花旗发表研报指，外媒报道称Meta可能全面削减10%的支出，其中元宇宙部门的削减幅度可能高达 30%。尽管自2022年以来，Meta每年削减10%支出已成为常态，但此次元宇宙投资的大幅削减，无疑将 为超级智能实验室释放资源，以支持其在2026年推出的新型AI产品。 花旗认为，上述消息表示，Meta可以通过将资源重新分配到最具潜力的领域，实现持续的产品驱动型 成长。该行指，Meta仍是首选股，重申"买入"评级及目标价850美元。 ...

新华社北京12月4日电 澳大利亚针对16岁以下人群的社交媒体禁令将于本月10日正式生效，未予配合 的企业将面临最高约5000万澳元（约合2．32亿元人民币）罚款。澳大利亚政府3日说，这一禁令将使少 年儿童免遭有害内容侵害。 澳大利亚联邦议会去年11月通过《2024网络安全（社交媒体最低年龄）修正案》，禁止16岁以下未成年 人使用多数社交媒体平台。法案生效后，澳大利亚将成为全球首个实施这类禁令的国家。 新华社北京12月4日电 澳大利亚针对16岁以下人群的社交媒体禁令将于本月10日正式生效，未予配合 的企业将面临最高约5000万澳元（约合2．32亿元人民币）罚款。澳大利亚政府3日说，这一禁令将使少 年儿童免遭有害内容侵害。 澳大利亚联邦议会去年11月通过《2024网络安全（社交媒体最低年龄）修正案》，禁止16岁以下未成年 人使用多数社交媒体平台。法案生效后，澳大利亚将成为全球首个实施这类禁令的国家。 根据该法案，网络社交媒体公司如未能采取合理措施阻止16岁以下未成年人使用其平台，最高将被罚款 约5000万澳元，而违反规定的未成年人或其父母不会受到惩罚。 澳大利亚通信部长阿妮卡·韦尔斯3日说，这项禁令虽然不能完全使 ...

Key Insights - The report highlights a significant increase in the U.S. Treasury debt, surpassing $30 trillion, which has doubled since 2018 [3] - The unemployment claims in the U.S. reached a three-year low, indicating a strengthening labor market [3] - The retail sales in the Eurozone for October showed a year-on-year increase of 1.5%, exceeding expectations [3] Economic Data - The Baltic Dry Index rose by 9.42% to 2845.00, indicating a positive trend in shipping costs [5] - The Nasdaq Index closed at 23505.14, up by 0.22%, while the Dow Jones Industrial Average decreased slightly by 0.07% to 47850.94 [5] - The price of Brent crude oil increased by 1.12% to $63.37, reflecting rising energy costs [5] Market Performance - The Hang Seng Index closed at 25935.90, up by 0.68%, while the Hang Seng China Enterprises Index rose by 0.86% to 9106.48 [5] - The Shanghai Composite Index experienced a minor decline of 0.06%, closing at 3875.79 [5] - The Shenzhen Composite Index saw a slight decrease of 0.10%, ending at 2438.53 [5]

Group 1: Employment Market - The U.S. private sector saw a significant decline in job creation, with a loss of 32,000 jobs in November, marking the largest drop since March 2023 [1] - Small businesses were the most affected, losing 120,000 jobs, while medium and large enterprises added 51,000 and 39,000 jobs respectively [1] - The ADP report indicates a broad slowdown in hiring, primarily driven by small business contractions amid cautious consumer behavior and an uncertain macroeconomic environment [1] Group 2: Federal Reserve Interest Rate Outlook - The disappointing employment report is likely to influence the Federal Reserve's decision to lower interest rates in December, with market expectations for a nearly 90% probability of a rate cut [2] - The Fed may adopt a hawkish stance regarding interest rate projections for the following year despite potential rate cuts [2] Group 3: AI Chip Export Legislation - The U.S. Congress is expected to reject the GAIN AI Act, which would have prioritized U.S. customers for AI chip manufacturers like NVIDIA and AMD before exporting to restricted countries [2] - NVIDIA's CEO, Jensen Huang, views the decision not to include the GAIN AI Act in the NDAA as wise, citing potential risks to the U.S. from the legislation [2] Group 4: Global Unicorn Companies - The 2025 Global Unicorn Companies list shows a total valuation of 39.14 trillion yuan, with a year-on-year growth of over 30%, predominantly from the U.S. and China [4] - China has 150 companies on the list, with a notable increase in AI unicorns from 20 to 36, representing an 80% rise [4][5] Group 5: Trade and Tariff Impact - The WTO reports that nearly 20% of global imports are affected by tariffs and trade measures, with the total impacted amount reaching $2.64 trillion, a record high [8] - The rise in trade protectionism, particularly from the U.S., is expected to suppress global trade activities and increase recession risks [8] Group 6: Adoption of Humanoid Robots in China - A Morgan Stanley survey indicates that 62% of Chinese companies are likely to adopt humanoid robots within the next three years, despite current technology limitations [11] - Only 23% of respondents are satisfied with existing humanoid robot products, and 92% believe that prices must be below 200,000 yuan for widespread adoption [11][12] Group 7: AI Application and Regulation - AI agents are becoming increasingly prevalent, but their use raises significant privacy and security concerns, prompting various apps to implement monitoring measures [13] - The need for regulatory frameworks to ensure safe and effective use of AI technology is becoming more critical as its applications expand [14]

本次最新人事调整发生在首席运营官杰夫·威廉姆斯上月离职之后——作为蒂姆·库克长期倚重的左膀右 臂，威廉姆斯此前一直担任其核心副手角色。与此同时，苹果设计高管艾伦·戴也将离职并加入Meta ， 协助其硬件设备的相关工作。 纽斯特德的加盟标志着苹果公司罕见地从Meta挖角，而非相反情况。她曾任美国国务院顾问，于2019 年加入Meta(当时名为Facebook)。 智通财经获悉，苹果公司(AAPL.US)宣布聘任Meta Platforms(META.US)原首席法务官詹妮弗·纽斯特德 担任总法律顾问，此举系该公司近期一系列高管人事变动中的一部分。 苹果公司在周四发布的声明中表示，纽斯特德将于3月1日正式接任总法律顾问一职。此前，她需完成与 现任总法律顾问凯特·亚当斯的职责交接程序。在另一项人事变动中，政府事务主管莉萨·杰克逊将于明 年1月底退休。她此前负责公司的环境、政策和社会倡议工作。 据了解，苹果公司正面临自身的反垄断挑战。美国司法部和16位州检察长于2024年3月提起诉讼，指控 该公司的政策阻碍竞争，并使消费者难以更换手机。该案件尚未确定审判日期。 随着杰克逊的离职，政府事务职责将移交给纽斯特德，她将成为 ...

智通财经APP获悉，苹果公司(AAPL.US)宣布聘任Meta Platforms(META.US)原首席法务官詹妮弗·纽斯 特德担任总法律顾问，此举系该公司近期一系列高管人事变动中的一部分。 纽斯特德的加盟标志着苹果公司罕见地从Meta挖角，而非相反情况。她曾任美国国务院顾问，于2019 年加入Meta(当时名为Facebook)。 苹果公司在周四发布的声明中表示，纽斯特德将于3月1日正式接任总法律顾问一职。此前，她需完成与 现任总法律顾问凯特·亚当斯的职责交接程序。在另一项人事变动中，政府事务主管莉萨·杰克逊将于明 年1月底退休。她此前负责公司的环境、政策和社会倡议工作。 本次最新人事调整发生在首席运营官杰夫·威廉姆斯上月离职之后——作为蒂姆·库克长期倚重的左膀右 臂，威廉姆斯此前一直担任其核心副手角色。与此同时，苹果设计高管艾伦·戴也将离职并加入Meta ， 协助其硬件设备的相关工作。 据了解，苹果公司正面临自身的反垄断挑战。美国司法部和16位州检察长于2024年3月提起诉讼，指控 该公司的政策阻碍竞争，并使消费者难以更换手机。该案件尚未确定审判日期。 随着杰克逊的离职，政府事务职责将移交给纽斯特德，她 ...

当地时间12月4日，媒体援引知情人士报道称，Meta正考虑将元宇宙项目预算削减最多30%，作为公司 2026财年规划的一部分，相关讨论已在夏威夷举行的内部会议上进行。大幅收缩投入的计划或伴随新一 轮裁员，最快可能在明年1月启动。 投资者认为，此举有助于遏制Reality Labs长期亏损。 分析人士表示，公司正将成本结构重新拉回与更温和的收入前景匹配。 截至收盘，Meta股价上涨3.43%。 ...

Market Performance - The three major U.S. indices showed mixed results, with the Dow Jones down by 31.96 points (0.07%) to 47850.94, the Nasdaq up by 51.04 points (0.22%) to 23505.14, and the S&P 500 up by 7.40 points (0.11%) to 6857.12 [1] - European indices also saw gains, with the German DAX30 up by 212.58 points (0.90%) to 23895.03, the UK FTSE 100 up by 23.03 points (0.24%) to 9715.10, and the French CAC40 up by 34.61 points (0.43%) to 8122.03 [1] Commodity Prices - Light crude oil futures for January 2026 rose by $0.72 to $59.67 per barrel, a 1.22% increase, while February Brent crude oil futures increased by $0.59 to $63.26 per barrel, a 0.94% rise [2] - Spot gold increased by 0.14% to $4208.73 [4] Cryptocurrency Market - Bitcoin fell by 1.2% to $92310.95, and Ethereum dropped over 1.6% to $3136.99 [3] Macroeconomic Indicators - Initial jobless claims in the U.S. decreased to 191,000, with a four-week moving average dropping to 214,700 [5] - The U.S. Treasury debt surpassed $30 trillion for the first time, growing over 100% since 2018, with total national debt reaching $38.4 trillion [6] - The average rate for a 30-year fixed mortgage in the U.S. fell to 6.19%, the lowest since October of the previous year, leading to a 2.5% increase in mortgage applications [6] Company News - Meta Platforms plans to cut its metaverse budget by up to 30%, indicating a shift in strategy as the anticipated industry competition has not materialized [7] - Apple announced a high-level executive change, with Jennifer Newstead set to become the new General Counsel in March 2026, succeeding Kate Adams [8] - The European Commission is seeking industry feedback on Google's proposed compliance measures to address antitrust issues related to its advertising technology business, which has faced fines of nearly €3 billion (approximately $3.5 billion) [9]

Group 1 - The Trump administration announced a new policy to shorten the validity of work permits for immigrants applying for asylum or other humanitarian programs from five years to 18 months, allowing for more frequent reviews of their status [4] - The U.S. government plans to increase its stake in critical mineral companies, with over $1 billion invested in the past year, which has often boosted the stock prices of related companies [6] - Goldman Sachs has paused the issuance of a $1.3 billion mortgage bond for CyrusOne, a data center operator, following a significant outage at the Chicago Mercantile Exchange due to a cooling system failure [9] - Bank of America will allow wealth management advisors to recommend cryptocurrency investments starting January 5, marking a significant milestone in the digital asset space [11] - The Federal Housing Finance Agency (FHFA) director is under investigation for alleged abuse of power related to mortgage fraud accusations against political opponents, following a request from Senate Democrats [13] - Meta's stock price rose approximately 4% after reports indicated that the company plans to significantly cut its metaverse business budget by up to 30% [15]

中概股盘初大涨。 当地时间12月4日晚间，美股三大指数集体高开，随后震荡走低，三大股指一度纷纷转跌，小幅探底后震荡回升。截至发稿，道指涨0.04%，标普500指数跌0.01%， 纳指跌0.1%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 47899.83 | 16.93 | 0.04% | | IXIC | 纳斯达克指数 | 23429.61 | -24.48 | -0.10% | | SPX | 标普500 | 6849.21 | -0.51 | -0.01% | 经济数据方面，美国上周失业救济申请人数创下 2022 年 9 月以来的最低水平，截至11月29日当周（含感恩节假期），初请失业金人数减少2.7万，至19.1万人，预估 为22万人，前值为21.6万人。 芝商所美联储观察工具最新数据显示，市场对下周三降息的定价概率较昨日（90%）小幅下降，但仍有87%，远高于几周前水平。目前，华尔街普遍认为美联储将 在年内最后一次议息会议上降息25个基点。 个股方面，Meta盘初一度涨超5%，截至发稿涨 ...