META PLATFORMS美股盘前持续走高，现涨超6%。Meta首席执行官扎克伯格计划将元宇宙项目支出 削减至多30%。 来源：第一财经 ...

Market Overview - The Dow Jones Industrial Average decreased by 31.96 points, or 0.07%, closing at 47850.94 [2] - The Nasdaq increased by 51.05 points, or 0.22%, closing at 23505.14 [2] - The S&P 500 rose by 7.40 points, or 0.11%, closing at 6857.12 [2] - European markets showed positive movement, with the Euro Stoxx 50 up by 23.52 points (0.41%) and the German DAX up by 188.32 points (0.79%) [2] - Asian markets had mixed results, with the Nikkei 225 rising by 1163.74 points (2.33%) while the KOSPI fell by 7.79 points (-0.19%) [2] Economic Developments - The U.S. initial jobless claims fell by 27,000 to 191,000, marking the lowest level since September 2022, and below the market expectation of 220,000 [4] - The Federal Reserve is expected to lower interest rates by 25 basis points in December, with 82% of economists in a Reuters poll supporting this view [7] - Kevin Hassett, the White House National Economic Council Director, indicated that the Fed should lower rates, aligning with recent statements from Fed officials [6] Corporate News - Meta is reportedly planning to cut its metaverse budget by up to 30%, which may lead to layoffs starting in January [9] - Microsoft announced a price increase for its Office software subscriptions for business and government customers, with some plans seeing a rise of 33% [9] - Apple has announced executive changes, with Jennifer Newstead set to become the new General Counsel in March 2026 [10] Commodity Market - Mercuria plans to withdraw over 40,000 tons of copper from LME warehouses, driven by anticipated supply shortages, with a current value of approximately $460 million [11]

来源：光大证券微资讯 热点聚焦 HOT 1、隔夜，美股三大指数涨跌不一，道指跌0.07%，纳指涨0.22%，标普500涨0.11%。纳斯达克中国金 龙指数收涨0.39%。作为最能代表美股小盘股的指标，罗素2000收涨0.76%，突破10月27日创出的前 高。美股开盘后，科技巨头Meta股价大幅拉升，盘初一度暴涨近6%，创7月31日以来最大盘中涨幅， 收涨3.43%。据悉该公司计划将元宇宙项目支出削减至多30%。 2、美国上周首申失业救济人数为19.1万人，不及预期。美国11月非农就业岗位减少9000,10月就业变化 数据下修至减少1.55万个。受此影响，市场对美联储的降息预期进一步升温，据CME"美联储观察"，12 月降息25个基点的概率升至89.2%。白宫国家经济委员会主任哈塞特表示，美联储下次会议可能会降 息，预计将降息约25个基点。 3、隔夜，LME期铜收跌38美元，报11450美元/吨。此前消息称，大宗商品贸易巨头摩科瑞被曝从LME 的亚洲仓库提取超过4万吨铜，价值约4.6亿美元；摩科瑞的行动导致现货铜合约相对于三个月期铜期货 价格的溢价上升，现货升水在周三触及每吨88美元，为10月13日以来最高。隔 ...

当地时间12月4日，媒体援引知情人士报道称，Meta正考虑将元宇宙项目预算削减最多30%，作为公司 2026财年规划的一部分，相关讨论已在夏威夷举行的内部会议上进行。大幅收缩投入的计划或伴随新一 轮裁员，最快可能在明年1月启动。 投资者认为，此举有助于遏制Reality Labs长期亏损。 分析人士表示，公司正将成本结构重新拉回与更温和的收入前景匹配。 截至收盘，Meta股价上涨3.43%。 ...

Core Viewpoint - Meta is considering a budget cut of up to 30% for its metaverse project as part of its planning for the fiscal year 2026, which may lead to new layoffs starting as early as January [1] Group 1 - The decision to reduce investment is seen as a measure to curb the long-term losses of Reality Labs [1] - Analysts suggest that the company is realigning its cost structure to match a more moderate revenue outlook [1] - Following the news, Meta's stock price increased by 3.43% at market close [1]

(本文来自第一财经) 当地时间12月4日，媒体援引知情人士报道称，Meta正考虑将元宇宙项目预算削减最多30%，作为公司 2026财年规划的一部分，相关讨论已在夏威夷举行的内部会议上进行。大幅收缩投入的计划或伴随新一 轮裁员，最快可能在明年1月启动。投资者认为，此举有助于遏制Reality Labs长期亏损。分析人士表 示，公司正将成本结构重新拉回与更温和的收入前景匹配。截至收盘，Meta股价上涨3.43%。（第一财 经记者 胡弋杰） ...

12月4日，美股小幅高开，截至北京时间23点， 美股三大指数转跌， 道琼斯指数跌0.11%，标普500指数跌0.08%，纳斯达克综合指数跌 0.21%。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 47829.39 | 23405.28 | 6843.93 | | -53.51 -0.11% | -48.81 -0.21% | -5.79 -0.08% | | 中国余龙 | 纳指100期货 | 标普500期货 | | 7721.99 | 25591.50 | 6859.75 | | +20.49 +0.27% -66.00 -0.26% | | -2.25 -0.03% | 记者丨江佩佩 吴斌 见习记者张嘉钰 大型科技股多数上涨，脸书涨超5%，英伟达涨逾1%。Meta上涨5.7%，创7月31日以来最大盘中涨幅，消息面上，据财联社报道，Meta计划将 元宇宙项目支出削减至多30%。Snowflake跌超8%，第四财季营业利润率指引逊预期。 自动化软件公司Uipath涨7.5%，Q3业绩全面超预期，实现经营利润1300万美元。Dollar G ...

Group 1 - The development costs of Web3 projects are highly variable and influenced by factors such as project type, complexity, technology stack, team location, size, and experience [1][3][4] - Different types of Web3 projects have significant differences in development difficulty and costs, with estimates ranging from tens of thousands to millions of dollars depending on the project type [4][8] - The estimated cost ranges for various project types include: - Simple DApps/NFT platforms: $30,000 to $150,000 - DeFi protocols: $150,000 to $500,000 - Web3 games/Metaverse projects: starting from $100,000 to several million dollars - Blockchain/sidechain development: typically starting from several million dollars [4][8] Group 2 - The main components of Web3 project development costs include: - Development phases such as MVP/basic features (30%-40% of costs), advanced features/optimizations (20%-30%), security audits (10%-30%), and deployment/testing (5%-10%) [9] - A typical development cycle lasts between 3 to 6 months and involves a team of 4-8 members [8][9] - The costs associated with security audits can range from $10,000 to over $100,000, depending on the complexity of the smart contracts and the reputation of the auditing firm [9] Group 3 - The daily rates for different development teams vary significantly: - Freelancers in Asia/Eastern Europe: $300 to $800 per day - Regular development teams in Asia/Eastern Europe: $5,000 to $15,000 per month per person - Specialized Web3 development agencies in North America/Western Europe: $10,000 to $30,000 per month per person [5][6][7] - It is crucial for projects to prepare detailed functional requirement documents (PRD) and smart contract design documents before starting to ensure accurate quotes and timelines [10]

Core Insights - Oriental Culture (OCG) experienced a stock price increase of 4.46%, reaching $4.22 per share with a total market capitalization of $87.4972 million as of August 14 [1] - For the fiscal year ending December 31, 2024, Oriental Culture reported total revenue of $622.7 thousand, a year-over-year decrease of 60.59%, while the net profit attributable to shareholders was -$2.4335 million, reflecting a year-over-year increase of 32.37% [1] Company Overview - Oriental Culture Holdings Limited operates an e-commerce platform for online collectibles and artworks, catering to collectors, artists, art dealers, and owners by providing a marketplace for art investment [1] - The company offers trading convenience for various collectibles and artworks through its online platform, serving both individual and institutional clients, and provides integrated marketing, warehousing, and technical maintenance services for Chinese customers [1] - Oriental Culture is developing NFTs related to culture and art collections, as well as a metaverse project [1]

Group 1 - The stock price of Oriental Culture (OCG) increased by 3.24% on July 31, reaching $5.1 per share, with a total market capitalization of $10.6 million [1] - As of December 31, 2024, Oriental Culture reported total revenue of $622.7 thousand, a year-on-year decrease of 60.59%, and a net profit attributable to shareholders of -$2.4335 million, an increase of 32.37% year-on-year [1] - Oriental Culture Holdings Limited provides e-commerce services for online collectibles and artworks, facilitating transactions for collectors, artists, dealers, and owners through its platform [1] Group 2 - The company operates through its subsidiary in Hong Kong, offering various collectibles, artworks, and certain goods for both individual and institutional clients [1] - Oriental Culture is developing NFTs related to cultural and art collections, as well as a metaverse project [1]