鲍威尔罗德岛讲话来袭 国际金价又创新高｜今夜看点

Group 1: Market Overview - U.S. stock index futures showed indecisive movements, with Nasdaq 100 futures up 0.01%, S&P 500 futures down 0.02%, and Dow futures up 0.08% [1] - International gold prices reached new historical highs, with London spot gold hitting $3,791 per ounce and COMEX gold futures peaking at $3,824 per ounce [2] Group 2: Gold Market Dynamics - SPDR Gold Trust reported a 0.6% increase in gold holdings from last Friday to this Monday, reaching 1,000.57 tons, the highest level in over three years [4] - The surge in gold prices is driven by expectations of Federal Reserve interest rate cuts and global demand influenced by inflation and geopolitical risks [2] Group 3: Technology Sector Insights - Nvidia is seen as a key driver of U.S. economic growth, with its AI-driven capital investments helping to prevent a recession despite a slowdown in employment [6] - The market structure is influenced by two main forces: Nvidia's impact on tech sentiment and scrutiny of Federal Reserve policies [6] Group 4: Notable Investments - Cathie Wood's Ark Investment purchased approximately $21 million in Chinese tech stocks, including Alibaba and Baidu, indicating a strategic shift in investment focus [6] Group 5: Other Market News - Kenvue's stock rebounded over 5% after a significant drop due to unfounded claims linking its product Tylenol to autism [7] - DHL announced the resumption of U.S. business parcel services starting September 25, following a temporary suspension due to changes in U.S. tax policy [8]