昨夜，大爆发！美联储，降息大消息！

Group 1: Market Overview - US stock markets experienced a significant rebound, with the Dow Jones rising by 0.44%, the S&P 500 increasing by 1.55%, and the Nasdaq gaining 2.69% on November 24 [1] - The Nasdaq China Golden Dragon Index surged by 2.82%, indicating a strong performance in Chinese assets [1] Group 2: Technology Sector Performance - Major tech stocks saw widespread gains, with Tesla and Google A rising over 6%, Meta increasing by over 3%, and Amazon up by more than 2% [2] - Amazon announced a substantial investment of up to $50 billion to enhance its AI and supercomputing capabilities for US government clients, set to begin in 2026 [2] - Nvidia's stock rose over 2%, with a prominent analyst refuting short-seller claims regarding the company's financial health, emphasizing the concentration of receivables from major clients [2] Group 3: Chinese Stocks Surge - Chinese stocks experienced a collective surge, with notable gains including CICC's metal stocks rising over 40%, Hesai up over 18%, and several others like Baidu and Alibaba increasing by over 5% [3] Group 4: SanDisk Inclusion in S&P 500 - SanDisk was added to the S&P 500 index, leading to a stock price increase of over 13%, with a peak rise of over 10% in after-hours trading [4] - The company has seen its stock price increase by over 500% this year, driven by strong demand for AI data centers [4] - SanDisk reported a significant reduction in inventory turnover days and expects this trend to continue, with data centers projected to become the largest market for NAND flash by 2026 [4] Group 5: Federal Reserve Rate Cut Expectations - Federal Reserve officials are advocating for a rate cut in December, with a high probability of a 25 basis point reduction [5][6] - Goldman Sachs predicts that the Fed may lower rates to a range of 3% to 3.25% by 2025, with an increasing likelihood of aggressive easing if economic conditions worsen [6] Group 6: Gold Market Insights - COMEX gold futures rose by 1.33% to $4,129.3 per ounce, with Bank of America projecting gold prices could reach $5,000 per ounce by 2026 [7] - The bank also raised its price forecasts for copper, aluminum, silver, and platinum for 2026, citing supply constraints and low inventory levels as key drivers [7] - CICC's research indicates that the current rise in precious metals is primarily driven by cyclical demand for gold, with expectations for continued upward trends in gold and silver prices through 2026 [7]