Market Overview - US stock market opened higher on November 26, with the Dow Jones up 0.30%, S&P 500 up 0.28%, and Nasdaq Composite up 0.26% [1] Technology Sector - Major US tech stocks showed mixed performance, with Nvidia rebounding over 1% after a previous drop of over 2%. Facebook and Tesla saw slight declines, while Google dropped over 1% [3] - Nvidia confirmed it will continue supplying Google despite competition, asserting its industry leadership [3] Company Performance - Oracle's stock rose over 4%, with Deutsche Bank analyst Brad Zelnick maintaining a "buy" rating and raising the target price from $335 to $375 [4] - In the cryptocurrency sector, Robinhood surged nearly 8%, Cipher Mining increased over 5%, and Coinbase rose nearly 2% [5] - Chinese concept stocks mostly rose, with Li Auto and Vipshop up over 3%, and Pinduoduo and Miniso up over 2.7% [5] - Li Auto reported Q3 revenue of 27.4 billion yuan and a net loss of 620 million yuan, attributed to the MEGA recall event causing a loss of approximately 1.113 billion yuan [5] Economic Indicators - Initial jobless claims in the US were reported at 216,000, lower than the expected 225,000 and previous value of 220,000 [9] - Market pricing indicates a high probability of a 25 basis point rate cut by the Federal Reserve in December, with cumulative cuts expected to reach 100-150 basis points by 2026 [9][10] - The potential nomination of Kevin Hassett as the next Fed Chair has increased market bets on significant rate cuts in the coming year [9][10]
英伟达股价反弹,甲骨文涨超4%,中概股多数上涨,理想、唯品会涨超3%