利好突袭，大涨！

Core Insights - Amazon signed a $38 billion computing power supply agreement with OpenAI, leading to a significant increase in its stock price [1][6] - Over 80% of S&P 500 companies that have reported Q3 earnings exceeded expectations, contributing to mixed performance in the stock market [1][4] - The U.S. government shutdown has delayed key economic data releases, including the monthly non-farm payroll report [1][4] Stock Market Performance - The Dow Jones Industrial Average fell by 0.48% to 47,336.68 points, while the Nasdaq rose by 0.46% to 23,834.72 points, and the S&P 500 increased by 0.17% to 6,851.97 points [2] - Major tech stocks showed mixed results, with Amazon up 4%, Tesla rising over 2%, and Nvidia increasing by more than 2%, while Apple and Microsoft saw slight declines [7][8] Economic Context - Over 100 companies, including Palantir and AMD, are set to release earnings this week, with historical data indicating an average increase of 1.8% for the S&P 500 in November [4] - A recent poll indicated that 52% of American voters blame the Republican Party for the government shutdown, reflecting widespread disappointment with both parties [4] Federal Reserve Insights - Federal Reserve Governor Cook suggested a potential interest rate cut in December, contingent on incoming data, particularly due to the government shutdown's impact on data releases [4] - Fed Governor Milan reiterated that the neutral policy rate is significantly lower than current levels and advocated for a series of 50 basis point cuts [5]