今夜！美联储 降息大消息！

Market Performance - US stock market showed mixed performance with the Dow Jones dropping by 200 points, while the Nasdaq opened high but later fell back, and the S&P 500 briefly turned negative [2] - The technology sector experienced a significant surge, with Amazon's stock jumping nearly 5% after signing a $38 billion deal with OpenAI to supply NVIDIA AI chips over the next seven years [3] AI Sector Impact - The deal with OpenAI is seen as a validation of Amazon's capabilities in building and operating large-scale data center networks, contributing to the ongoing AI-driven market rally [3] - NVIDIA's stock rose nearly 3% following the approval of a deal allowing Microsoft to sell chips to the UAE, indicating strong demand for AI-related technologies [5] Manufacturing Sector Insights - The US manufacturing activity contracted for the eighth consecutive month in October, with the manufacturing index falling by 0.4 points to 48.7, indicating a contraction as readings below 50 signify [7] - The output index decreased by 2.8 points to 48.2, reflecting two months of contraction in the past three months, while the employment index has also contracted for nine months [7] Inflation and Federal Reserve Commentary - Inflation pressures are easing, with the raw materials price index dropping by 3.9 points to 58, the lowest since the beginning of the year [7] - Federal Reserve officials, including Chicago Fed President Austan Goolsbee, expressed concerns about inflation remaining above target for over four years, indicating a cautious approach to future rate cuts [8][9] - Fed Governor Stephen Milan advocates for more significant rate cuts, arguing that current monetary policy is too restrictive and that the neutral rate is well below current levels [10]