纳斯达克中国金龙指数收涨0.65%，热门中概股中，贝壳涨超3%，阿里巴巴、百度涨近2%，拼多多跌1.59%，小鹏汽车跌近1%，京东跌0.3%。 美联储如期宣布降息25个基点，并暗示未来将暂缓进一步降息，美股三大指数集体收涨，道指涨1.05%，纳指涨0.33%，标普500指数涨0.68%，大型科技股 多数上涨，特斯拉、亚马逊、博通、谷歌涨超1%，Meta跌超1%，微软跌超2%。 存储、储能概念股、基建股涨幅居前，GE Vernova涨超15%，Sandisk涨超6%，美光科技涨超4%，卡特彼勒涨超3%。加密货币、电子游戏与多媒体板块跌幅 居前，Roblox、游戏驿站跌超4%，Strategy跌超2%。 ...

来源：喜娜AI 金融市场方面，周三美股三大指数集体收涨，道指涨1.05%，纳指涨0.33%，标普500指数涨0.67%；大 型科技股涨跌分化，高通涨超3%，亚马逊、特斯拉涨超1%，奈飞跌超4%，微软跌超2%[14]。 一、国际新闻 美国众议院以312票赞成、112票反对的结果通过9010亿美元《国防授权法案》（NDAA），下一步将提 交参议院审议[1]。此前，众议院多数议员已对该法案表达支持，投票过程持续推进[2]。 与此同时，美联储公布12月货币政策决议，决定将基准利率下调25个基点至3.50%-3.75%区间，为年内 连续第三次降息，累计降息75个基点，投票结果为9比3，其中米兰主张降息50个基点，古尔斯比和施密 德则倾向维持利率不变[3][4][5]。 会议纪要显示，美联储点阵图存在显著分歧：19位官员中，7位认为2026年不应降息，4位支持累计降息 25个基点，4位支持降息50个基点，其余官员则主张更大幅度宽松[6][7][8]。 美联储主席鲍威尔在新闻发布会上表示，当前政策已处于中性利率区间高端，无人将加息作为基本假设 情景，市场预期聚焦于维持利率或降息[9][10]。 他指出，通胀受关税影响"有所 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美联储宣布年内第三次降息，同时宣布将购买短债，被市场解读为"不是QE的QE"，美联储主席鲍威尔讲话比预期略偏鸽派。 美股三大指数收涨，小盘股领涨股市。甲骨文绩后重挫超10%，拖累英伟达盘后跌超1%。 美债收益率普跌，对利率敏感的两年期美债收益率跌超7.6个基点。 美元跌近0.6%，创10月29日来最低水平。比特币一度涨至昨日高点，随后下挫超2.2%。以太坊冲高回落，日内涨1.2%。 贵金属普涨，黄金宽幅震荡，较昨日尾盘涨0.53%。白银则在消化美联储降息决策后再度创新高，日内涨超2%。原油深V反转，美油较日低涨逾2.2%。 亚洲时段，A股探底回升，房地产掀涨停潮，万科股债齐升，零售股全天强势，摩尔线程涨超15%，港股收涨，有色大涨。 特朗普搅局华纳"世纪收购"！派拉蒙抛出千亿现金方案"截胡"，奈飞想赢"得加钱"。 要闻 中国11月CPI同比上涨0.7%，创2024年3月来最高，PPI同比降幅略有扩大。 房地产板块午盘大涨，万科展期债券讨论与市场对"房贷贴息"政策预期成为情绪核心驱动。 美联储如期再降息25基点，但三票委反对，仍预 ...

Group 1 - The first production warehouse of Hema's budget community supermarket, Super Box NB, has officially opened in Shouguang, Shandong, adopting a "one location supplies nationwide" model to directly supply fresh vegetables to cities like Shanghai, Hangzhou, and Suzhou [1] - The Shouguang warehouse is the starting point of Super Box NB's national production warehouse network, with plans to establish additional warehouses in key vegetable production areas such as Yunnan, Gansu, and Zhangjiakou, covering high-turnover items like tomatoes and potatoes [1] - The production warehouse model reduces the circulation intermediaries in vegetable distribution, shortening the distance from production to consumers, which lowers circulation costs and enhances vegetable freshness, improving consumer experience [1] Group 2 - JD.com has acquired part of the office floors in the China Construction Bank Tower located in Central Hong Kong, with the transaction involving approximately 11,202 square meters of space [2] - This acquisition is part of JD's ongoing strategic investments in Hong Kong, reflecting the company's long-term optimism about the market's development potential [2] - The integration of this property resource with JD's existing supply chain and retail operations will be a key focus moving forward [2] Group 3 - Alibaba's Qianwen has surpassed 30 million monthly active users just 23 days after its public beta launch, making it the fastest-growing AI application globally [3] - Qianwen is expanding its capabilities from basic chat functions to practical applications, launching new features such as AI PPT, AI writing, AI library, and AI question answering [3] - The rapid user growth indicates strong market demand for AI applications and highlights Alibaba's advantages in AI technology development and product promotion, although competition in the AI application market remains intense [3]

Key Points - SpaceX plans to go public in mid-2026 with a target valuation of $1.5 trillion, aiming to raise over $30 billion, which would be the largest IPO in history. The funds will be used for developing space data centers and purchasing necessary chips, driven by the growth of Starlink satellite internet services and advancements in Starship rocket development [2] - Oracle's Q2 adjusted revenue was $16.06 billion, slightly below analyst expectations of $16.21 billion, with cloud revenue at $8 billion, also missing the forecast of $8.04 billion [2] - Amazon intends to invest over $35 billion in India by 2030 for business expansion, AI-driven digitalization, export growth, and job creation, aiming for a cumulative e-commerce export of $80 billion from India [2] - Meta is shifting focus to closed-source models, with a new model named Avocado expected to launch in spring 2026, as Zuckerberg becomes more involved in daily R&D to drive the company's strategy towards directly monetizable AI models [2] - CATL plans to issue bonds not exceeding 10 billion RMB, with proceeds aimed at supplementing working capital, repaying debts, and supporting capacity expansion and technology R&D to meet the growing demand in the new energy battery market [2] Greater China Company News - Lens Technology intends to acquire 100% of Peimei Gao International to enhance its core competitiveness in AI computing hardware solutions, expanding its business in smart terminals and new energy [4] - Wuliangye will implement a 10 billion RMB interim dividend next week, reflecting the strong profitability and return capabilities of leading companies in the liquor industry [4] - Century Huatong announced that its subsidiary holds a 7.3121% stake in Guosheng Capital, which owns 19.58869 million shares of Moer Thread, potentially impacting the company's net profit by 640 million RMB in Q4 2025 [4] - JD Industrial's Hong Kong public offering was oversubscribed by 60.5 times, with a final issue price set at HKD 14.10 per share, raising approximately HKD 2.827 billion [4] Americas Company News - Microsoft announced a $17.5 billion investment in India over the next four years for AI and cloud infrastructure, and established an AI safety foundation with partners like Anthropic and OpenAI [7] - NVIDIA received U.S. government approval to sell H200 AI chips to China, subject to security reviews and a 25% sales share [7] - Amazon reached an agreement with Italian tax authorities to pay €723 million in taxes, criticizing the unpredictable regulatory environment in Italy [7] - Brookfield and a Qatari AI company formed a $20 billion AI joint venture to develop AI infrastructure in Qatar and selected international markets [8] Asia-Pacific Company News - Samsung SDI signed a $1.36 billion order for energy storage systems, planning to manufacture lithium iron phosphate batteries in the U.S. to expand its North American market [10] - SK Hynix plans to list on the U.S. stock market to narrow the gap with Micron and enhance its valuation, driven by surging demand for AI storage chips [10] Europe and Oceania Company News - BMW Group's supervisory board appointed Milan Nedeljkovic as the new chairman, effective May 2026, to lead the production of new generation models [13] - Stellantis Group partnered with Bolt to accelerate the deployment of autonomous driving services in Europe, with plans to start testing vehicles in 2026 [13] - Lingbao Gold intends to acquire a 50%+1 share stake in an Australian gold mining company for AUD 370 million, focusing on gold mining and exploration [13]

12月9日，京东金榜年度盛典在上海举行，正式揭晓2025年度"品质金奖"、"新品金奖"及"PLUS会员甄 选金奖"的获奖单品。美的、华硕、飞利浦、韶音、小米、华为、三只松鼠、农夫山泉、海澜之家、波 司登、伯希和等超140个品牌的单品以"硬核品质+超高口碑"荣获年度金奖。 这场行业盛典不仅见证了品牌的荣耀时刻，还通过数据揭示了金榜的消费引领力：2025年约10亿人次跟 着京东金榜下单商品，金榜上榜商品销量增长率比普通商品高12倍，复购率高1倍。 自2020年创立以来，京东金榜通过动态追踪商品的销售、口碑、人气等数据，构建起电商界最严苛的黄 金标尺，打造出零人工干预的权威消费指南。京东零售平台营销中心平台运营部负责人表示："京东做 排行榜坚持的价值准则就是客观公正，为每一位用户负责。京东金榜作为排行榜的王牌IP，坚持做懂用 户、永不商业化的榜单, 为品牌带来长效、充满确定性的增长。" 超8成消费者认可京东金榜为品质生活"导航仪" 值得关注的是，在京东金榜年度盛典上，京东宣布AI时代的榜单已到来，基于全面的用户数据洞察， 京东金榜将从用户自主浏览榜单升级为互动式选购，生成符合每个人细分需求和消费习惯的个性化榜 单， ...

另据摩根士丹利的最新数据，截至今年11月，外国多头基金在A股、港股市场中合计买入了约100亿美元的股票。有机构预计，受政策支持、企业盈利改 善和估值吸引力等多重因素的推动，2026年外资增配中国资产的趋势将持续。 北京时间12月10日，美股三大指数小幅低开后涨跌不一，中概股深夜走强，国际油价直线跳水，黄金、白银现货短线回调。美联储即将宣布最新的利率决 定，美联储降息几乎没有悬念。 截止23:00左右，美股科技七巨头涨跌互现，仅亚马逊、谷歌、苹果飘红，微软跌近2.3%。此外，英特尔盘中一度跌近4%。 中概股多数上涨，纳斯达克中国金龙指数涨幅扩大。虎牙涨近6%，叮咚买菜、阿特斯太阳能涨超4%，阿里、小马智行涨约2.5%。阿里巴巴盘前一度直线 拉升，据智通财经报道，Meta使用阿里千问优化其最新AI模型。 | 名称 | 现价 涨跌 涨跌幅▼ | | --- | --- | | 虎牙 | 3.295 0.185 5.95% | | NEXT TECHNOLOG\ 8.150 0.390 5.03% | | | 叮咚买菜 | 2.125 0.095 4.68% | | 阿特斯太阳能 | 24.030 0.980 4.2 ...

| 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 47650.87 | 23518.24 | 6840.79 | | +90.58 +0.19% | -58.25 -0.25% | +0.28 0.00% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7764.61 | 25658.00 | 6849.00 | | +34.01 +0.44% -41.75 -0.16% +0.75 +0.01% | | | | 名称 | 现价 涨跌 涨跌幅▼ | | --- | --- | | 虎牙 | 3.295 0.185 5.95% | | NEXT TECHNOLOG\ 8.150 0.390 5.03% | | | 叮咚买菜 | 2.125 0.095 4.68% | | 阿特斯太阳能 | 24.030 0.980 4.25% | | EPSIUM ENTERPRIS | 3.005 0.065 2.21% | | 贝壳 | 17.010 0.590 3.59% | | 小马智行 | 14.570 0.370 2.61% | | ...

韩国电商Coupang(CPNG.US)跌近4%，报25.86美元。消息面上，Coupang首席执行官Park Dae-jun已因大 规模用户资料外泄事件而引咎辞职。Park表示，近期发生的信息泄露事件令广大用户感到失望，对此深 表歉意。他对事件发生及处置过程中引发的问题负有不可推卸的责任，并决定辞去一切职务。(格隆汇) ...

近两年来，京东加大了在香港的投资，范围包括零售、物流等。今年8月，京东官宣完成了对香港佳宝 食品超级市场的收购。佳宝是香港本地连锁商超，以"价廉物美"为标签，在香港拥有超过90家门店。京 东表示，收购佳宝将促进京东在粤港澳大湾区的生鲜供应链布局，加速拓展香港本地零售市场。 而在去年9月，京东宣布加码香港市场布局，初期投入15亿元，用于商品价格补贴、物流补贴及服务优 化等方面。 今年3月，京东快递港岛运营中心正式投入运营，同时当地新增了超过100名快递员。京东快递数据显 示，2023年至今的两年间，京东快递香港日均揽收快递量增长超50倍，内地与香港互寄快递量增长超 130倍。 2025.12.10 本文字数：1268，阅读时长大约3分钟 作者 |第一财经 陆涵之 收购佳宝超市后，京东继续在香港扩张。 12月9日，丽新国际发布公告称，公司旗下实际控制的主体TIL出售了其100%持股的Surearn Profits Limited的股权，协定物业价值为34.98亿港元。 上述股权对应的底层资产为位于香港中环的中国建设银行大厦部分办公楼层，面积约11202平方米，交 易还需获得相关审批。据了解，收购方为京东控股的投资 ...