Sou Hu Cai Jing·2025-11-04 00:34Core Viewpoint - The U.S. stock market showed mixed results, with significant movements in major tech stocks, particularly Amazon, which reached a historic high following a substantial partnership with OpenAI for cloud computing services valued at $38 billion [1][2]. Group 1: Federal Reserve Officials' Statements - Multiple Federal Reserve officials expressed varying views on the potential for interest rate cuts, with some indicating a possibility for December while others suggested a higher threshold for such actions [1][4][6]. - Fed Governor Lisa Cook supported recent rate cuts, citing risks to employment and inflation, and emphasized a data-dependent approach for future policy decisions [5][6]. - Stephen Milan called for more aggressive rate cuts, arguing that current monetary policy is too restrictive and suggesting a potential 50 basis point cut if economic data aligns with expectations [5][6]. Group 2: Amazon and OpenAI Partnership - Amazon's stock surged by 4%, reaching a historic high after announcing a 7-year, $38 billion computing power contract with OpenAI, marking a significant collaboration in the cloud computing and AI sectors [2]. - The contract allows OpenAI to utilize Amazon's extensive computing resources, which include advanced NVIDIA chips, enhancing its capabilities in AI development [2]. Group 3: Nvidia and Tesla Market Performance - Nvidia's stock rose by 2.17%, with a target price increase from Loop Capital, projecting a market valuation of $8.5 trillion [3]. - Tesla faced significant sales declines in Europe, with new car registrations dropping by 89% in Sweden and 86% in Denmark, contributing to a 28.5% decrease in sales year-to-date [3].