美股分化加剧！美联储官员最新讲话，释放重磅发声

Group 1: Federal Reserve Policy Signals - Federal Reserve officials, including Stephen Miran and Lisa Cook, indicate a potential for further interest rate cuts, with Miran suggesting a 50 basis point reduction if economic data aligns with expectations [1][2][3] - Cook supports the recent 25 basis point cut and expresses willingness to consider further reductions, emphasizing a data-dependent approach to future policy decisions [5][6] Group 2: Economic Indicators - The ISM Manufacturing PMI for October is reported at 48.7, below expectations and indicating continued contraction in factory activity for the eighth consecutive month, with 12 manufacturing sectors showing decline [8][9] - The prices paid index dropped to 58, the lowest level since the implementation of tariffs, suggesting easing inflationary pressures [9] Group 3: Stock Market Reactions - Amazon's stock surged nearly 6% after announcing a $38 billion deal with OpenAI for computing power, marking a significant milestone in its cloud computing strategy [11] - Despite the S&P 500 closing slightly up, over 400 stocks declined during the trading session, indicating a divergence in market performance [12][13]