Group 1: Global Economic Outlook - Major global economies are expected to end their interest rate cuts by the end of 2026, with the OECD predicting only two more rate cuts by the Federal Reserve, bringing the rate down to 3.25%-3.50% [2] - The European Central Bank is set to begin its easing cycle in June 2024, with a total of eight rate cuts anticipated [2] - Japan is experiencing a unique tightening cycle, potentially accelerating rate hikes to counter inflation pressures from new government policies [3] Group 2: China's Monetary Policy - The People's Bank of China conducted a 10 trillion yuan reverse repurchase operation, indicating a focus on maintaining liquidity in the market [4] - Despite the need for more aggressive monetary policy due to slowing economic growth, the central bank has remained silent on interest rate cuts, emphasizing long-term policy adjustments [5] Group 3: E-commerce and Delivery Standards - New national standards for food delivery platforms have been implemented, focusing on the rights of delivery personnel and ensuring fair labor practices [6] - The standards require platforms to calculate delivery times based on a maximum speed of 15 km/h for electric bike riders, which may impact delivery efficiency [7] Group 4: Real Estate Market Trends - The second-hand housing market in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen showed significant increases in transaction volumes in November, driven by demand for affordable housing [8] - The overall market remains in a state of price-volume exchange, with some cities showing signs of price stabilization, but the recovery foundation is still fragile [9] Group 5: E-sports Industry Growth - The Chinese e-sports industry is projected to generate 29.331 billion yuan in revenue by 2025, with a year-on-year growth of 6.4% [10] - Live streaming continues to dominate revenue sources, accounting for over 80% of total income, indicating a reliance on consumer engagement [10][11] Group 6: Meta's Strategic Shift - Meta's CEO Mark Zuckerberg plans to cut the budget for the metaverse project by up to 30%, shifting focus towards AI and related hardware products [12] - The metaverse sector has seen slow technological advancement, leading to a strategic pivot towards AI, which presents clearer business opportunities [12] Group 7: Stock Market Performance - The stock market experienced a rebound, with significant gains in the Shanghai Composite Index and the ChiNext Index, driven by expectations of potential interest rate cuts [14] - The trading volume increased significantly, indicating active market participation and a potential shift in investor sentiment [14][15]

扎克伯格预计将削减用于构建元宇宙的资源，这项工作他曾将其定位为公司的未来。Meta高管们已经讨论了明年元宇宙部门可能削减高达30%的预算。 这可能包括最早在2026年1月进行裁员。Meta美股周四大涨3.4%。 Meta Platforms公司的首席执行官扎克伯格预计将大幅削减对所谓"元宇宙"项目的资源投入。该项目曾被他视为公司未来的发展方向，并因此推动公司 从Facebook更名为Meta。 据媒体援引知情人士透露， Meta公司高管已讨论在明年对元宇宙部门削减高达30%的预算。 该部门包括虚拟世界产品Meta Horizon Worlds以及Quest 虚拟现实业务。 如此大规模的削减很可能最早在明年1月伴随裁员展开， 但最终决定尚未作出。 尽管扎克伯格仍坚信未来人们将会在虚拟世界中工作和娱乐，但Meta关于元宇宙的愿景至今未能真正起飞。2021年，在Facebook因用户安全和隐私问 题陷入舆论风波之际，扎克伯格将整个公司围绕"元宇宙"重新定位，并开始在这一愿景上大举投入。 元宇宙业务隶属于Reality Labs，这是Meta负责虚拟现实头显、增强现实眼镜等长期押注项目的部门。自2021年初以来，该部 ...

【导读】美股震荡，Meta利好，大涨 大家好，今晚的市场，就跟天气一样冷冷清清，泰勒都看到有些倦困了，简单看看海外市场的消息。 美股震荡 12月4日晚间，科技巨头Meta股价大涨近4%，成为为数不多的亮眼个股之一。 据报道，Meta首席执行官马克·扎克伯格预计将大幅削减对所谓"元宇宙"项目的投入——这一业务曾被他视为公司未来发展的方向，也是 当初将公司从Facebook更名为Meta的重要理由。 12月4日晚间，美股三大指数小幅震荡，始终徘徊在微涨微跌之间，科技股表现也是涨跌不一。 经济数据上，截至上周，美国首次申领失业救济人数降至三年多来的最低水平，说明尽管近期裁员公告频繁，企业整体仍在大体保留现有 员工。 截至11月29日当周（包含感恩节假期），初请失业金人数减少2.7万人，降至19.1万人。由于假期影响，周度初请数据在这一时段波动往往 较大。本次公布的数字也低于经济学家的调查预估区间下限。 有分析师称："每年这个时候，初请数据往往会出现较大波动，因此我们不会对单周数据解读过多。但总体而言，尽管近期裁员公告不 少，初请失业金人数仍处在与较低裁员节奏相匹配的区间。" 过去几个月，许多企业明显收紧了招聘，一些 ...

【导读】美股震荡，Meta利好，大涨 中国基金报记者 泰勒 大家好，今晚的市场，就跟天气一样冷冷清清，泰勒都看到有些倦困了，简单看看海外市场的消息。 美股震荡 12月4日晚间，美股三大指数小幅震荡，始终徘徊在微涨微跌之间，科技股表现也是涨跌不一。 | 47882.57 | No ------- | 23432.19 ------- | 6846.38 | ﮨﮯ ﺟ | | --- | --- | --- | --- | --- | | 道琼斯指数 0.00% | | 纳斯达克综合指数 -0.09% | 标普500指数 -0.05% | | 经济数据上，截至上周，美国首次申领失业救济人数降至三年多来的最低水平，说明尽管近期裁员公告频繁，企业整体仍在大 体保留现有员工。 截至11月29日当周（包含感恩节假期），初请失业金人数减少2.7万人，降至19.1万人。由于假期影响，周度初请数据在这一 时段波动往往较大。本次公布的数字也 低于 经济学家的调查预估区间下限。 有分析师称："每年这个时候，初请数据往往会出现较大波动，因此我们不会对单周数据解读过多。但总体而言，尽管近期裁 员公告不少，初请失业金人数仍处在与较低裁员 ...