英伟达涨超 3% 市值增超 9400 亿元 美股科技股与大宗商品齐掀涨势

Market Performance - The US stock market showed a broad increase, with all three major indices rising for four consecutive days, and the S&P 500 index reaching a new closing high [1] - The Dow Jones Industrial Average rose by 0.16% to 48,442.41 points, the Nasdaq Composite increased by 0.57% to 23,561.84 points, and the S&P 500 gained 0.46% to 6,909.79 points [2] - Major technology stocks performed well, with Nvidia's stock price surging over 3%, adding approximately $134.1 billion (about 94.25 billion RMB) to its market capitalization [1][2] Commodity Market - The commodity market also experienced strong performance, with LME copper futures prices surpassing $12,000 per ton for the first time in history, leading to gains in copper-related stocks [3] - Precious metals saw significant increases, with spot gold prices rising by 1.02% to $4,489.18 per ounce, nearing the $4,500 mark, while COMEX gold and silver futures rose by 1.02% and 4.44%, respectively [3] - In the energy sector, WTI crude oil futures settled at $58.38 per barrel, up 0.64%, and Brent crude oil futures increased by 0.50% to $62.38 per barrel [3] Individual Stocks - Novo Nordisk's stock surged over 7% following FDA approval of its first oral GLP-1 weight loss drug, expected to launch in early 2026 at a starting cash price of $149 per month [4] - Chinese concept stocks mostly declined, with the Nasdaq China Golden Dragon Index falling by 0.58%, while some stocks like BrainCo and Suzhou Dazhong Bio performed well, with gains exceeding 14% and 12%, respectively [4] - The cryptocurrency market faced a sharp decline, with Bitcoin dropping below $87,000, leading to significant liquidations across various cryptocurrencies [4] Economic Indicators - The US Department of Commerce reported a preliminary estimate showing a 4.3% annualized growth in GDP for Q3, up from 3.8% in Q2 [5] - Market attention is focused on the Federal Reserve, with President Trump expressing a desire for the new Fed chair to lower interest rates when the market performs well, and indicating potential candidates for the position [5] - According to CME FedWatch, there is an 86.7% probability that the Fed will maintain interest rates in January, with a 40.7% chance of a 25 basis point cut by March [5]