美股再创历史新高，中国资产走强

Market Performance - On October 2, US stock indices reached record closing highs, with the Dow Jones up 0.17%, S&P 500 up 0.06%, and Nasdaq up 0.39% [2][3] - The three major indices have recorded five consecutive days of gains [3] Technology Sector - Major tech stocks mostly rose, with the Nasdaq China Golden Dragon Index up 1.06% and the Wind China Tech Leaders Index up 1.65% [7] - The Philadelphia Semiconductor Index increased by 1.94%, reaching a historical high, with Intel, AMD, and Microchip Technology all rising over 3% [5] Individual Stock Movements - Facebook rose over 1%, Amazon up 0.81%, Nvidia up 0.91%, Apple up 0.66%, and Google up 0.36%, while Tesla fell over 5% and Microsoft down 0.76% [5][6] - In the Chinese concept stocks, companies like WeRide rose over 9%, Bawang Chaji up over 5%, and Alibaba up over 3% [7] Energy Sector - The US Department of Energy announced the termination of 223 energy projects, totaling approximately $75.6 billion, primarily affecting clean and renewable energy initiatives [12][13] - This decision is seen as a political move, with criticism from some Democratic lawmakers labeling it as "political retaliation" [13]