Market Performance - The U.S. stock market continued its strong performance with all three major indices achieving four consecutive days of gains, with the S&P 500 index successfully breaking through the 6800-point mark [1] - As of the close, the Dow Jones Industrial Average was at 47,427.12 points, up 314.67 points (0.67%), while the Nasdaq Composite rose by 189.10 points (0.82%) to 23,214.69 points, and the S&P 500 increased by 46.73 points (0.69%) to 6,812.61 points, all reaching recent rebound highs [1] Core Drivers - The primary driver behind the sustained rise in U.S. stocks is the significant increase in expectations for a Federal Reserve interest rate cut, with several Fed officials signaling a dovish stance [2] - The labor market data supports this, as initial jobless claims fell to 216,000, below the market expectation of 225,000, indicating a cooling labor market without excessive recession fears, thus providing data support for a potential rate cut [2] - Additionally, the yield on the 10-year U.S. Treasury bond dropped below 4%, reducing the alternative effect of equity assets and encouraging capital to flow back into the stock market [2] Sector Performance - The collaboration between technology and consumer sectors has become a crucial pillar for the market, with tech giants like Google and Microsoft showing strong performance [4] - Google's stock surged over 6% due to positive market reception of its new AI model, Gemini3, which boosted the AI industry chain [4] - The airline sector saw a daily increase of over 3%, and retail stocks also rose, reflecting a rotation among multiple sectors driven by holiday season consumption expectations [4] Market Outlook - Some analysts warn of potential further market corrections, suggesting the need for more risk protection and a reassessment of AI sector valuations [4] - However, optimistic institutions believe that the dual drivers of interest rate cuts and strong holiday consumption will continue to support the market, especially after the S&P 500 index recovered its 50-day moving average, indicating a positive technical outlook [4]

A senior Tesla executive says the EV maker evaluates suppliers based on technical merit rather than geography, highlighting the company’s close partnerships with Chinese manufacturers https://t.co/7jVfc9JlFC ...

Market Overview - US stock market continued its strong performance with major indices rising for four consecutive trading days, driven by a rebound in technology stocks and increased probability of a Federal Reserve rate cut in December [2][4] - The Dow Jones Industrial Average rose by 314.67 points (0.67%) to close at 47,427.12, the Nasdaq Composite increased by 0.82% to 23,214.69, and the S&P 500 climbed 0.69% to 6,812.61 [2] Stock Performance - Notable technology stocks showed mixed results: Tesla and Microsoft rose by 1.7%, Nvidia by 1.3%, while Amazon and Meta declined by 0.2% and 0.45% respectively [3] - Dell surged by 5.8% due to strong demand for AI data center servers, exceeding quarterly earnings expectations [3] - Oracle's stock increased by 4.0%, with Deutsche Bank projecting minimal impact on earnings despite the exclusion of OpenAI-related revenue [3] Economic Indicators - Initial jobless claims fell by 6,000 to 216,000, the lowest level since April, while continuing claims showed an upward trend, indicating a challenging labor market [4] - Durable goods orders rose by 0.5% in September, matching expectations but slowing from August's growth, with weak demand in the civilian aircraft sector offsetting gains in other categories [4] - Retail sales increased by 0.2% in September, a slowdown from the revised 0.6% growth in August [4] Federal Reserve Insights - The Federal Reserve's Beige Book indicated ongoing economic struggles, with low hiring intentions and persistent inflation concerns [4][5] - The CME FedWatch Tool shows an 84.9% probability of a 25 basis point rate cut in December, nearly doubling from the previous week [6] - Recent dovish comments from Fed officials have contributed to market optimism regarding potential rate cuts [6] Sector Highlights - Airline stocks experienced significant gains, with the S&P 1500 Airline Index rising by 3.4%, reflecting positive consumer health indicators ahead of the holiday shopping season [7] - Workday's stock fell over 8% after reporting third-quarter subscription revenue that met expectations [8] Commodity Performance - International oil prices saw slight increases, with WTI crude oil rising by 1.21% to $58.65 per barrel and Brent crude oil up by 1.04% to $63.13 per barrel [9] - Gold prices fluctuated upwards, with COMEX gold futures for November delivery increasing by 0.61% to $4,165.20 per ounce [10]

RT Tesla Owners Silicon Valley (@teslaownersSV)🚨BREAKING: Tesla is giving a FREE 30 day FSD V14 trial to about 1.5 million owners with HW4!https://t.co/WBkAiUKxZe ...

大家好我是大鱼 Waymo已有 2500台 无人车在运营 而特斯拉 下个月声势浩大 的「车队翻倍」 真相竟只是 从30台 增加到60台？ 面对这场 看似悬殊的 60对2500的败局 为何华尔街 依然不敢 轻易做空？ 马斯克严重的 「跳票」背后 究竟是在 做最后的挣扎 还是在验证一个 能瞬间颠覆 战局的模型？ 今天带你看懂 这场无人驾驶 的终极博弈 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周三收盘是426.58% 全天上涨了 7.18%美元 涨幅是1.71% 成交量是 6243万股 第一部分 英国开征「电车税」 英国的 电动车主们 好日子可能 真的要到头了 如果你还沉浸在 开电车就是 薅政府羊毛 或者是只充电 不加油省下一套房 的幻想里 英国政府刚刚 给了全世界一记 响亮的耳光 就在几个小时前 英国财政大臣 里夫斯 （Rachel Reeves） 在2025 年秋季 预算案中正式 确认了一个重磅消息 从2028 年4 月开始 电动车将不再 享有「路权自助餐」 而是要开始缴纳 「按里程计费」 的道路税 （Pay-Per-Mile Tax） 但如果你以为 这只是针对 电车的行动 那你就太 ...

BREAKING: 20k Teslas in New Zealand https://t.co/AI0F16UEAz ...

🚨BREAKING: Tesla is giving a FREE 30 day FSD V14 trial to about 1.5 million owners with HW4!https://t.co/WBkAiUKxZe ...

Starship didn’t use any AI to do thishttps://t.co/DcemSZL2mX ...

美国目前在人工智能领域面临三大压力：电力短缺、立法混乱和全球竞争加剧。业内人士预计，到2028 年左右，单是人工智能训练所需的电力就将消耗约5GW，这相当于五百万个美国家庭同时开灯。谷歌 对此有清晰的认识，早早宣布将在宾夕法尼亚州投资250亿美元建设新的数据中心，显然是为应对未来 可能出现的巨大能耗需求。 与此同时，美国的五十个州已提出超过260项与人工智能相关的法案，其中 22项已经正式生效，还有几十项将在年底前进入最终审议阶段。然而，这些法案的监管却像碎玻璃一样 散布在各地，不仅相互制约，甚至互相矛盾，给行业带来不小困扰。 在科技圈，这种乱象已经让很多人感到担忧。黄仁勋曾公开表示，美国这种一地一规的政策迟早会束缚 创新的步伐，尤其是中国的监管体系统一且高效，这让美国的科技界产生了焦虑：如果这种局面继续下 去，美国在人工智能领域的竞争力将会下降。 在这种焦虑情绪下，特朗普提出了自己的应对计划。在 上任不久后，他明确要求美国建立联邦层面的统一人工智能标准，不能再让五十个州各自制定不同的规 定。他举了一个例子，指出谷歌的聊天机器人曾将乔治·华盛顿错误地生成成黑人，用这个事件来警示 大家：如果监管不统一，人工智能 ...

Tesla Trade - Ark Invest sold 27,102 shares of Tesla from its ARK Innovation ETF, with the stock closing at $426.58, up by 1.71% on the day [2] - The sale occurred after Tesla's market cap increased by $90 billion, driven by enthusiasm for its AI and autonomous vehicle initiatives, despite mixed signals from its latest quarterly results [3] - The total value of the Tesla shares sold is approximately $11.6 million [3] Coinbase Trade - Ark Invest increased its position in Coinbase by purchasing 62,166 shares across multiple ETFs, with Coinbase's stock closing at $264.97, marking a 4.27% increase [4] - Despite strong third-quarter results, including $1.9 billion in revenue and $1.50 EPS, Argus Research downgraded Coinbase to Hold due to stretched valuations, noting it trades at 39 times its 2026 earnings forecast [5] - The total value of the Coinbase shares purchased is nearly $16.5 million [4] Deere & Co Trade - Ark Invest acquired 30,518 shares of Deere & Co. across various ETFs, with Deere's stock closing at $469.87, down by 5.67% following its fourth-quarter earnings report [6][7] - Deere reported EPS of $3.93 and quarterly sales of $12.39 billion, both exceeding expectations, with revenue up 11% year over year [7] - The total value of the Deere shares bought is approximately $14.3 million, indicating a strategic bet on the company's future recovery [8]