华尔街见闻早餐FM-Radio | 2025年9月27日

Market Overview - The US PCE inflation data met expectations, providing the Federal Reserve with enough room to respond to a cooling labor market [2] - US stocks rebounded on Friday, ending a three-day decline, with all sectors of the S&P 500 closing higher, led by consumer discretionary and materials [2] - Major tech stocks saw strong rebounds, with Tesla rising over 4% and Boeing up 3.62% due to the FAA easing delivery restrictions on the 737 MAX [2] - The Asian market saw a decline, with the ChiNext index dropping over 2% and Xiaomi falling 8% [2] Key Economic Indicators - The US core PCE price index rose 0.2% month-on-month in August, aligning with expectations, while consumer spending increased for three consecutive months [4][8] - The US dollar fell nearly 0.4% after the inflation data, although it still recorded a weekly gain of 0.54% [2] - The 10-year US Treasury yield rose by 1.16 basis points, while the 2-year yield fell by 1.43 basis points [2] Corporate Developments - The People's Bank of China emphasized the need for a moderately loose monetary policy and better utilization of financial tools to support economic stability [4][8] - The State-owned Assets Supervision and Administration Commission held a meeting to address the economic operations of state-owned enterprises, focusing on resisting "involution" competition [4][8] - Nvidia's CEO Huang Renxun expressed regret for not investing in OpenAI earlier, predicting that AI-driven revenue could grow from $100 billion to $1 trillion in the next five years [11][12] Industry News - The FDA is expected to gradually ease delivery restrictions for Boeing's 737 MAX, potentially increasing production rates [20] - The first domestic GPU company, Moore Threads, successfully passed its IPO application, with revenue exceeding the past three years combined [11][12] - Ideal Auto launched its new electric SUV, the Ideal i6, starting at 249,800 yuan, featuring a range of 720 kilometers [14]