华尔街见闻早餐FM-Radio | 2025年9月29日

Market Overview - The US PCE inflation data met expectations, providing the Federal Reserve with enough room to respond to a cooling job market [2] - Major US stock indices ended a three-day decline, supported by buying on dips, although they still recorded weekly losses [2] - Boeing shares rose by 3.6% as US regulators eased delivery restrictions on the 737 MAX [2] - Tesla rebounded by 4% amid reports of investment discussions with TSMC and Apple [2] - Oracle experienced a four-day decline, dropping over 8% for the week [2] Economic Indicators - China's central bank emphasized the need for a moderately loose monetary policy and effective execution of various monetary measures [4][11] - China's industrial profits for August surged by 20.4% year-on-year, marking the highest growth rate since December 2023 [4][11] - The US core PCE price index rose by 0.2% month-on-month in August, aligning with expectations, while consumer spending increased for three consecutive months [12] Industry Developments - The Chinese government is taking steps to resist "involution" competition among state-owned enterprises [4][11] - New regulations in Shanghai aim to enhance residential quality standards, significantly altering the calculation of balcony areas [4][11] - The semiconductor industry faces challenges due to new tariffs proposed by Trump, which could impact major tech companies like Apple and Dell [13] Company News - Walmart plans to maintain its workforce at 2.1 million over the next three years, indicating a significant shift in job roles due to AI [6][16] - EA is reportedly moving towards privatization, with a valuation of $50 billion, led by a consortium including Silver Lake Partners and Saudi PIF [27] - OpenAI is strengthening its partnership with Nvidia and Oracle, while concerns arise about Microsoft's potential marginalization in the AI space [27] Commodity Market - Oil prices reached a two-month high, with WTI crude oil futures rising by over 5% for the week [2][8] - Gold prices approached record highs, marking six consecutive weeks of increases, while silver hit a fourteen-year high [2][8]