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隔夜美股 | 2025年全球股市、贵金属表现亮眼 黄金创1979年来最大年涨幅 原油、加密货币黯淡 巴菲特正式退休
Zhi Tong Cai Jing· 2025-12-31 23:50
智通财经APP获悉,周三,三大指数收跌,标普500指数录得连续第四个交易日下滑。美股2025年收 官,道指跌0.63%,连续第八个月上涨,全年累涨12.97%;标普500指数跌0.74%,全年累涨16.39%;纳 指跌0.76%,全年累涨20.36%,三大股指均连续三年创下新高。 【宏观消息】 美国周度初请人数降至一个月低点。美国上周初请失业金人数意外降至一个月来最低水平,但由于招聘 低迷,12月失业率可能仍居高不下。近几周初请失业金人数波动较大,因为在假日季之前调整季节性波 动数据面临挑战。劳动力市场预计仍处于经济学家和政策制定者所说的"不雇不炒"模式。尽管近期美国 经济仍保持弹性,第三季度GDP增速达到两年来最快,但劳动力市场几乎陷入停滞。经济学家表示,劳 动力需求和供应受到进口关税和打击移民的影响。 摩根大通:预计2026年美国劳动力市场将先抑后扬。摩根大通表示,美国劳动力市场在经历了经济和金 融市场的动荡一年后已呈现降温态势,预计2026年将呈现开局放缓、下半年逐步改善的走势。该银行本 月早些时候发布的预测报告指出,2025年就业增长势头的减弱可归因于关税及贸易政策引发的商业不确 定性。该行经济学家迈 ...
特朗普媒体科技集团(DJT.US)一度涨超7%
Jin Rong Jie· 2025-12-31 15:52
特朗普媒体科技集团(DJT.US)盘中一度涨超7%报13.5美元;公司宣布计划向股东分发数字代币(Digital Token),将利用Crypto.com的技术进行分发,代币可能不可转让,且不能兑换成现金。(格隆汇) ...
美股异动 | 计划向其股东分发数字代币 特朗普媒体科技集团(DJT.US)盘前涨超3%
智通财经网· 2025-12-31 14:32
智通财经APP获悉,周三,特朗普媒体科技集团(DJT.US)股价盘前走高,截至发稿,该股涨超3%,报 12.99美元。该公司宣布计划与Crypto.com合作,向其股东分发一种新的数字代币。代币可能不可转让, 且不能兑换成现金。 ...
新华财经晚报:涉及反垄断执法 市场监管总局发布新规 将于明年施行
Xin Hua Cai Jing· 2025-12-19 15:36
Key Points - The State Administration for Market Regulation in China has revised the "Prohibition of Monopoly Agreements Regulations," which will take effect on February 1, 2026. The new rules specify market share thresholds for vertical monopoly agreements that are not prohibited, allowing agreements with market shares below 5% and sales below 100 million yuan to be exempt from prohibition [1] - The Ministry of Commerce has recommended that the State Council's Tariff Commission continue to impose anti-dumping duties on imported ethylene-propylene diene monomer (EPDM) from the United States, South Korea, and the European Union during the review period. The anti-dumping measures on EPDM from the UK will expire on December 20, 2025 [1] - In the first 11 months of 2025, China's national railway transported 3.727 billion tons of goods, a year-on-year increase of 2.7%, with an average of 187,000 cars loaded per day, up 3.7% year-on-year [2] - The Chinese gaming industry reported a domestic market revenue of 291.095 billion yuan in 2025, reflecting an 11.64% year-on-year growth, while overseas revenue from self-developed games reached 20.455 billion USD, a 10.23% increase [2] - ByteDance announced an increase in talent investment and salary competitiveness for its global employees, including measures such as a 35% increase in performance evaluation cycles and a 1.5 times increase in salary adjustments compared to the previous cycle [3] - The Bank of Japan raised its policy interest rate by 25 basis points to 0.75%, marking the highest level in 30 years [4] - The U.S. Department of Defense's budget for fiscal year 2026 has been set at 901 billion USD, reflecting a significant increase in military spending [4] - A merger agreement has been signed between Trump Media Technology Group and TAE Technologies, valuing the deal at over 6 billion USD, with plans to build the world's first commercial nuclear fusion power plant with an initial capacity of 50 megawatts [4][5]
从日本到美国,全球央行正在上演一场“比谁更离谱”的经济大戏
Sou Hu Cai Jing· 2025-12-19 09:12
Group 1 - The core point of the news is that Japan has raised its benchmark interest rate from 0.5% to 0.75%, marking the highest level in 30 years, which aligns with market expectations [1] - The Bank of Japan's stance is neutral to hawkish, indicating that despite the rate hike, the actual interest rate remains very low, and the monetary environment is still accommodative, suggesting further rate increases in the future as prices improve [1][6] - Japan has entered a long-term gradual tightening process, but paradoxically, the yen depreciated against the dollar after the rate decision, falling below 156 [3][5] Group 2 - The market had anticipated the rate hike, with a 94% probability noted days prior, leading to the conclusion that the yen's current price is not low, and the market continues to be bearish on the yen [5] - Japan's November CPI was reported at 2.9%, while the nominal interest rate is only 0.75%, resulting in a real interest rate of -2.15%, indicating a deep negative zone [5][6] - The Bank of Japan's statement about maintaining low real interest rates suggests that liquidity will not tighten significantly due to a single rate hike, keeping the monetary environment loose [6] Group 3 - The Japanese government's stimulus plan of 21 trillion yen, with 18.3 trillion yen already approved, is primarily funded through new debt issuance, which increases the interest cost and could harm the credit of Japanese bonds and the yen [6] - The yield on 10-year Japanese government bonds has surpassed 2%, reaching the highest level since 2006, indicating a potential rise in bond yields as the tightening process continues [6][8] - To achieve a neutral interest rate of at least 2.5%, Japan may need to raise rates seven more times, which could take over three and a half years if done biannually, potentially leading to further increases in bond yields [8]
美国两家公司宣布:合并
中国能源报· 2025-12-19 06:09
特朗普媒体科技集团宣布与核聚变能源企业合并。 End 欢迎分享给你的朋友! 出品 | 中国能源报(c n e n e rg y) 责编丨李慧颖 公告表示,新公司计划在2026年选址并开始建设装机容量为5 0兆瓦的世界首个商用级核 聚 变 发 电 厂 , 但 需 获 得 审 批 许 可 。 后 续 新 建 核 聚 变 发 电 厂 装 机 容 量 计 划 达 到 3 5 0 兆 瓦 至 5 0 0兆瓦。 该交易预计在2 0 2 6年完成。此后,特朗普媒体科技集团将成为"真实社交"和TAE等资产 的控股股东。 成立于199 8年的TAE是一家总部位于加利福尼亚州的私营科技企业。特朗普媒体科技集 团由美国总统特朗普于2 0 2 1年创立,2024年在纳斯达克交易所上市。 来源:央视新闻客户端 特朗普媒体科技集团与美国核聚变能源企业TAE技术公司12月1 8日联合发布公告,宣布 两家企业已签订约束性合并协议。 公告说,该交易估值超过6 0亿美元,将全部通过股权交易方式进行。在合并完成后,两家 公司的股东将各自拥有新公司约50%的股权。 ...
特朗普三重奏:自我表彰、押注终极能源、布局月球竞赛
Sou Hu Cai Jing· 2025-12-19 05:29
"懂王"自我表彰的演说,与冰冷的失业数据 特朗普表示,"11个月前我接手了一个烂摊子,而我正在修复它,我上任的时候,通货膨胀正处于48年来最糟糕的状态,通货膨胀使物价空前高涨,使得数 以百万计的美国人难以负担生活开销,这些都发生在一个民主党人执政的时期。" 讲话中,特朗普还展示了多张图表和数据,虽然其中部分内容存在误导性,但他试图证明经济正在好转,或至少强调当前的困境并非由他造成。 特朗普宣称,"我们是全世界最火热的国家,我在过去五个月里与每一位国家领导人交谈时,他们都是这么说的。" 特朗普宣布,将向约140万军人发放每人1776美元的"勇士红利",资金来自其对进口商品征收的关税。 近日,美国总统特朗普发表全国讲话,用约20分钟向美国民众描绘了一幅"成绩斐然、未来光明"的图景。 特朗普在讲话中,对第二任期内政府的施政成果大加赞赏,并宣扬其在遏制非法移民潮方面所做的努力,他还声称已经结束了八场战争。 当地时间12月18日,特朗普媒体科技集团(DJT.US)跳空大涨近42%。据报道,特朗普媒体科技集团同意以全股票交易方式与核聚变能源企业TAE科技公司 合并,交易总价值超60亿美元。 交易完成后,特朗普媒体科技集团 ...
特朗普媒体科技集团宣布与核聚变能源企业合并
Xin Hua She· 2025-12-19 05:02
新华社纽约12月18日电(记者刘亚南)特朗普媒体科技集团与美国核聚变能源企业TAE技术公司18日联 合发布公告,宣布两家企业已签订约束性合并协议。 ...
全线狂飙!美联储,突传重磅!
Jin Rong Jie· 2025-12-19 04:38
Group 1 - The US stock market saw a collective rise on December 18, with major technology stocks performing well, particularly the Trump Media Technology Group, which surged by 41.93% after announcing a merger agreement with TAE Technology [1][2] - Tesla's stock increased by over 3%, adding approximately $53.6 billion (around 377.4 billion RMB) to its market capitalization [2] - The merger between Trump Media Technology Group and TAE Technology will be executed through an all-stock transaction, with both companies' shareholders expected to own about 50% of the combined entity post-merger [2] Group 2 - The latest data from the US Bureau of Labor Statistics indicated that the Consumer Price Index (CPI) for November rose by 2.7% year-on-year, which was lower than the market expectation of 3.1% [4] - The core CPI, excluding volatile food and energy prices, increased by 2.6%, marking the lowest level since early 2021 and also below the anticipated 3% [4] - Following the CPI report, there was a slight increase in the likelihood of the Federal Reserve lowering interest rates in January, with traders estimating a 28.8% chance of a 25 basis point cut, up from 26.6% prior to the inflation data release [4] Group 3 - Goldman Sachs' global co-head of fixed income and liquidity solutions, Kay Haigh, stated that the low inflation data would not impact the Federal Reserve's decision-making, as they are more focused on the December CPI data set to be released in mid-January [5]
特朗普媒体集团股价暴涨42%,将与核聚变能源公司TAE合并
Xin Lang Cai Jing· 2025-12-18 23:57
特朗普今年重新上台后,他的近亲一直在利用他的政治权力和政策转变进行投资。例如,随着特朗普对 数字金融资产的支持,特朗普家族积累了数十亿美元与加密货币相关的财富。来自联邦政府的更大支持 也可能提高这项投资的价值。 周四的消息使特朗普媒体科技集团的股价上涨了42%。这只受到散户投资者青睐的股票在经历了2024年 大选期间的大幅上涨后,在过去12个月里下跌了70%以上。 来源:环球市场播报 当地时间周四,特朗普媒体科技集团与谷歌支持的核聚变能源初创公司TAE Technologies签署合并协 议,这项全股票交易的估值超过60亿美元。 这笔交易是对人工智能数据中心推动的电力热潮的一次雄心勃勃的押注,并为特朗普家族从加密货币到 房地产控股和移动服务等不断增长的多元化投资项目增添了新的一笔。 特朗普持有特朗普媒体科技集团1.14亿股股票,约占该公司总股份的40%。在合并后的新公司中,他的 股权将约为20%。目前该公司的收入主要来自Truth Social平台上的广告。自成立以来,该公司一直处于 亏损状态,其中包括在9月底的季度亏损5480万美元。 周四的上涨对一些散户投资者来说是一种安慰,他们在2025年的大部分时间里 ...