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今夜,大逆转!
Zhong Guo Ji Jin Bao·2025-11-14 16:23

Market Performance - On November 14, U.S. stock markets experienced a dramatic turnaround after a pre-market decline, with the Dow Jones Industrial Average initially dropping over 500 points and the Nasdaq Composite falling nearly 2% before rebounding [2] - The semiconductor sector led the Nasdaq's recovery, with significant gains from companies such as Sandisk, which surged nearly 10%, and Micron Technology, which rose over 7% [2] Semiconductor Sector - Due to AI demand causing supply shortages, Samsung Electronics raised the prices of some memory chips by 30%-60% compared to September, with the price of a 32GB DDR5 memory module increasing from $149 to $239, a rise of over 60% [3] - Other DDR5 products also saw substantial price increases, with 16GB and 128GB modules rising approximately 50% to $135 and $1194, respectively, and 64GB and 96GB modules increasing by over 30% [3] Investor Sentiment - Billionaire investor Ron Baron expressed confidence during the recent tech stock sell-off, viewing the market pullback as an opportunity to find undervalued stocks, particularly not selling his Tesla shares [4][5] - Rick Gardner from RGA Investments noted that the market's recent volatility was expected and attributed it to the lack of economic data, suggesting that the market needs time to stabilize [5][6] Federal Reserve Outlook - Despite the absence of economic data support, some analysts expect the Federal Reserve to lower interest rates in December, although market volatility is anticipated in the coming months due to the potential release of economic data [6] - Current market expectations for a 25 basis point rate cut in December are slightly above 51%, down from earlier expectations of 62.9% and significantly lower than 95.5% a month ago [6]