深夜，中概股大跌！美联储，降息大消息！

Market Overview - The U.S. stock market opened lower on October 14, with the Dow Jones down 0.12%, Nasdaq down over 1%, and S&P 500 down 0.51% [1] - Technology stocks experienced significant declines, with Nvidia, Broadcom, and Oracle each dropping by 4%, while Tesla, TSMC, and JPMorgan fell over 3% [3] - The Nasdaq Golden Dragon China Index initially dropped over 3% but later saw a slight recovery [4] Company-Specific Developments - Oracle is hosting a global AI conference in Las Vegas from October 14 to 17, where it is expected to launch a new AI database, marking its transition from a traditional software manufacturer to an AI infrastructure provider [3] - Storage stocks opened lower, with SanDisk falling nearly 8%, Western Digital down over 3%, and Seagate Technology down over 2% [3] - Bank stocks showed mixed performance, with Wells Fargo and BlackRock rising over 3%, while Goldman Sachs fell over 4% and JPMorgan dropped over 3% [3] Economic Insights - Federal Reserve Governor Bowman indicated expectations for two more interest rate cuts by the end of the year [6] - John Williams, President of the New York Federal Reserve, expressed concerns about a potential sharp slowdown in the labor market, noting a gradual cooling trend over the past year [6] - Williams highlighted that while the unemployment rate has only slightly increased, job vacancies and turnover rates have decreased significantly [6] - He estimated that tariffs have raised inflation by 0.25 to 0.5 percentage points, but the overall impact is less than previously anticipated [6] - Williams noted that there are no signs of second-round effects from tariffs on inflation, and supply chain indicators are returning to normal levels [7]