中国资产大涨，美联储降息大消息

Market Performance - US stock indices experienced slight gains, with the Dow Jones Industrial Average up 0.22% to 47,954.99 points, the S&P 500 up 0.19% to 6,870.40 points, and the Nasdaq Composite up 0.31% to 23,578.13 points [4][6] - Weekly performance showed all three indices ending their previous downward trends, with the Nasdaq gaining 0.91%, the Dow up 0.5%, and the S&P 500 up 0.31% [5] Sector Performance - The technology sector showed mixed results, with the US Tech Giants Index rising 0.2% [5] - The storage chip sector saw significant gains, with SanDisk up 7.12%, Seagate Technology up 5%, Micron Technology up 4.63%, Western Digital up over 4%, Broadcom up 2.39%, and Intel up 2.2% [8] Individual Stocks - Facebook (Meta) rose nearly 2%, Google increased over 1%, Microsoft was up 0.46%, Amazon gained 0.18%, while Apple fell 0.68% and Nvidia dropped 0.58% [6][7] - Meta Platforms plans to cut its Reality Labs budget by about 30% and shift focus towards AI wearable devices [7] Chinese Concept Stocks - Chinese concept stocks were a highlight, with the Nasdaq Golden Dragon China Index rising 1.29% due to positive US-China trade communication [10] - Notable individual stock performances included Dingdong Maicai up over 11%, Huya up over 6%, Baidu up 5.85%, and ZTO Express up over 3% [10][11] Economic Indicators - The US core PCE inflation unexpectedly cooled, with the monthly rate at 0.2% and the annual rate at 2.8%, which is 0.1 percentage points lower than expected [12][14] - Market expectations for a Federal Reserve rate cut in December remain high, with an 87.2% probability of a 25 basis point cut [15][16]