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A | 本篇评级为★★★，主要围绕以下内容展开： 1、央行重启买债，意味着什么？关注新基建 2、军工和福建板块，机会还是风险？ 3、黄金的回调要多久？如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。

B | December 2025 is shaping up to be an exciting month for movie lovers, as Hollywood prepares to roll out an impressive slate of year-end releases. From the highly anticipated Avatar: Fire and Ash to the survival-meets-satire chaos of Anaconda, audiences have plenty to look forward to. Holiday cheer and redemption take centre stage in Christmas Karma, while horror fans can return to the eerie world of animatronics in Five Nights at Freddy’s 2. Here’s what’s coming to theatres this December.Avatar: Fire and Ash Release date: December 15, 2025Jake Sully and Neytiri's story continues after the events of The Way of Water. While they are coming to terms with Neteyam's demise, the Na'vi tribe called the Ash People, led by their leader Varang. Now the Ash people form an alliance with Jake's enemy, Colonel Quaritch.Anaconda Release date: December 25, 2025The horror-comedy explores the life of two people, Doug and Griff. Interestingly, they attempt to remake their favourite '90s movie, Anaconda, in the Amazon rainforest. What comes after is a fight for survival. To make matters worse, a giant anaconda makes an appearance and begins hunting the cast and the crew.Christmas Karma Release date: December 12, 2025Kunal Nayyar's Ishaan Sood is a middle-aged, grumpy fan, who does not believe in Christmas, holidays or taking a break. However, upon the death of his business partner Marley, Sood realises the importance of enjoying life and making the most out of good relationships.Five Nights at Freddy’s 2 Release date: December 5, 2025A year after the horrifying events at Freddy Fazbear’s Pizza, former night guard Mike continues hiding the truth from his 11-year-old sister, Abby, about what really happened to the animatronics she once considered her friends. But when Abby secretly returns to the abandoned pizzeria in hopes of seeing Freddy, Bonnie, Chica and Foxy again, her actions trigger a new wave of terror. She uncovers long-buried mysteries and exposes the sinister origins behind Freddy’s creation.Also Read: Hollywood Actor Arnold Vosloo Cast in Vijay Devarakonda’s Film。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、央行重启买债，意味着什么？关注新基建我们一起来看几条热点消息，同时也分析一下今天市场：几大指数微微下跌，有点扰乱大家心神。

C | 我们一起找找“定力”，看看随着10月底到来，到底是利好要出尽，还是我们正处于牛市的半途中。新闻第一条来自央行。昨天央行透露将重启二级市场国债买卖，这会对债市、股市产生什么影响？立竿见影的效果就是：今天债券市场略微走牛，价格向上。央行所说的“重启二级市场国债买卖”，其实大概率就是“买国债”。这个动作已暂停了大半年。2025年年初时，由于国债市场过于火爆，大量机构资金扎堆，导致国债收益率被压得很低，价格被抬得很高。央行当时非常着急，出面喊话要给市场降温，担心过度抱团引发系统性风险。但机构反应平淡，效果不佳，于是央行直接暂停了二级市场国债买卖，用实质动作给债市降温。