12月31日，微博在港交所公告，公司董事会已批准一项股票回购计划，授权公司可在于2026年12月31日 截止的未来12个月内回购总额不超过2亿美元的股份（包括美国存托股份）。股票回购将依据市场状况 开展，可不时于公开市场按现行市价、通过私下磋商交易、大宗交易及/或通过其他法律许可方式进 行，并将根据适用规则及法规执行。公司预期使用现有现金进行回购。 ...

编辑：潘煦 转载请注明央视财经 （央视财经《第一时间》）继澳大利亚实施未成年人社交媒体禁令后，根据美媒29日的报道，美国弗吉 尼亚州将从2026年1月1日起要求16岁以下未成年人单日使用社交媒体不得超过1小时；如果需要延长， 必须经家长或监护人同意。社交媒体平台须完成对用户年龄的核验，且不得将核验年龄时收集到的信息 用作其他用途。 ...

Core Viewpoint - The article discusses the recent trend of companies attributing layoffs to artificial intelligence (AI), questioning whether this is a genuine cause or a cover for poor management and economic conditions [3][5][9]. Group 1: Layoff Trends and AI Attribution - Many companies have recently cited AI as a significant reason for layoffs, with an estimated 50,000 jobs in the U.S. being cut this year due to AI-related factors [4]. - Major companies like Amazon and Salesforce have announced substantial layoffs, with Amazon planning to cut approximately 14,000 jobs and Salesforce reducing 4,000 customer service positions, both attributing these decisions to AI [4]. - Despite these claims, experts and media outlets caution against directly linking the current wave of layoffs to AI, suggesting that other factors are at play [5][9]. Group 2: Employment Data and AI Impact - A study by Vanguard covering over 5 million people found that jobs in sectors most susceptible to AI automation actually saw a 1.7% increase in employment from mid-2023 to mid-2025, outpacing pre-pandemic growth rates [5]. - Research from the Brookings Institution indicates that the practical implementation of AI in workplaces is still challenging, which may explain the lack of significant impact on employment [6]. - McKinsey's report highlights that two-thirds of surveyed companies have not deeply integrated AI into their workflows, limiting its potential benefits [6]. Group 3: Economic Context and Layoff Reasons - The surge in layoffs is also attributed to economic factors such as consumer spending fatigue and a correction following the pandemic hiring boom, rather than solely AI [8]. - Companies are currently in a phase of cost-cutting and hiring freezes in response to economic conditions, which is not directly linked to AI [8]. - Some firms are using AI as a convenient narrative for layoffs, as it is a contemporary topic that resonates with investors, even if it is not the primary cause of job cuts [9]. Group 4: Future Employment Landscape - AI's influence on job roles is complex; positions where AI can automate core tasks may see a reduction in workforce by an average of 14%, while roles with partial automation may actually increase employment due to freed-up time for other tasks [10]. - A report from ManpowerGroup indicates that 72% of organizations still struggle to find skilled talent, particularly in AI model development and application, highlighting a skills gap in the labor market [11].

在成交量极度萎缩的背景下，美联储最新公布的12月会议纪要并未给市场带来方向，反而揭示了决策层内部巨大的意见裂痕。 由于缺乏新的利好驱动，加之流动性偏紧，周二标普500、纳指、道指连续三个交易日收跌，标普500指数跌幅0.14%；道指跌幅0.20%；纳指收跌幅 0.24%。 | Dow Jones | S&P 500 | Nasdaq | | --- | --- | --- | | 48,367.06 | 6,896.24 | 23,419.08 | | (-94.87) | (-9.50) | (-55.27) | | -0.20% @ | -0.14% C | -0.24% @ | 目前，市场核心逻辑正在发生以下结构性转变： 在科技股方面，Meta成为市场关注点。 Meta收购AI初创公司Manus。在科技股集体走弱的环境下，Meta通过收购Manus展示了其在AI代理领域的扩张野心。 美股投资网分析认为，此举旨在将高级AI能力整合进Facebook和Instagram。这种清晰的业务增长点，在震荡市中为科技板块提供了一定的情绪支撑。 从盘面反馈看，周一暴跌后的贵金属虽有短线反弹，但难以扭转整体谨慎的情绪。 ...

2025.12.31 本文字数：1401，阅读时长大约2分钟 作者 |第一财经 胡弋杰 周二，美国股市在清淡交投中小幅收跌，标普500指数录得连续第三个交易日下跌。通信服务板块上 涨，但未能抵消科技股和金融股走弱带来的拖累。 截至收盘，标普500指数下跌9.50点，跌幅0.14%，收于6896.24点；纳斯达克综合指数下跌55.27点，跌 幅0.24%，收于23419.08点；道琼斯工业平均指数下跌94.87点，跌幅0.20%，收于48367.06点。 板块方面，受Meta Platforms上涨1.1%提振，通信服务板块在标普500各板块中涨幅居前。该公司表示， 将收购人工智能初创公司Manus，以加快在Facebook和Instagram等平台上整合先进人工智能技术。 其他科技巨头中，特斯拉跌1.13%，英伟达跌0.36%，微软涨0.08%，苹果跌0.25%，谷歌-A涨0.09%，博 通涨0.13%，亚马逊涨0.20%，超威半导体跌0.13%。 热门中概股涨跌不一，纳斯达克中国金龙指数收跌0.27%，阿里巴巴跌0.76%，拼多多跌0.28%，京东跌 1.91%。上涨股当中，网易涨0.80%，百度涨4.39 ...

Market Movements - US stock index futures are all down, with Dow futures down 0.06%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.10% [1] - European indices show positive movement, with Germany's DAX up 0.25%, UK's FTSE 100 up 0.35%, France's CAC40 up 0.29%, and the Euro Stoxx 50 up 0.46% [2][3] - WTI crude oil is up 0.34%, priced at $58.28 per barrel, while Brent crude is also up 0.34%, priced at $61.70 per barrel [3][4] Economic Insights - Goldman Sachs supports the narrative of a "soft landing" for the US economy, driven by the easing of tariff pressures, tax cuts, and interest rate reductions. They predict strong growth resilience extending into 2026, with economic growth expected to exceed market forecasts [5] - Bank of America CEO Brian Moynihan warns against excessive focus on the Federal Reserve, stating that the US economy is much larger than the Fed and should not be overly influenced by its rate adjustments [6] Debt Market - The ICE BofA MOVE index, which measures expected volatility in the bond market, has dropped significantly to around 59, the lowest since October 2021, and is on track for one of the steepest annual declines since 2009 [7] Oil Market - OPEC+ is expected to reaffirm its decision to pause production increases in the first quarter of next year due to signs of oversupply in the global oil market, with oil prices having dropped 17% this year [8] Company News - Meta has agreed to acquire AI startup Manus, which could enhance its AI infrastructure and product offerings as part of a broader $600 billion investment in AI [9] - Lululemon's founder Chip Wilson has initiated a proxy battle to nominate three independent directors to the board amid dissatisfaction with the company's strategic direction and a significant drop in stock price [10] - MicroStrategy has purchased $108.8 million worth of Bitcoin, increasing its total holdings to 672,497 Bitcoins, valued at approximately $50.4 billion [11] - Tesla has publicly disclosed a more pessimistic forecast for Q4 vehicle deliveries, estimating 422,850 units, a 15% decline year-over-year, compared to a market estimate of 445,061 units [12]

Market Movements - US stock index futures are all down, with Dow futures down 0.06%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.10% [1] - European indices show positive movement, with Germany's DAX up 0.25%, UK's FTSE 100 up 0.35%, France's CAC 40 up 0.29%, and the Euro Stoxx 50 up 0.46% [1] - WTI crude oil is up 0.34% at $58.28 per barrel, and Brent crude oil is also up 0.34% at $61.70 per barrel [1] Economic Outlook - Goldman Sachs supports the narrative of a "soft landing" for the US economy, driven by the easing of tariff headwinds, tax cuts, and interest rate reductions [2] - The firm predicts strong economic growth resilience in 2025, with growth expected to accelerate in 2026 due to favorable financial conditions and reduced inflationary pressures [2] - Despite recent stagnation in the non-farm employment market, factors such as AI data center construction and significant tax refunds are expected to boost economic momentum [2] Corporate Developments - Bank of America CEO Brian Moynihan warns against excessive focus on the Federal Reserve, stating that the US economy is much larger than the Fed's influence [3] - Moynihan emphasizes the need for an independent Federal Reserve, cautioning that political interference could lead to market repercussions [3] - Former President Trump hints at potentially dismissing current Fed Chair Jerome Powell, indicating he has a preferred successor but is not in a rush to announce [3] Bond Market Insights - The ICE BofA MOVE index, a key measure of bond market volatility, has dropped significantly to around 59, the lowest since October 2021 [4] - This decline is expected to result in one of the steepest annual drops since 2009, following the financial crisis [4] - A reduction in long-term debt supply by the US Treasury could enhance the price performance of long-term bonds in a low-volatility environment [4] Oil Market Dynamics - OPEC+ is expected to reaffirm its decision to pause production increases in the first quarter of next year due to signs of oversupply in the global oil market [5] - The group, led by Saudi Arabia and Russia, will hold a meeting on January 4 to review this decision [5] - Oil prices have fallen by 17% this year, marking the largest annual decline since 2020, amid increasing supply and slowing demand [5] Company-Specific News - Meta has agreed to acquire AI startup Manus, which could enhance its AI-driven commercial initiatives [7] - CEO Mark Zuckerberg has committed to investing $600 billion in US infrastructure projects over the next three years, primarily focused on AI [7] - Lululemon's founder Chip Wilson is initiating a proxy battle to nominate independent directors to the board amid dissatisfaction with the company's strategy [8] - Strategy has purchased $108.8 million worth of Bitcoin, increasing its total holdings to 672,497 Bitcoins valued at $50.4 billion [9] - Tesla has publicly disclosed a more pessimistic forecast for Q4 vehicle deliveries, estimating 422,850 units, a 15% decline year-over-year [10]

Group 1 - U.S. stock index futures show mixed performance with Nasdaq futures down 0.03%, S&P 500 futures up 0.01%, and Dow futures down 0.01% [1] - Major European indices are all up, with Germany's DAX index rising 0.44%, UK's FTSE 100 index up 0.39%, France's CAC index up 0.44%, and the Euro Stoxx 50 index increasing by 0.7% [1] - Meta has acquired Manus for several billion dollars, with Manus founder Xiao Hong set to become Meta's Vice President [1][2] Group 2 - Strategy has invested over $100 million in Bitcoin, achieving a year-to-date return of 23.2% [2] - Verisk has terminated its acquisition of AccuLynx due to delays from regulatory scrutiny [2] Group 3 - The International Consumer Electronics Show (CES) is scheduled to take place from January 6 to 9, 2026, in Las Vegas, featuring major tech companies like Nvidia, Apple, and Meta [1] - XPeng has officially launched the G7 super extended-range SUV, achieving a record-breaking total range of over 1,704 kilometers [1]

Market Movements - US stock index futures are all down ahead of the market opening, with Dow futures down 0.06%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.10% [1] - European indices show positive movement, with Germany's DAX up 0.25%, UK's FTSE 100 up 0.35%, France's CAC 40 up 0.29%, and the Euro Stoxx 50 up 0.46% [2][3] - WTI crude oil is up 0.34%, priced at $58.28 per barrel, while Brent crude oil is also up 0.34%, priced at $61.70 per barrel [3][4] Economic Insights - Goldman Sachs supports the narrative of a "soft landing" for the US economy, citing factors such as the easing of tariff headwinds, tax cuts, and interest rate reductions as drivers of growth. They predict strong economic resilience extending into 2026, with growth rates expected to exceed market forecasts [4] - Bank of America CEO Brian Moynihan warns against excessive focus on the Federal Reserve, stating that the US economy is much larger than the Fed and should not be overly influenced by its rate adjustments [5] Company News - Meta has agreed to acquire the AI startup Manus, which could enhance its AI infrastructure and product offerings. CEO Mark Zuckerberg has committed to investing $600 billion in US infrastructure projects over the next three years, primarily related to AI [8] - Lululemon's founder Chip Wilson has initiated a proxy fight to nominate three independent directors to the board, following a significant drop in the company's stock price and challenges in appealing to younger consumers [9] - Strategy has purchased $108.8 million worth of Bitcoin, increasing its total holdings to 672,497 Bitcoins, valued at approximately $50.4 billion [10] - Tesla has publicly disclosed a pessimistic forecast for Q4 vehicle deliveries, estimating 422,850 units, a 15% decline year-over-year, which is lower than market expectations [11]

Group 1 - The core viewpoint of the article is that the AI boom is projected to increase the net worth of US tech billionaires by $550 billion by 2025, with Elon Musk maintaining the top position and Jensen Huang of Nvidia significantly rising in rank due to AI-driven wealth growth [1][3]. - As of the end of the year, the total net worth of the top 10 tech billionaires in the US exceeded $2.5 trillion, up from $1.9 trillion at the beginning of the year, coinciding with an over 18% rise in the S&P 500 index [3][4]. - Nvidia has emerged as a leading advanced AI chip manufacturer, contributing to Jensen Huang's net worth of $156 billion, making him the eighth richest tech executive in the US [4][5]. Group 2 - Elon Musk's net worth increased by nearly 50% to $645 billion, largely due to a $1 trillion compensation agreement with Tesla shareholders and a valuation surge of SpaceX to $800 billion [4]. - Jeff Bezos of Amazon sold over $5.6 billion in stock this year, while Michael Dell sold more than $2 billion in stock from his namesake tech company [6]. - Concerns over Meta's significant spending on AI infrastructure and compensation agreements for top AI researchers have led to a decline in its stock price, affecting Mark Zuckerberg's ranking among tech billionaires [6][7]. Group 3 - Larry Ellison's net worth surged following Oracle's announcement of a $300 billion data center partnership with OpenAI, although concerns about financing for this initiative led to a 40% drop in Oracle's stock price from its September peak [7]. - Google co-founders Larry Page and Sergey Brin surpassed Zuckerberg and Ellison in net worth, with increases of $270 billion and $255 billion, respectively, due to advancements in internal AI models and chips [7]. - Bill Gates is the only individual on the list whose net worth decreased by year-end, as he continues to sell shares in Microsoft to fund his charitable endeavors [8].