永豐金證券亞洲研究部晨訊 2025/11/25 | 麥嘉嘉 | 研究部主管 | avis.mak@sinopac.com | | --- | --- | --- | | 張雪婷 | 研究部經理 | samantha.cheung@sinopac.com | | 林仲全 | 研究部資深專員 | kobe.lin@sinopac.com | 1 永豐金證券亞洲研究部晨訊 永豐金證券亞洲研究部 -今日市埸焦點及策略 今日市埸主要焦點 股市及產品投資策略 2 永豐金證券亞洲研究部全球新聞概要 重點國際新聞 3 • 聯儲局再有官員表態支持12月減息，加上科技股續彈，納指一度升2.89%，收市仍漲1.69%；道指最多揚342點，收 市升202點或0.44%，標指漲1.55%；金龍中國指數走高2.82%。Alphabet急飆6.3%，市值達3.84萬億美元；特斯拉 抽高6.8%；蘋果、亞馬遜及Meta漲1.6%至3.2%，輝達反覆揚2.1%。比特幣周日彈逾4%，周一先跌後曾漲4.3%，至 89232美元，據統計顯示，美國比特幣現貨ETF本月已走資35億美元，差不多追貼2月的36億美元淨流出紀錄。 • 摩通周末發表的報告警告 ...

来源：喜娜AI 大型科技股普涨，博通涨超11%创4月以来最佳单日表现，市值增加1780亿美元，特斯拉、谷歌涨超 6%，AMD涨超5%，Meta、英特尔涨超3%；谷歌股价在上一交易日上涨3.5%后再涨4.5%，创下历史新 高，盘后受Meta寻求采用其TPUs消息推动续涨2.2%，英伟达盘后则跌2%[10][11][12]。 闪迪被纳入标普500指数，美股盘后大涨10%[13]。 大宗商品与加密货币方面，现货黄金日内多次突破关键关口，先后站上4100、4110、4120、4130、4140 美元/盎司，日内涨幅达1.59%，纽约期金同步上涨，突破4130、4140、4150、4160、4170美元/盎司， 日内涨1.32%[14][15][16][17][18][19][20][21][22][23][24]。 现货白银突破51美元/盎司，日内涨2.04%，纽约期银同步突破51美元/盎司，日内涨0.93%[25][26]。 WTI原油突破59美元/桶，日内涨1.64%[27]。 加密货币方面，比特币升破89000美元，日内涨2.55%，以太坊升破2900美元，日内涨3.57%[28][29]。 一、国际新闻 美国 ...

大家早上壕！ 先看海外要闻： 存储芯片大幅反弹，闪迪涨超12%、美光科技涨近8%。 特朗普签署行政令，启动AI"创世纪计划"。 亚马逊向美国政府部门的AI和超算基建追加至多500亿美元投资，其中对修建数据中心园区追加150亿美元。 美股继续反弹，道指收涨0.44%、纳指收涨2.69%、标普500收涨1.55%；特斯拉收涨6.82%，谷歌A涨6.31%，Meta涨3.16%，亚马逊涨2.53%，英 伟达涨2.05%，苹果涨1.63%，微软涨0.40%。 Anthropic发布升级版Claude Opus 4.5模型。 奥特曼承认谷歌威胁到OpenAI！即将推出新模型"Shallotpeat"。 OpenAI：在ChatGPT提供购物搜索功能。 俄罗斯：结束乌克兰危机"欧洲方案"不具建设性。 国内重大事件汇总： 今日券商策略前瞻： 光大证券指出，指数走出"金针探底"，抛压在盘中已经消化的较为充分，接下来指数有望迎来触底反弹。 点评：江海证券认为，具备雄厚资金实力、丰富研发管线储备的创新药龙头企业，凭借其在研发能力、资源整合等方面的优势，将更充分地享受 审评审批优化带来的便利。渤海证券则认为，从2025年医药生物行 ...

Group 1 - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 80%, with traders increasing their bets on Fed rate cuts, leading to the lowest yield on U.S. 2-year Treasury bonds since August 2022 [1] - Anthropic has officially released the Claude Opus 4.5 model, claiming significant improvements in programming performance, surpassing human engineers' capabilities [3] - Tesla is developing millions of AI chips in-house, aiming to dominate the AI chip market; however, its Full Self-Driving (FSD) plan faces regulatory challenges in Europe due to misleading advertising claims [4] Group 2 - SanDisk will replace Interpublic as a component of the S&P 500 index, resulting in a nearly 13% increase in SanDisk's stock price, positively impacting the U.S. storage sector [5] - Apple has made rare layoffs, streamlining dozens of positions within its sales department [6] - Amazon has committed to investing $50 billion to enhance AI and high-performance computing capabilities for the U.S. government, focusing on government-level AI and HPC needs [7] Group 3 - The European Union has rejected a U.S. proposal to ease digital regulations in exchange for lower tariffs on steel and aluminum [8] - The U.S. stock market saw all three major indices rise, with the Nasdaq gaining 2.69%, driven by strong performances from popular tech stocks like Tesla and Google, which both rose over 6% [10] - COMEX gold futures increased by 1.44%, and silver futures rose by 2.53%, while WTI crude oil futures also closed higher, influenced by market sentiment regarding the potential peace agreement in Ukraine [11]