深夜！利好，大涨！

中国基金报00:17

【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，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...

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Good, big rise!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FB":0.9,"VR":1,"META":0.9},"content_text":"【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，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，一些大公司——包括惠普和联邦快递——也宣布了裁员计划。即便如此，周四的数据表明，实际执行的裁员规模依然有限，这在一定程度上缓解了劳动力市场会快速恶化的担忧。周四发布的另一组数据显示，职场安置公司Challenger, Gray&Christmas统计的美国企业裁员公告在10月大幅飙升后，11月有所回落，但仍是过去三年中11月份的最高水平。Revelio Labs提供的一项非农就业指标11月继续下降，为最近七个月中的第五次下滑。越来越多迹象显示劳动力市场正在降温，这让华尔街几乎笃定，美联储将在12月10日举行的年内最后一次议息会议上降息25个基点。根据芝商所CME的FedWatch工具，市场目前预计下周三降息的概率高达89%，远高于几周前的水平。Meta大涨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。知情人士表示，高管层正在讨论，明年元宇宙相关部门的预算削减幅度最高可能达到30%。该部门包括虚拟世界产品Meta Horizon Worlds以及 Quest虚拟现实（VR）设备业务。如此大幅度的削减很可能意味着最快从明年1月开始就会有新一轮裁员，但目前尚未作出最终决定。据称，这一元宇宙削减方案，是公司2026年年度预算规划的一部分。相关讨论已于上个月在扎克伯格位于夏威夷的庄园举行了多轮会议。知情人士还说，扎克伯格要求Meta各个业务线普遍寻找约10%的成本削减空间，这一要求在过去几年的预算周期中也基本是“标配”。他们透露，今年之所以要求元宇宙团队“多砍一点”，是因为Meta并未看到当初预期的、来自整个行业在相关技术上的激烈竞争。预计大部分削减将落在VR团队上——该团队占据了元宇宙相关支出的主要部分，Horizon Worlds也将成为被压缩的对象之一。整个元宇宙项目长期以来备受投资者质疑，被视为“烧钱黑洞”；监管机构也批评称，虚拟世界中存在损害儿童隐私和安全的情况。消息传出后，Meta股价大涨，创下自7月31日以来最大盘中涨幅。尽管扎克伯格至今仍坚信，未来人们会在虚拟世界中工作和娱乐，但他描绘的元宇宙愿景至今尚未真正落地。2021年，在Facebook因用户安全和隐私问题遭到严重抨击之际，扎克伯格将公司整体重塑为“元宇宙”概念公司，并开始在这一方向上大举投入。元宇宙业务被归入Reality Labs部门，该部门负责公司的长期押注项目，例如VR头显和AR眼镜。自2021年初以来，该部门累计亏损已超过700亿美元。近年来，扎克伯格在公开场合以及财报电话会上已很少提及“元宇宙”，转而将重心放在大模型、AI聊天机器人以及其他生成式AI产品等方向上，并配套布局与这些体验更相关的硬件产品，比如Meta与雷朋合作推出的智能显示眼镜。部分分析师和投资者早就呼吁扎克伯格停止在Reality Labs上“无底洞式”的投入，认为这些产品消耗大量资源，却难以带来可观收入。（文章来源：中国基金报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589350678","isCrawlerRequest":true}