美股、A50期指大反弹！12月美联储降息预期大幅飙升！AI板块或将迎来大利好！A股牛市还在吗？高手看好这个主线

Group 1 - Global stock markets experienced significant volatility, with a sharp decline in Asia-Pacific markets triggered by a drop in US stocks due to hawkish statements from Federal Reserve officials, leading to lower expectations for a rate cut in December [1] - Despite Nvidia's better-than-expected Q3 performance, concerns about an AI bubble persisted, although the US stock market rebounded strongly on Friday after comments from Federal Reserve's Williams suggested there is still room for rate cuts [1] - Following Williams' remarks, the probability of a December rate cut surged to approximately 70% in the futures market, nearly doubling from less than 40% the previous day [1] Group 2 - Berkshire Hathaway, led by Warren Buffett, made significant purchases of Google’s parent company, indicating confidence in the AI sector's future [6] - The AI sector is expected to benefit from upcoming developments, including a planned executive order by President Trump to advance AI initiatives in the US [6] - High-profile investors, including Ray Dalio of Bridgewater Associates, believe that while AI-related investments may create a bubble, there is no immediate need for investors to exit the market [6] Group 3 - Google is accelerating the research and deployment of Optical Circuit Switches (OCS), which has positively impacted related stocks in the A-share market [7] - Market sentiment remains cautious, with expectations of continued volatility due to emotional sell-offs, although a long-term bullish outlook is anticipated, particularly towards 2026 [7] - Some market experts continue to favor sectors such as precious metals, anticipating potential shifts in monetary policy following the end of Fed Chair Powell's term in May [8]