Market Overview - As of September 4, US stock indices showed positive performance, with the Dow Jones up by 135.65 points (+0.30%), Nasdaq up by 63.35 points (+0.29%), and S&P 500 up by 21.11 points (+0.33%) [2] - The Nasdaq China Golden Dragon Index, however, fell by over 1%, indicating weaker performance among Chinese concept stocks [1][2] Chinese Concept Stocks - The Wande China Technology Leaders Index dropped by 1.93%, with notable declines in stocks such as Alibaba (-3.7%), BYD (-4.33%), and Xiaomi (-2.91%) [2][3] - Baidu, Pinduoduo, and Meituan saw slight increases, with Baidu up by 0.93%, Pinduoduo by 0.23%, and Meituan by 0.22% [3] Employment Data and Federal Reserve Expectations - The ADP employment report indicated an increase of 54,000 jobs in August, which was below market expectations, while initial jobless claims for the week ending August 30 rose to 237,000, exceeding forecasts [5] - These labor market trends have strengthened expectations for a Federal Reserve interest rate cut, with market pricing showing a 97.4% probability of a rate cut in September [5] Commodity Market - Gold and oil prices continued to decline, with spot gold falling below $3,550 per ounce [10] - As of September 4, COMEX gold futures dropped by 0.81%, maintaining above $3,600 per ounce, while London gold spot price decreased by 0.32% to $3,547 per ounce [11][12] - Year-to-date, gold has seen a significant increase of approximately 35% [12][15] Future Gold Price Predictions - Analysts suggest that ongoing geopolitical tensions and trade disputes may continue to support gold prices, potentially pushing them above $4,000 per ounce [15] - Some experts predict that if the Federal Reserve's credibility is undermined, gold prices could even exceed $5,000 per ounce [15][16] - The current trend indicates that gold is becoming a more significant part of global central bank reserves, surpassing US Treasury holdings for the first time in 30 years [16]
深夜中概股回调，多股跌超10%，黄金跌破3550美元
2 1 Shi Ji Jing Ji Bao Dao·2025-09-04 15:50