EOSUSD (EOSUSD) 加自选

BSX指数升至3021.00点的历史高点。在过去的4周里，百慕大证券交易所指数下跌了7.3%，在过去的12个月里，它上涨了7.21%。

BSX increased to an all-time high of 3021.00 Index Points. Over the past 4 weeks, Bermuda Stock Exchange Index lost 7.3%, and in the last 12 months, it increased 7.21%.

在纽约，道琼斯指数周一上涨372点，涨幅0.79%。涨幅最大的是英伟达（5.81%）、微软（1.91%）和3M（1.72%）。跌幅最大的是宝洁（-1.00%）、联合健康（-0.82%）和耐克（-0.56%）。

In New York, the Dow Jones Index rose 372 points or 0.79 percent on Monday. Leading the gains are Nvidia (5.81%), Microsoft (1.91%) and 3M (1.72%). Top losers were P&G (-1.00%), UnitedHealth (-0.82%) and Nike (-0.56%).

美国股市本周开盘表现强劲，标准普尔500指数上涨1.6%，纳斯达克指数上涨2.4%，道琼斯指数上涨约415点，此前参议院提出了一项程序性措施，推动一项拨款法案重新开放政府，结束为期40天的政府停摆，距离通过又近了一步。八名民主党人与领导层决裂，支持该动议，但该法案仍需众议院投票。与人工智能相关的科技股领涨，其中Nvidia（5.8%）、Palantir（8.8%）、AMD（4.5%）和Micron（6.5%）涨幅最大，因为投资者重新转向高增长头寸。与此同时，美联储理事Stephen Miran表示，12月降息0.5个百分点是合适的，这增加了宽松政策的可能性，如果这一立场获得美联储更广泛的支持，可能会支撑风险资产。然而，政府关门仍然是一个悬而未决的问题，因为它推迟了关键的经济数据发布，并给众议院留下了执行风险，如果协议破裂，可能会扰乱市场。

US stocks started the week strong as the S&P 500 rose 1.6% the Nasdaq gained 2.4% and the Dow added about 415 points after the Senate advanced a procedural measure that moves a funding bill to reopen the government and end the 40-day shutdown a step closer to passage. Eight Democrats broke with leadership to support the motion but the bill still needs a House vote. Technology names tied to artificial intelligence led the rally with Nvidia (5.8%), Palantir (8.8%), AMD (4.5%), and Micron (6.5%) among the biggest gainers as investors shifted back into high-growth positions. Meanwhile, Federal Reserve Governor Stephen Miran said a half point cut in December would be appropriate, increasing the odds of easier policy and potentially underpinning risk assets if the stance gains broader Fed support. Yet the shutdown remains an overhang because it has delayed key economic releases and leaves execution risk in the House that could unsettle markets if the agreement unravels.

野村证券：随着需求减弱，中国的反内卷化政策不足以重振经济增长。野村证券维持其2025年的预测不变，预计CPI平均在0%左右，PPI下降2.5%。它表示，鉴于需求方面的逆风越来越大和国内支出疲软，中国旨在缓解职场竞争和提高生产率的“反内卷化”措施本身不太可能实现持续增长。

Nomura: China's anti-involution push insufficient to revive growth as demand weakens.Nomura kept its 2025 forecasts unchanged, expecting CPI to average around 0% and PPI to fall 2.5%. It said China's “anti-involution” measures — aimed at easing workplace competition and boosting productivity — are unlikely on their own to deliver sustained growth, given mounting demand-side headwinds and sluggish domestic spending.