Market Overview - The S&P 500 closed essentially unchanged, while the Nasdaq experienced a nominal decline due to weakness in growth and microchip stocks [1][8] - The Dow Jones Industrial Average rose by 218.16 points, or 0.47%, to 46,924.74, while the Nasdaq Composite lost 36.88 points, or 0.16%, to 22,953.67 [9] Earnings Season Insights - Third-quarter earnings season is in full swing, with 78 companies in the S&P 500 having reported, of which 87% exceeded Wall Street expectations [5][9] - General Motors raised its forecast and mitigated its anticipated tariff impact, resulting in a 14.9% increase in its shares [1][8] - Coca-Cola shares rose by 4.1% due to strong consumer demand leading to better-than-expected results [4][8] - 3M's shares advanced by 7.7% after it raised its full-year forecast, focusing on higher-margin products and cost controls [4][8] - Netflix shares dropped by 5.8% after missing earnings targets [4][8] Sector Performance - Among the 11 major sectors of the S&P 500, consumer discretionary and industrials were the top gainers, while utilities faced the largest percentage loss [9] - The S&P 1500 Aerospace/Defense index increased by 1.9%, with companies like Lockheed Martin and Northrop Grumman raising their forecasts due to solid demand for military equipment [8] Corporate Developments - Warner Brothers Discovery's shares surged by 11.0% after announcing it is considering an outright sale, with interest from multiple potential buyers [5][9] - The board of Warner Brothers Discovery rejected an offer from Paramount Skydance [9] Economic Context - The ongoing government shutdown has created uncertainty for investors and policymakers, complicating the Federal Reserve's data-dependent approach [9] - Economists predict two more 25-basis-point reductions to the Fed's key policy rate by year-end, despite divided opinions on the Fed's future path [9] Trade Relations - U.S. President Donald Trump expressed optimism about reaching a "fair deal" with Chinese President Xi Jinping, downplaying tensions over Taiwan [6][9] - Markets are closely monitoring Trump's upcoming meeting with Xi at the economic summit in South Korea [7][9]

当地时间周二，面对全球贸易局势不确定性，美股投资者交投谨慎，科技股和小盘股承 压走低。同时，市场聚焦主要上市公司财报，3M和可口可乐财报数据强劲，股价显著 上 涨 ， 拉 动 道 指 上 行 ， 美 国 三 大 股 指 周 二 涨 跌 不 一 。 截 至 收 盘 ， 道 指 涨 0 . 4 7% ， 标 普 5 00指数微涨0 . 0 0 3%，纳指跌0.16%。其中，道指创收盘历史新高。 21日国际金银价格大跌 贵金属期货方面， 全球贸易局势趋向缓和的迹象削弱了市场避险需求 ，加之黄金价格本 周一刚刚创下历史新高， 技术面存在超买因素，市场积累了大量投机头寸，不少投资者 赶在美国9月CPI数据公布前获利了结，引发国际金价大跌。 白银市场也出现追跌黄金的 行情，由于市场规模更小， 白银价格波动更为剧烈，纽约白银期货价格当天跌超7%。 截至收盘，纽约商品交易所12月黄金期价收于每盎司4109.1美元，跌幅为5.74%；纽约 商品交易所12月白银期价收于每盎司47.70美元，跌幅为7.16%。 21日国际油价上涨 公司财报方面，可口可乐公司周二盘前发布的2025财年三季度财报显示，公司当季营收 达到预期，净利润同 ...

【导读】道指创新高，黄金股受国际金价影响，全线收跌 美东时间10月22日，美股主要指数涨跌互现，科技股涨跌不一，纳斯达克指数收跌，道琼斯工业指数创 新高，通用汽车、可口可乐和3M等发布重要财报。国际贵金属昨夜大幅调整，把网友跌蒙圈了！ 道琼斯指数创新高 成份股财报数据乐观 美东时间10月22日（周二），美股三大指数涨跌不一。 道琼斯工业指数成份股通用汽车、可口可乐和3M等财报数据乐观，指数创下新高。美股科技"巨头"、 半导体股等涨跌不一，纳斯达克指数收跌。国际金价日内跌超5%，黄金股全线收跌。 截至收盘，道琼斯指数上涨0.47%，报收于46924.74点；标普500指数平收，报6735.35点；纳斯达克指 数下跌0.16%，报收于22953.67点。 大型科技股涨跌不一 财报发布在即 热门科技股亚马逊上涨2.56%，苹果、微软和脸书均收涨；谷歌、特斯拉、英伟达分别下跌2.21%、 1.08%、0.81%。 Ameriprise Financial首席市场策略师Anthony Saglimbene表示，如果科技股七巨头能够实现已被调高的利 润预期，市场可能会看到又一波上涨。上周五和本周一的市场行动可能表明，投资 ...

Market Overview - US stock market showed mixed results, with the Dow Jones reaching a new high driven by corporate earnings, while uncertainty in trade impacted tech and small-cap stocks, leading to a decline in the Nasdaq [1] - Apple experienced a three-day rise, hitting a new high before closing up 0.2%. General Motors surged 14.8% post-earnings, and Coca-Cola rose 4%. Meme stocks and Beyond Meat saw a dramatic increase of 146%, accumulating a 600% rise over three days [1] - The Nasdaq Golden Dragon China Index fell by 0.97%, with Daqo New Energy down over 4.4% and Alibaba down over 3.9% [1] Bond and Currency Markets - US Treasury yields fell, with the 10-year yield dropping nearly 2.5 basis points. The US dollar index rose for three consecutive days, increasing by approximately 0.4% [2] - Bitcoin saw a recovery, rising over 6% from its daily low [2] Commodity Markets - Gold prices dropped over 5.7%, marking the largest single-day decline since 2013, while silver experienced an even greater decline of nearly 8% [3] - Oil prices fluctuated upwards, with West Texas Intermediate crude oil rising over 1.2% due to the Trump administration's commitment to purchase 1 million barrels for the Strategic Petroleum Reserve [4] Industry Developments - The zinc market is experiencing a "short squeeze," with available inventory lasting less than a day and spot premiums reaching the highest level since 1997 [5] - Anthropic is in talks with Google for a cloud agreement potentially worth up to $10 billion [6] - The Federal Reserve will hold a "Payment Innovation Conference" on October 21 to discuss how innovative technologies are reshaping payment systems and currency forms in the digital age [7] Domestic Developments - Shanghai government issued a plan to promote high-quality development in the construction industry, encouraging business integration [9] - Guangdong government released an action plan for AI-enabled high-quality development in manufacturing from 2025 to 2027, supporting the establishment of "model vouchers" for industrial model services [9] - The Ministry of Industry and Information Technology is soliciting opinions on the "Computing Power Standard System Construction Guidelines (2025 Edition)" [10] - The world's first offshore wind direct-connected underwater data center demonstration project was completed in Shanghai Lingang [11] Company Announcements - Yingxin Development plans to acquire an 81.8091% stake in Guangdong Changxing Semiconductor Technology Co., Ltd. through cash payment [21] - Greebo secured a significant order from a leading US home improvement retailer for lithium battery outdoor power equipment, with an estimated order value of approximately $60 million [21] - Jindi Co., Ltd. signed a strategic cooperation framework agreement with Inbol to promote the application of electric drive system products [22] - Chengda Bio signed a strategic cooperation agreement with the Institute of Microbiology, focusing on emerging infectious diseases [22] - China Telecom reported a third-quarter net profit of 77.56 billion yuan, a year-on-year increase of 3.60% [22]

Core Viewpoint - The recent performance of various companies outside the tech sector indicates a robust real economy, which contrasts with the perception of a market dominated by a few major tech firms. This has led to a rally in the Dow Jones Industrial Average, suggesting that there is strength in the broader economy despite concerns about speculative stocks and potential market risks [2][21]. Company Performance - Wells Fargo reported strong credit quality, while Bank of America highlighted robust consumer spending and saving rates [7][11]. - American Express showed significant spending among younger demographics, indicating solid credit metrics [8]. - RTX (Raytheon Technologies) delivered impressive earnings due to increased demand for military systems and aircraft services, rallying 7% [12][21]. - 3M launched 70 new products in the third quarter, leading to a stock increase of 7.66% as the company returns to innovation [14][15]. - GE Aerospace reported strong numbers in commercial jet engines and aircraft services, with expectations for continued strong performance [16]. - General Motors experienced strong demand for trucks, benefiting from a favorable regulatory environment under the current administration [17]. - Danaher provided a promising quarter, suggesting potential for stronger performance in the upcoming year, resulting in a nearly 6% stock increase [19]. - Coca-Cola's CEO reported larger profits through market share gains and successful new product launches, demonstrating resilience in the face of economic slowdown [20]. Market Dynamics - The concentration of major tech companies in the S&P 500, which accounts for about 35% of the index, raises concerns about market stability and the potential for speculative bubbles [4]. - The perception of a dual economy, with a divide between high-growth tech firms and traditional industries, is prevalent, but recent earnings suggest a more balanced economic landscape [3][5]. - The overall market rally led by companies in the real economy, such as RTX, GE Aerospace, and 3M, indicates positive momentum outside the tech sector [21].

[Music] [Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray America.other people, my friends. I'm just trying to make you a little bit of money. My job is not just to entertain, but to educate.I got to put this stuff in context. Call me 1 800743 CBC. Tweet me at Jim Kramer.Bubble. What bubble. Today, we saw what can happen when the real economy surfaces.We got some tremendous numbers from actual businesses. And I think we need to celebrate that so many companies not connected to the data ...

You go back to the late 70s, early 80s with some of the gas shocks. It took GM over a decade to adjust its product lineup. You look at the events that took place this year between changing the EV incentive and the tariffs.They've adjusted it in 6 months. That's a staggering change from the GM culture of the past. When they first came out and they said the tariff hit would be roughly $4 to5 billion for 9 months this year.You know, everybody stepped back and they said they'd be able to mitigate about 30% of i ...

*蓝筹财报提振市场情绪 *奈飞盈利低于预期，盘后重挫 第三季度财报季进入高峰期，多家蓝筹企业业绩超出预期。 通用汽车股价飙升14.9%，公司上调全年财测并缓解关税冲击担忧。可口可乐上涨4.1%，得益于稳健的 消费需求与利润率改善；3M上涨7.7%，受高利润产品结构与成本控制支撑。 航空航天与防务板块表现强劲。洛克希德·马丁（Lockheed Martin）、诺斯洛普·格拉曼（Northrop Grumman）及RTX均上调业绩预期，带动标普1500航空航天与国防指数上涨1.9%。 "企业盈利普遍超出预期，利润率略有提升，这表明部分关税成本已被转嫁。"资产管理公司Simplify Asset Management首席策略师迈克尔·格林（Michael Green）表示，"不过市场整体仍偏谨慎，投资者对 财报惊喜的反应不如以往强烈。" *国际金银价格大幅回落 美国股市周二收盘涨跌不一，道琼斯工业平均指数创历史新高，受蓝筹股财报提振。标普500指数收盘 基本持平，而科技与半导体板块走软，令纳斯达克指数小幅下滑。 截至收盘，道指上涨218.16点，涨幅0.47%，报46924.74点；标普500指数微升0.22点，报 ...

格隆汇10月22日｜美股三大指数收盘涨跌不一，道指涨0.47%，标普500指数平收，纳指跌0.16%。其 中，道指再创历史新高。费城金银指数大跌9.57%。大型科技股涨跌不一，亚马逊涨超2%，英特尔、苹 果、微软、Meta、奈飞小幅上涨；谷歌跌超2%，特斯拉跌超1%，英伟达小幅下跌。通用汽车涨近 15%，创最近五年来最佳单日表现。"人造肉第一股"Beyond Meat大涨超146%，近三个交易日累计涨幅 约600%。 纳斯达克金龙中国指数跌0.97%，热门中概股中，大全新能源跌超5%，阿里蔚来跌超3%，晶科能源、 百度、理想、唯品会跌超2%，阿特斯太阳能则涨2%，新东方涨5%，B站与好未来涨6%。 ...

Uh Piper had a note out after the results saying, you know, we got it wrong. We we've had a neutral on the stock for a long time. But now we actually think that we could see EVIT margins between 8 and 10%.I'm sure in part thanks to this higher average transaction price of $51,000. >> Yes, but there's so much to like here except that I don't own the stock. But they don't need to give that kind of bullish guidance for next year that they did, right.It's very easy to just say, "Hey, we're in a, you know, fluid ...