美股开盘涨跌不一，超微电脑涨超6%，现货白银日内涨超2%

Group 1 - The combination of a moderate inflation report and signs of a cooling labor market led to a significant rise in Wall Street, with speculation that the Federal Reserve will implement its first rate cut of the year next week [1][2] - The initial jobless claims surged, indicating a clear signal that the labor market is "breaking," overshadowing the CPI data and shifting the Federal Reserve's focus towards maximizing employment [2] - Analysts believe that while inflation data has not completely cooled, it is insufficient to prevent the Federal Reserve from addressing the weak employment outlook, paving the way for a rate cut next week and further easing policies [2] Group 2 - The U.S. stock market opened with the Dow down 0.25%, S&P 500 down 0.02%, and Nasdaq up 0.15%, with notable gains in companies like AMD and Adobe, the latter reporting a quarterly performance that exceeded expectations with AI business annualized revenue surpassing $5 billion [5] - The futures market indicates a 100% probability of a 25 basis point rate cut by the Federal Reserve next week, with a 90% chance of two additional cuts later this year [6] - Global markets are responding to the anticipated easing, with Asian stock markets reaching new highs, driven by optimism surrounding AI-related earnings growth [6]