周二（6日），欧洲股市延续开年强劲势头，其中英国富时100指数上涨1.18%，收于10122.73点，站稳 一万点上方，主要得益于矿业、军工等大型企业的业绩提振。此外，法国CAC40指数上涨0.32%，德国 DAX指数上涨0.09%。军工板块周二仍然延续前一日的涨势，瑞典战斗机制造商萨博股价上涨6.6%。 此外，丹麦公司诺和诺德周二股价上涨近5%，其一款口服减肥药在美国上市，且售价显著低于注射版 同类药物。（总台央视记者 张曼曼） 编辑：王一帆 ...

1月6日晚间，美股三大指数开盘均上涨。贵金属集体狂飙，现货白银升破80美元/盎司，日内涨近5%；现货黄金短线 走高，突破4480美元/盎司；钯金、铂金也狂拉，截至发稿均涨超6%。 | 代码 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 49120.33d | 0.29% | | IXIC | 纳斯达克指数 | 23509.02d | 0.48% | | SPX | 标普500 | 6930.89 | 0.42% | | | 贵金属 | | | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 伦敦金现 | 4480.925 | 31.835 | 0.72% | | 伦敦银现 | 80.330 | 3.806 | 4.97% | | COMEX黄金 | 4498.5d | 47.0 | 1.06% | | COMEX白银 | 80.255d | 3.598 | 4.69% | | SHFE黄金 | 1008.06 | 7.42 | 0.74% | | SHFE自银 | 19779 | 880 | 4.66% | | 名称 | 现价 | ...

此次合作中，Nimbus将凭借其人工智能技术助力候选药物的筛选，礼来则将发挥自身在代谢性疾病领 域的专业优势，共同开发一款便于服用的口服减肥药。 值得一提的是，这是继 2022 年双方达成合作、开发用于治疗心脏代谢性疾病的口服药物后，Nimbus与 礼来的又一次联手。 美国Nimbus治疗公司于周二宣布，已与礼来公司（Eli Lilly）签署一项为期多年的研发与授权协议，双 方将合作开发由人工智能技术驱动的新型口服疗法，用于治疗肥胖症及其他代谢性疾病。 根据协议，礼来将向Nimbus支付 5500 万美元预付款及近期里程碑付款；若药物研发顺利并最终获批上 市，Nimbus还将获得最高 13 亿美元的研发及商业化里程碑付款，同时享有该药物全球销售额的特许权 使用费。 当前，药物研发企业正逐步加大人工智能在新药发现与安全性试验环节的应用力度，以此实现更高效、 更低成本的研发成果。这一趋势也与美国食品药品监督管理局（FDA）近期推动减少动物实验的政策导 向相契合。 2022 年，Nimbus曾将一款由人工智能技术设计的化合物授权给日本武田制药，交易总额最高可达 60 亿 美元。这款用于治疗银屑病的药物近期顺利完成两 ...

站在2026年的门槛回望，2025年已成为全球产业深刻调整的序章。 这一年，地缘冲突与贸易摩擦持续扰动供应链；人工智能加速融入千行百业，引发效率革命与对AI监管的讨论；能源转型在争议中缓慢推进，清洁技术 投资与化石能源需求不断拉锯……这些从2025年延展而来的动能与挑战，正为2026年的产业变局铺就底色。 2026年全球汽车市场预计呈现复杂图景。商用车销售因整体市场疲软而增长缓慢，但得益于电动车需求拉动，新车总销量预计仍将增长2.5%。其中电动 车销量预计增长15%至2400万辆，中国将继续占据全球一半以上份额。 与此同时，随着美国降低对电动车的政策支持，部分车企开始调整电动化步伐。奥迪将推迟停产燃油车，阿斯顿·马丁延后推出首款电动车，本田也取消 在美国生产电动SUV的计划，预计美国电动车销量增速将放缓至2%。 为应对关税和贸易壁垒，汽车制造商将调整战略。大众和通用汽车将扩大其美国产能；中国电动车企则会在巴西、匈牙利等地增加出口；欧洲虽将推迟排 放罚款，但会加强安全标准，同时中国车型涌入预计将推动当地电动车销量增长18%并拉低售价。 2026年全球国防开支预计将达到2.9万亿美元（约合20.4万亿人民币）的历 ...

Market Overview - U.S. private credit market risks are emerging, with significant exposure concentrated in large banks and insurance funds rather than smaller banks[6] - The U.S. economy grew at its fastest pace in two years in Q3 2025, with GDP growth reaching 4.3%, exceeding expectations of 3.3%[31] Stock Market Performance - A-shares experienced a slight increase, with the Shanghai Composite Index closing at 3,919 points, up 0.07%[15] - U.S. stock indices reached new highs, with the S&P 500 up 0.5% to 6,909.8 points and the Nasdaq up 0.6% to 23,561.8 points[9] Commodity and Currency Trends - Gold and silver prices reached record highs due to U.S. interest rate cut expectations and geopolitical risks[28] - The U.S. dollar index fell to its lowest level since early October, while the Chinese yuan approached the 7 yuan mark against the dollar[28] Fixed Income Market - U.S. Treasury yields rose sharply in the short term following strong GDP data, with the 2-year yield at 3.53%[31] - A $44 billion auction of 7-year Treasury bonds is scheduled, reflecting ongoing market adjustments[31] Sector Insights - The healthcare sector in Latin America showed strong performance, with the medical care sector rising by 2.48%[9] - The real estate sector in China is under focus, with government efforts to stabilize the market and support reasonable financing needs for real estate companies[31]

来源：喜娜AI ●油价小幅上涨，市场评估供应风险加剧 周四，油价小幅上涨，投资者评估美国或对俄进一步制裁及委内瑞拉油轮遭封锁带来的供应风险。纽约 商品交易所1月WTI期货价格涨0.21美元，收于56.15美元。有分析称原油期货正从委石油出口封锁中找 支撑，若封锁持续该地区产量或关停；若俄乌未达成协议，针对俄打击升级将收紧全球供应，当前油价 或被低估。英国已对部分俄实体实施制裁，ING认为对俄石油制裁冲击更大。美对委油轮封锁执行情况 不明，美银预计低价将抑制供应。 [4] 北京时间12月19日凌晨，美股周四收高，科技股领涨，道指与标普500指数结束四连跌。美光科技强劲 财报及美国11月CPI同比涨2.7%低于预期，提振市场信心。美光因一季度营收、利润超预期且产品售 罄，收盘大涨10.2%。此前美股经历艰难交易日，受人工智能相关半导体股下跌拖累。尽管投资者从科 技股轮动，但该板块仍有望2025年涨约19%。此外，多项经济数据发布，费城联储制造业指数不佳，首 申失业救济人数减少，11月实际平均周薪同比增0.8%。 [1] ●12月19日美股成交额前20：美光财报显示其存储芯片需求强劲 周四美股成交额前20的公司中， ...

1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints of the Report - The global economy is entering the top - region due to the continuous wrong policies in the United States [2] - AI - driven capital expenditure of nearly $3 trillion is expected to drive the market up, but there are risks if it fails to turn into productivity [1] - The shift of foreign capital from the South Korean stock market to Chinese technology sectors is significant [1][2] 3. Summary by Related Catalogs 3.1 Global Economic News - Google's AI infrastructure head says the company must double AI computing power every 6 months and achieve an additional 1000 - fold increase in 4 - 5 years to meet AI service demand [1][2] - US data center planned capacity has soared to 245 gigawatts, with a 45 - gigawatt increase in Q3, and developers are building their own power plants in energy - producing areas [1][2] - Morgan Stanley predicts that the S&P 500 index will reach 7,800 in 2026 driven by AI - related capital expenditure [1] - Foreign capital is leaving the South Korean stock market and flowing into Chinese technology sectors [1][2] - NVIDIA CEO Huang Renxun believes China will win the AI competition due to favorable regulations and low energy costs [2] - High - end chip depreciation concerns are affecting the US stock AI sector [1] - A "sell - Japan" trade is happening, with a rare "triple - kill" in stocks, bonds, and exchange rates [1] - Eli Lilly becomes the first trillion - dollar pharmaceutical company due to strong demand for drugs and sector rotation [1] - In September, over 1.9 million unemployed people in the US aged 25+ with a bachelor's degree accounted for a quarter of the total unemployed [1][2] - Amazon laid off about 4,700 employees, with nearly 40% in engineering, and cut jobs in the game and advertising sectors [1][2] 3.2 Global Economic Logic - The probability of the Fed cutting interest rates in December has risen to 75% after the New York Fed President's dovish remarks [2] - The capital expenditure forecast of the five major tech giants in 2026 has soared to $533 billion, and AI data center construction may need at least $5 trillion in the next five years [2] - US stock retailization is accelerating, and retail investors are major net buyers, especially in the options market [2] - US household excess savings accumulated during the pandemic are almost exhausted, and consumer slowdown has spread to middle - income groups [2] - Economists are worried that large - scale layoffs by well - known companies may be an economic warning signal [2]

老铁们，发现没有？全球资本市场正在上演一场"狂欢派对"！北京时间今天凌晨，美股三大指数——道指、纳指、标普500，再加上罗素2000小盘股指数， 居然齐刷刷创下历史新高！道指站上46142点，纳指逼近22500点，小盘股单日暴拉2.46%，这种全面开花的场面，真是多年未见。 我是帮主郑重，二十年财经老记者，专攻中长线投资。今天咱不聊短期的涨跌博弈，就掰扯掰扯：美联储降息这把"火"，到底能不能烧出个长牛行情？ 美股这回真是扬眉吐气：道指涨0.27%，纳指涨0.94%，标普500涨0.48%，最亮眼的是罗素2000小盘股指数——猛涨2.46%！为啥小盘股这么疯？核心逻辑就 一条：降息环境下，小企业融资成本大幅降低。这些公司不像苹果、微软那样现金流堆成山，它们更依赖银行贷款和外部融资。利率一降，融资压力小了， 扩张动力足了，股价自然蹦得高。 美联储降息：不仅是利好落地，更是周期起点 美联储这回降息25个基点，符合市场预期，但关键看点在后头——点阵图显示，年内还要再降两次！鲍威尔说这是"风险管理式降息"，翻译成人话就是：经 济有潜在风险，我先降息防患于未然。 大佬们已经用脚投票了：对冲基金教父大卫·泰珀直接放话："我 ...

Market Overview - The U.S. stock market showed mixed results on August 19, with the Dow Jones up by 0.64%, while the S&P 500 and Nasdaq fell by 0.01% and 0.66% respectively [1] Federal Reserve and Economic Outlook - Investors are awaiting Federal Reserve Chairman Jerome Powell's speech at the upcoming global central bank conference, focusing on the theme of "Labor Market Transformation: Demographics, Productivity, and Macroeconomic Policy" [3] - Powell faces a challenging economic situation with signs of a cooling labor market and rising inflation due to tariff policies, complicating interest rate decisions [3] - There is an 83% probability that the Federal Reserve will cut rates by 25 basis points in September, according to the FedWatch tool [3] Intel's Stock Surge - Intel's stock surged by nearly 12% after receiving significant investments from the Trump administration and SoftBank Group, with the stock still up over 8% at the time of reporting [4] - The Trump administration is expected to acquire approximately 10% of Intel's shares, potentially providing around $10 billion to support Intel's revival strategy [4] - SoftBank Group plans to invest $2 billion in Intel, aiming to leverage Intel's chip manufacturing technology for artificial intelligence applications [4] Viking Therapeutics' Stock Plunge - Viking Therapeutics' stock plummeted over 41% due to disappointing mid-stage trial data for its experimental oral weight loss drug [5] - The drug VK2735 showed a maximum weight loss of 12.2%, but 28% of participants dropped out of the trial within three months, undermining confidence in its competitiveness against products from Eli Lilly and Novo Nordisk [6] - Other pharmaceutical companies have also faced stock declines due to underwhelming results from weight loss drug trials, highlighting the significant scientific challenges in this emerging field [6]

Market Overview - US stock indices closed mixed as investors await Fed Chair Powell's speech at the Jackson Hole conference, looking for signals on interest rate direction [1] - Rate futures indicate the Fed is expected to cut rates twice this year, each by 25 basis points, with the first cut anticipated in September [1] - Concerns arise as some investors rotate out of tech stocks into high-growth sectors, influenced by the significant weight of tech giants in major indices [1][2] Consumer Behavior - Consumers are currently cautious in their spending, observing the impact of tariffs on holiday consumption [2] - Major retailers like Lowe's, Walmart, and Target are set to release earnings reports, which will provide insights into the health of American consumers [1][2] Sector Performance - The S&P 500's sectors showed declines in technology (-1.88%), telecommunications (-1.16%), and consumer discretionary, while real estate gained 1.80% [3] - Semiconductor ETFs fell by 2.02%, and various tech sector ETFs declined between 1.34% and 1.89% [2] Notable Stock Movements - Major tech stocks experienced declines, with Nvidia down 3.50% and Meta down 2.07%, while Intel surged approximately 7% after SoftBank announced a $2 billion investment [4][5] - Home Depot's stock rose 3.2% despite second-quarter earnings missing market expectations, as the company maintained its full-year guidance [5] Company News - The US government is negotiating with Intel to acquire equity in exchange for subsidies under the CHIPS Act, emphasizing a non-voting stake [7] - Meta is restructuring its AI team into four independent groups to enhance its focus on achieving "superintelligence" [7] - Ford is seeking external customers for its joint battery plant with SK On due to a slowdown in electric vehicle demand [8] AI Developments - OpenAI's CEO Sam Altman announced that GPT-6 is in development, promising more personalized interactions through memory capabilities [9]