深夜暴涨，美联储降息大消息

Market Overview - US stock market showed slight fluctuations with major indices remaining mostly flat on November 17 [1] - Traders are cautious ahead of Nvidia's earnings report and a key employment report, which are expected to shape market outlook for the remainder of 2025 [2] Nvidia Insights - Nvidia's stock experienced a slight decline after Peter Thiel's hedge fund liquidated its entire position in the company [3] - Analysts expect Nvidia to report earnings that exceed expectations, but concerns about high AI valuations are growing [2] Employment Report - The September employment report, delayed due to government shutdown, is set to be released soon, with market participants operating in a data-scarce environment [2] Semiconductor Sector Performance - Micron Technology's stock surged over 5%, reaching a new historical high, while SanDisk rose approximately 8% [5] - Other semiconductor stocks, including Google and Tesla, also saw significant gains, with Google’s market cap surpassing $3.5 trillion [8] Berkshire Hathaway's Investment - Berkshire Hathaway disclosed a significant investment in Alphabet, holding approximately $4.3 billion worth of shares, making it the company's tenth-largest holding [11] - This investment is seen as a notable shift in Buffett's historically cautious stance towards high-growth tech stocks [11] Federal Reserve's Monetary Policy - Federal Reserve Vice Chairman Philip Jefferson emphasized a cautious approach to further rate cuts to avoid undermining anti-inflation efforts [13] - The Fed is facing challenges in balancing inflation control and unemployment reduction, with recent employment growth slowing down [14][16]