纳斯达克指数大涨，再创历史新高

Core 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 - Market focus is 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 may still have upward potential [1] - Caution is advised regarding tariff policies and the overheating risks in the AI sector, while there is a long-term positive outlook on the AI industry chain and the valuation recovery of Chinese concept stocks [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]