深夜大涨！巴菲特 罕见买入！

Market Overview - On November 17, U.S. stock indices opened lower but gained momentum, with the Dow Jones up 0.09%, S&P 500 up 0.10%, and Nasdaq up 0.23% [2][3] - The upcoming non-farm payroll report from the U.S. Labor Department is expected to be significant for the Federal Reserve, with a 44.4% probability of a 25 basis point rate cut in December [3] Federal Reserve Insights - Market expectations for a December rate cut have decreased significantly from 95% a month ago to 44.4%, with a 55.6% chance of maintaining current rates [3] - Concerns among Federal Reserve officials have risen due to a lack of data during a government shutdown, despite signs of a softening labor market and persistent inflation above the 2% target [3] Company Performance - 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 stable interest rates [5] Google (Alphabet) Highlights - Google A shares opened significantly higher, up 5.38%, with a current price of $291.270 [6][5] - Alphabet's Q3 earnings exceeded market expectations, with total revenue of $102.346 billion, a 16% year-over-year increase, and diluted EPS of $2.87 [7] Nvidia and AI Sector - Nvidia shares experienced volatility, with a notable drop followed by a recovery, as major investors like Peter Thiel's firm exited their positions [7] - Nvidia is set to report its Q3 earnings on November 19, with expected revenue of $55.28 billion, a growth of over 55% year-over-year [7] - Analysts remain optimistic about Nvidia's performance, with expectations of exceeding forecasts and raising future guidance [8] Semiconductor Sector Performance - U.S. semiconductor stocks saw significant gains, with Micron Technology up over 4% and Western Digital up over 5% [9] - The AI sector is witnessing increased capital expenditures, with large enterprises planning to expand investments to support AI initiatives [8] Chinese Stocks Movement - Chinese stocks showed mixed performance, with notable declines in companies like Manbang and XPeng, while Alibaba and JD.com saw slight increases [9]