Sou Hu Cai Jing·2025-11-25 00:18Core Viewpoint - The market is reacting positively to expectations of a Federal Reserve interest rate cut next month, leading to significant gains in U.S. technology stocks, with the Nasdaq Composite Index rising 2.7% and the S&P 500 Index increasing by 1.6% [1] Group 1: Market Reactions - Investors are selling stocks and then buying back at lower prices due to increasing expectations of a rate cut by the Federal Reserve [1] - The technology sector saw its largest single-day gain in six months, driven by positive sentiment around potential monetary policy changes [1] Group 2: Stock Performance - Broadcom's stock surged by 11.1%, while Alphabet, Google's parent company, saw a 6.3% increase, reaching a historic high due to positive feedback on its new image generation model [1] - Tesla's stock rose by 6.8%, reflecting strong investor interest in technology companies [1] Group 3: Federal Reserve Insights - Federal Reserve Governor Christopher Waller expressed support for a rate cut in December, citing insufficient evidence of rising inflation and a "continuously weak" labor market, which investors viewed as a positive signal [1] - New York Fed President John Williams hinted at supporting a 25 basis point rate cut in the upcoming meeting [1] Group 4: Market Sentiment - The overall market environment is favorable for bullish investors, with a calming of tariff discussions and supportive statements from policymakers [1] - Prior to this rally, the S&P 500 had experienced a 2.7% decline from its late October all-time high, as investors were concerned about overvaluation in AI-related companies [1]