Zheng Quan Shi Bao·2025-09-23 00:08Group 1 - Nvidia announced a strategic partnership with OpenAI, committing to invest up to $100 billion to support the deployment of AI infrastructure, including at least 10GW of NVIDIA systems for training and running next-generation models [2] - Apple's stock rose by 4.31% after Wedbush Securities raised its target price to $310, citing 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 [2] - Tesla's stock increased by 1.91%, with a peak rise of over 4%, following news of a potential reconciliation between President Trump and CEO Elon Musk, and the approval for autonomous vehicle testing in Arizona [4] Group 2 - Major 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 [5] - The Nasdaq Golden Dragon China Index fell by 0.96%, with mixed results among Chinese concept stocks, including significant declines for JD.com and NIO [5] Group 3 - Federal Reserve officials expressed caution regarding further interest rate cuts, with St. Louis Fed President Musalem supporting a recent 25 basis point cut but indicating limited room for future reductions [6][7] - Atlanta Fed President Bostic does not support further cuts, citing persistently high inflation, while new Fed Governor Milan advocates for significant rate reductions to avoid economic harm [7] Group 4 - Gold prices reached a historic high, with spot gold rising by 1.67% to $3747 per ounce, driven by concerns over weak job growth and economic performance [8] - A report indicated that U.S. non-farm employment increased by only 22,000 in August, significantly below expectations, raising concerns about economic growth and boosting gold's appeal as a safe-haven asset [8]