昨夜，大爆发！美联储，降息大消息

Group 1: Market Overview - The U.S. stock market 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 Golden Dragon China Index surged by 2.82%, indicating a strong performance of Chinese assets [1] Group 2: Technology Sector Performance - Major tech stocks saw substantial 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 $50 billion investment to enhance its AI and supercomputing capabilities for U.S. 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 accounts receivable among major clients [2] Group 3: Chinese Stocks Surge - Chinese stocks experienced a collective surge, with notable increases such as Zhongjin Kewang up over 40%, Hesai up over 18%, and Baidu up over 7% [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% [4] - The company has seen its stock price rise over fivefold this year, driven by strong demand for AI data centers [4] - SanDisk's NAND product demand is expected to exceed supply, with inventory turnover days decreasing from 135 to 115 days [4] Group 5: Federal Reserve Rate Cut Expectations - Federal Reserve officials are advocating for a rate cut in December, with a significant probability of a 25 basis point reduction [5][6] - Goldman Sachs predicts that the Fed may lower rates three times in 2025, bringing the benchmark rate to a range of 3% to 3.25% [6] Group 6: Gold Market Outlook - 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 [7] - China International Capital Corporation anticipates that cyclical demand and structural trends will continue to drive gold and silver prices upward [7]