AI板块反攻，美股收涨；普京：若美恢复核试验，俄将采取对等反制措施

Market Overview - The US stock market rebounded on Wednesday, with the Dow Jones up by 225.86 points (0.48%) to 47,311.10, the Nasdaq rising by 0.65% to 23,499.80, and the S&P 500 increasing by 0.37% to 6,796.29, driven by optimism from corporate earnings and better-than-expected economic data [1] - The ADP reported a rebound in private sector employment in October, adding 42,000 jobs, although signs of labor market weakness persist with ongoing layoffs in some sectors [2] - The ISM services PMI for October reached 52.4, marking the fastest expansion in eight months, primarily due to a rapid recovery in new orders [2] - Concerns about high valuations in the stock market were raised by executives from Morgan Stanley and Goldman Sachs, leading to significant declines in the market on Tuesday [2] - Economic data remains positive, with corporate earnings exceeding initial expectations by approximately 9% [2] Individual Stocks - Tesla shares rose by 4%, Google by 2.4%, Meta by 1.3%, and AMD increased by 2.5%, while Nvidia fell by 1.7% [1][4] - Ford and General Motors, which are sensitive to tariff risks, saw their stock prices rise by over 2% amid skepticism regarding the legality of tariffs imposed by the Trump administration [4] - The stock of Caterpillar, a manufacturer of construction and mining equipment, increased by about 4% [4] Economic Indicators - The 10-year US Treasury yield rose by 6.4 basis points to 4.16%, while the 2-year yield increased by 4.8 basis points to 3.63% [3] - International oil prices weakened, with WTI crude oil down by 1.59% to $59.60 per barrel and Brent crude down by 1.43% to $63.52 per barrel [4] - Gold prices rebounded, with COMEX gold futures for November delivery rising by 0.83% to $3,980.30 per ounce [4] Corporate Announcements - AMD's stock recovery was noted after a significant drop, with other AI-related stocks following suit [4] - Alibaba's stock rose by 0.3%, while Baidu fell by 1.3% [1] - Recent job postings from Alibaba indicate ongoing restructuring efforts, particularly involving the integration of Taobao and Ele.me [12]