超级央行周来了！市场认为美联储降息几无悬念

Group 1: Economic Indicators and Market Reactions - The U.S. job market remains weak, while key inflation data for September exceeded expectations, leading to increased market optimism regarding potential interest rate cuts by the Federal Reserve [1] - All three major U.S. stock indices saw gains last week, with the Dow Jones up 0.50%, the S&P 500 up 0.31%, and the Nasdaq rising by 0.91% [1] Group 2: Oil and Gold Market Trends - International oil prices experienced a slight increase last week, with U.S. oil futures rising approximately 2.6% and Brent oil futures increasing by 0.87%, driven by geopolitical risks including stalled peace talks in Ukraine and tensions between the U.S. and Venezuela [2] - International gold prices saw a minor decline of about 0.3% as some investors took profits after prices reached a near six-week high [2] Group 3: Federal Reserve Meeting Insights - The upcoming Federal Reserve meeting is anticipated to have a significant impact on global risk assets and will provide critical guidance for future interest rate cuts [3] - There is widespread expectation that the Federal Reserve will lower rates by 25 basis points, marking the third cut of the year, although there are notable internal divisions regarding this decision [2] Group 4: Company Earnings Reports - Two key companies in the AI supply chain, Broadcom and Oracle, are set to release their quarterly earnings this week, which are viewed as crucial indicators for the future of AI infrastructure investment [4] - Investors are particularly interested in Broadcom's AI business growth data and future performance guidance, with Citigroup projecting a 147% increase in AI revenue by fiscal year 2026 [4] - Oracle's earnings report will focus on the growth of its cloud infrastructure business and its strategies to manage increased capital expenditures and financing pressures [4]