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第一条新闻：全球制造业疲软，多国工厂连续收缩
2025 年 11 月，全球制造业普遍放缓。欧洲、亚洲以及美国的工厂订单下降、库存高企，制造业活动连续收缩。美国制造业已连续第九个月萎缩。多国工厂订单减少、成本上升，令就业和产出承压。整体来看，制造业低迷成为全球经济增长的不确定因素。
英文原文摘要：Global manufacturing weakened in November as demand sagged and tariffs cloud outlook
“Global manufacturing weakened in November 2025 as persistent demand issues and tariff uncertainties affected major economies across Europe, Asia, and the U.S.” The report noted that in the U.S., manufacturing continued its ninth straight month of contraction, while elsewhere in Europe and Asia, new orders dropped sharply and inflationary pressures rose — a sign that global industrial activity remains fragile.
第二条新闻：OECD 警告：AI 热潮与关税冲击可能冲击全球增长韧性
OECD 最新经济展望报告指出，尽管 2025 年全球增长保持韧性，但 2026 年增长可能放缓至约 2.9%。报告警示，人工智能热潮与持续的关税与贸易摩擦可能带来风险 — 若 AI 投资回报未达预期，或贸易摩擦升级，将对全球经济构成冲击。发达经济体增长趋缓，新兴市场也面临压力。
英文原文摘要：Tariffs, AI boom could test global growth’s resilience, OECD says
“Global economic growth is expected to slow slightly from 3.2% in 2025 to 2.9% in 2026, with a recovery to 3.1% projected for 2027. While AI-driven investments provide support, rising trade tensions and tariff uncertainties pose a material downside risk. If AI-related optimism fades and tariffs deepen, growth momentum could unravel.”
第三条新闻：OPEC+ 决定明年首季不增产，油市动荡加剧
在 2025 年 11 月 30 日召开的会议上，OPEC+ 主要产油国决定在 2026 年第一季度维持当前产量，不再增产。此决定引发油市波动，有市场担忧供应过剩与价格不稳定。石油输出国通过维稳机制试图平衡市场，但油价及供应前景仍存较大不确定性。
英文原文摘要：OPEC+ sticks to its ‘all-is-fine’ oil mantra as output remains unchanged
for Q1 2026
“OPEC+ has decided to leave oil output levels unchanged for the first quarter of 2026, a move interpreted as cautious amid concerns over global demand softness and potential supply gluts. The group approved a new mechanism to assess maximum output capacity for future baselines, aiming to stabilise markets and reward investment in production.”
第四条新闻：South Korea 出口强劲回升，芯片与汽车双双拉动
2025 年 11 月，韩国出口同比增长 8.4%，连续第六个月增长，其中半导体出口增长 38.5%，创历史新高，汽车出口也大幅提升。芯片需求强劲、汽车出口受美韩贸易协定支持，使韩国成为近期全球贸易复苏的重要指标。但对美出口部分仍受制于钢铁与零部件关税，出口结构仍面临挑战。
英文原文摘要：South Korea’s November exports beat forecasts, led by record chip and auto shipments
“Exports from South Korea rose 8.4% year-on-year in November to $61.04 billion, surpassing expectations. Semiconductor shipments soared 38.5% to a record monthly high, driven by strong global demand for advanced chips, while auto exports jumped 13.7%, helped by a recently finalised trade deal with the U.S.”
第五条新闻：黄金六周来新高，避险情绪与降息预期推动金价
受美国可能在 12 月降息预期影响，加之市场避险情绪升温，黄金价格本周跃升至六周高点。与此同时，美元走弱也提高了黄金作为非收益资产的吸引力。分析指出，若美国和全球经济增速放缓，黄金可能继续作为避险资产受到青睐。
英文原文摘要：Gold climbs to six-week high as risk-off sentiment and rate-cut bets boost demand
“Spot gold rose to its highest level in six weeks on Monday, supported by weaker dollar and rising investor appetite for safe-haven assets amid expectations of a U.S. interest rate cut later this month. Silver also hit record highs as risk-off trades intensified and demand for precious metals surged.”
第六条新闻：U.S. Federal Reserve 与 Bank of Japan 的政策分歧加剧，引发全球市场震荡
日本央行行长暗示可能于 12 月加息，引发日元升值与全球债市收益率大幅上升。与此同时，美国市场对降息预期升温，但是否降息仍存在分歧。这一政策分歧加剧全球资金流动与资产价格波动，令股票、债券、加密资产均出现震荡。投资者对年底前布局谨慎情绪升高。
英文原文摘要：Diverging central-bank paths: BoJ’s rate-hike hint sends markets reeling while Fed watchers await clarity
“Yen strengthened sharply after comments from Bank of Japan Governor Kazuo Ueda signalling a possible rate hike in December, pushing bond yields up globally. At the same time, markets are bracing for a potentially volatile period as expectations for a U.S. rate cut in December collide with rising borrowing costs — a dynamic creating uncertainty across equities, bonds and currencies.”
以上是截至2025年12月2日（星期二）晚间，节选自《华尔街日报》（WSJ）、《金融时报》（FT）《路透社》（reuters)的最新国际财经热点新闻 |
