中央经济工作会议召开，会议分析当前经济形势，部署2026年经济工作。会议指出，明年经济工作在政 策取向上，要坚持稳中求进、提质增效，发挥存量政策和增量政策集成效应，加大逆周期和跨周期调节 力度，提升宏观经济治理效能。另外，会议确定，明年经济工作抓好八项重点任务。"坚持内需主导， 建设强大国内市场"居于首位；还提到要继续实施适度宽松的货币政策；着力稳定房地产市场，因城施 策控增量、去库存、优供给。 美联储周四宣布，其理事会已投票一致同意重新任命11位地区联储主席，任期为五年，自明年3月1日开 始。美联储表示，重新任命是在地区联储董事会对地区联储主席进行全面评估后作出的，并获得了美联 储理事会的"一致同意"。此举解决了围绕美联储货币政策委员会未来构成的一个关键问题。此前有报道 称，特朗普可能会试图任命其盟友来审查这些续任决定——这是其加大对美联储施压的更广泛行动之 一。 美股方面，三大指数收盘涨跌不一，道指涨1.34%创历史新高，纳指跌0.25%，标普500指数涨0.21%。 1. OpenAI发布更先进模型GPT-5.2 随着与谷歌竞争加剧，OpenAI推出GPT-5.2，目前尚无在API中弃用GPT-5.1、 ...

Group 1: Stock Market Overview - Major global stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 646.26 points (1.34%) to 48704.01, while the Nasdaq fell by 60.3 points (-0.25%) to 23593.86 [1] - The S&P 500 increased by 14.32 points (0.21%) to 10669, while European indices like the Euro Stoxx 50 and the UK FTSE 100 rose by 45.84 points (0.80%) to 5753.96 and 47.63 points (0.49%) to 9703.16 respectively [1] - Asian markets experienced declines, with the Shanghai Composite Index down by 27.18 points (-0.70%) to 3873.32 and the Shenzhen Component Index falling by 169.03 points (-1.27%) to 13147.39 [1] Group 2: Trump Gold Card Visa Program - The Trump Gold Card visa program has been launched, allowing individuals to obtain U.S. residency for a fee of $1 million after an initial $15,000 application fee [2][3] - The program was initially priced at $5 million but has been significantly reduced, with a platinum card option also available at $5 million [3] - The program has already seen pre-registration interest from over 10,000 applicants, potentially generating billions in revenue for the U.S. [3] Group 3: Ukraine Peace Plan and EU Actions - Ukraine has submitted a revised peace plan to the U.S., reducing the number of clauses from 28 to 20, focusing on post-war recovery and security guarantees [4] - The EU is set to finalize a plan to indefinitely freeze €210 billion of Russian central bank assets, aiming to provide loans to Ukraine for 2026-2027 [4] - This plan is designed to bypass veto rights of certain member states and is seen as a significant financial move in support of Ukraine [4] Group 4: OPEC Oil Market Predictions - OPEC maintains its forecast for a balanced global oil supply and demand by 2026, requiring an average production of 43 million barrels per day [5] - This prediction contrasts with other forecasts that suggest a supply surplus, indicating OPEC's commitment to stabilizing the market [5] Group 5: EU Automotive Regulations - The EU plans to delay the ban on the sale of new internal combustion engine vehicles by five years, influenced by lobbying from major automotive countries [6] - The new proposal will allow plug-in hybrid and range-extended electric vehicles to be sold for an additional five years post-2035, contingent on using advanced biofuels or e-fuels [6] Group 6: Coca-Cola Leadership Change - Coca-Cola announced a CEO succession plan, with COO Brian Quincey set to take over as CEO on March 31, 2026, after James Quincey transitions to Executive Chairman [7] - Under James Quincey's leadership, Coca-Cola has transformed from a carbonated beverage company to a diversified beverage enterprise, adding over ten billion-dollar brands [7] Group 7: OpenAI Model Release - OpenAI launched the GPT-5.2 series, designed for professional knowledge work, featuring three versions tailored for different user needs [8] - The model has shown a 70.9% performance rate in 44 occupational tasks, significantly outperforming previous models [8] Group 8: Broadcom Financial Performance - Broadcom reported Q4 revenue of $18.02 billion, a 28% year-over-year increase, with adjusted earnings per share of $1.95, exceeding market expectations [9] - The company anticipates a doubling of AI chip sales in Q1 to $8.2 billion, driven by custom chips and AI network semiconductors [9] Group 9: Disney's Investment in OpenAI - Disney announced a $1 billion investment in OpenAI, securing a three-year licensing agreement for over 200 of its IPs, including Marvel and Star Wars [9] - This partnership will enable the use of Disney's characters in content creation and the development of new features for Disney+ [9] Group 10: Quark AI Glasses Production - Quark AI glasses are ramping up production ahead of the Chinese New Year, with new assembly lines being added to meet demand [10] - The global market for AI glasses is expected to exceed 10 million units by 2026, positioning it as a key wearable technology category [10]

Market Overview - The US stock market showed a clear divergence on December 11, with the Dow Jones and S&P 500 indices reaching historical highs, while technology stocks faced pressure due to Oracle's disappointing earnings, raising concerns about the "AI bubble" [1][3] - The Dow Jones increased by 646.26 points, or 1.34%, closing at 48704.01, marking a new historical high [2][1] - The S&P 500 slightly rose by 0.21% to 6900.99, achieving a record closing for two consecutive days [1] - The Nasdaq Composite index fell by 0.25% to 23593.86, with the tech sector being the main drag [1] Company Performance - Oracle's stock plummeted by 10.83%, with a market capitalization loss of $68.9 billion (approximately 486.3 billion RMB) after its cloud business revenue fell short of expectations [3] - Oracle raised its capital expenditure guidance for 2026 by $15 billion to $50 billion, which sparked investor concerns about excessive AI capital spending [3] - Other tech giants also faced declines, with Alphabet down over 2.43%, Nvidia down 1.55%, and Tesla down 1.01% [5][6] - Notably, Disney's stock rose by 2.4% after announcing a $1 billion investment in OpenAI, which helped alleviate some market concerns regarding the AI sector [5] Sector Analysis - The technology sector is under scrutiny due to Oracle's performance, which has led to broader concerns about AI investments and their future returns [5][10] - The Nasdaq China Golden Dragon Index saw mixed results among Chinese stocks, with Baidu up 1.78% and Pinduoduo down 2.87% [7] - Precious metals performed well, with gold and silver reaching historical highs, indicating a rising demand for safe-haven assets [8] Economic Indicators - The Federal Reserve's decision to lower the benchmark interest rate by 25 basis points to a range of 3.5%-3.75% is seen as a key market variable [9] - Initial jobless claims in the US rose to 236,000, the largest weekly increase since 2020, indicating potential economic weakness [9] - Analysts suggest that the "Santa Claus rally" is becoming a market consensus, with the S&P 500 potentially aiming for the 7000-point mark, despite ongoing risks from the tech sector [10]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【美众议院有关弹劾总统特朗普的动议经表决后被搁置】 据央视新闻，当地时间12月11日，美国众议院以237票赞成、140票反对的投票结果，搁置了得克萨斯州国会众 议员阿尔·格林提出的弹劾美国总统唐纳德·特朗普的动议。 所有共和党议员都投票支持这项所谓的"搁置动议"，而尽管许多众议院民主党议员私下里认为特朗普不应该继 续担任总统，或者应该被弹劾，但他们大多不愿推进这项决议。 【OpenAI发布更先进模型GPT-5.2】 财联社12月12日电，OpenAI宣布推出新人工智能模型GPT-5.2，旨在提升ChatGPT在编程、科学及工作任务中 的表现。该模型速度更快，擅长信息查找、写作和翻译，分为三档以模拟人类推理，处理复杂任务。GPT-5.2 将于周四向付费用户开放。 此前，OpenAI CEO Sam Altman在公司备忘录中拉响"红色警报"，要求加快改进ChatGPT，但表示谷歌Gemini 3的影响小于预期。Altman预计公司将于明年1月退出"红色警报"状态，恢复常态。 【中央明确普通高中优质本科扩招】 据第一 ...

艾格周四在接受CNBC采访时表示，这项合作为迪士尼提供了进入一个快速增长技术领域的契机。"这 确实给了我们一个机会，让我们能参与到AI及新型媒体娱乐形式这种真正令人惊叹的增长中去。"他表 示。 长期以来，迪士尼一直严格保护其经典角色和故事版权，其CEO艾格在好莱坞也被公认为创意内容的捍 卫者。然而，与许多娱乐公司一样，迪士尼正面临用户参与度增长的瓶颈。尽管内容投入持续增加，但 过去几年用户使用流媒体服务的时间却基本停滞。相比之下，社交媒体和用户生成内容的热度仍在持续 攀升。迪士尼与OpenAI的合作，旨在提供新的方式让用户与其知名IP互动，吸引用户在迪士尼平台上 投入更多时间。 艾格一直将迪士尼定位为亲科技公司。他在谈到与OpenAI的交易时称，他宁愿主动参与技术创新，也 不愿被技术颠覆。 "我们认为这实际上是一种让我们融入时代发展的方式，而非被其伤害。"艾格表示。他还指出，这项合 作协议也是迪士尼参与社交媒体平台上用户生成短视频热潮的一种途径。(作者/箫雨) 迪士尼CEO艾格 凤凰网科技讯北京时间12月12日，据《商业内幕》报道，迪士尼在周四宣布与OpenAI达成重磅授权协 议。对此，迪士尼CEO鲍勃.艾格 ...

由于在人工智能开发上投入巨额资本支出，甲骨文及其同行近几个月来一直受到关注，华尔街对大规模 建设数据中心所需的成本和时间持怀疑态度。美股七巨头中的权重股英伟达(NVDA.US)股价下跌超 1%，而Alphabet公司(GOOGL.US)股价下跌2.4%。 周四的市场走势是在美联储官员于周三结束了2025年最后一次会议，并连续第三次宣布降息之后出现 的。与此同时，美联储主席鲍威尔盛赞美国经济的强劲。 智通财经APP获悉，美股在震荡交投中收高，甲骨文(ORCL.US)的最新财报重新引发了对科技公司能否 从其人工智能投资计划中获利的担忧，随后逢低买入者涌入市场。标普500指数上涨0.2%，扭转了早盘 跌势，实现了自10月下旬以来首次创纪录的收盘价。 纳斯达克100指数下跌0.4%，彭博美股七巨头指数下跌0.6%。甲骨文股价暴跌11%，此前该公司表示， 最新季度的资本支出(衡量数据中心支出的指标)约为120亿美元，高于上一季度的85亿美元。 Northlight资产管理公司首席投资官克里斯·扎卡雷利在一封电子邮件中写道："尽管甲骨文拖累了纳斯达 克指数和科技板块，但随着市场消化了美联储主席鲍威尔昨天的鸽派言论，金融、 ...

来源：喜娜AI 一、市场: ●12月12日收盘：美股涨跌不一道指创历史新高 甲骨文拖累纳指收跌 周四国际油价下跌，投资者重新聚焦俄乌和平谈判，暂时忽略乌克兰无人机袭击及美国扣押委内瑞拉油 轮的市场影响。纽约商品交易所1月交割的WTI合约、1月到期的布伦特原油合约均下跌。俄罗斯外长称 美特使访俄化解误解，俄方已提交集体安全保证提案。此前美扣押油轮使美委关系升级致油价收高，目 前虽未传导至市场，但局势若升级或使重质原油价波动。亚洲买家因多种因素要求大幅折扣。此外， IEA上调2026年需求增长预测、下调供应预期，OPEC维持需求增长预测，美联储下调基准利率或提振 石油需求。 [4] ●现货黄金涨0.46%，报4227.37美元/盎司 12月10日周三纽约尾盘，现货黄金上涨，涨幅达0.46%，报4227.37美元/盎司，日内价格在4182.14 - 4238.71美元区间波动。北京时间03：41 ，也就是美联储主席鲍威尔新闻发布会开始后，现货黄金刷新 日低，之后迅速反弹，04：17在新闻发布会尾声时刷新日高。此外，COMEX黄金期货也呈涨势，涨幅 为0.50%，报4257.20美元/盎司。 [5] ●欧洲股市上涨 ...

12月12日热门中概股涨跌不一 贝壳涨3.00%，BOSS直聘跌3.34% 周四油价回落，市场重新聚焦乌克兰和平谈判 现货黄金涨0.46%，报4227.37美元/盎司 欧洲股市上涨 对经济前景的信心增强驱动资金进入周期股 来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 12月12日收盘：美股涨跌不一道指创历史新高 甲骨文拖累纳指收跌 12月12日美股成交额前20：甲骨文财报重燃AI科技股估值担忧 公司 逢低买盘推动标普500指数创下收盘新高 博通营收展望强劲 宏观 阿根廷政府公布"期中成绩单" 甲骨文周四暴跌超10% 公司季度营收低于预期 博通Q4业绩超预期：AI芯片销售将翻倍 净利飙升97% 与迪士尼达成合作同日 OpenAI推出"幻觉更少"的新模型 OpenAI发布更先进模型GPT-5.2 CEO预测明年1月解除红色警报 迪士尼同意向OpenAI投资10亿美元并达成授权协议 Lululemon业绩承压超一年 CEO麦克唐纳将卸任 苹果在Epic Games反垄断案中赢得部分制裁撤销 报道：英伟达将举办关于数据中心供电短缺问题的活动 Rivian发布定制芯片+AI模型 为新一 ...

Group 1 - Oracle's stock opened down over 14%, quickly expanding to a 16% drop, marking the largest single-day decline since March 2001, with a market value loss of $102 billion [1] - The company's Q2 revenue and cloud business income fell short of market expectations [1] Group 2 - The Nasdaq opened down 0.60%, while the Dow Jones increased by 0.20%, and the S&P 500 fell by 0.37% [2] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 0.36%, and companies like Alibaba, iQIYI, and XPeng dropping over 2% [4] Group 3 - Disney opened slightly higher, with initial gains quickly expanding to 2%, following reports of a $1 billion equity investment in OpenAI [4]

Market Overview - The Dow Jones Industrial Average increased by 96.94 points, or 0.20%, closing at 48,154.69 [1] - The Nasdaq Composite Index decreased by 142.56 points, or 0.60%, closing at 23,511.60 [1] - The S&P 500 index fell by 25.78 points, or 0.37%, ending at 6,860.90 [1] Oracle Corporation - Oracle's stock opened with a decline exceeding 14%, which later expanded to a 16% drop, marking the largest single-day decline since March 2001 [2] - The company's market capitalization decreased by $102 billion, with the stock currently down over 14% [2] - Oracle's second fiscal quarter revenue and cloud business revenue fell short of market expectations [2] Other Technology Stocks - Nvidia and Broadcom both experienced declines of over 2%, while Intel dropped nearly 2% and Micron Technology fell close to 1% [4] - The Nasdaq Golden Dragon China Index, which tracks Chinese stocks listed in the U.S., decreased by 0.36%, with Alibaba, iQIYI, and Xpeng all dropping over 2%, and NIO, NetEase, and Bilibili falling over 1% [5] Disney - Disney opened slightly higher and quickly expanded its gains to 2% following reports of a $1 billion equity investment in OpenAI [6]