深夜大涨！巴菲特，罕见买入！

Market Overview - On November 17, U.S. stock indices opened higher, with the Dow Jones up 0.09%, S&P 500 up 0.10%, and Nasdaq up 0.23% [1] Employment Data and Federal Reserve Outlook - The U.S. Labor Department is set to release the non-farm payroll report for September, which is crucial for the Federal Reserve [3] - According to CME's FedWatch, the probability of a 25 basis point rate cut in December is 44.4%, while the probability of maintaining the current rate is 55.6% [3] - A month ago, the market expected a 95% chance of a December rate cut, but uncertainty has increased due to a lack of official data during a government shutdown [4] Stock Performance and Predictions - Morgan Stanley's chief U.S. equity strategist, Michael Wilson, predicts a 16% increase in the S&P 500 over the next year, supported by strong corporate earnings [4] - Wilson expects S&P 500 earnings per share (EPS) to grow by 17% and 12% over the next two years, driven by enhanced pricing power, AI-driven efficiency, and a stable interest rate environment [4] Individual Stock Highlights - Alphabet (Google A) shares opened significantly higher, up 5.38%, following Berkshire Hathaway's acquisition of 17.84 million shares, making it their 10th largest holding [5] - Alphabet's Q3 revenue reached $102.346 billion, a 16% year-over-year increase, exceeding Wall Street expectations by $2 billion [5] - Nvidia shares initially dropped over 2% after Peter Thiel's investment firm sold nearly $100 million worth of Nvidia stock, but analysts remain optimistic about Nvidia's upcoming earnings report [5][6] - Nvidia is expected to report Q3 revenue of $55.28 billion, a year-over-year increase of over 55%, with adjusted EPS projected at $1.26 [5] Chip Sector Performance - Major storage chip stocks surged, with Micron Technology up over 4%, Western Digital up over 5%, and SanDisk up over 9% [7] Chinese Stocks Movement - Chinese stocks showed mixed performance, with significant declines in companies like Manbang (down over 8%) and XPeng (down over 7%), while Alibaba announced its entry into the AI market with the launch of the "Qianwen" project [7]