道指、标普月线六连阳，中概股探底回升

Market Overview - Amazon's optimistic profit outlook alleviated concerns over excessive spending in the AI sector, leading to gains in major U.S. stock indices [2] - The Dow Jones Industrial Average rose by 40.75 points, or 0.09%, closing at 47,562.87 points; the S&P 500 increased by 0.26% to 6,840.20 points; and the Nasdaq Composite climbed 0.61% to 23,724.96 points [2] - Over the week, the Dow gained 0.75%, the Nasdaq increased by 2.24%, and the S&P 500 rose by 0.7% [2] - The Dow has seen its longest consecutive monthly gain since January 2018, while the Nasdaq and S&P 500 also recorded their longest streaks since January 2018 and August 2021, respectively [2] Federal Reserve and Interest Rates - The Federal Reserve announced a 25 basis point rate cut, aligning with expectations, but Chairman Powell indicated that another cut in December is not guaranteed [2][3] - Market participants adjusted to the new policy outlook, with futures pricing showing a 62.8% chance of another rate cut, down from 91% the previous week [2] Corporate Earnings and Stock Performance - Amazon's stock surged by 9.6%, reaching a historical high, driven by a forecast of quarterly sales exceeding market expectations, particularly due to strong growth in its cloud computing segment [4] - Morgan Stanley noted that Amazon Web Services (AWS) is expected to achieve faster growth due to increased capacity and a backlog of unfulfilled orders [4] - Apple shares fell by 0.4%, despite exceeding holiday season iPhone sales expectations, as CEO Cook highlighted supply chain constraints [4] - Netflix's stock rose by 2.7% following the announcement of a 1-for-10 stock split [5] - Other notable tech stocks included Tesla up 3.7%, Oracle up 2.2%, while Microsoft and Meta saw declines of 1.5% and 2.7%, respectively [5] Sector Performance - Western Digital's stock increased by 8.8%, reaching a historical high, as the company reported strong demand in the storage market, leading to better-than-expected first-quarter results [6] - The Nasdaq Golden Dragon China Index rose by 0.5%, with notable movements in Chinese tech stocks such as NetEase up 0.7% and Alibaba down 2.0% [7] Commodity Prices - International oil prices rebounded, with WTI crude oil near-month contract rising by 0.68% to $60.98 per barrel, while Brent crude increased by 0.11% to $65.07 per barrel [7] - Gold prices slightly weakened, with COMEX gold futures for October delivery falling by 0.48% to $3,982.20 per ounce [7]