Market Performance - On September 24, all three major U.S. stock indices opened high but closed lower, with the Dow Jones down 0.37% at 46,121.28 points, the S&P 500 down 0.28% at 6,637.97 points, and the Nasdaq down 0.33% at 22,497.86 points [2] Chinese Stocks - The Nasdaq China Golden Dragon Index surged by 2.83%, with notable gains in stocks such as Daqo New Energy up 14.26%, Century Internet up over 10%, Alibaba and Global Data up over 8%, and others like EHang and Baidu also showing significant increases [4] Commodity Prices - Gold prices fell slightly, with spot gold down 0.74% at $3,735.805 per ounce and COMEX gold futures down 1.24% at $3,768.5 per ounce [5][6] - In contrast, oil prices increased, with light crude oil futures for November delivery rising by $1.58 to $64.99 per barrel, a gain of 2.49%, and Brent crude oil futures up $1.68 to $69.31 per barrel, a rise of 2.48% [6] Trade Policy - The Trump administration announced the implementation of a trade agreement with the EU, confirming a 15% tariff on EU-imported cars and automotive products effective from August 1 [7]

Market Performance - The three major U.S. stock indices experienced slight declines, with the Dow Jones down 0.37%, the S&P 500 down 0.28%, and the Nasdaq down 0.33% [1] - Popular tech stocks showed mixed results, with Intel rising over 6% and Tesla nearly 4%, while Google fell over 1% and Nvidia and Apple dropped nearly 1% [1] - Chinese concept stocks saw a general increase, with Alibaba and GDS Holdings rising over 8%, Baidu and JD.com up over 5%, and NIO up over 2% [1] - European stock indices closed mixed, with Germany's DAX up 0.23%, France's CAC40 down 0.57%, and the UK's FTSE 100 up 0.29% [1] Commodity Prices - International precious metal futures generally declined, with COMEX gold futures down 1.24% at $3768.5 per ounce and COMEX silver futures down 1.11% at $44.115 per ounce [1] - International oil prices surged, with the main U.S. oil contract up 2.21% at $64.81 per barrel and Brent crude up 1.93% at $68.26 per barrel [1] Currency and Debt Markets - The U.S. dollar index rose 0.65% to 97.86, while the offshore RMB against the U.S. dollar fell by 243 basis points to 7.1379 [1] - U.S. Treasury yields collectively increased, with the 2-year yield up 3.48 basis points at 3.608%, the 3-year yield up 5.06 basis points at 3.607%, the 5-year yield up 5.95 basis points at 3.723%, the 10-year yield up 4.24 basis points at 4.149%, and the 30-year yield up 3.63 basis points at 4.752% [1] - European bond yields were mixed, with the UK 10-year yield down 1 basis point at 4.667%, France's 10-year yield up 0.5 basis points at 3.567%, Germany's 10-year yield down 0.1 basis points at 2.746%, Italy's 10-year yield up 2.1 basis points at 3.562%, and Spain's 10-year yield up 0.4 basis points at 3.297% [1]

Core Points - The US stock market experienced a collective decline, with the Dow Jones falling by 0.37%, the Nasdaq by 0.33%, and the S&P 500 by 0.28% [1] - Major technology stocks showed mixed performance, with Intel rising over 6% and Tesla nearly 4%, while Google dropped over 1%, and Nvidia and Apple fell close to 1% [1] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, increased by 2.83%, with popular Chinese concept stocks seeing significant gains, including Alibaba and Global Data rising over 8%, Baidu and JD.com over 5%, and NIO over 2% [1]

Group 1 - The Nasdaq China Golden Dragon Index rose by 2.5% in early trading, with notable performances from Chinese concept stocks such as Alibaba (BABA.US) increasing nearly 9%, GDS Holdings (GDS.US) rising over 9%, and other companies like Kingsoft Cloud (KC.US), Baidu (BIDU.US), and JD.com (JD.US) gaining nearly 4%, while Pinduoduo (PDD.US) increased over 2% [1] - The Shanghai Composite Index increased by 0.83% and the Hang Seng Index rose by 1.37% [1] - Recent comments from Chen Dong, Chief Strategist and Head of Research at Swiss wealth management firm Pictet, indicated signs of easing tensions between China and the U.S., with both sides aiming for a trade agreement, which is expected to lower the risk premium on Chinese stocks [1] Group 2 - The market anticipates that a formal agreement between China and the U.S. may be reached in the coming months, reducing the likelihood of a return to 100% tariffs [1] - The People's Bank of China has provided liquidity support measures for the stock market, contributing to the positive sentiment [1] - The AI theme has also driven technology stocks higher, leading to a revaluation of Chinese stocks and increasing foreign interest in Chinese assets, particularly among investors familiar with the Chinese market [1]

| 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | VNET | 世纪互联 | 9.79% | | GDS | 万国数据 | 9.38% | | BABA | 阿里巴巴 | 8.47% | | DQ | 大全新能源 | 7.29% | | ELPW | Elong Power | 6.51% | | NIU | 小牛电动 | 6.71% | | SY | 新氧 | 6.45% | | JD | 京东 | 5.45% | | KC | 金山云 | 5.17% | | ZH | 知乎 | 5.18% | | ાKટ | 晶科能源 | 4.61% | | ATAT | 亚朵 | 4.41% | | VIOT | 云米科技 | 4.08% | | WB | 微博 | 4.05% | 格隆汇9月24日｜美股市场中概股集体走强，纳斯达克中国金龙指数涨近3%。其中，世纪互联、万国数 据涨超9%，阿里巴巴涨超8%，大全新能源涨超7%，Elong Power、小牛电动、新氧涨超6%，京东、金 山云、知乎涨超5%，晶科能源、亚朵、云米科技、微博涨超4%。 ...

每经AI快讯，9月24日，港股万国数据-SW(09698.HK)今日低开高走，午后涨超4%。截至发稿，涨 4.83%，报39.52港元，成交额5.17亿港元。 （文章来源：每日经济新闻） ...

Group 1 - The stock of GDS Holdings Limited (09698) opened lower but rose over 4% in the afternoon, currently up 4.83% at HKD 39.52 with a trading volume of HKD 517 million [1] - The National Development and Reform Commission recently issued a notice to enhance the regular reporting and recommendation of real estate investment trusts (REITs) in the infrastructure sector, focusing on market expansion and project vetting [1] - According to Jefferies, newly listed REITs can apply for asset injection six months post-IPO, which could accelerate acquisitions, positively impacting GDS Holdings and 21Vianet [1] Group 2 - Huatai Securities reported that GDS Holdings shared key insights at a strategy meeting, highlighting an increase in the on-shelf rate of domestic data center services and a rise in new orders [1] - The data center industry is currently experiencing a favorable supply-demand cycle [1] - DayOne is actively launching new projects in Europe and Southeast Asia, aiming to sign contracts for 1GW capacity within three years [1] - GDS Holdings successfully issued the first batch of domestic data center REITs, receiving significant market attention and demonstrating capital market recognition of quality digital infrastructure assets [1]

Group 1 - The stock of GDS Holdings Limited (09698) opened lower but rose over 4% in the afternoon, reaching a price of HKD 39.52 with a trading volume of HKD 517 million [1] - The National Development and Reform Commission has issued a notice to further promote the normalization of Real Estate Investment Trusts (REITs) in the infrastructure sector, which includes specific measures to expand the market and support fundraising [1] - According to Jefferies, newly listed REITs can apply for asset injection six months post-IPO, which could accelerate acquisitions, positively impacting GDS Holdings and Century Internet [1] Group 2 - Huatai Securities reported that GDS Holdings shared key investor concerns at a strategy meeting, highlighting continuous improvement in the domestic data center business and an increase in new orders [1] - The data center industry is currently experiencing a cycle of supply and demand improvement [1] - DayOne is actively launching new projects in Europe and Southeast Asia, aiming to achieve a target of signing 1GW capacity within three years [1] - GDS Holdings successfully issued the first batch of domestic data center REITs, receiving significant market attention and reflecting capital market recognition of high-quality digital infrastructure assets [1]

Three IT services stocks have surged in momentum as they join the top 10th momentum percentile rankings this week, highlighting strong technical signals and growing investor demand in the IT services sector.What Is Momentum Percentile?Benzinga’s Edge Stock Rankings‘ momentum percentile ranks a stock's price strength and volatility against its peers using a composite score, with higher percentiles indicating greater momentum.This ranking is a signaling tool for traders and investors, often identifying shares ...

万国数据(GDS.US)盘前涨近2%，报39.7美元。消息面上，2025云栖大会将于9月24日至26日在杭州举 行，本届大会以"云智一体·碳硅共生"为主题。"云栖前瞻""云栖技术"和"无法计算的价值"三大主论坛将 聚焦AI、云计算与产业应用的最新趋势，并发布核心技术与新产品。 此外，华为在上周的全联接大会上公布昇腾AI芯片技术路线图。中信证券研报指，持续看好以互联网 为代表的下游AI算力需求，国产算力有望在单卡性能、集群表现等方面提升产品竞争力，建议关注国 产算力芯片行业以及服务器领域和OCS光学器件供应环节相关公司。(格隆汇) ...