Market Overview - U.S. stock futures are lower, with Dow futures down approximately 200 points on Monday [1] - CleanSpark Inc (NASDAQ: CLSK) shares fell sharply in pre-market trading, dropping 7.7% to $13.93 [1] Crypto-Linked Stocks - Shares of crypto-linked stocks declined following Bitcoin's drop below $86,000 [1][3] - Notable declines include: - Bitfarms Ltd (NASDAQ: BITF) down 8.9% to $3.17 [3] - Cipher Mining Inc (NASDAQ: CIFR) down 7.7% to $18.79 [3] - Bitdeer Technologies Group (NASDAQ: BTDR) down 7.3% to $12.40 [3] Other Notable Stock Movements - Columbus Circle Capital I Corp (NASDAQ: BRR) decreased 19.2% to $8.20 [3] - Vaxcyte Inc (NASDAQ: PCVX) fell 11.6% to $43.87 [3] - Jiayin Group Inc – ADR (NASDAQ: JFIN) dropped 10.8% to $6.36 [3] - CEA Industries Inc (NASDAQ: BNC) declined 9.2% to $6.54 after a previous gain of over 20% [3] - TryHard Holdings Ltd (NASDAQ: THH) fell 9.1% to $12.53 after a 10% gain on Friday [3] - Coupang Inc (NYSE: CPNG) shares decreased 8.7% to $25.71 [3] - Pegasystems Inc (NASDAQ: PEGA) declined 8.1% to $50.36 [3]

每经记者｜郑雨航 每经编辑｜程鹏 兰素英 ① 【三大期指齐跌】道指期货跌0.36%、标普500指数期货跌0.51%、纳指期货跌0.65%。 ② 【鲍威尔明早发表演讲，网传其"周一辞职"】据美联储官网，当地时间12月1日晚8点（北京时间12月2日早上9点），美联储主席鲍威尔将在斯坦福大 学下属公共政策研究机构举办的讲座上发表演讲，讲座将围绕乔治·舒尔茨及其经济政策贡献展开。 市场传言称，"鲍威尔将于12月1日辞职，且消息人士称他将于美东时间周一晚上7点召开的紧急会议上宣布这一消息"。截至发稿，并未有任何主流媒体对 此进行报道。 ③ 【比特币跌破87000美元，加密货币概念股集体走低】比特币跌破87000美元，日内跌超5%。美股加密货币概念股盘前走低，BMNR、Cipher Mining跌 超6%，SharpLink Gaming跌近6%，CleanSpark跌超4%，Coinbase、Strategy跌超3%，Circle跌近3%。 ⑧ 【谷歌CEO：美国AI监管混乱，恐在全球竞争中落后】当地时间上周日，谷歌CEO桑达尔·皮查伊呼吁美国制定国家层面的人工智能监管法规，称美国 必须在AI监管方面"把握好平衡"，否 ...

第二大致损原因是硬件龙头公司。"最近两个月，第一重仓硬件龙头公司，持续下跌，跌幅超过37%，在这两个月回撤里面-9%以上的净值负贡献。"梁宏介 绍，该股最初建仓于30多元/股，后期在高位加仓，平均成本约为40多元/股。尽管公司在人工智能硬件入口逻辑上具备生态卡位优势，且一度预计2024年净 利润可达700亿元，但受存储芯片价格上涨影响，消费电子终端销售承压，叠加负面舆情发酵，尤其是成都事故引发舆论关注，汽车业务前景被重新评估。 第三大致损原因是美股稳定币股。"几个月前公司重仓介入了美股稳定币股。该股上市后一度股价冲到300美元/股，随后该标的股价调整50%-60%以后希瓦 买入。但该股票属于新股上市，后续出现了巨量低成本股份解禁，而且我忽略了加密货币行业反转带来的巨大负面影响。近四周该标的的调整对组合造成了 4%-5%的净值下跌。"梁宏直言。 这三次失误加起来造成了18%的净值回撤，再加上一些跟随指数的正常下跌，最终酿成了希瓦私募20%的累计回撤。 希瓦私募最新周报显示，该私募旗下多数基金周度预估净值下跌7%左右，从最高点累计回撤幅度约为20%，本次回撤大幅度跑输主要指数，主因还是个股 问题，其次是科技互联网 ...

深化合作:一场技术与生态的融合 波场TRON与MetaMask的联合行动绝非偶然。早在2025年8月,双方便已实现原生集成,MetaMask用户可 一键直达波场TRON生态,享受高吞吐量、低成本的链上交互体验。此次在Devconnect大会期间共同举办 Builder Night,进一步深化了双方的战略合作。活动现场,来自全球的开发者、技术极客与行业领袖围绕 去中心化治理、跨链协作、开发者工具创新等议题展开深度对话。波场TRON社区发言人Sam Elfarra表 示:与MetaMask的联合活动,旨在打破技术壁垒,为全球开发者搭建自由交流的平台,共同探索区块链技术 的无限可能。 去中心化教育的全球化实践 作为由社区管理的去中心化自治组织(DAO),波场TRON始终将推动区块链技术的教育与普及视为核心使 命。通过与MetaMask的联合推广活动,波场TRON不仅在产品开发层面实现突破,更在全球社区参与维度 迈出关键步伐。孙宇晨曾多次强调:区块链技术的未来,取决于开发者的创造力与用户的广泛参与。此次 Builder Night活动,正是这一理念的生动体现。从技术研讨会到项目路演,从代码实操到生态资源对接,活 动为 ...

（来源：吴说） 吴说获悉，前花旗加密研究负责人 Joseph 就 Arthur Hayes 的解读回应称，外界对 Tether 的质疑忽略了 关键事实：Tether 披露的储备并不等于其全部公司资产，其集团仍有未公开的股权投资、挖矿业务与企 业储备；公司以约 1,200 亿美元美债产生高额利息收入，使其成为"极高盈利"的业务，估值区间或达 500 亿至 1,000 亿美元。他认为，Tether 资本充足度远高于传统银行，即便不享受央行背书，也不存 在"接近破产"的情况。 来源：市场资讯 ...

12月1日，港股三大指数震荡收涨，恒生指数上涨0.67%，重回26000点大关之上；国企指数、恒生科技指数分别上涨0.47%及0.82%。南向资金今日净流入 21亿港元。 盘面上，大型科技股多数上涨；铜价、白银创新高，金价持续修复，有色板块大爆发。 | 整体市场 △ | | | | --- | --- | --- | | 恒生指数 | 恒生国企 | 恒生科技 | | 26033.26 | 9172.84 | 5644.76 | | +174.37 +0.67% | +42.66 +0.47% | +45.65 +0.82% | | 恒指期货 | 港股通50 | 恒生生物科技 | | 26056 | 3921.55 | 15694.29 | | +161 +0.62% | +21.31 +0.55% | +30.31 +0.19% | | 成交额2009亿 | | 南向资金净买入21亿 | 网易上涨近4%，阿里巴巴涨超2%，百度、腾讯、京东小幅分别上涨1.58%、1.31%、0.52%。 | 名称 | 现价 | 涨跌幅 ◆ | 成交额 == | | --- | --- | --- | --- | | 网易-S ...

Core Viewpoint - Japan's stock and bond markets are experiencing significant declines, with the Nikkei 225 index dropping sharply due to renewed interest rate hike expectations from the Bank of Japan [1] Group 1: Stock Market - On December 1, the Nikkei 225 index fell over 2% to 49,224.94 points, with an intraday drop exceeding 1,000 points, ultimately closing down 1.89% at 49,303.28 points [1] Group 2: Bond Market - Japanese government bonds plummeted as expectations for interest rate hikes resurfaced, with the 2-year bond yield surpassing 1% for the first time since 2008 [1] - The 5-year bond yield increased by 4 basis points to 1.35%, and the 10-year bond yield rose by 5 basis points to 1.85%, both reaching their highest levels since June 2008 [1] Group 3: Central Bank Signals - The probability of a rate hike by the Bank of Japan in December has risen to 64%, with Governor Kazuo Ueda providing the clearest signal yet that a rate increase may occur this month [1] - Ueda indicated that any rate hike would merely adjust the degree of monetary easing, emphasizing the importance of making the correct decision regarding action [1] Group 4: Cryptocurrency Market - The cryptocurrency market continues to decline, with Bitcoin dropping to around $86,000, down 5.34% for the day, while Ethereum fell over 5% and other cryptocurrencies like Solana and Dogecoin dropped more than 7% [1] - According to Coinglass, over 210,000 traders were liquidated in the last 24 hours, with a total liquidation amount of $639 million [1]

短期市场聚焦12月美联储会议，中长期"美联储降息周期+海外不确定性加剧+全球去美元化趋势"对于金价构成一定支撑，或可考虑逢低分批布局黄金基金 ETF（518800）。关注本周美国9月PCE报告，本周末中国公布11月央行购金情况等。 周度回顾： （1）海外经济 经济数据上：美国9月PPI温和反弹，核心商品分项出现回落。9月核心PPI环比回升0.2pp至0.1%，但低于预期（彭博一致预期，下同）的0.2%，核心PPI同比 2.6%，亦低于预期的2.7%。分项来看，核心商品价格整体温和，非耐用品与耐用品增速均出现放缓；核心服务中，波动较大的贸易服务分项降幅有所收 窄，运输仓储与建筑服务小幅升温。9月CPI整体放缓，但部分进入PCE的PPI分项（机票、医疗）边际升温，9月PCE通胀或整体温和。从通胀预期来看，11 月以来，2y、10y美债TIPS通胀预期分别下行17bp、8bp至2.43%、2.24%，5y5y通胀预期下行2bp至2.43%。 截至上周五（11月28日），伦敦现货黄金报收4218.55美元/盎司，自11月21日以来累计上涨154.27美元/盎司，涨幅3.80%。上周伦敦现货黄金价格震荡走 强，金价周一 ...

Group 1 - Japan's stock market faced a significant decline, with the Nikkei 225 index dropping over 2% to 49,224.94 points, and closing down 1.89% at 49,303.28 points [1][2] - Japanese government bonds plummeted due to renewed expectations of interest rate hikes, with the 2-year bond yield surpassing 1% for the first time since 2008, and the 10-year yield rising to 1.85%, marking the highest levels since June 2008 [1][2] - The probability of a Bank of Japan interest rate hike in December increased to 64%, as Governor Kazuo Ueda signaled a potential adjustment to the monetary policy [2] Group 2 - The cryptocurrency market continued to decline, with Bitcoin falling to around $86,000, down 5.34%, and Ethereum dropping over 5%, while other cryptocurrencies like Solana and Dogecoin fell more than 7% [2] - Over the past 24 hours, more than 210,000 individuals in the cryptocurrency market faced liquidation, totaling approximately $639 million [2]

Group 1 - The Japanese stock market experienced a significant decline, with the Nikkei 225 index dropping over 2% to 49,224.94 points, closing down 1.89% at 49,303.28 points [2] - Japanese government bonds fell sharply due to renewed expectations of interest rate hikes, with the 2-year bond yield surpassing 1% for the first time since 2008, and the 10-year yield rising to 1.85%, marking the highest levels since June 2008 [2] - The probability of a rate hike by the Bank of Japan in December has increased to 64%, as indicated by the Bank's Governor, who suggested that any rate increase would merely adjust the level of monetary easing [4] Group 2 - Following the comments from the Bank of Japan's Governor, the yen appreciated slightly against the dollar, amidst growing speculation about a potential interest rate hike [5] - The recent depreciation of the yen is attributed to three main factors: economic stimulus plans, misstatements by political figures, and the timing of changes in the Bank of Japan's monetary policy [5] - The cryptocurrency market has also seen declines, with Bitcoin dropping to around $86,000, down 5.34%, and Ethereum falling over 5%, alongside significant losses in other cryptocurrencies [5][6]