美元指数深夜大跳水，道指突破46000点，中国资产拉升

Market Performance - US stock market opened higher driven by interest rate cut expectations, with the Nasdaq Composite Index reaching a new high of 22,000 points [1] - As of 22:30, the Nasdaq rose by 0.41%, the Dow Jones increased by over 500 points, surpassing 46,000 points, and the S&P 500 gained 0.58% [1] Company Movements - Oracle's stock fell over 4% after a previous surge that briefly made its founder Larry Ellison the world's richest person, surpassing Elon Musk [3][5] - Multiple Chinese concept stocks saw significant gains, with the Nasdaq China Golden Dragon Index rising nearly 2% [13] Economic Indicators - The US Consumer Price Index (CPI) for August increased by 0.4% month-on-month, with a year-on-year growth of 2.9% [7] - Initial jobless claims rose by 27,000 to 263,000, marking the highest level in nearly four years, which exceeded both the previous value and market expectations [7][11] - Despite the overall inflation data meeting expectations, the surge in jobless claims has heightened concerns about the labor market and potential economic growth [10][11] Investor Sentiment - Morgan Stanley reported that US investors' interest in the Chinese market has reached its highest level since 2021, with over 90% of surveyed investors expressing a willingness to increase exposure [16] - Investor focus has expanded beyond internet and ADR sectors to include Hong Kong and onshore A-shares, particularly in areas like artificial intelligence, semiconductors, and new consumption [17]