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 ...

盘前市场动向 1. 12月30日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.06%，标普500指数期货跌0.07%，纳指期货跌 0.10%。 | = ns 30 | 48,430.80 | 48,481.10 | 48,399.80 | -31.10 | -0.06% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,901.10 | 6,910.80 | 6,896.80 | -4.60 | -0.07% | | 트 US Tech 100 | 25,499.50 | 25,544.30 | 25,477.00 | -26.10 | -0.10% | 2. 截至发稿，德国DAX指数涨0.25%，英国富时100指数涨0.35%，法国CAC40指数涨0.29%，欧洲斯托克50指数涨0.46%。 | 德国DAX30 | 24,425.94 | 24,464.73 | 24,319.02 | +61.02 | +0.25% | | --- | --- | --- | --- | --- | --- | | 瑞 英国富时100 | 9,9 ...

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]

1. 美国三大股指期货涨跌不一，纳指期货跌0.03%，标普500指数期货涨0.01%，道指期货跌0.01%。 2. 欧股主要指数齐涨，德国DAX指数涨0.44%，英国富时100指数涨0.39%，法国CAC指数涨0.44%，欧 洲斯托克50指数涨0.7%。 3. 特朗普：考虑起诉鲍威尔，还可能炒了他，预计明年1月宣布新任美联储主席人选。 4. 据CME"美联储观察"：美联储1月降息25个基点概率为16.1%，利率不变概率为83.9%。 5. 国际消费电子展(CES)将于2026年1月6日至9日在美国拉斯维加斯举行，英伟达、苹果、Meta等科技 巨头均参展。 6. Meta斥资数十亿美元收购Manus，Manus创始人肖弘将出任Meta副总裁。 7. 小鹏G7超级增程SUV正式发布，综合续航突破1704公里创全球纪录。 8. Strategy再斥资逾1亿美元买比特币，今年投资收益率达23.2%。 9. 数据分析公司Verisk因监管审查延迟终止收购AccuLynx的交易。 美股时段值得关注的事件： 22:00美国10月FHFA房价指数月率 22:45美国12月芝加哥PMI 本文源自：格隆汇 ...

盘前市场动向 1. 12月30日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.06%，标普500指数期货跌0.07%，纳指期货跌 0.10%。 | = US 30 | 48,430.80 | 48.481.10 | 48,399.80 | -31.10 | -0.06% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,901.10 | 6,910.80 | 6,896.80 | -4.60 | -0.07% | | 트 US Tech 100 | 25,499.50 | 25,544.30 | 25,477.00 | -26.10 | -0.10% | 2. 截至发稿，德国DAX指数涨0.25%，英国富时100指数涨0.35%，法国CAC40指数涨0.29%，欧洲斯托克50指数涨0.46%。 美联储换帅倒计时之际，特朗普放话：仍可能解雇鲍威尔。特朗普暗示，他已有非常偏好的下一任美联储主席人选，但并不急 于宣布。同时特朗普还表示，他仍有可能会选择解雇现任美联储主席鲍威尔。特朗普表示，鲍威尔"应该立即辞职"，并且我"很 想解雇他"。特 ...

人工智能的蓬勃发展将使美国科技亿万富翁的净资产在2025年增加5500亿美元。 埃隆·马斯克继续保持领先地位，而 英伟达 的黄仁勋则凭借人工智能驱动的财富激增，大幅提升了排名。 埃隆·马斯克依然位居榜首，其净资产增长近50%，达到6450亿美元。 （©路透社） AI boom adds $500bn to net worth of US tech billionaires in 2025 人工智能热潮的另一位赢家是人工智能芯片制造商英伟达的创始人黄仁勋，该公司迅速成长为全球市值超过4万亿美元的上市公司。他以1560 亿美元的净资产位列美国第八大最富有的科技高管。 证券文件显示，黄仁勋今年抛售了价值超过 10 亿美元的股票，他从英伟达崛起成为全球领先的先进人工智能芯片制造商中获益匪浅。 亚马逊 的杰夫·贝佐斯今年也出售了价值 56 亿美元的股票，而迈克尔·戴尔则出售了他同名科技公司价值超过 20 亿美元的股票。 今年，美国最富有的科技亿万富翁们的总净资产增加了超过 5500 亿美元，他们受益于投资者对领先人工智能公司的狂热追捧。 根据彭博社的数据，截至圣诞节前夕纽约股市收盘时，美国排名前 10 的科技公司创始人 ...

本文转自【新华网】； 新华社纽约12月27日电 美国纽约州日前通过立法，要求社交媒体平台必须在页面上标注警示信息，提 醒特定功能可能对青少年心理健康造成不良影响。 公报说，社交媒体平台中那些延长使用时间的有害功能可能威胁心理健康，因此新法要求平台在青少年 用户首次使用诱导性功能时显示警示标签，并根据持续使用情况定期重复提示。用户将无法跳过或点击 关闭这些警示信息。 公报还说，这项要求设置警示标签的法律是基于最新医学研究推出的。研究显示，每日使用社交媒体超 过3小时的青少年群体，出现焦虑和抑郁的风险会增加一倍。约半数青少年表示，社交媒体加剧了他们 的身材或外貌焦虑。社交媒体使用频率最高的青少年群体，自评心理状态堪忧的概率几乎是其他人的两 倍。 据媒体报道，该法律适用于在纽约州内访问社交媒体平台时的情况，且州总检察长有权对违反该法的行 为提起诉讼，每次违规最高可罚款5000美元。 根据美国纽约州政府网站日前发布的公报，州长凯茜·霍楚尔已签署法案，要求提供成瘾性内容推送、 自动播放或无限滚动功能的社交媒体平台必须在页面标注警示信息，以保护青少年心理健康。 ...