隔夜美股 | 三大指数走高 现货黄金突破3830美元

Market Overview - The three major U.S. indices rose, with the Dow Jones up 68.78 points (0.15%) to 46316.07, the Nasdaq up 107.09 points (0.48%) to 22591.15, and the S&P 500 up 17.51 points (0.26%) to 6661.21 [1] - In Europe, the DAX30 increased by 17.67 points (0.07%) to 23750.76, the FTSE 100 rose by 13.02 points (0.14%) to 9297.85, and the CAC40 was up by 10.19 points (0.13%) to 7880.87, while the IBEX35 and FTSE MIB indices fell [2] Commodity and Cryptocurrency - WTI crude oil fell by 3.4%, settling around $63 per barrel, marking the largest single-day drop since June, while Brent crude oil closed below $70 per barrel [2] - Spot gold reached a new historical high, rising by 1.95% to $3834.02, with predictions from UBS suggesting it could reach $3900 per ounce by mid-2026 [2] - Bitcoin increased by nearly 1.8% to $114222.33, and Ethereum rose by nearly 2% to $4227.11 [2] Company News - Rocket Lab signed a new contract with Synspective for 10 additional Electron rocket launches, bringing the total to 21 launches for the client, marking the largest dedicated launch order from a single customer to date [8] - OpenAI launched a new instant checkout feature in collaboration with Etsy and Shopify, allowing users to purchase items directly within ChatGPT, leading to a significant stock price increase for Etsy (up nearly 16%) and Shopify (up over 6%) [8] Economic Indicators - The U.S. housing market showed signs of recovery, with August pending home sales reaching a five-month high, driven by a decrease in mortgage rates to 6.34%, the lowest in a year [5][6] - Federal Reserve's Williams indicated support for interest rate cuts due to signs of labor market weakness, estimating the neutral interest rate at 0.75% [3] Regulatory and Policy Developments - The Trump administration is opening 13.1 million acres of federal land for coal mining and providing $625 million for coal plant modernization, aiming to revitalize the struggling coal industry [4] - Switzerland proposed to invest in the U.S. gold refining industry to persuade the Trump administration to lower a 39% import tariff [7] Analyst Ratings - Morgan Stanley raised the target price for American Express (AXP) to $362 from $311 and maintained a "buy" rating for Western Digital (WDC), increasing its target price from $99 to $171 [9] - Citigroup raised the target price for BlackRock (BLK) to $1350 from $1200 [9]