隔夜美股 | 三大指数两连跌 中概股逆市上涨 阿里巴巴(BABA.US)涨超8%
智通财经网·2025-09-24 23:47

Market Overview - The U.S. stock market experienced a decline for the second consecutive trading day, with the Dow Jones falling by 171.50 points (0.37%) to close at 46121.28 points, the Nasdaq down by 75.62 points (0.34%) to 22497.86 points, and the S&P 500 decreasing by 18.95 points (0.28%) to 6637.97 points. Notable declines included Nvidia (NVDA.US) down 0.82% and Oracle (ORCL.US) down 1.7% [1] Commodities - WTI crude oil for November delivery rose by 2.49% to $64.99 per barrel, while Brent crude oil for November increased by 2.48% to $69.31 per barrel [2] Cryptocurrency and Precious Metals - Bitcoin saw an increase of over 1%, reaching $113,404.5. In contrast, spot gold fell by 0.74% to $3,736.27 per ounce, and COMEX gold futures dropped by 1.23% to $3,768.70 per ounce. COMEX silver futures also decreased by 1.11% to $44.115 per ounce [3] Macro News - The U.S. housing market showed significant growth, with new home sales in August surging to an annualized rate of 800,000, exceeding expectations of 650,000 and marking a 20.5% month-over-month increase. This surge was attributed to builders lowering prices and offering incentives, alongside a decrease in mortgage rates [4] Investment Trends - Global investors have been actively purchasing gold ETFs, with holdings reaching 3,779.4 tons, the fastest growth in three years. The SPDR Gold Shares ETF in the U.S. saw a demand increase of 122.1 tons this year, while China's Huaan Yifu Gold ETF also reported significant inflows [5] Corporate Developments - Intel (INTC.US) is reportedly seeking investment from Apple to help reverse its declining fortunes, with discussions still in the early stages [7] - Oracle (ORCL.US) initiated a $18 billion bond issuance, which is the second-largest in the investment-grade market since 2025, with demand reaching nearly $88 billion [7] - OpenAI is exploring the option of leasing Nvidia chips to potentially save 10%-15% on costs, which would alleviate financial pressures associated with their data center collaboration [8] - A mining accident at the Grasberg copper mine has led to a production halt, with Freeport-McMoRan (FCX.US) projecting a 35% drop in copper-gold output for 2026, significantly impacting global copper supply [8]