美股震荡，美联储释放降息大消息

Market Overview - The U.S. stock market experienced a slight decline, with the Dow Jones dropping by 200 points, while the Nasdaq opened high but saw its gains diminish, and the S&P 500 briefly turned negative [1] Technology Sector - The technology sector saw significant gains, highlighted by Amazon's stock jumping nearly 5% after signing a $38 billion agreement with OpenAI to supply NVIDIA AI chips over the next seven years. This move is seen as a validation of Amazon's capabilities in building and operating large-scale data center networks [2] - NVIDIA's stock rose nearly 3% following the approval of a deal allowing Microsoft to sell chips to the UAE, including advanced GB300 GPUs [3] Manufacturing Sector - U.S. 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 a decline. The output index decreased by 2.8 points to 48.2, suggesting that production has contracted in two of the last three months [5] - The ISM employment component has also contracted for nine months, although the pace of contraction slowed slightly compared to September. Twelve manufacturing industries reported contraction, with textiles, apparel, and furniture showing the largest declines [5] Federal Reserve Insights - Federal Reserve officials are closely monitoring economic data ahead of the December meeting, with concerns about inflation remaining a priority. Chicago Fed President Austan Goolsbee expressed worries about inflation trends, which have been above target for over four years [6][7] - Goolsbee indicated that while there is room for further rate cuts, it may be prudent to align rate cuts with inflation trends. Fed Governor Stephen Milan advocated for more significant rate cuts, arguing that current monetary policy is too restrictive [7]