美联储大消息，芯片巨头3天大涨超40%

Market Overview - On October 8, U.S. stock indices closed mixed, with the Dow Jones slightly down, while the Nasdaq and S&P 500 reached new historical highs, with the Nasdaq closing above 23,000 for the first time [1][4] - The Dow Jones fell by 1.20 points to 46,601.78, the Nasdaq rose by 255.02 points (1.12%) to 23,043.38, and the S&P 500 increased by 39.13 points (0.58%) to 6,753.72 [1] Federal Reserve Insights - The minutes from the Federal Reserve's September meeting revealed internal disagreements regarding the extent of future interest rate cuts, with officials expecting two more cuts by the end of 2025 [2][4] - The minutes indicated a strong inclination among officials to lower rates due to a weak labor market, but there was a split on whether to implement two or three cuts within the year [4] Government Shutdown Impact - The U.S. federal government has entered its second week of shutdown, with the Senate failing to pass competing temporary spending bills, which could pose greater risks to market sentiment if prolonged [4] Sector Performance - In the S&P 500, seven out of eleven sectors rose, with the technology and industrial sectors leading gains at 1.52% and 0.85%, respectively, while the energy sector saw a decline of 0.57% [7] - Major tech stocks mostly increased, with AMD rising over 11% and achieving a new historical high, while Nvidia also saw a 2.2% increase [7][8] AMD Developments - AMD's stock closed up 11.37%, marking a three-day cumulative increase of 43%, following a four-year partnership with OpenAI to supply AI chips, which is expected to generate hundreds of billions in revenue for AMD [6][8] Financial Sector Trends - The financial sector experienced a downturn, with major banks like Wells Fargo, Goldman Sachs, and JPMorgan Chase all declining over 1% [9] - Energy stocks also faced declines, with companies like Apache and BP dropping over 1% [9] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose by 0.87%, with notable increases in stocks like NIO and Futu Holdings, while some stocks like Alibaba and iQIYI saw slight declines [9]