美股4连跌：重大警告信号将出现，人工智能大消息

Market Overview - US and European stock markets experienced a significant decline, marking the fourth consecutive day of downturns, with the Nasdaq and Dow Jones indices dropping over 1% [1] - The KBW Bank Index fell by 4.5% over the past five trading days, while the S&P 500 Bank Index recorded a 2.9% decline, indicating a critical support level is at risk [4] Individual Stocks - Pinduoduo saw a drop of over 7%, Nvidia decreased by 2.8%, and Amazon fell by 4.4%. In contrast, the Nasdaq Golden Dragon China Index rose by 0.4%, with Alibaba increasing by 1.2% and Baidu by 2.6% [2] Federal Reserve Insights - The probability of a 25 basis point rate cut by the Federal Reserve in December is currently at 48.9%, reflecting a decrease in market expectations for such a move [4] - Federal Reserve Governor Barkin emphasized that a consensus on December's meeting is difficult without compelling data, indicating that the labor market appears balanced but with caution regarding recent layoffs [5] Economic Conditions - Barkin noted that inflation remains above target but is unlikely to rise further, with consumer resistance and productivity improvements expected to help slow it down. He also mentioned that high housing prices reflect a supply shortage stemming from the 2007-2009 financial crisis [6] AI Developments - The US and Saudi Arabia signed a significant memorandum of understanding regarding artificial intelligence, allowing Saudi Arabia to procure a large quantity of US AI chips, which is expected to be part of a broader AI agreement [8] - The anticipated approval for the sale of thousands of semiconductor chips to Saudi AI companies marks a strategic move for major semiconductor firms like Nvidia and AMD to enter the Middle Eastern market [8]