深夜，暴涨！美联储，降息大消息！

Group 1: Market Overview - US stock indices experienced slight fluctuations, remaining mostly flat as traders prepared for Nvidia's earnings report and a key employment report [1] - Analysts noted that Nvidia's earnings report is crucial for shaping market momentum, especially after recent underperformance in AI-related trades [1] - Nvidia's stock saw a minor decline after Peter Thiel's hedge fund liquidated its entire position in the company [1] Group 2: Nvidia and AI Sector - Nvidia is expected to report earnings that exceed market expectations, but investor anxiety over high AI valuations is growing [1] - The upcoming employment report, delayed due to government shutdown, is anticipated to provide critical data for decision-makers and investors [1] Group 3: Stock Performance - Micron Technology's stock surged over 5%, reaching a new historical high, while SanDisk rose approximately 8% [2] - Alphabet (Google's parent company) saw its stock price increase significantly, with a market capitalization surpassing $3.5 trillion, following Berkshire Hathaway's substantial investment in the company [4][7] - The investment in Alphabet is seen as a significant move by Berkshire, indicating confidence in AI-related stocks despite Warren Buffett's historically cautious stance on high-growth tech stocks [7][8] Group 4: Federal Reserve Insights - Federal Reserve Vice Chair Philip Jefferson emphasized a cautious approach to further rate cuts to avoid undermining anti-inflation efforts [9] - Jefferson indicated that the current policy stance is approaching a neutral level, balancing between stimulating and restraining the economy [9][10] - The Fed is facing challenges in balancing inflation control and unemployment reduction, with recent employment growth slowing down [9][10]