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].

登录新浪财经APP 搜索【信披】查看更多考评等级 转自：北京日报客户端 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的公告》，深交所决定终 止*ST东通（维权）（300379）股票上市。 同日，*ST东通亦发布相关公告。公告显示，公司股票将于2025年12月30日复牌并进入退市整理期，退 市整理期为十五个交易日，预计最后交易日期为2026年1月21日。退市整理期首个交易日，公司股票价 格无价格涨跌幅限制，此后每日涨跌幅限制为20%。 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 ...

Core Viewpoint - The actual controller of Chuangshi Technology, Zhang Gengsheng, has been placed under investigation and detention, which raises concerns about the company's governance and operational stability [2][4]. Group 1: Investigation and Governance - On December 22, Chuangshi Technology announced that its controlling shareholder and actual controller, Zhang Gengsheng, has been placed under investigation and detention by the Zouping Municipal Supervisory Committee [4]. - Zhang Gengsheng resigned from his positions as director and chairman of the company on May 17, 2025, and currently does not hold any director or senior management positions [7]. - The company stated that its board of directors and senior management are functioning normally, and the governance structure and internal control mechanisms are sound, indicating that the investigation will not significantly impact the company's operations [7]. Group 2: Shareholding and Financial Performance - As of the end of the third quarter, Zhang Gengsheng held 69.962 million shares, accounting for 34.17% of the total shares, making him the largest shareholder of Chuangshi Technology [10]. - In the first three quarters, the company achieved operating revenue of 156 million yuan, a year-on-year increase of 15.45%, while the net profit attributable to shareholders decreased by 45.84% to 15.326 million yuan [12]. - The basic earnings per share were 0.08 yuan, down 42.86% year-on-year [12]. Group 3: Market Performance - As of December 22, the stock price of Chuangshi Technology was 28.87 yuan per share, with a total market capitalization of 5.911 billion yuan [14]. - The company's stock has shown volatility, with a 52-week high of 34.82 yuan and a low of 16.36 yuan [15].

*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的公告》，深交所决定终 止*ST东通（300379）股票上市。 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追究相 关行为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 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。 综合自：公司公告 责编：万健祎 校对：冉燕青 同日，*ST东通亦发布相关公告。公告显示，公司股票将于2025年12月30日复牌并进入退市整理期，退 市整理期为十五个交易日，预计最后交易日期为2026年1月21日。退市整理期首个交易日，公司股票价 格无价格涨跌幅限制，此后每日涨跌幅限制为20%。 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 ...