海外市场 | 纳指小幅上涨，黄金突破4200美元/盎司

Core Insights - The U.S. stock market showed mixed results with the Dow Jones slightly down by 0.04%, while the Nasdaq rose by 0.66% and the S&P 500 increased by 0.4% [1] - Technology stocks exhibited varied performance, with AMD surging over 9% due to a significant AI contract from Oracle, while Google and Tesla also saw gains. In contrast, Amazon and Nvidia experienced slight pullbacks [1] - Morgan Stanley reported earnings that exceeded expectations, leading to a nearly 5% increase in its stock price, while Bank of America rose over 4% [1] - The Nasdaq Golden Dragon China Index increased by 1.7%, with New Oriental soaring over 10% and Century Internet rising over 4%. E-commerce stocks like Alibaba and JD.com also saw broad gains [1] - In the commodities market, heightened risk aversion drove COMEX gold futures to surpass $4200 per ounce, marking a historical high [1] - Short-term market focus is on the Federal Reserve's policy direction and the expectation of a rate cut in October, with the probability of a rate cut now at 97.8% according to CME FedWatch Tool [1] - Analysts suggest that if a rate cut occurs, it would benefit technology stocks and precious metals, but caution is advised regarding potential volatility from U.S. government shutdown risks and changes in tariff policies [1] - In the medium to long term, the health of the AI industry chain and corporate earnings reports for Q3 may serve as key drivers [1] Related ETFs - Global technology leaders: Nasdaq ETF (513300) [2] - Core U.S. equity: S&P ETF (159655) [2] - Tracking gold price performance: Gold ETF (518850) [2]