深夜，黄金疯涨，最高突破3833美元！中国资产也在大涨

Market Overview - US stock markets opened higher, with the Nasdaq rising over 0.5% while the Dow Jones showed a slight decline [1] - The Nasdaq China Golden Dragon Index surged, increasing by over 2%, with notable gains in individual stocks such as Xiaoma Zhixing (+6%), Tiger Securities (+5%), New Oriental (+7%), and Alibaba (+5%) [2] Stock Performance - The Nasdaq index reached 8658.20, up by 127.74 points or 1.50% from the previous close, with a trading volume of 0 [3] - The highest price recorded for the day was 8758.44, while the lowest was 8658.17 [3] Commodity Prices - Crude oil prices fell sharply by 3.74%, settling at $63.26 per barrel [3] - Spot gold prices increased by 1.86%, reaching a new historical high of $3833.25 per ounce, attributed to factors such as renewed tariff threats from President Trump and concerns over a potential government shutdown [4][5] Economic Commentary - Cleveland Fed President Beth Harmack emphasized the Fed's challenge in balancing inflation control and job protection, noting persistent inflation pressures, particularly in the service sector [6] - The Fed recently lowered the federal funds rate target range to 4.00%-4.25% [6] Political Developments - President Trump announced a proposal to impose a 100% tariff on films produced outside the US, citing the need to protect the domestic film industry [7] - There are concerns regarding a potential government shutdown, with funding set to expire on September 30 unless bipartisan agreement is reached on funding legislation [8] Inflation Insights - Fed officials highlighted that tariffs are a significant factor in the inflation narrative, with ongoing high inflation rates in the service sector raising concerns [9]