美股三大指数齐创新高

Market Overview - All three major indices reached record closing highs due to moderate inflation data, leading investors to believe the Federal Reserve can continue its rate-cutting path, boosting the U.S. economy and supporting higher stock valuations [1] - The Dow Jones Industrial Average rose by 1.01% to 47,207.12 points, the S&P 500 increased by 0.79% to 6,791.69 points, and the Nasdaq Composite climbed by 1.15% to 23,204.87 points [3] Inflation Data - The U.S. Consumer Price Index (CPI) for September increased by 3% year-over-year and 0.3% month-over-month, slightly below economists' expectations of 3.1% and 0.4% respectively; the core CPI, excluding food and energy, rose by 3% year-over-year and 0.2% month-over-month, also lower than market expectations [6] - The CPI report was delayed due to the ongoing U.S. government shutdown, with warnings that inflation data may not be released next month [6] Federal Reserve Expectations - Following the CPI data release, traders increased bets that the Federal Reserve would cut rates in its remaining meetings this year, with the probability of a December rate cut rising from approximately 91% to 98.5% [7] - Major bank stocks strengthened, with JPMorgan Chase, Wells Fargo, and Citigroup all rising about 2% [7] Stock Performance - Major technology stocks saw gains, with Nvidia up 2.25%, Microsoft up 0.59%, Apple up 1.25%, Google up 2.70%, and Amazon up 1.41%; however, Tesla fell by 3.40% [8] - The Nasdaq Golden Dragon China Index increased by 0.27%, with Alibaba up 1.63% and JD.com up 0.03% [8] Company News - AMD and IBM both reached historical highs, with AMD rising by 7.63% and IBM by 7.88%, following IBM's announcement of running quantum computing algorithms on AMD chips [10] - Morgan Stanley plans to allow institutional clients to use Bitcoin and Ethereum as collateral for loans, indicating Wall Street's increasing integration into the cryptocurrency ecosystem [13] - JD Logistics announced plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [14]