After the European Central Bank announced the interest rate decision, EUR/USD rose 15 points to 1.0484.Enterprise IT Expenditure Survey: Google Cloud is expected to be the first choice for 50% of the respondents. Tae Kim, a science and technology columnist, wrote that according to a recent survey, Google Cloud has risen rapidly in the enterprise AI expenditure competition and may become the winner. According to the 2025 CIO survey released by Piper Sandler, 81 CIOs were asked about their budget priorities in different suppliers and technical fields. According to the survey, 87% of CIOs surveyed expect to increase the IT budget in 2025, which is the highest proportion of the survey since 2020. In this survey, the status of Google Cloud has risen significantly, surpassing Microsoft and OpenAI to become the "most strategic" AI supplier, with a support rate of 27%, a significant increase from 15% six months ago. Relatively speaking, Microsoft's support rate dropped from 33% to 24%. When asked which cloud company they plan to use to test or implement AI projects next year, 50% of the respondents chose Google Cloud, making it the top AI infrastructure provider. In addition, Harsh Kumar, a Piper semiconductor analyst, pointed out that these results are also beneficial to Invista, because all cloud companies are the main buyers of AI chips in NVIDIA. Kumar estimates that the entire AI chip market will have more than $500 billion in business opportunities by 2028.ECB: Domestic inflation has dropped slightly, but it is still at a high level. ECB: Staff now expect the economic recovery to be slower than predicted in September. As time goes on, the influence of restrictive monetary policy gradually fades, which should support the recovery of domestic demand. Domestic inflation has declined slightly, but it is still at a high level, mainly because wages and prices in some industries are still being adjusted to adapt to the past inflation surge.
COMEX silver fell 1% in the day, Comex silver fell 1% in the day, and it is now reported at $32.63 per ounce.Black futures fell rapidly in the short term, with the main contracts of hot coil and coking coal falling by more than 1%, and the main contracts of coke, thread and iron ore falling by nearly 1%.Japanese government bond futures rose, recovering some of the earlier declines.
Market news: Brazilian President Lula should be able to leave the hospital early next week.The European Central Bank gave up the idea of keeping interest rates "restrictive".The Baltic dry bulk freight index fell 4.61% to 1055 points.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14