消息面上，12月10日，裕元集团发布公告，该公司于2025年11月综合经营收益净额约6.6亿美元，同比 减少3.1%。前11个月综合累计经营收益净额约73.82亿美元，同比减少1.6%。浙商证券（601878）指 出，裕元集团25Q1-3零售业务收入17.9亿美元(同比-7.9%)，受零售环境疲软和竞争加剧影响，同店销售 下滑双位数，同时线下直营门店数量3338家(同比-3.5%)；25Q1-3线上收入逆势增长13%(占比33%)，其 中直播收入同比增长超过100%，全渠道运营能力持续向上。 行业层面，里昂表示，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠于货币 政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预期企业 将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会。里昂预测，明年中国运动服装零售额将按 年增长3%至4%，相信大型品牌正优化零售渠道，并加强产品功能创新。 裕元集团(00551)盘中涨超4%，截至发稿，涨3.04%，报16.94港元，成交额4925.79万港元。 ...

行业层面，里昂表示，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠于货币 政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预期企业 将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会。里昂预测，明年中国运动服装零售额将按 年增长3%至4%，相信大型品牌正优化零售渠道，并加强产品功能创新。 本文源自：智通财经网 智通财经获悉，裕元集团(00551)盘中涨超4%，截至发稿，涨3.04%，报16.94港元，成交额4925.79万港 元。 消息面上，12月10日，裕元集团发布公告，该公司于2025年11月综合经营收益净额约6.6亿美元，同比 减少3.1%。前11个月综合累计经营收益净额约73.82亿美元，同比减少1.6%。浙商证券指出，裕元集团 25Q1-3零售业务收入17.9亿美元(同比-7.9%)，受零售环境疲软和竞争加剧影响，同店销售下滑双位数， 同时线下直营门店数量3338家(同比-3.5%)；25Q1-3线上收入逆势增长13%(占比33%)，其中直播收入同 比增长超过100%，全渠道运营能力持续向上。 ...

消息面上，12月10日，裕元集团发布公告，该公司于2025年11月综合经营收益净额约6.6亿美元，同比 减少3.1%。前11个月综合累计经营收益净额约73.82亿美元，同比减少1.6%。浙商证券指出，裕元集团 25Q1-3零售业务收入17.9亿美元(同比-7.9%)，受零售环境疲软和竞争加剧影响，同店销售下滑双位数， 同时线下直营门店数量3338家(同比-3.5%)；25Q1-3线上收入逆势增长13%(占比33%)，其中直播收入同 比增长超过100%，全渠道运营能力持续向上。 行业层面，里昂表示，展望中国消费板块将聚焦于细分领域的发展机遇，以及高端消费市道受惠于货币 政策放松、股市改善及离岸融资增加的复苏进展，预期居民消费情绪与CPI数据将维持温和，预期企业 将捕捉细分市场规模化、全球化扩张及高端消费复苏的机会。里昂预测，明年中国运动服装零售额将按 年增长3%至4%，相信大型品牌正优化零售渠道，并加强产品功能创新。 智通财经APP获悉，裕元集团(00551)盘中涨超4%，截至发稿，涨3.04%，报16.94港元，成交额4925.79 万港元。 ...

Core Viewpoint - The article discusses the recent performance of the U.S. stock market, particularly in relation to the Federal Reserve's meeting minutes and the earnings report from Nvidia, highlighting the mixed performance of tech stocks and the implications for the market outlook. Market Overview - On Wednesday, U.S. stocks closed lower with the Dow Jones down 244.95 points (0.58%) at 42,098.70, the Nasdaq down 0.51% at 19,100.94, and the S&P 500 down 0.56% at 5,888.55 [1] - The Federal Reserve's meeting minutes indicated a challenging balance between rising inflation and unemployment, suggesting a cautious approach until the economic impact of government policy changes becomes clearer [1] - The 2-year U.S. Treasury yield rose by 4.4 basis points to 3.99%, while the 10-year yield increased by 4.7 basis points to 4.78% [1] Individual Stock Performance - Major tech stocks showed mixed results: Tesla down 1.6%, Microsoft down 0.7%, Amazon down 0.6%, Nvidia down 0.5%, Google down 0.3%, while Apple rose 0.1% and Meta increased by 0.2% [2] - The Nasdaq China Golden Dragon Index fell by 0.6%, with Alibaba and JD.com dropping over 2% and Baidu down 0.9% [3] Nvidia's Earnings Report - Nvidia reported strong earnings with revenue of $44.04 billion, a 69% year-over-year increase, surpassing market expectations of $43.31 billion [5] - Net profit increased by 26% to $18.8 billion, with adjusted EPS at $0.96, exceeding the expected $0.93 [5] - The data center segment, including AI chips, saw a 73% sales growth to $39.1 billion, accounting for 88% of total revenue [5] - The gaming segment revenue grew by 42% to $3.8 billion, while the automotive and robotics segment increased by 72% to $567 million [5] - Nvidia spent $14.1 billion on stock buybacks and paid $244 million in dividends during the quarter [6] - CEO Jensen Huang stated that global demand for Nvidia's AI infrastructure is very strong [7] - For the second quarter, Nvidia expects revenue of approximately $45 billion, which includes an estimated $8 billion loss due to recent export restrictions [8] Other Company Updates - Dick's Sporting Goods shares rose by 1.7% after reporting better-than-expected first-quarter results [10] - Okta's shares plummeted by 16% as the company maintained its full-year outlook but warned of potential risks related to the uncertain economic environment [10]

国际油价反弹超1%。 *三大股指下挫，纳指跌超0.5%； *中长期美债收益率走高，2年期美债逼近4%； *美联储会议纪要重申耐心。 周三美股全线走低，投资者消化美联储会议纪要，芯片设计行业尾盘跳水。截至收盘，道指跌244.95 点，跌幅0.58%，报42098.70点，纳指跌0.51%，报19100.94点，标普500指数跌0.56%，报5888.55点。 根据美联储5月6日至7日的会议纪要， 未来几个月，美联储可能会面临通胀上升和失业率上升的"艰难 权衡"。"与会者一致认为，经济前景的不确定性进一步增加，因此在政府政策的一系列变化产生经济影 响变得更加清晰之前，采取谨慎的态度是恰当的。" 券商Spartan Capital Securities首席市场经济学家卡尔蒂略（Peter Cardillo）表示："美联储会议纪要没有 透露任何新信息。它们基本上表明美联储处于观望状态，试图就贸易问题得到更多澄清。" 个股方面，明星科技股跌多涨少，特斯拉跌1.6%，微软跌0.7%，亚马逊跌0.6%，英伟达跌0.5%，谷歌 跌0.3%，苹果涨0.1%，Meta 涨0.2%。 纳斯达克中国金龙指数跌0.6%，阿里巴巴、京东 ...

Group 1 - Dick's Sporting Goods is in advanced talks to acquire Foot Locker for $24 per share, with a potential announcement as early as Thursday [1] - Foot Locker's stock has dropped 41% this year due to fluctuating tariff policies, closing at $12.87 with a market cap of $1.22 billion before the acquisition news [1] - The acquisition would value Foot Locker at approximately $2.3 billion, with the stock surging over 60% in after-hours trading following the news [1] Group 2 - Foot Locker has been struggling, with a 8.4% decline in stock this year and a continuous revenue drop for three consecutive years, falling below $8 billion [2] - Under CEO Mary Dillon, Foot Locker aims to revamp its store network and enhance its membership rewards program, but faces challenges in restoring relationships with Nike [2] - GlobalData's Neil Saunders notes that if the acquisition succeeds, Dick's Sporting Goods would take over a company that is still in a disadvantaged position, with Foot Locker's recovery not fully underway [2]