Market Overview - US stock markets experienced a sharp decline, with the Dow Jones Industrial Average dropping 0.47% to 47,885.97 points, the S&P 500 falling 1.16% to 6,721.43 points, and the Nasdaq Composite decreasing 1.81% to 22,693.32 points [1] Oracle Corporation - Oracle's stock price fell nearly 6% following reports of stalled negotiations with Blue Owl Capital regarding a $10 billion data center project in Michigan, which was intended to support OpenAI [2] - Despite the negative reports, Oracle stated that the project is still progressing as planned, and Blue Owl is not involved in the equity partnership discussions [2] - Oracle has made significant investments in large-scale data centers to support AI systems, raising concerns among investors about potential overcapacity due to the influx of hundreds of billions of dollars into AI infrastructure [2] - Over the past three months, Oracle's stock has declined nearly 40%, erasing gains from securing major clients like OpenAI and signing multi-billion dollar computing contracts [2] Technology Sector Impact - Other technology stocks also faced declines, with Nvidia down over 3%, Broadcom down over 5%, TSMC down over 3%, and Google down nearly 3% [4]

Core Points - YouTube will acquire exclusive live streaming rights for the Oscars starting in 2029, ending ABC's long-standing partnership since 1976 [2][6] - The agreement will last until 2033, with YouTube's first broadcast being the 101st Academy Awards [2][6] - The move highlights YouTube's growing dominance in the television space and the trend of streaming platforms capturing more live event resources [3][6] Financial and Audience Impact - Financial terms of the deal have not been disclosed [3][6] - Over 2 billion global viewers will be able to watch the Oscars live for free on YouTube, with YouTube TV subscribers in the U.S. also able to view the event [3][6] - Oscar viewership has declined from a peak of 55 million in 1998 to approximately 20 million today, prompting the Academy to seek new ways to attract audiences [3][6] Content and Collaboration - YouTube will not only stream the main event but also provide additional content such as red carpet coverage, behind-the-scenes footage, nomination announcements, interviews, and educational programs [3][7] - The collaboration is seen as a significant cultural milestone, with YouTube's CEO emphasizing the importance of the Oscars in celebrating cinematic achievements [4][7] - This marks the first time a major awards show has completely transitioned from traditional broadcast to streaming, as other awards like the SAG Awards have previously partnered with streaming platforms [4][7]

【导读】科技股跳水，AI交易遇到利空 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 美股又跳水了 12月17日晚间，美股三大指数直线跳水，道指一度涨超200点，纳指跌超1%，标普500指数跌约0.7%。 | 最高: 48387.33 | 今开:48128.05 | 52周最高: 48886.86 | 量比：1.20 | | --- | --- | --- | --- | | 最低: 47991.15 | 昨收: 48114.26 | 52周最低: 36611.78 | 振幅: 0.82% | | 成交量：1.38亿股 | | | | 甲骨文发言人迈克尔·埃格伯特在声明中说："我们的开发合作伙伴Related Digital在多家竞争方案中选出了最合适的股权合作方，而这一次 并不是蓝猫头鹰。其股权交易的最终谈判正按既定进度和计划推进。" 甲骨文近来大手笔投入超大型数据中心，以支撑人工智能系统运转。这一激进扩张让这家云计算巨头站上了"AI热潮是否正在形成泡沫"的争 论中心。近几个月来，投资者愈发担心，涌入AI基础设施的数千亿美元资金最终会导致产能过剩。 受此消息影响，甲骨文股价一度暴跌近6%。过去三 ...

华纳兄弟探索公司（WBD）周三早盘下跌0.8%。该公司董事会敦促股东拒绝派拉蒙天空之舞公司 （PSKY）提出的每股30美元的敌意收购要约（股权价值约1084亿美元），理由是融资风险。 WBD董事会还重申支持与奈飞（NFLX）就WBD流媒体和影视制作资产达成的现金加股票交易（股权 价值约720亿美元；企业价值约830亿美元）。 责任编辑：张俊 SF065 华纳兄弟探索公司（WBD）周三早盘下跌0.8%。该公司董事会敦促股东拒绝派拉蒙天空之舞公司 （PSKY）提出的每股30美元的敌意收购要约（股权价值约1084亿美元），理由是融资风险。 WBD董事会还重申支持与奈飞（NFLX）就WBD流媒体和影视制作资产达成的现金加股票交易（股权 价值约720亿美元；企业价值约830亿美元）。 责任编辑：张俊 SF065 ...

2. 截至发稿，德国DAX指数跌0.01%，英国富时100指数涨1.63%，法国CAC40指数跌0.15%，欧洲斯托克50指数涨0.12%。 | ■ 德国DAX30 | 24,085.32 | 24.193.82 | 24,037.46 | -2.01 | -0.01% | 20:37:38 0 | | --- | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,843.10 | 9,854.35 | 9,744.40 | +158.31 | +1.63% | 20:37:31 0 | | 法国CAC40 | 8.093.79 | 8,136.07 | 8,079.72 | -12.37 | -0.15% | 20:37:30 0 | | □ 欧洲斯托克50 | 5,724.56 | 5,746.06 | 5,715.95 | +6.73 | +0.12% | 20:37:18 0 | 3. 截至发稿，WTI原油涨1.74%，报56.09美元/桶。布伦特原油涨1.63%，报59.88美元/桶。 盘前市场动向 1.12月17日(周三)美股盘前，美股三大股指 ...

盘前市场动向 1.12月17日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.23%，标普500指数期货 涨0.34%，纳指期货涨0.44%。 2. 截至发稿，德国DAX指数跌0.01%，英国富时100指数涨1.63%，法国CAC40指数跌0.15%，欧洲斯托 克50指数涨0.12%。 3. 截至发稿，WTI原油涨1.74%，报56.09美元/桶。布伦特原油涨1.63%，报59.88美元/桶。 市场消息 特朗普料将为了遴选美联储主席而在周三面试美联储理事沃勒。据知情人士透露，特朗普将于周三面试 另一位美联储主席候选人——美联储理事克里斯托弗·沃勒。官员们称，相关流程进展迅速，特朗普仍 在权衡之中，因此会面随时可能被推迟或取消。上周，特朗普面试了前美联储理事凯文·沃什。特朗普 表示，沃什与美国国家经济委员会主任凯文·哈塞特一道，是他心目中该职位的首选人选。 交易员押注周四CPI"无关紧要"，美股波动预期骤降。近三年来，美国月度消费者价格报告一直是股票 交易员极为关注的联邦数据。如今，投资者等待周四公布的11月通胀报告时，大多带着一种无动于衷的 情绪，而非以往的焦灼不安。根据巴克莱银行汇编的数据， ...

3. 截至发稿，WTI原油涨1.74%，报56.09美元/桶。布伦特原油涨1.63%，报59.88美元/桶。 市场消息 特朗普料将为了遴选美联储主席而在周三面试美联储理事沃勒。据知情人士透露，特朗普将于周三面试 另一位美联储主席候选人——美联储理事克里斯托弗·沃勒。官员们称，相关流程进展迅速，特朗普仍 在权衡之中，因此会面随时可能被推迟或取消。上周，特朗普面试了前美联储理事凯文·沃什。特朗普 表示，沃什与美国国家经济委员会主任凯文·哈塞特一道，是他心目中该职位的首选人选。 交易员押注周四CPI"无关紧要"，美股波动预期骤降。近三年来，美国月度消费者价格报告一直是股票 交易员极为关注的联邦数据。如今，投资者等待周四公布的11月通胀报告时，大多带着一种无动于衷的 情绪，而非以往的焦灼不安。根据巴克莱银行汇编的数据，期权交易员押注标普500指数将在任一方向 波动0.7%。这一幅度显著低于截至9月份的12份报告所引发的1%平均实际波动幅度。 受委内瑞拉地缘冲突影响，原油价格从四年来最低位反弹。受委内瑞拉地缘冲突影响，国际原油定价基 准——布伦特原油期货价格从2021年以来的最低价格水平迅速反弹。有统计数据显示，委内瑞 ...

盘前市场动向 1.12月17日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.23%，标普500指数期货涨0.34%，纳指期货涨0.44%。 | 名称 ▼ | 月▼ | - 最新 | 最高 | 最低 | 涨跌额 ▼ | 涨跌幅 ▼ | 时间 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | ඝ 伦敦布伦特原油 | 2026年2月 | 59.88 | 60.39 | 58.81 | +0.96 | +1.63% | 20:40:51 0 | | ■ WTI原油 | 2026年2月 | 56.09 | 56.58 | 55.13 | +0.96 | +1.74% | 20:40:51 0 | 市场消息 特朗普在社交媒体上表示，他将于美东时间周三晚上9点(北京时间周四上午10点)向全国发表讲话。此次讲话正值特朗普重返白宫第一年临近尾声的关 键时刻，其民意支持率正在下滑，经济也面临逆风。此次讲话为特朗普提供了强调政绩并阐明来年优先事项的平台，共和党将在明年11月中期选举中 力争保住国会控制权。白宫方面透露称，特朗普将就其历史性成就发表讲话、 ...

④ 【华纳据称本周将拒绝派拉蒙收购要约】12月16日，据媒体援引知情人士透露，华纳兄弟探索（简称华纳）计划拒绝派拉蒙天舞上周提出的收购要 约，主要原因是对派拉蒙天舞的融资安排和其他交易条款存在担忧。华纳董事会经过审议后认为，公司与奈飞的现有协议在价值、确定性和条款方面都优 于派拉蒙天舞的提案。截至发稿，奈飞上涨1.83%。 每经记者｜岳楚鹏 每经编辑｜段炼 兰素英 ① 【三大期指齐涨】截至发稿，道指期货涨0.19%、标普500指数期货涨0.30%、纳指期货涨0.34%。 ② 【纳斯达克将迎来年内全球最大IPO】美东时间12月17日晚，纳斯达克交易所将迎来全球今年最大IPO Medline，股票代码"MDLN"。该IPO发行规模经 上调后，最终定价锁定在推介区间高位。具体来看，该公司将以每股29美元发行2.16亿股股票，拟融资约62.6亿美元，定价对应的公司估值约为390亿美 元。Medline现有股东涵盖黑石集团、凯雷集团及弗里德曼（Hellman & Friedman）三大私募巨头。早在2021年，这三家机构就以340亿美元联合收购 Medline多数股权，成为史上规模最大的杠杆收购之一。Medline由米 ...

Core Viewpoint - Warner Bros. Discovery (WBD) plans to reject Paramount Global's hostile takeover bid due to concerns over financing arrangements and other terms, believing that its existing agreement with Netflix (NFLX) offers superior value and certainty [1][4] Group 1: Warner Bros. Discovery's Position - Warner Bros. Discovery's board will urge shareholders to reject Paramount's offer after evaluating the bid, citing concerns about the reliability of Paramount's financing and operational flexibility during the potential sale process [1][4] - The board is particularly worried about the implications of a year-long regulatory approval process on its ability to operate independently [2][4] - Warner Bros. has agreed to a deal with Netflix at a price of $27.75 per share, valuing the company at approximately $83 billion, while Paramount has proposed a higher bid of $30 per share, valuing Warner at over $108 billion [3][5] Group 2: Paramount Global's Bid - Paramount's financing plan has faced scrutiny, especially after a key investor, Affinity Partners led by Jared Kushner, withdrew support for the deal, raising concerns about the stability of the financing structure [2][4] - Paramount has made adjustments to its bid in response to Warner's concerns, including addressing issues related to refinancing debt and a $5 billion breakup fee [2][5] - Despite offering a higher cash price, Paramount's bid is seen as carrying execution risks due to financing uncertainties and potential regulatory hurdles [5][6] Group 3: Implications for Netflix - If successful in acquiring Warner Bros., Netflix would significantly enhance its content library, transitioning from a platform-based model to an integrated powerhouse with top-tier production capabilities and a vast IP portfolio [6][7] - The acquisition would allow Netflix to control high-value content that it currently licenses, thereby strengthening its competitive position in the streaming wars [6][7] - Key IPs that Netflix would gain include popular franchises such as Harry Potter, DC Universe, and HBO's acclaimed series like Game of Thrones [7]