Sou Hu Cai Jing·2025-09-22 23:57Group 1: Market Overview - Major U.S. stock indices reached all-time highs, with the Dow Jones up 0.14% at 46,381.54 points, the S&P 500 up 0.44% at 6,693.75 points, and the Nasdaq up 0.7% at 22,788.98 points [1] Group 2: Company Developments - Apple shares rose by 4.31% following an optimistic outlook from Wedbush Securities, which raised its target price to $310 due to strong demand for the iPhone 17 series, which is expected to see a 10% to 15% increase in demand compared to the iPhone 16 series and a 20% increase in production [3] - Nvidia announced a strategic partnership with OpenAI, committing to invest up to $100 billion to support the deployment of at least 10GW of NVIDIA systems for OpenAI's next-generation AI infrastructure, leading to a 3.9% increase in Nvidia's stock price, pushing its market cap close to $4.5 trillion [3] - Tesla shares increased by 1.91%, with a peak rise of over 4%, amid reports of a potential reconciliation between President Trump and CEO Elon Musk, as well as approval for autonomous vehicle testing in Arizona [5] Group 3: Sector Performance - Large tech stocks showed mixed performance, with Netflix slightly up by 0.03%, while Google A, Amazon, and Meta saw declines of 0.86%, 1.66%, and 1.7% respectively [6] - Chinese concept stocks experienced mixed results, with the Nasdaq Golden Dragon China Index down 0.96%, while companies like iQIYI and Youdao rose over 3% [6] Group 4: Federal Reserve Commentary - Federal Reserve officials expressed caution regarding future interest rate cuts, with St. Louis Fed President Bullard supporting a recent 25 basis point cut but indicating limited room for further reductions [8] - Atlanta Fed President Bostic stated he does not support further cuts due to persistently high inflation, while new Fed Governor Milan suggested that interest rates should be significantly lowered to avoid economic damage [9] Group 5: Gold Market - Gold prices reached a historical high, with spot gold rising by 1.67% to $3,747 per ounce, driven by concerns over weak job growth and economic performance [11]