智通财经网·2025-10-27 14:06Core Viewpoint - US stock indices opened higher on Monday, with the Nasdaq rising by 1.45%, driven by gains in major tech stocks, amid positive developments in US-China trade talks and expectations of a Federal Reserve interest rate cut [1] Group 1: Market Performance - Major tech stocks saw significant gains, with Intel (INTC.US) up over 4%, Tesla (TSLA.US), Nvidia (NVDA.US), and Google A (GOOGL.US) rising over 2%, and Apple (AAPL.US) and Microsoft (MSFT.US) increasing by more than 1% [1] - The overall market sentiment improved due to multiple favorable factors, including progress in US-China trade negotiations and the potential for a ceasefire in the Russia-Ukraine conflict [1] Group 2: Economic Indicators - The US Treasury Secretary stated that there are no longer considerations for imposing a 100% tariff on China, which has positively influenced market sentiment [1] - There is an increasing expectation in the market for a 25 basis point interest rate cut by the Federal Reserve this week, contributing to a more favorable investment environment [1] Group 3: Sector Focus - The "big tech" sector is expected to remain a long-term focus for investors, particularly in light of the upcoming earnings reports from A-share listed companies and US tech giants [1] - The global AI arms race is accelerating, and the capital expenditure guidance from tech giants in AI will be a focal point, indicating a potential synchronized market movement in the global tech AI sector [1]