] - Sunac China, as a key shareholder and operator, will leverage its industry experience and project value enhancement strategies to ensure the project's successful restart and transformation into a top-tier product [4] Future Outlook - The Chongqing Bay project is set to officially debut in early 2026, aiming to create a model for high-end living, commercial innovation, and cultural experiences, thereby enhancing Chongqing's international urban image [6]