海外市场 | 美股收涨，白银创新高，美联储降息落地

Core Viewpoint - The U.S. stock market experienced a broad rally following the Federal Reserve's decision to cut interest rates by 25 basis points, marking the third rate cut of the year, which significantly boosted bank stocks [1] Market Performance - The Dow Jones Industrial Average led the gains with an increase of 1.05% - The S&P 500 index rose by 0.67% - The Nasdaq Composite saw an uptick of 0.33% [1] Sector Highlights - Chinese concept stocks performed well, with Canadian Solar (阿特斯太阳能) rising over 5%, JinkoSolar (晶科能源) and Pony.ai (小马智行) both increasing by more than 3% [1] - Precious metals market showed strong performance, with gold prices surging close to $4270 per ounce and silver futures rising over 2%, reaching a historical high [1] Future Outlook - The Federal Reserve's dot plot indicates only one rate cut is expected in 2026, with Chairman Powell stating that interest rates are at the upper end of neutral levels - Potential support for the market is provided by overseas risks and structural supply shortages in silver, while attention should be paid to the resilience of U.S. inflation [1] Related ETFs - Nasdaq ETF (513300) tracking global tech leaders - S&P ETF (159655) representing core U.S. equities - Gold ETF (518850) tracking gold price performance [1]