突发!白宫进入封锁状态,特朗普发声
Shang Hai Zheng Quan Bao·2025-11-27 00:57

Market Performance - US stock markets experienced a rally ahead of Thanksgiving, with consumer-related retail stocks performing well and optimistic sentiment boosting technology stocks, alongside a resurgence in interest rate cut expectations [1][4] - The three major US indices closed higher: the Dow Jones increased by 0.67% to 47,427.12 points, the S&P 500 rose by 0.69% to 6,812.61 points, and the Nasdaq Composite gained 0.82% to 23,214.69 points [1][4] Sector Analysis - The S&P 500 Volatility Index (VIX), known as the "fear index," fell approximately 35% over four days, marking its largest decline since mid-April [5] - Companies related to GPUs saw stock price rebounds, with Deutsche Bank analyst maintaining a "buy" rating on Oracle, which rose over 4%; Nvidia and Microsoft both increased by over 1%, contributing to the overall market gains [5] - The Philadelphia Semiconductor Index rose by 2.76%, with all 30 component stocks closing higher, including notable gains from Teradyne (6.98%), Marvell Technology (5.14%), AMD (3.93%), ASML (3.76%), and Micron Technology (2.55%) [5] International Developments - The UK Office for Budget Responsibility (OBR) mistakenly released a report revealing a significant fiscal buffer in the UK spending plan, which exceeded market expectations [6][7] - The report indicated that the UK Chancellor Rachel Reeves expanded the fiscal buffer from £9.9 billion to £22 billion (approximately $29 billion), allowing for additional spending or tax cuts [7] - The OBR also projected that tax reforms would raise £26.1 billion by the end of the current parliamentary term, with tax revenue expected to reach a record 38% of GDP by the 2030-2031 fiscal year [7][8]