帮主郑重：纳指创新高美股分化！下周美联储降息成定局？这几点得盯紧

Market Overview - The recent performance of major US stock indices showed divergence, with the Dow Jones Industrial Average (DJIA) dropping by 273 points, while the Nasdaq Composite Index rose by 98 points, reaching a historical high of 22,141 points [3] - Overall, for the week, the DJIA increased by 0.95%, the Nasdaq by 2.03%, and the S&P 500 by 1.59%, marking the best weekly performance for the S&P since early August [3] Federal Reserve Expectations - Market expectations for a Federal Reserve interest rate cut are strong, driven by two key data points: the August Consumer Price Index (CPI) rose by 0.4% month-over-month, while the annual increase was 2.9%, aligning with expectations [4] - Initial jobless claims surged to 263,000, the highest level since October 2021, which the market interpreted as a sign of a less tight labor market, providing justification for a potential rate cut [4][5] - Current market predictions suggest a 93% probability of a 25 basis point cut at the upcoming Federal Reserve meeting, with some speculating a possibility of a 50 basis point cut [5] Company-Specific Developments - Adobe reported third-quarter earnings that exceeded expectations and raised its full-year revenue guidance, which is a positive signal for the software sector [5] - Advanced Micro Devices (AMD) has begun mass deliveries of new systems to NVIDIA, indicating ongoing momentum in the AI industry [5] - Microsoft and OpenAI have signed a new agreement, which is expected to reshape their partnership and is significant for the tech sector [5] Investment Strategy - For long-term investors, the focus should be on the actual impacts of potential Federal Reserve rate cuts, such as economic stabilization and corporate earnings growth, rather than short-term market fluctuations [6]