Group 1 - The market sentiment remains optimistic despite the looming U.S. government shutdown, with investors recalling that past shutdowns had minimal impact on U.S. stocks [1] - Citigroup's latest report indicates that large tech companies are expected to significantly increase investments in AI infrastructure by 2026, suggesting a sustained investment boom in the U.S. AI sector [1] - Technology stocks, including chip and AI concept stocks, led the gains in U.S. markets, with major indices closing higher on the day [1] Group 2 - International gold prices rose, reaching a new closing historical high, as investors sought safe-haven assets amid concerns over the U.S. government shutdown and potential credit rating downgrades [2] - The gold price for December futures closed at $3,873.2 per ounce, marking a 0.47% increase [2] - In September, international gold prices increased by over 10%, achieving the largest monthly gain since August 2011, driven by the Fed's interest rate cuts and concerns over U.S. fiscal health [3] Group 3 - In September, major U.S. indices collectively rose, with the Dow Jones up 1.87%, the S&P 500 up 3.53%, and the Nasdaq up 5.61%, supported by better-than-expected earnings from key listed companies [5] - The AI sector, particularly chip manufacturers and cloud service providers, is increasing capital expenditures on hardware, personnel, and R&D, enhancing the investment outlook for the AI industry [5] Group 4 - European stock indices also saw gains, with the UK GDP growing by 1.4% year-on-year in Q2 and Germany's CPI rising by 0.2% in September, boosting investor confidence [9] - Lufthansa's announcement of a significant workforce reduction alongside fleet expansion led to a 7.14% drop in its stock price, indicating mixed investor reactions to its strategic plans [9]
金价,爆发!发生了什么?