Mei Ri Jing Ji Xin Wen·2025-10-09 01:35Core Insights - The US stock market is led by technology stocks, with the S&P 500 and Nasdaq indices reaching new closing highs, and the Nasdaq rising by 1.12% [1] - AMD surged over 11% due to positive news, while other major tech stocks like Nvidia and Amazon also recorded gains [1] - Market sentiment is boosted by expectations of a Federal Reserve interest rate cut and optimistic corporate earnings reports [1] Group 1: Market Performance - The Nasdaq China Golden Dragon Index increased by 0.87%, but there was significant internal divergence in performance [1] - Autonomous driving and AI concept stocks led the gains, with WeRide rising by 12.04% and Pony.ai by 8.61%, while companies like NIO and NetEase also saw increases [1] - Some e-commerce stocks experienced slight pullbacks, with Alibaba down by 0.12% [1] Group 2: Economic Indicators - The market is focused on the probability of a Federal Reserve rate cut in October, currently around 94.1%, and developments regarding the US government shutdown [1] - Analysts believe that if inflation data remains moderate and a rate cut occurs, technology stocks still have upward potential [1] - However, there are concerns regarding tariff policies and the overheating of the AI sector, while the AI industry chain and the valuation recovery of Chinese concept stocks are viewed positively in the medium to long term [1] Group 3: Investment Opportunities - The Nasdaq ETF (513300) tracks the Nasdaq 100 Index, focusing on global technology leaders [1] - Its holdings include well-known tech companies such as AMD, Apple, Nvidia, Microsoft, and Amazon, which are expected to benefit during the Federal Reserve's rate cut cycle [1]