<h2>今日早间牛市 - 美国市场早间更新 2025 年 12 月 22 日</h2>
<p>美国股指期货今晨上涨，E-mini 标普 500 合约上涨约 0.3%，投资者在强劲的住房数据和顽固的通胀预期之间进行权衡。11 月份现有住宅销售增长了 0.5%，达到九个月来的最高点，表明较高的抵押贷款利率并未完全冻结房地产市场。这对建筑工作和家庭财富至关重要。同时，一项关键的消费者信心调查显示，人们仍然预计未来一年通胀约为 4.2%，这对利率和债券收益率施加了压力。这使得投资者在思考，房地产和公用事业等利率敏感领域是否会滞后，而增长和科技类股票仍然受到青睐。</p>
<p>在众人之前识别出利率上升的赢家，查看我们最新的基于现金流的被低估股票筛选。</p>
<h2>主要涨幅股</h2>
<ul>
<li><strong>CoreWeave (CRWV)</strong> 在加入能源部的高调创世纪任务后，股价上涨 22.64%。</li>
<li><strong>Rocket Lab (RKLB)</strong> 因其最新成功发射和乐观的分析师评论而上涨 17.69%。</li>
<li><strong>AST SpaceMobile (ASTS)</strong> 随着投资者对其下一个卫星发射里程碑的进展表示欢呼，股价上涨 15.03%。</li>
</ul>
<p>Rocket Lab 仍然是一个明智的投资选择，还是仅仅是炒作？阅读我们最受欢迎的叙述，获取您所需的所有答案。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/1bcd6294-7c51-492c-a0e2-12c6917e9e8a/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1510" height="1044" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/1bcd6294-7c51-492c-a0e2-12c6917e9e8a/chart/quote-price"/></p>
<p>CRWV 一年股票价格走势图</p>
<h2>主要跌幅股</h2>
<ul>
<li><strong>NIKE (NKE)</strong> 在盈利显示利润疲软和谨慎指引后，股价下跌 10.54%，尽管销售持平。</li>
<li><strong>Carvana (CVNA)</strong> 在交易者消化混合的指数变化和近期分析师情绪后，股价下滑 3.33%。</li>
<li><strong>Lowe's Companies (LOW)</strong> 在对与住房相关的支出和大宗家居改善需求的担忧中，股价下跌 2.93%。</li>
</ul>
<p>超越噪音 - 揭示解释 Lowe's Companies 长期成功的主要叙述。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/37cde089-18f3-4071-82e1-e52e793156da/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1510" height="1044" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/37cde089-18f3-4071-82e1-e52e793156da/chart/quote-price"/></p>
<p>NKE 一年股票价格走势图</p>
<h2>关注动态</h2>
<p>全球利率预期和最新的美国增长数据将推动收益率和股票领导地位的下一步变化。</p>
<ul>
<li><strong>美国第三季度 GDP 第二次估计</strong> 将在周一测试软着陆叙述，并可能迅速重置降息时机。</li>
<li><strong>美国通胀预期</strong> 来自密歇根调查，周一仍然受到关注，因为顽固的定价能力使债券收益率保持在高位。</li>
<li><strong>日本银行会议纪要</strong> 将在周二发布，可能暗示最终的紧缩，这一转变可能会推高美国收益率。</li>
<li><strong>澳大利亚储备银行会议纪要</strong> 将在周二发布，将影响全球紧缩的可能性，因为澳大利亚 10 年期收益率徘徊在两年高位附近。</li>
<li><strong>中国人民银行政策立场</strong> 通过本周的中国评论将表明北京可能如何积极支持 2026 年的增长。</li>
</ul>
<p>使用我们的投资组合或观察列表功能，跟踪这些市场动态事件，并为您拥有的公司设置提醒，完全免费！</p>
<h2>现在有哪些机会？</h2>
<p>超越今天的头条股，关注那些悄然增长的机会，但不要等待太久。我们对收益率超过 3% 的股息股票的深入分析揭示了能够回报耐心投资者的韧性企业。</p>
<p>准备好掌控您的下一步行动了吗？使用我们的股票筛选器进行符合您策略的自定义搜索，并设置及时提醒，以便您不会错过任何有前景的新机会。</p>
<p><em>本文由 Simply Wall St 撰写，内容具有一般性。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章并不构成财务建议。</strong> 它不构成购买或出售任何股票的推荐，也未考虑您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
<p>移动基础设施用于国防和灾难</p>
<p>下一波机器人技术不是类人机器人，而是能够在 30 分钟内提供 5G、ISR 和雷达的全自动塔，适用于任何地方。</p>
<p>在下一轮合同之前获取投资者简报</p>
<p>由 CiTech 赞助</p>

ASTS

CRWV

RKLB

<p>美国股指期货上涨，标准普尔 500 指数上涨 0.3%，受强劲的住房数据和通胀担忧影响。CoreWeave、Rocket Lab 和 AST SpaceMobile 大幅上涨，而 NIKE、Carvana 和 Lowe's 则下跌。投资者关注对利率敏感的行业以及即将发布的经济数据，包括美国 GDP 和全球利率预期。Simply Wall St 提供分析，但不提供财务建议</p>

<h2>The Morning Bull - US Market Morning Update Monday, Dec, 22 2025</h2>
<div class="lb-trans"><h2>今日早间牛市 - 美国市场早间更新 2025 年 12 月 22 日</h2>
</div><p>US stock futures are pointing higher this morning, with E mini S&amp;P 500 contracts up about 0.3 percent as investors juggle stronger housing data and stubborn inflation expectations. Existing home sales ticked up 0.5 percent in November to a nine month high, a sign that higher mortgage rates are not fully freezing the housing market. This matters for construction jobs and household wealth. At the same time, a key consumer confidence survey shows people still expect inflation of about 4.2 percent over the next year, keeping pressure on interest rates and bond yields. That leaves investors asking whether rate sensitive areas like real estate and utilities will lag while growth and technology names stay in favor.</p>
<div class="lb-trans"><p>美国股指期货今晨上涨，E-mini 标普 500 合约上涨约 0.3%，投资者在强劲的住房数据和顽固的通胀预期之间进行权衡。11 月份现有住宅销售增长了 0.5%，达到九个月来的最高点，表明较高的抵押贷款利率并未完全冻结房地产市场。这对建筑工作和家庭财富至关重要。同时，一项关键的消费者信心调查显示，人们仍然预计未来一年通胀约为 4.2%，这对利率和债券收益率施加了压力。这使得投资者在思考，房地产和公用事业等利率敏感领域是否会滞后，而增长和科技类股票仍然受到青睐。</p>
</div><p>Spot rising rates winners before the crowd with our latest screen of undervalued stocks based on cash flows today.</p>
<div class="lb-trans"><p>在众人之前识别出利率上升的赢家，查看我们最新的基于现金流的被低估股票筛选。</p>
</div><h2>Top Movers</h2>
<div class="lb-trans"><h2>主要涨幅股</h2>
</div><ul>
<li><strong>CoreWeave (CRWV)</strong> jumped 22.64 percent after joining the Department of Energy's high profile Genesis Mission.</li>
<li><strong>Rocket Lab (RKLB)</strong> surged 17.69 percent on enthusiasm around its latest successful launch and bullish analyst commentary.</li>
<li><strong>AST SpaceMobile (ASTS)</strong> climbed 15.03 percent as investors cheered progress toward its next satellite launch milestone.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>CoreWeave (CRWV)</strong> 在加入能源部的高调创世纪任务后，股价上涨 22.64%。</li>
<li><strong>Rocket Lab (RKLB)</strong> 因其最新成功发射和乐观的分析师评论而上涨 17.69%。</li>
<li><strong>AST SpaceMobile (ASTS)</strong> 随着投资者对其下一个卫星发射里程碑的进展表示欢呼，股价上涨 15.03%。</li>
</ul>
</div><p>Is Rocket Lab still a smart investment or just hype? Read our most popular narrative and get all the answers you need.</p>
<div class="lb-trans"><p>Rocket Lab 仍然是一个明智的投资选择，还是仅仅是炒作？阅读我们最受欢迎的叙述，获取您所需的所有答案。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/1bcd6294-7c51-492c-a0e2-12c6917e9e8a/chart/quote-price" alt="" original-src="https://images.simplywall.st/company/1bcd6294-7c51-492c-a0e2-12c6917e9e8a/chart/quote-price"/></p>
<p>CRWV 1-Year Stock Price Chart</p>
<div class="lb-trans"><p>CRWV 一年股票价格走势图</p>
</div><h2>Top Losers</h2>
<div class="lb-trans"><h2>主要跌幅股</h2>
</div><ul>
<li><strong>NIKE (NKE)</strong> sank 10.54 percent after earnings showed weaker profit and cautious guidance despite flat sales.</li>
<li><strong>Carvana (CVNA)</strong> slipped 3.33 percent as traders digested mixed index changes and recent analyst sentiment.</li>
<li><strong>Lowe's Companies (LOW)</strong> declined 2.93 percent amid concerns about housing-linked spending and big-ticket home improvement demand.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>NIKE (NKE)</strong> 在盈利显示利润疲软和谨慎指引后，股价下跌 10.54%，尽管销售持平。</li>
<li><strong>Carvana (CVNA)</strong> 在交易者消化混合的指数变化和近期分析师情绪后，股价下滑 3.33%。</li>
<li><strong>Lowe's Companies (LOW)</strong> 在对与住房相关的支出和大宗家居改善需求的担忧中，股价下跌 2.93%。</li>
</ul>
</div><p>Look past the noise - uncover the top narrative that explains what truly matters for Lowe's Companies' long-term success.</p>
<div class="lb-trans"><p>超越噪音 - 揭示解释 Lowe's Companies 长期成功的主要叙述。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/37cde089-18f3-4071-82e1-e52e793156da/chart/quote-price" alt="" original-src="https://images.simplywall.st/company/37cde089-18f3-4071-82e1-e52e793156da/chart/quote-price"/></p>
<p>NKE 1-Year Stock Price Chart</p>
<div class="lb-trans"><p>NKE 一年股票价格走势图</p>
</div><h2>On The Radar</h2>
<div class="lb-trans"><h2>关注动态</h2>
</div><p>Global rate expectations and fresh US growth data will drive the next moves in yields and equity leadership.</p>
<div class="lb-trans"><p>全球利率预期和最新的美国增长数据将推动收益率和股票领导地位的下一步变化。</p>
</div><ul>
<li><strong>US Q3 GDP second estimate</strong> on Monday will test the soft-landing narrative and could quickly reset rate cut timing.</li>
<li><strong>US inflation expectations</strong> from the Michigan survey stay in focus Monday as sticky pricing power keeps bond yields elevated.</li>
<li><strong>Bank of Japan minutes</strong> on Tuesday may hint at eventual tightening, a shift that could pull US yields higher.</li>
<li><strong>Reserve Bank of Australia minutes</strong> on Tuesday will influence global tightening odds as Aussie 10-year yields hover near two-year highs.</li>
<li><strong>PBOC policy stance</strong> through China commentary this week will signal how aggressively Beijing may support 2026 growth.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>美国第三季度 GDP 第二次估计</strong> 将在周一测试软着陆叙述，并可能迅速重置降息时机。</li>
<li><strong>美国通胀预期</strong> 来自密歇根调查，周一仍然受到关注，因为顽固的定价能力使债券收益率保持在高位。</li>
<li><strong>日本银行会议纪要</strong> 将在周二发布，可能暗示最终的紧缩，这一转变可能会推高美国收益率。</li>
<li><strong>澳大利亚储备银行会议纪要</strong> 将在周二发布，将影响全球紧缩的可能性，因为澳大利亚 10 年期收益率徘徊在两年高位附近。</li>
<li><strong>中国人民银行政策立场</strong> 通过本周的中国评论将表明北京可能如何积极支持 2026 年的增长。</li>
</ul>
</div><p>Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!</p>
<div class="lb-trans"><p>使用我们的投资组合或观察列表功能，跟踪这些市场动态事件，并为您拥有的公司设置提醒，完全免费！</p>
</div><h2>Where Are The Opportunities Now?</h2>
<div class="lb-trans"><h2>现在有哪些机会？</h2>
</div><p>Look past today’s headline movers and focus on what is quietly compounding, but do not wait long. Our deep dive into dividend stocks with yields &gt; 3% reveals resilient businesses positioned to reward patient investors right now.</p>
<div class="lb-trans"><p>超越今天的头条股，关注那些悄然增长的机会，但不要等待太久。我们对收益率超过 3% 的股息股票的深入分析揭示了能够回报耐心投资者的韧性企业。</p>
</div><p>Ready to take control of your next move? Use our stock screener to run custom searches that fit your strategy and set timely alerts so you never miss a promising new opportunity.</p>
<div class="lb-trans"><p>准备好掌控您的下一步行动了吗？使用我们的股票筛选器进行符合您策略的自定义搜索，并设置及时提醒，以便您不会错过任何有前景的新机会。</p>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>本文由 Simply Wall St 撰写，内容具有一般性。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章并不构成财务建议。</strong> 它不构成购买或出售任何股票的推荐，也未考虑您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div><p>Mobile Infrastructure for Defense and Disaster</p>
<div class="lb-trans"><p>移动基础设施用于国防和灾难</p>
</div><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p>
<div class="lb-trans"><p>下一波机器人技术不是类人机器人，而是能够在 30 分钟内提供 5G、ISR 和雷达的全自动塔，适用于任何地方。</p>
</div><p>Get the investor briefing before the next round of contracts</p>
<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
</div><p>Sponsored On Behalf of CiTech</p>
<div class="lb-trans"><p>由 CiTech 赞助</p>
</div>

今日美国股市：标普 500 期货上涨，住房市场的强劲表现抵消了通胀的担忧