美股小幅收高 中国金龙指数涨逾2% 国际油价重挫

Market Overview - Major stock indices experienced slight gains, with the Nasdaq rising nearly 0.5% [1] - Nvidia increased by 2.0%, Amazon by 1.1%, and Tesla by 0.6%, while Meta, Oracle, Apple, and Google saw declines [2] - Electronic Arts (EA) surged 4.5% as it announced a $55 billion acquisition, marking the largest leveraged buyout attempt in history with a 25% premium [2] - Western Digital rose 8.8% after Morgan Stanley raised its target price for the data storage manufacturer [3] - The Nasdaq Golden Dragon China Index increased over 2%, with Alibaba up 4.6%, JD.com up 3.3%, and Baidu up 2.7% [3] Commodity Prices - International gold prices reached a historic high, with COMEX gold futures for September delivery rising 1.18% to $3,820.90 per ounce [4] - International oil prices fell significantly due to increased oil exports from the Iraqi Kurdish region and OPEC+ plans to raise production in November, with WTI crude down 3.45% to $63.45 per barrel and Brent crude down 3.08% to $67.97 per barrel [3] Economic Data - U.S. existing home sales unexpectedly rose by 4% in August, reversing a 0.3% decline in July, attributed to falling mortgage rates [5] - Oxford Economics indicated that as 30-year fixed mortgage rates approach 6%, the housing market is expected to stabilize and improve significantly [5] Government Shutdown Risk - The U.S. government faces a potential shutdown if Congress cannot agree on a spending bill, with a deadline approaching [5] - Historical data suggests that government shutdowns typically do not impact corporate earnings significantly, but the current situation may limit market gains [6] Federal Reserve Commentary - Cleveland Fed President Beth Hammack emphasized the need for restrictive monetary policy to curb inflation, while St. Louis Fed President Alberto Musalem expressed openness to further rate cuts but stressed caution [7] - The probability of a 25 basis point rate cut at the next Fed meeting is approximately 89% according to CME Group's FedWatch Tool [7]