美联储纪要+英伟达财报来袭 万亿美元波动在即？

Group 1: Federal Reserve Meeting Minutes - The Federal Reserve will release its October meeting minutes, which will provide insights into the future interest rate path amid increasing uncertainty [2] - The minutes will reflect the division among policymakers regarding further easing, with some officials supporting additional cuts while others advocate for caution [2][3] - Current market expectations indicate a 51% chance of another rate cut, highlighting the uncertainty surrounding monetary policy [2] Group 2: Economic Context - The recent end of a 43-day government shutdown has restored the release of key economic data, which may provide clearer insights for the Fed before the December meeting [3] - Analysts express concerns that the Fed may lack complete information on economic conditions due to the data delays caused by the shutdown [3] - Inflation remains above the Fed's 2% target, while the labor market shows signs of losing momentum, complicating the decision-making process for policymakers [3] Group 3: Nvidia's Upcoming Earnings Report - Nvidia is set to release its third-quarter earnings report, which is highly anticipated by investors amid recent pressures on AI-related stocks [4][5] - The consensus revenue estimate is approximately $54 billion, reflecting a year-over-year growth of 50% to 60% [6] - Key focus areas for the earnings report include the deployment of the new "Blackwell" architecture, data center versus gaming business dynamics, and profit margin trends [7][8] Group 4: Market Impact and Volatility - Nvidia's earnings report is expected to cause significant market volatility, with potential fluctuations in market capitalization estimated at around $320 billion [10] - Historical data shows that Nvidia's stock has averaged a 7.3% price change the day after earnings announcements, indicating a pattern of substantial market reactions [11] - The company's performance is likely to influence broader market sentiment, particularly in the semiconductor and AI infrastructure sectors, due to its significant weight in the S&P 500 index [11]