今夜，暴涨！美联储，降息大消息！

Core Viewpoint - The U.S. stock market remains stable with notable movements in technology stocks, particularly Google, which saw a significant increase in its market value following investment from Berkshire Hathaway [1][2][7]. Group 1: Market Performance - U.S. stock indices experienced slight fluctuations, remaining largely unchanged [2]. - Nvidia's upcoming earnings report and a key employment report are pivotal events that could shape market dynamics for the remainder of 2025 [3]. - Nvidia's stock is under scrutiny as investors express concerns over high valuations in the AI sector, despite expectations of strong earnings [3][4]. Group 2: Technology Stocks - Micron Technology's stock surged over 5%, reaching a historical high, while SanDisk rose approximately 8% [5]. - Google shares increased nearly 6%, pushing its market capitalization above $3.5 trillion, a new record [7]. - Berkshire Hathaway disclosed a significant investment in Alphabet, amounting to approximately $4.3 billion, making it the company's tenth-largest holding [7][8]. Group 3: Federal Reserve Insights - Federal Reserve Vice Chairman Philip Jefferson emphasized a cautious approach to further interest rate cuts to avoid undermining anti-inflation efforts [10]. - Jefferson noted that the current policy stance is close to neutral, balancing between stimulating and suppressing the economy [10][11]. - The Fed faces challenges in balancing inflation control and unemployment risks, with recent employment growth showing signs of slowing [10][11].