Di Yi Cai Jing·2025-09-02 01:14Group 1: US Stock Market Trends - The US stock market has been rising since April, driven by optimism around AI's commercial potential, despite ongoing inflation concerns [1][2] - Historical data indicates that the stock market often performs poorly in September due to institutional investors adjusting positions and increased volatility [1] - The upcoming US labor market report is expected to provide insights into economic health and test investor confidence in the Federal Reserve's interest rate cuts [1][2] Group 2: Meta's Upcoming Product Launch - Meta is set to unveil its first consumer-grade smart glasses at the Connect conference on September 18, with a focus on AR/AI applications [3] - The smart glasses, codenamed "Hypernova," are expected to retail for around $800 and feature a heads-up display [3] - Meta's significant investment in R&D, accounting for over 25% of its revenue, aims to enhance consumer experience and diversify its business [4] Group 3: Gold and Silver Market Dynamics - Gold prices are nearing historical highs, with COMEX gold futures reaching $3,557.1 per ounce, while silver has surpassed $40 per ounce for the first time since 2011 [5][6] - Increased demand for gold is driven by ETF inflows and central bank purchases, with 95% of surveyed central banks indicating a willingness to increase gold holdings [6] - The anticipated interest rate cuts by the Federal Reserve and potential dollar depreciation are expected to sustain the upward trend in gold prices [6][7]