Market Overview - The three major U.S. stock indices closed higher, with the S&P 500 up 0.25% to 6829.37 points, the Nasdaq up 0.59% to 23413.67 points, and the Dow Jones up 0.39% to 47474.46 points [2][13] - The Federal Reserve's interest rate cut expectations are rising, with predictions of a 25 basis point cut in December due to a weak labor market [2][14] Cryptocurrency Sector - The Trump family's Bitcoin mining company, ABTC, experienced a significant drop, falling over 38% and triggering multiple trading halts [2][15] - Despite a 6% rebound in Bitcoin, the sell-off in related assets continues, affecting several crypto-related stocks [2][15] Technology Sector - Intel led the S&P 500 with an increase of over 8%, while other tech giants like Apple, Facebook, and Nvidia also saw gains of 1.09%, 0.97%, and 0.86% respectively [4][17] - Nvidia's CFO mentioned a $100 billion investment in OpenAI, which could generate $400 billion to $500 billion in revenue, although this revenue is not yet included in the company's guidance [4][17] Tesla - Tesla's stock fell 0.21%, with notable short-selling activity from Wall Street's "big short," Michael Burry, who criticized the company's high valuation and potential shareholder dilution [6][19] - Tesla's current P/E ratio is approximately 209, significantly higher than its historical average of 94 and the S&P 500's average of about 22 [6][19] Boeing - Boeing shares rose 10.16%, marking the largest increase since April, as the company expressed confidence in achieving a long-term cash flow target of $10 billion [7][20] Chinese Tech Stocks - Chinese tech stocks showed mixed performance, with BYD, JD.com, Pinduoduo, and Xiaomi rising by 1.03%, 0.54%, 0.53%, and 0.46% respectively, while Meituan, Alibaba, and NetEase fell by 2.65%, 1.91%, and 1.83% respectively [8][21]

Group 1: Federal Reserve Leadership - President Trump is likely to announce his nominee for the next Federal Reserve Chair in early 2026, as current Chair Powell's term ends in May 2026 [1] - Kevin Hassett, the Director of the National Economic Council, is considered the leading candidate for the position due to his close relationship with Trump and his previous roles in the White House [2] - Hassett has criticized the Federal Reserve's interest rate policies, claiming they exhibit partisan bias, which has been met with opposition from other policymakers [2] Group 2: Market Reactions - Following the news of Hassett being a frontrunner for the Fed Chair position, long-term interest rates declined, indicating market trust in his potential leadership [2] - The Dow Jones, Nasdaq, and S&P 500 indices all saw gains on December 2, with the Dow up 0.39%, Nasdaq up 0.59%, and S&P 500 up 0.25% [3] Group 3: Company Developments - Boeing's stock surged over 10% after the company stated that achieving a long-term cash flow target of $10 billion is feasible, and the decision on penalties from the U.S. Department of Justice is expected to be delayed until 2026 [5] - Amazon Web Services (AWS) launched its next-generation AI training chip, Trainium 3, and announced plans for Trainium 4, aiming to compete more aggressively with Nvidia and Google in the AI chip market [8] - AWS's new AI services and models were introduced, with the stock price of Amazon rising slightly by 0.23% to $234.42, giving it a market capitalization of $2.51 trillion [8][9]

人民财讯12月3日电，中共浙江省委关于制定浙江省国民经济和社会发展第十五个五年规划的建议发 布，其中提到，以先进制造业集群为着力点统筹推进传统产业焕新升级、新兴产业发展壮大、未来产业 科学布局。扎实推进新型工业化，联动推进制造强省、网络强省和标准强省、品牌强省、质量强省建 设，实现产业结构显著优化、发展质效显著提升。持续实施"腾笼换鸟、凤凰涅槃"攻坚行动，深化国家 传统制造业改造升级示范区建设，大力推进传统产业技术改造、设备更新和生态化改造，增强质量技术 基础能力，推动传统产业高端化、智能化、绿色化发展。推动重点产业提质升级，巩固提升绿色石化、 纺织服装、电气机械、家居家电等产业的优势地位和竞争力。积极推进历史经典产业提升发展。着力打 造新兴支柱产业，加快人工智能、新材料、新能源、航空航天、低空经济、生物医药等新兴产业集群发 展。建立未来产业投入增长机制，探索多种技术路线、典型应用场景、可行商业模式、市场监管规则， 聚焦人形机器人、脑机接口、类脑智能、量子信息、生物制造等领域，布局建设一批未来产业先导区。 深入实施服务业高质量发展"六大高地"工程，提高现代服务业与先进制造业、现代农业融合水平，促进 生产性服务 ...

全市地区生产总值稳步增长，年均增速高于全省平均水平；人均GDP跃居全省前列，全体居民收入 水平持续提升；高新技术产业产值占比提升至55.2%、列全省第4，超"十四五"预期目标7.2个百分 点……"十四五"时期，镇江坚定不移实施产业强市"一号战略"，强化项目攻坚力度，着力提升项目质 效，持续建设现代化产业体系，巩固壮大实体经济根基，扎实稳健推进中国式现代化镇江新实践，奋力 谱写"镇江很有前途"新篇章。 笔墨映征程，答卷启新篇。当"十四五"规划圆满收官的钟声在时光长廊中渐次回响，"十五五"规划 谋篇布局的壮丽蓝图正于镇江大地徐徐铺展。"要全面贯彻落实党的二十届四中全会精神，谋深谋实镇 江未来五年发展的目标任务、思路举措，坚定不移推进高质量发展，锚定'两个高于'，坚持'把优势做 优、特色做特'，持续深化产业强市、创新驱动、融合发展，着力推动经济实现质的有效提升和量的合 理增长。"镇江市委书记马明龙说。 项目为王、服务高效 企业发展"镇合意" 3月12日，镇江市产业项目集中签约活动在上海举办，20个项目现场集中签约，总投资165.2亿元； 4月18日，丹徒（上海）新能源汽车及零部件产业高质量发展恳谈会举行，19个产业 ...

芝加哥商品交易所（CME）美联储观察（ FedWatch）工具显示，市场对12月降息25个基点的预期升至 89.2%。 *美股小幅反弹迎接美联储议息 *科技板块普遍反弹 *波音大涨逾10%领跑道指 加密货币板块普遍反弹，MicroStrategy大涨3.92%，Coinbase上涨1.32%，此前比特币在周一录得自2021 年5月以来最大美元跌幅后掉头回升。 【市场概述】 贝尔德公司投资策略师罗斯·梅菲尔德表示，当前市场正处于"美联储议息会议前的催化剂真空期"，前 一日的收益率波动和加密资产下跌短暂扰动情绪，但消费者在黑色星期五与网络星期一期间的强劲表 现，为整体市场提供了更多积极信号。 近期多项经济数据指向经济正在逐步降温，美联储官员此前曾呼吁在降息问题上保持谨慎，以防通胀反 弹。不过，过去数日多名美联储官员发表更偏鸽派的讲话，市场关于12月降息的预期迅速升温。 根据芝加哥商品交易所（CME）美联储观察（ FedWatch）工具，市场目前预计美联储在下周会议降息 25个基点的概率为89.2%，显著高于一个月前的63%。周五将公布的PCE物价指数被视为美联储青睐的 通胀指标，结果或进一步影响政策判断。 周二， ...

Market Performance - The US stock market experienced a slight increase with the Dow Jones up by 0.39%, S&P 500 up by 0.25%, and Nasdaq up by 0.59% [1] - Technology stocks led the gains, with notable increases in Microsoft (0.67%), Amazon (0.23%), Apple (1.09%), Nvidia (0.86%), Alphabet (0.29%), Meta (0.97%), and Intel (8.65%) [1] Chinese Market Performance - The Nasdaq China Golden Dragon Index fell by 0.65%, closing at 7808.98 points, with mixed performances among individual stocks [2] - Xpeng Motors dropped nearly 8%, while Li Auto saw an increase of nearly 1% [2] Boeing and Commodities - Boeing shares surged by 10.15% due to market expectations of significant delivery increases for its 737 and 787 models next year [3] - Crude oil prices saw a decline, with NYMEX light crude for January 2026 settling at $58.64 per barrel, down 1.15% [3] Global Economic Outlook - The OECD projected global economic growth rates of 3.2% for this year and 2.9% for next year, consistent with previous forecasts [3] - The report highlighted supportive macro policies and positive expectations for new technologies, particularly in AI, as key drivers of global demand [3] Regulatory Developments - The State Administration for Market Regulation initiated revisions to the National Food Safety Incident Emergency Plan, seeking public feedback until January 2, 2026 [4] - The National Development and Reform Commission emphasized high-quality development and the establishment of a modern industrial system in a recent article [5] M&A and Data Sector Initiatives - The China Interbank Market Dealers Association announced optimizations to the merger and acquisition notes mechanism to better support corporate restructuring [6] - A joint opinion was released by several government departments to enhance data-related academic and talent development [6] Company Announcements - Tianpu Co. completed its verification work and resumed trading [7] - Jiangbolong plans to raise up to 3.7 billion yuan for AI-related high-end memory projects [7] - Aikang Co. intends to acquire 100% of Dongguan Silky for 2.2 billion yuan to expand into data center liquid cooling [7] Market Predictions - Zhongyuan Securities expects the Shanghai Composite Index to consolidate around 4000 points, with a rotation between cyclical and technology sectors [8] - Debang Securities noted a rapid rotation in the market, indicating insufficient new capital inflow [8] - Datong Securities anticipates a short-term range-bound market with a higher probability of upward movement in the medium to long term [8]

新华财经纽约12月2日电（记者刘亚南）由于市场人气改善，纽约股市三大股指2日高开，盘中强势盘 整，收盘时纽约股市三大股指均上涨。 芝加哥商品交易所美联储观察工具（FedWatch Tool）显示，截至当日17:04，市场认为美联储在12月货 币政策会议上降息25个基点的概率为89.1%，高于前一日的86.4%。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨185.13点，收于47474.46点，涨幅为0.39%；标 准普尔500种股票指数上涨16.74点，收于6829.37点，涨幅为0.25%；纳斯达克综合指数上涨137.752点， 收于23413.674点，涨幅为0.59%。 板块方面，标普500指数十一大板块八跌三涨。能源板块和材料板块分别以1.28%和0.82%跌幅领跌，工 业板块和科技板块分别以0.87%和0.84%涨幅领涨。 当日，加密货币价格显著上涨，回到11月30日下跌前的水平，显示市场风险偏好得到修复。 美国总统特朗普2日在白宫举行内阁会议时表示，很可能会在2026年初公布下一任美联储主席的提名人 选。 富国银行投资研究所全球股票策略师道格·比思（Doug Beath）表示，市场注意力看起 ...

Market - Bitcoin and tech stocks led the rise in US markets, with the Dow Jones increasing by 180 points [6] - Popular Chinese concept stocks showed mixed performance, with Atour Group rising by 5.59% and Xpeng Motors falling by 7.92% [6] - Oil prices slightly declined as the market focused on oversupply and geopolitical risks [6] - Spot gold fell by 0.57%, while COMEX gold futures dropped by 0.77% [6] - European stock markets remained mostly flat, with Bayer's stock surging due to favorable litigation news [6] Company - Boeing's stock rose over 10% following significant news [3] - Amazon quickly launched its latest self-developed AI chip to challenge Nvidia and Google [3] - Walmart invested $350 million to build a second dairy processing plant in the US [3] - Citigroup expanded its investment-grade bond trading team in preparation for an AI-driven bond issuance boom [3] - Amazon introduced an AI agent that reportedly can work continuously for several days [3] - JD.com acquired 59.8% of Ceconomy's equity and voting rights [3] - Mistral launched a new type of open-source weight frontier model and a smaller model [3]

Group 1: Nvidia - Nvidia's CFO Colette Kress stated that the $100 billion investment in OpenAI is still in the letter of intent stage, involving the deployment of "at least 10 gigawatts" of Nvidia systems, potentially generating $400-500 billion in revenue for Nvidia [1] - Kress emphasized that revenue related to this collaboration has not yet been included in Nvidia's revenue guidance [1] - Nvidia's recent commitment to invest up to $10 billion in competitor Anthropic may further increase demand for its computing chips [1] Group 2: Tesla - Tesla's Shanghai Gigafactory delivered over 86,700 vehicles in November 2025, marking a month-on-month increase of over 40% and a year-on-year increase of nearly 10% [2] - The Model Y has become the best-selling SUV in China over the past year, while Tesla's global electric vehicle deliveries reached a record high in Q3 [2] - Tesla's sales in Norway have broken previous records held by gasoline vehicles, securing the annual sales champion title for 2025 [2] Group 3: Apple - Apple has decided to reject the Indian government's mandate to pre-install a security application on iPhones, citing security and privacy risks [2] Group 4: AMD - AMD announced a price increase for its graphics cards due to rising memory costs, with 8GB and 16GB cards increasing by $20 and $40 respectively starting in December [3] - AMD is investing $1 billion in an AI chip cluster in Ohio [4] Group 5: Broadcom - Bank of America reported that Broadcom is likely to benefit from Google's successful launch of the TPU-based Gemini 3, with expected increases in TPU usage [4] - The average selling price of TPUs is projected to rise from $5,000-$6,000 to $12,000-$15,000 by 2026, with potential shipment increases [4][5] Group 6: Intel - Intel received positive feedback from two potential foundry customers regarding its 14A process node, which is expected to impact data center, PC, and mobile chip markets [5] - Intel's "Alchemist" Arc discrete graphics card has achieved a 1% market share according to Jon Peddie Research [6] Group 7: Boeing - Boeing's stock rose significantly as the company anticipates restoring cash flow generation capabilities by 2026, indicating a major turnaround in its financial situation [6] - Boeing expects to achieve "low single-digit" free cash flow next year, reversing a $2 billion cash burn in 2025 [6] Group 8: MongoDB - MongoDB reported a 19% year-on-year revenue growth to $628 million in Q3, with adjusted earnings per share of $1.32, exceeding expectations [7] - The company raised its revenue and profit guidance for fiscal year 2026, projecting revenues between $2.43 billion and $2.44 billion [7]

(本文来自第一财经) 美股周二收盘，道指收涨0.39%，标普500指数涨0.25%，纳指涨0.59%。苹果(AAPL.O)和英伟达 (NVDA.O)涨于1%一线，英特尔(INTC.O)涨8%，波音(BA.N)涨10%。纳斯达克中国金龙指数收跌 0.65%，阿里巴巴(BABA.N)跌近2%，小鹏汽车(XPEV.N)跌近8%。 ...