中国资产，逆市大涨！

Market Overview - On September 16, U.S. stock indices opened high but closed lower, with the Dow Jones down 0.27%, Nasdaq down 0.07%, and S&P 500 down 0.13%, as investors took profits ahead of the anticipated Federal Reserve interest rate decision [1] - Major U.S. tech stocks showed mixed performance, with Tesla up nearly 3%, Facebook up nearly 2%, Amazon up over 1%, and Apple up 0.61%, while Google fell 0.18% and Microsoft and Nvidia dropped over 1% [3] Company Investments - Microsoft announced plans to invest $30 billion in the UK by 2028 to build its AI infrastructure, partnering with Nscale to create the UK's largest supercomputer equipped with over 23,000 advanced GPUs [3] - Nvidia plans to invest £11 billion (approximately $15 billion) in the UK, deploying 120,000 Blackwell GPU chips as part of its investment agreement with Nscale and CoreWeave [3] - Google will invest £5 billion (approximately $6.8 billion) in AI development in the UK, while Salesforce plans to increase its investment in the UK to $6 billion [3] Economic Data - The U.S. Commerce Department reported that retail sales in August increased by 0.6% month-over-month, exceeding expectations and indicating strong consumer spending, although it did not significantly alter market expectations for interest rate cuts [4] - The market widely anticipates the Federal Reserve will announce a 25 basis point rate cut to counteract the ongoing deterioration in the U.S. labor market, as reflected in recent economic data [5] Commodity Prices - International oil prices rose, with light crude oil futures for October up $1.22, closing at $64.52 per barrel (a 1.93% increase), and Brent crude for November up $1.03, closing at $68.47 per barrel (a 1.53% increase) [5] - COMEX gold futures rose 0.23%, closing at $3,727.5 per ounce, while COMEX silver futures fell 0.19%, closing at $42.88 per ounce [6] Currency Movement - The U.S. dollar index fell by 0.68%, closing at 96.639, dropping below the 97 mark [7]