Market Overview - US stock indices reached new highs despite data absence, with chip stocks supporting the market; Nvidia hit a three-day high, AMD rose over 3%, and Intel increased nearly 4% [1] - Tesla's Q3 delivery of 497,000 units exceeded expectations but the stock fell over 5% after initially rising 2.5% [7] - Chinese stocks outperformed the market, with Alibaba rising over 3% [1] Federal Reserve and Economic Indicators - Federal Reserve officials urged caution regarding interest rate cuts, leading to a rebound in the dollar and a rise in bond yields [2][15] - The US government is preparing to release non-farm employment data, which may impact bond yields [3][13] Company News - Morgan Stanley raised Alibaba's target price, highlighting the potential of converting AI cloud tokens into e-commerce commission rates [6][17] - Samsung and SK Hynix stocks surged after preliminary supply agreements with OpenAI for the "Star Gate" project, with Samsung up 4.5% and SK Hynix up 9.7% [20] Commodity Market - Gold prices fell after reaching historical highs, while oil prices dropped to four-month lows due to concerns over oversupply [2][10] - WTI crude oil futures fell 2.10% to $60.48 per barrel, and Brent crude oil futures dropped 1.90% to $64.10 per barrel [10] Global Economic Context - High inflation concerns persist, with Fed officials indicating that actions must be "extremely cautious" to avoid excessive monetary easing [15] - The strategic partnership treaty between Russia and Iran has officially come into effect, marking a significant milestone in bilateral relations [16]
华尔街见闻早餐FM-Radio|2025年10月3日