AvaTrade爱华每日市场报告 2025-09-29

Market Overview - Global major stock markets continued to rise, supported by unexpectedly strong U.S. consumer spending data, alleviating concerns about economic resilience and improving overall risk sentiment [1] - U.S. stock indices saw slight gains, with the Dow Jones and Russell 2000 indices performing particularly well, while European markets also recorded widespread increases [1] Key Market Movements - S&P 500 Index rose by 0.28% to 6,715.50 points - Dow Jones Index increased by 0.65% to 46,247.29 points - Nasdaq 100 Index gained 0.36% to 24,815.75 points - Russell 2000 Index climbed 0.97% to 2,434.32 points - The rise in U.S. consumer spending data eased direct concerns about growth resilience, supporting the stock market [5] - U.S. Treasury yields remained relatively stable after earlier fluctuations, providing breathing room for the market and improving sentiment towards risk assets [5] Commodity Prices - WTI crude oil rose by 0.45% to $65.21 per barrel, driven by supply risks from ongoing export restrictions in Russia and concerns over Middle Eastern supply [5] - Gold futures increased by 1.02% to $3,775.30 per ounce, supported by ongoing uncertainties regarding Federal Reserve policy and inflation risks [5] European Market Performance - The FTSE 100 Index rose by 0.77% to 9,284.83 points - DAX (Germany) increased by 0.87% to 23,739.47 points - CAC 40 (France) gained 0.97% to 7,870.68 points - The European Stoxx 50 Index rose by 1.01% to 5,449.70 points, reflecting strong performance in energy and commodity stocks due to rising oil prices [5] Notable Stock Movements - Electronic Arts (EA) surged approximately 15% on reports of a potential acquisition offer, sparking speculation and interest in the gaming sector [5] - Boeing (BA) rose about 4% following reports that the FAA may ease some production restrictions on the 737 MAX and 787 aircraft, improving delivery prospects [5] - NIO (NIO) fell approximately 6% due to ongoing losses and pricing pressures in the Chinese electric vehicle market, overshadowing optimism regarding policy support [5] Upcoming Focus - Market attention is shifting towards macroeconomic data, including key U.S. inflation (PCE), consumer confidence, and manufacturing data, which will test market confidence in the Federal Reserve's next steps [6] - The commodity market may remain volatile in response to oil supply disruptions and demand hopes, with gold potentially attracting safe-haven funds if inflation surprises or geopolitical tensions escalate [6]