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 individual stocks such as Pony.ai up over 8%, Tiger Brokers up over 7%, New Oriental up over 7%, and Alibaba up over 5% [2] Commodity Prices - Crude oil prices dropped approximately 2.8%, reaching a low of $63.78 per barrel [3] - Spot gold increased by about 1.7%, peaking at $3831.39 per ounce, marking a new historical high [5] Political and Economic Factors - The surge in gold prices is attributed to renewed tariff threats from President Trump and concerns over a potential government shutdown [7] - President Trump announced a 100% tariff on films produced outside the US, claiming the US film industry is being undermined [9][11] - A meeting is scheduled between President Trump and congressional leaders to discuss funding, as the federal government is set to run out of funds by midnight on September 30 [12][13] Federal Reserve Insights - Federal Reserve officials commented on the macroeconomic situation, with a focus on tariffs being a significant factor in inflation [15] - Concerns were raised about persistent high inflation in the service sector, with expectations that inflation rates may return to 2% by 2027 [16][17]