责任编辑：宋雅芳 新浪科技讯 12月23日上午消息，钉钉今日召开AI钉钉1.1新品发布暨生态大会，将一次性发布20+款AI 新品，其中包括企业级AI硬件DingTalk Real。这是继8月AI钉钉1.0发布后，钉钉时隔四个月再次公布AI 进展。 新浪科技讯 12月23日上午消息，钉钉今日召开AI钉钉1.1新品发布暨生态大会，将一次性发布20+款AI 新品，其中包括企业级AI硬件DingTalk Real。这是继8月AI钉钉1.0发布后，钉钉时隔四个月再次公布AI 进展。 责任编辑：宋雅芳 ...

Group 1 - The core market performance shows the Dow Jones Industrial Average increased by 0.47%, the S&P 500 rose by 0.6%, and the Nasdaq Composite gained 0.5% [1] - Oracle (ORCL.N) saw a rise of 3%, while Nvidia (NVDA.O) and Tesla (TSLA.O) both increased by over 1% [1] - The Nasdaq China Golden Dragon Index increased by 0.58%, with iQIYI (IQ.O) rising nearly 3% and Bilibili (BILI.O) up by 1.5% [1] Group 2 - Trump Media & Technology Group (DJT.O) experienced a significant decline, dropping over 10% [1]

当地时间周一，美联储理事斯蒂芬·米兰在接受采访时表示，如果美联储明年不继续降息，可能面临引 发经济衰退的风险。他还表示，预计短期内不会出现经济下行，但失业率上升应促使美联储官员继续降 息。 欧洲三大股指12月22日集体收跌。英国伦敦股市《金融时报》100种股票平均价格指数22日报收于 9865.97点，较前一交易日下跌31.45点，跌幅为0.32%。法国巴黎股市CAC40指数报收于8121.07点，较 前一交易日下跌30.31点，跌幅为0.37%；德国法兰克福股市DAX指数报收于24283.97点，较前一交易日 下跌4.43点，跌幅为0.02%。 黄金白银再创新高。12月22日，伦敦现货黄金历史首次站上4400美元/盎司，年内累计涨近68%。伦敦 现货白银同样刷新历史新高，盘中首次站上69美元/盎司，年内累涨近139%。12月23日，黄金、白银价 格持续上涨，截至北京时间8时07分，伦敦现货报4464.655美元/盎司，日内涨0.48%；伦敦银现报69.167 美元/盎司，日内涨0.19%。 【国际宏观】 投资者持续关注美联储下一任主席的提名之争。据CNBC报道，美国总统特朗普可能在明年1月第一周 任命新的美 ...

Group 1 - The mid-term direction of US Treasury yields is relatively clear, with a downward trend expected, although supply pressure may persist in the bond market [1][27] - The Hong Kong stock market is expected to experience short-term volatility, influenced by overseas liquidity and seasonal factors, with limited support from southbound capital [1][22] - Gold prices have absorbed much negative sentiment after a month of consolidation, maintaining an optimistic outlook due to clear long-term fundamentals [1][33] Group 2 - The US stock market showed mixed performance, with fluctuations driven by AI narratives and economic data, leading to increased expectations for interest rate cuts in 2026 [2][4] - The Indian stock market is in a state of low trading volume and lacks clear direction, with investors awaiting upcoming Q3 earnings and policy announcements [8][10] - Japanese stocks are under pressure due to conflicting macro policies, with the Bank of Japan's tightening measures impacting market sentiment [12][14] Group 3 - The domestic bond market is experiencing fluctuations due to weak economic data and expectations of interest rate cuts, with a focus on the impact of upcoming policies [29][30] - Oil prices are experiencing wide fluctuations due to geopolitical tensions and supply chain disruptions, with demand concerns remaining a significant factor [36][37]

1、美股三大指数集体收涨，道指涨0.47%，标普500指数涨0.6%，纳指涨0.5%；纳斯达克中国金龙指数 收涨0.58%；甲骨文涨3%，英伟达和特斯拉涨超1%，特朗普媒体科技集团跌超10%。 2、国际原油结算 价上涨2.6%；现货铂金升破2100美元/盎司关口，日内大涨6.6%。 3、全球最大 黄金ETF SPDR Gold Trust持仓较上日增加12.02吨，当前持仓量为1064.56吨；全球最大 白银ETF iShares Silver Trust持仓较上 日增加533.01吨，为2023年1月以来的最大单日增幅，当前持仓量为16599.25吨。 4、美国总统特朗普表 示，如果马杜罗摆出强硬姿态，这将是他最后一次能够摆出强硬姿态；还称正在建造三艘大型航空母 舰，新的舰艇将高程度地由 人工智能控制，还将增加航空母舰。 5、美媒报道，俄罗斯已开始撤离驻委 内瑞拉外交官家属，撤离行动从星期五开始，包括妇女和儿童，俄罗斯外交部官员正在以非常严峻的语 气评估委内瑞拉的局势。 6、据CNBC，熟悉情况的人士透露，美国总统特朗普可能在明年1月第一周任 命新的美联储主席。 7、美联储理事米兰敦促继续降息，但淡化降息5 ...

Market Overview - The U.S. stock market has officially entered the "Santa Claus Rally" phase, with all three major indices closing higher for three consecutive days, driven by a surge in AI-related stocks, which has boosted market sentiment [2][4]. - The VIX, or the "fear index," has dropped to 14.08, marking the lowest level since December 13, 2024, indicating reduced market volatility [2]. Precious Metals Performance - Gold and silver prices have surged, with COMEX gold futures rising over 2% to reach $4480.6 per ounce, and COMEX silver futures increasing by 2.37% to $69.09 per ounce. Year-to-date, gold and silver have gained 69% and 137%, respectively, potentially marking the largest annual increases since 1979 [5][6]. - The recent price increases are attributed to expectations of Federal Reserve rate cuts and heightened demand for safe-haven assets amid geopolitical risks [5]. Federal Reserve Insights - Analysts predict that the Federal Reserve will likely cut interest rates at least twice in 2026, influenced by recent economic data showing slowing job growth and lower-than-expected inflation [5][8]. - Trump is expected to appoint a new Federal Reserve chair in early January, with all known candidates advocating for lower interest rates [8]. - Stephen Miran, a Fed governor appointed by Trump, has warned that failure to continue rate cuts could lead to a recession, emphasizing the need for a shift towards more dovish policies [8][9]. Technology Sector Highlights - AI-related stocks have seen significant gains, with Nvidia, Tesla, and Oracle rising over 1%, and Micron Technology increasing by more than 4%. Investors are closely monitoring these tech stocks amid concerns over high valuations [4]. - The solar energy sector has also performed well, with Turbo Energy, Sunrun, and Canadian Solar experiencing substantial increases, reflecting strong market interest [4]. Investment Outlook - Goldman Sachs and other banks forecast that gold prices could continue to rise, with a baseline prediction of $4900 per ounce by 2026, driven by central bank purchases and geopolitical hedging [6].

一、市场: ●12月23日收盘：美股周一收高 AI交易重新升温 北京时间12月23日凌晨，美股周一收高，AI交易重新受追捧，本周因圣诞节假期交易时间缩短。道指、纳指、标普500指数均上涨。美东时间周三美股提前 收盘，周四休市。AI关键股票普涨，英伟达争取出口芯片、AMD据传获大额订单等消息带动相关股票。此前AI股票表现落后后上周反弹，投资者关注其年 底能否领涨，也对"圣诞老人行情"存疑。有投资人士认为年底市场或剧烈震荡，期待行情出现，关注标普500指数走势，对明年市场乐观，但提醒防范波 动，盈利增长预计可观但可能有波折。 ●12月23日美股成交额前20：Alphabet将以47.5亿美元收购Intersect 周一美股成交额前20中，特斯拉成交424.07亿美元居首，收高1.56%，盘中创历史新高，其股价飙升或因马斯克薪酬方案裁决及股东批准巨额薪酬方案。英 伟达第2，成交229.11亿美元，计划2月中旬交付H200系列GPU。Meta开发新AI模型，计划2026年上半年发布。美光内存市场供不应求。谷歌母公司47.5亿美 元收购Intersect；甲骨文介入派拉蒙天舞交易；Rocket Lab火箭发射成功；摩根 ...

据此，证监会决定对上市公司罚款2.29亿元，对7名责任人合计罚款4400万元，对实际控制人采取10年 证券市场禁入。 行情资料显示，*ST东通目前股价为3.02元/股，总市值不足17亿元。 2018年12月，东方通收购泰策科技100%股权，泰策科技成为东方通全资子公司。2019年至2022年期 间，东方通通过泰策科技虚构业务、提前确认收入等方式虚增收入、利润，导致东方通披露的2019年至 2022年年度报告存在虚假记载。东方通2019年至2022年分别虚增收入6145.10万元、8485.06万元、 12550.58万元、16052.95万元，分别占公司当期披露营业收入的12.29%、13.25%、14.54%、17.68%； 2019年至2022年分别虚增利润5222.79万元、5877.42万元、7948.22万元、12369.20万元，分别占公司当 期披露利润总额的34.11%、22.72%、30.35%、219.43%。 此外，《行政处罚决定书》还显示，*ST东通公告的证券发行文件编造重大虚假内容。 2022年6月至11月，东方通多次披露《向特定对象发行A股股票之募集说明书》(以下简称《募集说明 书》 ...

此外，《行政处罚决定书》还显示，*ST东通公告的证券发行文件编造重大虚假内容。 据悉，11月25日，*ST东通及相关当事人收到中国证券监督管理委员会北京监管局下发的《行政处罚决定书》。根据该《行政处罚决定书》载明的事实， 公司2019年至2022年年度报告信息披露存在虚假记载。 2018年12月，东方通收购泰策科技100%股权，泰策科技成为东方通全资子公司。2019年至2022年期间，东方通通过泰策科技虚构业务、提前确认收入等 方式虚增收入、利润，导致东方通披露的2019年至2022年年度报告存在虚假记载。东方通2019年至2022年分别虚增收入6145.10万元、8485.06万元、 12550.58万元、16052.95万元，分别占公司当期披露营业收入的12.29%、13.25%、14.54%、17.68%；2019年至2022年分别虚增利润5222.79万元、5877.42 万元、7948.22万元、12369.20万元，分别占公司当期披露利润总额的34.11%、22.72%、30.35%、219.43%。 *ST东通退市倒计时。 12月22日晚间，深交所发布《关于北京东方通科技股份有限公司股票终止上市 ...

Core Viewpoint - The financial markets are experiencing fluctuations influenced by geopolitical events, economic policies, and commodity prices, with notable movements in stock indices, oil prices, and precious metals [3][4][5][6]. Market Overview - The U.S. dollar index decreased by 0.47%, closing at 98.27, while the 10-year Treasury yield settled at 4.166% and the 2-year yield at 3.511% [3]. - Gold prices surged over 2%, reaching a new historical high of $4443.69 per ounce, while silver also hit a record high, closing at $62.03 per ounce [3][8]. - WTI crude oil rose by 2.48%, closing at $57.88 per barrel, and Brent crude increased by 2.28%, closing at $60.65 per barrel, due to concerns over oil supply disruptions from Venezuela and Russia [4][8]. Stock Market Performance - U.S. stock markets continued their upward trend, with the Dow Jones up 0.47%, S&P 500 up 0.64%, and Nasdaq up 0.52%. Notable stock movements included Oracle rising by 3% and Nvidia and Tesla each gaining over 1% [4]. - In Hong Kong, the Hang Seng Index rose by 0.43%, with significant gains in the optical communication sector and gold stocks [5]. - The A-share market saw the Shanghai Composite Index increase by 0.69%, with strong performances in sectors such as high-bandwidth memory and storage chips [6]. Economic Policies and Developments - The Federal Reserve's stance on interest rates is evolving, with a noted decrease in the necessity for a 50 basis point cut, as indicated by Fed Governor Milan [13]. - The European Union plans to extend economic sanctions against Russia for an additional six months, until July 31, 2026 [13]. - The Chinese government is advancing legislation to support digital and green trade, as well as implementing a one-time credit repair policy [13].