中国资产爆发！黄金飙涨，原油跳水

Market Overview - US stock market opened higher with Nasdaq rising over 0.8% while Dow Jones showed a slight decline [1] - Nasdaq China Golden Dragon Index surged over 2%, with notable gains in stocks such as Pony.ai up over 8%, Tiger Brokers up over 7%, New Oriental up over 7%, and Alibaba up over 5% [1] Commodity Prices - Crude oil prices fell approximately 2.8%, reaching a low of $63.78 per barrel [2] - Spot gold increased by about 1.7%, hitting a record high of $3831.39 per ounce [3] Factors Influencing Gold Prices - The surge in gold prices is attributed to renewed tariff threats from Trump and concerns over a potential government shutdown [4] Tariff Threats - President Trump announced a plan to impose a 100% tariff on all films produced outside the US, claiming that the US film industry is being undermined [5] Government Shutdown Risk - Reports indicate a risk of a government shutdown as federal funding is set to expire at midnight on September 30, unless bipartisan agreement on funding legislation is reached [6] Federal Reserve Commentary - Federal Reserve officials commented on the macroeconomic situation, highlighting tariffs as a significant factor in inflation [7] - Concerns were raised about persistent high inflation in the service sector, with expectations that inflation rates may return to 2% by 2027 [8][9]