午后：美联储降息25个基点 美股涨跌不一

Group 1 - The Federal Reserve decided to cut the benchmark interest rate by 25 basis points to a range of 3.50%-3.75%, marking the third consecutive rate cut this year, totaling a 75 basis point reduction [1][4][5] - The Dow Jones Industrial Average rose by 274.37 points (0.58%) to 47834.66, while the Nasdaq Composite fell by 25.78 points (0.11%) to 23550.70, and the S&P 500 increased by 16.07 points (0.23%) to 6856.58 [1][4] - Market participants are closely monitoring the Fed's post-meeting statement and Chairman Jerome Powell's press conference to gauge the committee's stance [1][5] Group 2 - The Russell 2000 index, representing small-cap stocks, reached a record high, benefiting from the anticipated rate cuts, as small companies typically gain more from lower borrowing costs [2][5] - Doug Beath from Wells Fargo Investment Institute noted that the Russell 2000 has rebounded since November 21 and is now outperforming broader indices, despite underperforming the S&P 500 earlier in the year [2][6] - The market is optimistic about long-term trends, including significant tax cuts, regulatory easing, further Fed rate cuts, and ongoing growth in technology capital expenditures, which are expected to drive economic acceleration by 2026 [2][6] Group 3 - Oracle is set to release its earnings report, raising questions about whether substantial investments in AI will yield returns, as these companies are seen as bellwethers in the AI sector [2][6] - Chris Weston from Pepperstone highlighted that details regarding capital expenditures and future financing plans could resonate within the AI sector, with options markets anticipating a volatility of +/-10% on the earnings release day [3][6] - The yield on the 10-year U.S. Treasury bond rose by two basis points to 4.20%, the highest level since the first week of September, indicating a global perception that the rate-cutting cycle is nearing its end [3][6]