Guan Cha Zhe Wang·2025-11-25 00:25Core Insights - The market is reacting positively to expectations of a Federal Reserve interest rate cut next month, leading to a significant rebound in U.S. tech stocks, with the Nasdaq Composite Index rising by 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, contributing to the surge in tech stocks [1] - Broadcom's stock surged by 11.1%, while Alphabet's stock rose by 6.3%, reaching an all-time high due to positive feedback on its new image generation model [1] - Tesla's stock also saw a notable increase of 6.8% [1] Group 2: Federal Reserve Influence - 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 3: Market Sentiment - The overall market environment is currently favorable for bullish investors, with a calming of tariff discussions and supportive statements from policymakers [1] - Prior to this rebound, the S&P 500 had experienced a 2.7% decline from its all-time high at the end of October, driven by concerns over high valuations in AI-related companies [1]