Nvidia(US:NVDA) Xin Lang Ji Jin·2025-10-30 02:45Group 1: Federal Reserve Actions - The Federal Reserve lowered interest rates by 25 basis points, aligning with market expectations due to weak employment and economic data, while inflation remains manageable [1][2] - The target range for the federal funds rate is now between 3.75% and 4% [1] - There is a division among Fed members regarding future rate cuts, with some advocating for a 50 basis point cut and others opposing any reduction [1][2] Group 2: Economic Indicators - Employment growth has slowed, and the unemployment rate has increased, although it remains low as of August [2] - Economic activity is expanding at a moderate pace, but inflation is still a concern, with indicators showing a rise since the beginning of the year [2] - The ongoing government shutdown is impacting economic activity, but its effects are expected to reverse once the shutdown ends [2] Group 3: Market Reactions - Following the Fed's rate cut, major U.S. stock indices showed mixed performance, with the Dow Jones reaching a peak of 48,040 points and the S&P 500 and Nasdaq also hitting record highs [3] - Nvidia's stock rose by 2.99%, making it the first company to surpass a market capitalization of $5 trillion, highlighting the attractiveness of the tech sector [3] - The current bull market in China is characterized by a significant rise in the Shanghai Composite Index, which has crossed the 4,000-point mark for the first time in ten years [3] Group 4: Sector Performance - The clean energy sector, including solar, energy storage, wind power, and lithium batteries, has seen significant gains, driven by the global shift towards renewable energy [4] - The upcoming meeting between U.S. and Chinese leaders is expected to positively influence trade relations and the capital markets, potentially leading to a normalization of trade [4]