12月12日热门中概股涨跌不一 贝壳涨3.00%，BOSS直聘跌3.34% 周四油价回落，市场重新聚焦乌克兰和平谈判 现货黄金涨0.46%，报4227.37美元/盎司 欧洲股市上涨 对经济前景的信心增强驱动资金进入周期股 来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 12月12日收盘：美股涨跌不一道指创历史新高 甲骨文拖累纳指收跌 12月12日美股成交额前20：甲骨文财报重燃AI科技股估值担忧 公司 逢低买盘推动标普500指数创下收盘新高 博通营收展望强劲 宏观 阿根廷政府公布"期中成绩单" 甲骨文周四暴跌超10% 公司季度营收低于预期 博通Q4业绩超预期：AI芯片销售将翻倍 净利飙升97% 与迪士尼达成合作同日 OpenAI推出"幻觉更少"的新模型 OpenAI发布更先进模型GPT-5.2 CEO预测明年1月解除红色警报 迪士尼同意向OpenAI投资10亿美元并达成授权协议 Lululemon业绩承压超一年 CEO麦克唐纳将卸任 苹果在Epic Games反垄断案中赢得部分制裁撤销 报道：英伟达将举办关于数据中心供电短缺问题的活动 Rivian发布定制芯片+AI模型 为新一 ...

Group 1 - Oracle's stock opened down over 14%, quickly expanding to a 16% drop, marking the largest single-day decline since March 2001, with a market value loss of $102 billion [1] - The company's Q2 revenue and cloud business income fell short of market expectations [1] Group 2 - The Nasdaq opened down 0.60%, while the Dow Jones increased by 0.20%, and the S&P 500 fell by 0.37% [2] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 0.36%, and companies like Alibaba, iQIYI, and XPeng dropping over 2% [4] Group 3 - Disney opened slightly higher, with initial gains quickly expanding to 2%, following reports of a $1 billion equity investment in OpenAI [4]

Market Overview - The Dow Jones Industrial Average increased by 96.94 points, or 0.20%, closing at 48,154.69 [1] - The Nasdaq Composite Index decreased by 142.56 points, or 0.60%, closing at 23,511.60 [1] - The S&P 500 index fell by 25.78 points, or 0.37%, ending at 6,860.90 [1] Oracle Corporation - Oracle's stock opened with a decline exceeding 14%, which later expanded to a 16% drop, marking the largest single-day decline since March 2001 [2] - The company's market capitalization decreased by $102 billion, with the stock currently down over 14% [2] - Oracle's second fiscal quarter revenue and cloud business revenue fell short of market expectations [2] Other Technology Stocks - Nvidia and Broadcom both experienced declines of over 2%, while Intel dropped nearly 2% and Micron Technology fell close to 1% [4] - The Nasdaq Golden Dragon China Index, which tracks Chinese stocks listed in the U.S., decreased by 0.36%, with Alibaba, iQIYI, and Xpeng all dropping over 2%, and NIO, NetEase, and Bilibili falling over 1% [5] Disney - Disney opened slightly higher and quickly expanded its gains to 2% following reports of a $1 billion equity investment in OpenAI [6]

Core Viewpoint - Disney (DIS.US) shares rose over 2%, reaching $111.1, following the announcement of a $1 billion investment in OpenAI and the integration of its characters into OpenAI's Sora video generation tool [1] Group 1: Investment and Collaboration - Disney will invest $1 billion in OpenAI [1] - Disney plans to incorporate its characters into OpenAI's Sora video generation tool [1] - Disney will utilize OpenAI's API to develop new products and tools [1] Group 2: Employee Deployment - Disney will deploy ChatGPT for its employees [1]

Market Overview - US stock index futures are all down ahead of the market opening, with Dow futures down 0.18%, S&P 500 futures down 0.57%, and Nasdaq futures down 0.78% [1] - European indices show mixed performance, with Germany's DAX up 0.20%, UK's FTSE 100 up 0.15%, France's CAC40 up 0.46%, and the Euro Stoxx 50 up 0.38% [2][3] - WTI crude oil prices fell by 1.45% to $57.61 per barrel, while Brent crude oil prices dropped by 1.41% to $61.33 per barrel [3][4] Federal Reserve Insights - Market expectations indicate two rate cuts by the Federal Reserve in 2026, despite the Fed's latest forecast suggesting only one cut [5] - The Fed has raised its 2026 economic growth forecast from 1.8% to 2.3% and expects inflation to decrease from 2.6% to 2.4% [5] Oil Shipping Industry - There is a significant shortage of oil tankers, leading to new vessels being sent empty to load crude oil instead of refined products [6] - OPEC and non-OPEC producers have increased output, while sanctions on Russia and risks in the Red Sea have disrupted traditional shipping routes [6] Company Earnings and Forecasts - Broadcom (AVGO.US) is expected to report Q4 earnings with a revenue increase of 24.5% year-over-year to $17.5 billion, driven by AI spending [7] - Oracle (ORCL.US) reported increased spending on AI but failed to convert this into expected cloud revenue, causing its stock to drop over 11% in pre-market trading [8] - Adobe (ADBE.US) provided optimistic guidance for FY2026, expecting revenue between $25.9 billion and $26.1 billion, but the market response was muted due to ongoing concerns about AI profitability [8] - Synopsys (SNPS.US) reported Q4 revenue of $2.26 billion, a 38% increase, and provided a positive outlook for FY2026 revenue [9] - Stellantis (STLA.US) is shifting its strategy under new CEO Antonio Filosa to prioritize sales growth over profit margins, aiming to regain market share in North America and Europe [10]

Market Overview - US stock index futures are all down before the market opens, with Dow futures down 0.18%, S&P 500 futures down 0.57%, and Nasdaq futures down 0.78% [1] - European indices show mixed performance, with Germany's DAX up 0.20%, UK's FTSE 100 up 0.15%, France's CAC40 up 0.46%, and the Euro Stoxx 50 up 0.38% [2][3] - WTI crude oil is down 1.45% at $57.61 per barrel, while Brent crude oil is down 1.41% at $61.33 per barrel [4] Federal Reserve Insights - Market expectations indicate two rate cuts by the Federal Reserve in 2026, despite the Fed's latest forecast suggesting only one cut [4] - The Fed has raised its 2026 economic growth forecast from 1.8% to 2.3% and expects inflation to decrease from 2.6% to 2.4% [4] Currency and Economic Outlook - Société Générale predicts a short-term bearish outlook for the US dollar, but expects it to regain strength by the end of 2026 due to the relative advantages of the US economy [5] - The bank highlights that weak US economic data, particularly in the labor market, is a core focus affecting the forex market [5] Shipping and Oil Industry - There is a significant shortage of oil tankers, leading to new vessels sailing empty to load crude oil, disrupting traditional shipping logic [6] - OPEC and non-OPEC producers have increased output, while sanctions on Russia and risks in the Red Sea have complicated shipping routes [6] Company Earnings and Performance - Broadcom (AVGO.US) is expected to report Q4 earnings with a projected revenue increase of 24.5% year-over-year to $17.5 billion, driven by AI spending [7] - Oracle (ORCL.US) reported increased spending on AI but failed to convert this into expected cloud revenue, causing its stock to drop over 11% in pre-market trading [8] - Adobe (ADBE.US) provided optimistic guidance for FY2026, expecting revenue between $25.9 billion and $26.1 billion, but the market response was muted due to ongoing concerns about AI profitability [9] - Synopsys (SNPS.US) reported Q4 revenue of $2.26 billion, a 38% increase, and provided a positive outlook for FY2026, exceeding market expectations [10] - Stellantis (STLA.US) is shifting its strategy under new CEO Antonio Filosa to prioritize sales growth over profit margins, aiming to regain market share in North America and Europe [11] Corporate Control and Political Dynamics - The control battle for Warner Bros. has intensified, with political implications as potential buyers Netflix and Paramount are scrutinized for their funding sources [12]

Macro Dynamics - The Chinese Foreign Ministry has not yet discussed the visit of UK Prime Minister Starmer to China scheduled for January 29-31 [2] Financial Institutions - The Ministry of Finance announced that the 2025 rollover of special government bonds will be an equivalent rolling issuance, corresponding to existing assets and liabilities, and will not increase the fiscal deficit [3] - CICC announced that its A-shares will continue to be suspended due to a complex restructuring involving the merger with Dongxing Securities and Cinda Securities [6] Market Data - From December 1-7, the national retail sales of passenger cars were 297,000 units, a year-on-year decrease of 32% and an 8% decrease compared to the previous month [4][5] - On December 10, the A-share market showed mixed results, with the Shanghai Composite Index down 0.23% and the Shenzhen Component Index up 0.29% [7] - The Hong Kong stock market closed with the Hang Seng Index up 0.42% and the Hang Seng Tech Index up 0.48% [8] Company Dynamics - JD.com invested HKD 3.473 billion to acquire part of the office floors in the China Construction Bank Tower in Hong Kong [10] - Hehe China reported a consolidated revenue of RMB 628 million for the first 11 months of 2025, a year-on-year decrease of 26.02% [11] - CATL plans to register and issue bonds not exceeding RMB 10 billion for project construction and operational funding [12] - Haiguang Information announced that the termination of its major asset restructuring will not affect its ongoing cooperation with Zhongke Shuguang [13] - Huayi Brothers reported a debt default of RMB 52.5 million and plans to gradually exit and dispose of certain assets [14] - TSMC reported November sales of NT$343.614 billion, a year-on-year increase of 24.5% [15]

来源：格隆汇APP 格隆汇12月10日｜迪士尼宣布，已提名苹果公司前首席运营官Jeff Williams为独立董事候选人，将在 2026年年度股东大会上进行选举。若获批准，迪士尼董事会成员总数将增至11人。Williams于今年早些 时候从苹果公司首席运营官的职位上退休，他曾参与2007年首款iPhone的发布，并领导了Apple Watch项 目以及公司在健康和健身领域的扩张。此次提名有望为迪士尼董事会带来第二位科技高管，此前 Instacart前总裁、Meta Platforms资深人士Carolyn Everson已于2022年11月被任命为董事。 ...

重要的消息有哪些 1.12月9日，外交部发言人郭嘉昆主持例行记者会。据报道，美国总统特朗普8日表示，美国将允许英伟达向中国"经批准的客户"出售H200人工智能芯片。对此，郭 嘉昆表示，我们注意到有关报道，中方一贯主张中美通过合作实现互利共赢。 2 . 商务部副部长盛秋平9日表示，"十五五"时期，要把零售业作为培育完整内需体系、做强国内大循环的关键着力点，推动行业转向品质驱动、服务驱动，实现高 质量发展。 3 . 12月9日，有消息称，业内酝酿已久的多晶硅产能整合收购平台正式成立，公司名称为北京光和谦成科技有限责任公司，注册资本30亿，成立日期为2025年12月9 日，住所在北京市朝阳区。对此，业内知情人士向证券时报记者表示，北京光和谦成科技有限责任公司 主要 为行业内企业探索潜在战略合作机会，如技术升级、 市场拓展、产能与成本优化。但对于该公司是否就是酝酿已久的多晶硅收储平台，该知情人士并未作明确回应。 4 . 农业农村部最新数据显示，11月份全国猪肉供应充足，价格环比小幅下降。专家介绍，随着生猪产能综合调控措施的持续推进，10月末全国能繁母猪存栏为3990 万头，环比降1.1%，同比减2.1%，较去年年末高 ...

1、美股周二收盘，道指初步收跌0.37%，标普500指数跌0.09%，纳指涨0.1%。特斯拉、谷歌涨于1%一 线，英伟达微跌，摩根大通跌4.65%。纳斯达克中国金龙指数收跌1.37%，阿里巴巴跌1%，百度跌 4.7%。 2、据悉SpaceX拟以1.5万亿美元估值进行IPO，预计2026年中后期进行IPO，具体时间取决于市 场情况。SpaceX预计2025年销售额约为150亿美元，2026年销售额约为220亿至240亿美元。 3、英媒称 特朗普特使给了乌克兰总统泽连斯基几天时间回应拟议中的和平协议，要求乌克兰接受领土损失换取美 国安全保证，特朗普希望在圣诞节前达成协议。 4、EIA短期能源展望报告预计2025年布伦特原油价格 为68.91美元/桶，此前预计为68.76美元/桶；预计2026年为55.08美元/桶，此前预计为54.92美元/桶。预 计2025年WTI原油价格为65.32美元/桶，此前预期为65.15美元/桶；预计2026年WTI原油价格为51.42美 元/桶，此前预期51.26美元/桶。 5、美国至12月5日当周API原油库存-477.9万桶，预期-175万桶，前值 248万桶。 6、现货 白银首 ...