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美股三大指数持续走高,芯片股大涨

Group 1: Market Performance - The U.S. stock market indices continued to rise, with the Dow Jones up 0.75%, Nasdaq up 1.12%, and S&P 500 up 0.80% as of the report [1] - Chip stocks saw significant gains, with Advanced Micro Devices (AMD) rising nearly 7% to reach a historical high, and Intel increasing over 1% after reporting Q3 revenue that exceeded expectations and returned to profitability [1] Group 2: Inflation Data - The U.S. September inflation data was released, showing a consumer price index (CPI) increase of 0.3%, which was lower than both the previous month and market expectations of 0.4% [2] Group 3: Gold Market Outlook - JPMorgan maintained a bullish outlook on gold, predicting that prices will reach an average of $5,055 per ounce by the end of Q4 2026, representing a 15% increase from the recent record high of $4,381 [3] Group 4: Company News - Google secured a major deal with AI startup Anthropic to deploy up to 1 million TPU chips for training its AI model Claude, with the deal valued at several billion dollars and expected to reach a computational capacity of 1GW by 2026 [4] - NVIDIA announced a collaboration with Uber to advance the development of autonomous vehicle technology [5] - Intel reported a turnaround in its financial performance, with Q3 revenue of $13.7 billion, a 3% year-over-year increase, and a net profit of $4.1 billion, up 124% from the previous year [6] - Alibaba is making strides in the AI sector, with its Qwen model outperforming Llama, and is also entering the AI glasses market, which has positively impacted its stock price [7]