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华尔街投资者加仓阿里、百度,黄金白银价格继续上涨
Xin Lang Cai Jing·2025-10-04 03:44

Market Performance - The Dow Jones Industrial Average and S&P 500 reached historical highs, increasing by 0.51% and 0.01% respectively, despite concerns over a government shutdown and a weak job market [1] - The Nasdaq index declined by 0.28%, with mixed performance among major tech stocks [1] Technology Sector - The overall performance of large tech stocks was varied, with the US Tech Giants Index down by 0.47% [1] - Apple and Microsoft saw slight increases of 0.35% and 0.31%, while Nvidia, Amazon, Tesla, and Meta experienced declines of 0.67%, 1.30%, 1.42%, and 2.27% respectively [1] Banking Sector - Bank stocks generally rose, with JPMorgan up 0.80%, Goldman Sachs up 1.36%, Citigroup up 0.38%, Morgan Stanley up 1.45%, Bank of America up 0.36%, and Wells Fargo up 0.21% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.15%, with notable performances from Yipeng Energy, which surged nearly 50% [1] - Alibaba and Baidu saw increases of over 1%, while stocks like NIO, Kingsoft Cloud, and New Oriental dropped more than 2%, and Li Auto and Xpeng Motors fell over 3% [1] Investment Trends - Ark Invest, led by Cathie Wood, has been increasing its positions in Alibaba and Baidu, purchasing shares worth approximately $2.74 million and $6.4 million respectively over several days [2] - Since mid-July, US funds have been flowing into the Chinese stock market, with $18 billion in inflows by September 30, significantly higher than last year's $7 billion [2] Precious Metals Market - As of October 3, spot gold rose by 0.78% to $3,885.66 per ounce, marking a historical high, while COMEX gold futures increased by 1.14% to $3,912.10 per ounce [3] - Spot silver rose by 2.17%, and COMEX silver futures increased by 3.45%, with silver up 66.09% and gold up 48.07% year-to-date [3] Federal Government Impact - The US Senate failed to pass a temporary funding bill, resulting in a government shutdown, which is the first such crisis in seven years [3] - The shutdown has affected the release of the September non-farm payroll report, adding uncertainty to the Federal Reserve's monetary policy [4]