港股早知道 | 市场预计美联储将降息25个基点，中国黄金储备连增13个月

智通财经2025-12-08

【今日头条】美联储降息概率87%！市场预计将下调0.25个百分点联邦公开市场委员会计划在12月9日至10日的会议上就利率进行审议。金融市场预计将下调0.25个百分点，降至目前联邦基金目标利率区间的3.75%至4%。市场对美联储12月降息的预期押注也大幅上升，据CME FedWatch数据显示，12月降息的可能性目前约为87%。摩根士丹利重新预期美联储将在12月9日至10日的政策会议结束后降息25个...

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basis points, and China's gold reserves have increased for 13 consecutive months","themeId":"5eec0dc393cdf12b5cf8cdd2e15c3b32","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7c13a93ac54744dd137ca783d93cd427","symbols_score_info":{"89888":0.6,"SSO":0.6,"UPRO":0.6,"ESmain":0.6,"SPXU":0.6,"SDS":0.6,"OEX":0.6,"SH":0.6,"MESmain":0.6,"BIDU":1.88,".SPX":0.6,"OEF":0.6,"09888":1.88,"IVV":0.6,"000333":1.9,"00300":1.9},"content_text":"【今日头条】美联储降息概率87%！市场预计将下调0.25个百分点联邦公开市场委员会计划在12月9日至10日的会议上就利率进行审议。金融市场预计将下调0.25个百分点，降至目前联邦基金目标利率区间的3.75%至4%。市场对美联储12月降息的预期押注也大幅上升，据CME FedWatch数据显示，12月降息的可能性目前约为87%。摩根士丹利重新预期美联储将在12月9日至10日的政策会议结束后降息25个基点。该机构此前因强劲的9月美国就业报告而撤回了这一预测，并预期降息将被推迟至2026年。【大势展望】热门中概股多数上涨，百度涨超5%隔夜美股道指涨104.05点，涨幅为0.22%，报47954.99点；纳指涨72.99点，涨幅为0.31%，报23578.13点；标普500指数涨13.28点，涨幅为0.19%，报6870.40点。上周美股三大指数均录得涨幅。标普500指数上涨0.31%，而纳斯达克指数和道指则分别上涨0.9%和0.5%。存储概念、零售百货涨幅居前，SanDisk涨超7%，美光科技涨超4%，梅西百货、迪拉德百货涨超2%。加密货币概念、综合油气跌幅居前，Strive跌超7%。热门中概股多数上涨，百度涨超5%，万国数据涨超4%，小鹏汽车、爱奇艺、好未来涨超2%。恒生指数ADR下跌，按比例计算，收报26021.29点，较香港收市跌63.79或0.24%。COMEX白银期货涨2.28%，报58.8美元/盎司，盘中涨至59.900，美元创盘中历史新高，上周累涨近3%。【热点前瞻】11月外汇储备增加30亿美元 黄金储备连增13个月中国外汇储备连续四个月增加，黄金储备连增13个月。国家外汇管理局12月7日公布的最新数据显示，截至2025年11月末，我国外汇储备规模为33463.72亿美元，较10月末的33433.43亿美元增加30.29亿美元，升幅为0.09%。中国人民银行自去年11月起连续13个月增持黄金。央行12月7日公布的数据显示，11月末中国黄金储备为7412万盎司，较10月末的7409万盎司增加3万盎司。吴清：适度拓宽券商资本空间与杠杆上限从价格竞争转向价值竞争在中国证券业协会第八次会员大会上，证监会主席吴清发言时提到，行业机构需立足自身资源禀赋，从价格竞争转向价值竞争。头部机构应增强资源整合能力，力争形成若干家具有国际影响力的标杆机构；中小机构需聚焦细分领域、特色业务与重点区域，深耕细作打造 “小而美” 的精品服务商。监管层面将强化分类监管，对优质机构优化评价指标、适度拓宽资本空间与杠杆上限，提升资本利用效率；对中小机构、外资机构探索差异化监管政策，促进特色化发展；对问题机构依法从严监管。涉及港股中资券商板块。2025医保药品目录公布：新增药品114种 50种为1类创新药2025年国家医保药品目录及首版商保创新药目录在广州发布。2025年国家医保药品目录成功新增114种药品，有50种是一类创新药，总体成功率88%，较2024年的76%明显提高。19种药品纳入首版商保创新药目录。在商保创新药目录协商环节中，备受市场高度关注的五款CAR-T品种全部进入目录，辉瑞、强生等外企也携重磅品种进入；而在基本医保方面，恒瑞医药(600276.SH)包括瑞康曲妥珠单抗在内的10款药物均谈判成功，信达生物$(01801)$亦有7款创新产品(含新增适应症)成功纳入；社会关注度较高的阿尔茨海默病治疗药物被纳入商保创新药目录，以及维拉苷酶β、芦沃美替尼片等一批针对罕见病和未满足临床需求的品种也被纳入基本目录或商保创新药目录。五款CAR-T产品被纳入首批商保创新药目录记者从2025创新药高质量发展大会现场获悉，备受瞩目的百万CAR-T细胞疗法——复星凯瑞的阿基仑赛注射液、药明巨诺的瑞基奥仑赛注射液、合源生物的纳基奥仑赛注射液、驯鹿生物的伊基奥仑赛注射液、恺兴生命科技的泽沃基奥仑赛注射液均被纳入首批商保创新药目录。今年包括复星医药旗下复星凯瑞的阿基仑赛注射液、药明巨诺的瑞基奥仑赛注射液在内的5款CAR-T均通过商保创新药目录的形式审查，而此前CAR-T四次折戟医保谈判。百度集团-SW(09888)澄清分拆昆仑芯上市传闻：正进行评估，但尚未有定论智通财经APP讯，百度集团-SW(09888)发布公告，公司注意到，于2025年12月5日有媒体报道公司拟分拆非全资附属公司昆仑芯(北京)科技有限公司进行独立上市。公司谨此澄清，目前正就拟议分拆及上市进行评估。倘进行拟议分拆及上市，将须经相关监管审批程序，而公司并不保证拟议分拆及上市将会进行。戴尔、联想等PC厂计划涨价 存储成本压力“扛不住了”随着存储涨价潮持续发酵，手机厂商之后，PC和笔电厂商也开始感受到压力。综合多家媒体消息，联想、戴尔、惠普等都计划涨价，涨幅最高达到20%。其中，联想已开始通知客户即将进行涨价调整。当前所有的服务器和电脑的报价将于2026年1月1日到期，届时新的报价将会大幅涨价。联想表示，一方面，全球供应链压力推高内存成本，连带推动整体硬件价格上涨；另一方面，企业竞相部署AI应用，高性能系统需求激增，进一步加剧供应紧张，推动价格继续走高。因此，联想建议客户尽早下单，以当前价格锁定采购，避免因未来价格调整而增加额外成本。碧桂园服务$(06098)$将对组织架构进行系统性调整据碧桂园服务一份内部文件，为优化公司治理结构、推动业务转型升级，公司将对组织架构进行系统性调整。其中，基础物业管理、新业务成长、职能服务三大板块，统一为“大物业板块”；战略孵化业务板块更名为“孵化业务板块”。据了解，“大物业板块”核心为基础物业服务业务，“孵化业务板块”定位为多元增量成长曲线，研究并孵化创新业务。该公司相关负责人表示，此次组织架构调整不涉及人员裁撤，主要目的是强化公司核心能力、激发组织活力、明确权责分工，为公司长期稳健发展与市场竞争力提升奠定基础。金斯瑞生物科技(01548)：传奇宣布于2025年ASH年会上公布报告传奇生物科技股份有限公司(\"传奇\"，为公司联营公司，其股份以美国存托股份形式于美国纳斯达克全球精选市场上市)于2025年12月6日(纽约时间)发布新闻稿宣布于2025年美国血液学会(\"美国血液学会\")年会上通过一项口头报告公布了CARVYKTI(西达基奥仑赛，cilta-cel)在复发或难治性多发性骨髓瘤(RRMM)患者中开展的CARTITUDE-1和CARTITUDE-4研究长期随访的临床及转化研究数据，以及III期研究CARTITUDE-4的最新结果，还通过六项壁报展示了CARVYKTI在不同亚组中的缓解持久性数据及真实世界研究结果。传奇亦在美国血液学会年会通过口头报告展示了双靶点同种异体CAR-T候选产品LUCAR-G39D的首次人体试验数据。国富氢能$(02582)$联手韩国企业 开发氢能发电产品瞄准美国数据中心市场智通财经APP讯，国富氢能(02582)发布公告，于2025年12月6日，公司与BTEInc.及HyliumIndustries,Inc.(两者均为根据大韩民国法律成立的公司)订立战略合作协议，以合作开发及制造天然气重整制氢质子交换膜发电模块产品。根据该协议，该产品由公司供应的天然气重整制氢设备与BTE供应的燃料电池发电设备组成，将透过Hylium在美国的全资附属公司销售至美国数据中心。【个股点晴】美的集团$(00300)$：人形机器人重塑公司估值12月5日，美的集团副总裁兼首席技术官卫昶在“2025粤港澳大湾区新经济发展论坛暨21世纪科技年会”演讲时，发布了美的超人形机器人“美罗U”。它是行业首款六臂轮足式人形机器人，希望解决人形机器人技术落地价值的问题。随着人形机器人等创新业务不断突破，12月2日-4日，美的集团股价连续三天创年内新高，国内家电市场四季度面临需求和成本压力，美的股价连创年内新高折射出其增长的韧性和潜力。美的集团副总裁兼首席技术官卫昶在演讲中提到，公司目前正从以家电为主，向多元化、全球化的科技企业转型，已初具规模。一位资深分析人士认为，美的股价近期走强主要有两方面因素：一是按目前价格测算，美的股息率达4.8%，高于国有大行平均股息率，吸引稳健投资者增持。二是美的通过并购、参股、合作来拓展机器人、智能家居等高科技领域，提升了估值水平。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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