市场驱动因素 - 市场当前主要受美联储货币政策预期驱动，尽管财报季已过[1][8] - 市场已基本消化美联储在12月10日政策会议结束时降息的预期，根据CME的FedWatch工具，市场定价显示降息25个基点的概率为87.4%[8] 主要股指表现 - 道琼斯工业平均指数下跌295.65点，跌幅0.62%，收于47,420.77点[1][8] - 标普500指数下跌23.22点，跌幅0.34%，收于6,825.87点[1][8] - 纳斯达克综合指数下跌68.69点，跌幅0.29%，收于23,297.00点[1][8] 货币政策预期 - 近期几位关键投票委员的鸽派信号，以及白宫经济顾问凯文·哈塞特可能接替美联储主席杰罗姆·鲍威尔的报道，加剧了市场对未来几个月进一步货币宽松的预期[2][8] - 鲍威尔计划在盘后发言，但由于临近央行政策会议，预计不会讨论货币政策[5][8] 经济数据与债券市场 - 投资者等待推迟发布的9月个人消费支出价格指数报告，这是美联储偏爱的通胀指标，定于周五公布[6][8] - 尽管市场预期降息，但美国国债收益率周一上涨，原因是日本和欧洲政府债券走弱，此前日本央行行长植田和男暗示条件正趋于成熟，可能加息[6][8] - 债券收益率与价格成反比[6][8] 行业与个股表现 - 收益率上升打压了标普500指数中的房地产和公用事业板块，这些板块被许多投资者视为债券替代品[7][8] - 加密货币相关股票普遍下跌，Coinbase下跌5.1%，Bitfarms的美国上市股票下跌6.9%，比特币下跌约7%并跌破85,000美元[8] - 自创下约4.3万亿美元的历史纪录以来，加密货币市场总市值已损失超过1万亿美元[8] - 大型零售商受到关注，因网络星期一开始，根据Adobe Analytics数据，预计消费者在线消费额为142亿美元[9] - 沃尔玛股价上涨1%，塔吉特股价上涨0.5%[9] - Synopsys股价上涨4.9%，因AI芯片龙头英伟达宣布已向这家半导体设计软件提供商投资20亿美元[9] 市场广度 - 纽约证券交易所下跌股与上涨股数量之比为1.45比1[7][9] - 纳斯达克交易所下跌股与上涨股数量之比为1.91比1[7][9] - 标普500指数创下17个52周新高和1个新低[7][9] - 纳斯达克综合指数创下73个52周新高和63个新低[7][9] 宏观经济指标 - 美国供应管理协会调查显示，美国制造业在11月连续第九个月收缩，工厂面临订单下滑和关税拖累导致价格上涨的压力[8]

12/02/2025Amazon stock was higher after the tech giant announced its Trainium3 AI chip is now available for customers of AWS. 12/02/2025Amazon stock was higher after the tech giant announced its... INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! BREAKING: Futures Rise; Marvell, American Eagle Jump Following a sharp sell-off on Nov. 20, the Nasdaq composite went on a five-day win streak to ...

The U.S. stock market commenced December on a subdued note, with major indexes retreating on Monday, December 1st, 2025, as investors recalibrated their risk appetite following a strong close to the previous week. A broad pullback was observed across various sectors, notably in technology and cryptocurrency-related equities, driven by a confluence of factors including rising bond yields and hints of a potential interest rate hike from the Bank of Japan. This downward movement marks a cautious start to the f ...

Back to Market on Close. I'm Marley Kaden here in Chicago alongside Sam Bodis at the New York Stock Exchange. Here's some final thoughts on today's session. For me, of course, this crypto slide continues as nearly a billion dollars of leverage crypto positions were liquidated today. That wide-ranging sell-off is carrying into its third month with the sharp drop to kick off the month of September of December, excuse me. Bitcoin fell as much as 8% to below 84,000, bringing its year-to- date drop to more than ...

[music] Hello and welcome to Market Domination. I'm Alec Canal live from our New York City headquarters and in for Josh Lipton. There's just an hour to go until the closing bell and stocks, well, they're not doing so hot.You have the Dow leading the way lower, down roughly [music] 8/10en of a percent or just over 360 points. the S&P 500 and the NASDAQ both down roughly [music] 510en of a percent. Let's welcome in Jared Blickery joining us now to break down the headlines.And Jared, what are you seeing in mar ...

零售行业假日销售表现 - 尽管消费者信心疲软，但假日购物季开局强劲，对零售股构成积极信号 [1] - 多个零售股股价在周一上涨，包括Abercrombie & Fitch（+5%）、Urban Outfitters（+5%）和Bath & Body Works（+10%）[1] - State Street SPDR S&P Retail ETF（XRT）周一上涨超1%，其五日涨幅超7% [1] 整体销售数据 - 根据Mastercard SpendingPulse报告，美国黑色星期五零售支出（不包括汽车）同比增长4.1%，高于2024年的3.4% [1] - 热门购物类别包括珠宝、服装、化妆品、视频游戏机和家用电器 [1] - 在线销售额达到创纪录的118亿美元，高于2024年的108亿美元，但10.4%的增长率低于去年的14.6% [1] - 预计网络星期一销售额将达到142亿美元，同比增长6.3%，成为今年最大的在线购物日 [1] 重点公司表现与前景 - 亚马逊是美国在线购物份额最大的公司，美国银行将其列为电子商务首选，理由是其AI集成、优于同行的定价和更快的配送速度，给予买入评级和303美元目标价 [1] - UBS指出，通胀压力下消费者可能关注必需品并寻求折扣，这有利于沃尔玛和Costco等被认为定价积极的零售商 [1] - Costco提前启动假日促销，Telsey Advisory Group认为其针对非必需品的定向促销有助于吸引消费者，其11月销售数据和12月11日的2026财年第一季度业绩将提供更清晰图景 [1] - 在折扣零售商中，TJX Companies（TJ Maxx等所有者）在周末主导了其品类的消费者兴趣，可能从市场份额增长中受益，其第四季度开局强劲 [1] 行业预测 - 美国零售联合会预计2025年假日销售额将增长3.7%至4.2%，而2024年增长为4.3% [1] - 总销售额预计将达到1万亿美元，这将是假日支出首次突破万亿美元大关 [1]

文章核心观点 - Build-A-Bear Workshop (BBW) 在市场上被忽视 主要原因之一是公司属于零售行业 该行业通常被认为对宏观变化（如通货膨胀和失业率）更为敏感 [1] 分析师背景与立场 - 分析师为股票研究分析师 在金融市场有广泛职业经验 覆盖过巴西及全球股票 [1] - 分析以基本面为主 专注于识别具有增长潜力的低估股票 [1]

The Tel Aviv Stock Exchange was mixed today. The Tel Aviv 35 Index rose 0.11% to 3,429.69 points, the Tel Aviv 125 Index fell 0.07% to 3,477.29 points; and the BlueTech Global Index fell 0.22% to 597.24 points. The All Bond corporate bond index fell 0.16% to 418.77 points. Turnover totalled NIS 3.30 billion in equities and NIS 3.77 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.031% higher from Friday, at NIS 3.264/$, and the representative shekel-euro ra ...

Good Monday morning on Wall Street. I'm Yahoo Finance executive editor Brian Sazy and this is Opening Bid. We have a little bit of everything for you today in the markets from a renewed flight out of Bitcoin to surprisingly solid sales results from retailers to kick off the holiday shopping season.Then there is President Trump saying he has decided who the next Fed chair will be. this only 10 days out from the next decision on rates from the Federal Reserve. So, busy week uh right out of the gate here on Mo ...

The U.S. layoff machine is slowly speeding up, and Wall Street is beginning to notice. Goldman Sachs is warning that there are "growing signs of weakness" in the U.S. employment market. Goldman Sachs analysts said that job losses may be rising, even while official statistics seem steady. Goldman economists Manuel Abecasis and Pierfrancesco Mei weighed in. Their statements come as FedEx says it will lay off 856 people at a key logistics center in Coppell, Texas. The firm said the decision was due to a cu ...