Market Overview - The Federal Reserve lowered the overnight benchmark interest rate by 25 basis points to a range of 3.75% to 4.00%, marking the second rate cut of the year [2] - Fed Chairman Jerome Powell indicated that a further rate cut in December is not guaranteed, highlighting strong internal disagreements among committee members regarding future policy direction [2] - The market reacted negatively to Powell's comments, leading to fluctuations in major stock indices, with the Dow Jones falling by 74.37 points and the Nasdaq rising by 0.55% [1][2] Company Highlights - Nvidia's stock surged by 3.0%, pushing its market capitalization above $500 billion, making it the first U.S. company to reach this milestone [3] - Nvidia announced a $1 billion investment in Nokia, contributing to its stock price increase of over 50% this year, which has driven a rally in AI-related stocks [3] - Seagate Technology's stock rose by 19.1% after reporting Q3 revenue of $2.63 billion, a 21% year-over-year increase, and providing better-than-expected guidance for Q4 [3] Sector Performance - The storage sector showed strength, with Seagate's performance positively impacting Western Digital and SanDisk, which also saw stock price increases of over 8% [3] - The consumer goods sector faced challenges, with Mondelez International's stock dropping by 3.9% due to a decline in gross margin and a lowered full-year earnings outlook [4] International Developments - The Nasdaq Golden Dragon China Index experienced a slight decline of 0.03%, with Alibaba and Baidu seeing gains while JD.com and NetEase faced losses [5] - International oil prices saw a modest increase, with WTI crude oil rising by 0.55% to $60.48 per barrel and Brent crude oil up by 0.81% to $64.92 per barrel [5]
黄仁勋称美国AI芯片需要向中国出口，外交部回应；美国宣布新一轮对俄制裁，重点针对两家石油公司
Di Yi Cai Jing Zi Xun·2025-10-30 01:16