Group 1 - The U.S. stock market showed mixed performance last Friday, with the Dow Jones and S&P 500 slightly down, while the Nasdaq index increased by 0.13% [1] - Technology stocks had varied movements, with Nvidia and Microsoft seeing gains, while some Chinese concept stocks faced pressure and the Nasdaq Golden Dragon China Index significantly retreated [1] - The Federal Reserve ended a 43-day pause, potentially signaling the end of a lack of relevant economic data, with CME predicting a less than 50% probability of a rate cut in December [1] Group 2 - Market attention is focused on Nvidia's earnings report and signals from the Federal Reserve, as their outcomes may influence sentiment in the technology sector [1] - In the medium to long term, the AI industry chain and the valuation recovery of Chinese concept stocks remain the main focus for capital allocation, although short-term volatility risks should be monitored [1] - Gold prices have corrected, with spot gold in London falling below $4,100 per ounce [1]
海外市场 | 美联储降息预期降温,黄金价格跌破4100美元
Sou Hu Cai Jing·2025-11-17 02:46