美联储下周降息升温+俄乌停火有望，标普500ETF南方(513650)连续四日获资金抢筹

Group 1 - The core viewpoint of the article highlights that the optimistic quarterly earnings reports continue to support the U.S. stock market, with the S&P 500 index remaining flat and the S&P 500 ETF Southern (513650) rising by 0.29%, marking four consecutive days of net inflows exceeding 100 million [1] - Year-to-date, the S&P 500 index has increased by over 14%, driven by strong corporate earnings and optimistic expectations regarding potential interest rate cuts by the Federal Reserve [1] - Wall Street anticipates that the impact of AI technology has significantly altered corporate earnings outlooks, leading to earnings reports consistently exceeding expectations, with a bullish forecast that the AI boom will drive the S&P 500 index up an additional 15% by the end of 2026 [1] Group 2 - On the news front, Ukrainian President Zelensky stated that Ukraine is ready to end the Russia-Ukraine conflict, which could help improve market risk appetite if a ceasefire proceeds as planned [1] - OpenAI has launched a new browser, ChatGPT Atlas, which features an integrated Agent proxy mode [1] - Anthropic is in discussions with Google, a subsidiary of Alphabet, regarding a cloud computing partnership valued between 70 to 80 billion [1] - Federal Reserve Chairman Powell's remarks in October indicated a tightening labor market, reinforcing the probability of a rate cut in October, with a 98.9% chance of a 25 basis point cut according to CME's "FedWatch" [1] Group 3 - Looking ahead, China Merchants Securities (Hong Kong) maintains a strategically bullish outlook, citing the robust fundamentals of the U.S. stock market and the ongoing expansion of the AI industry [1]