深夜，大涨！美联储，大消息！

Group 1: Market Overview - US stock markets saw a collective rise, with the Dow Jones and S&P 500 indices reaching historical highs [1][5] - The semiconductor sector experienced significant gains, while Tesla's stock fell over 4% [1][5][6] Group 2: Federal Reserve Insights - Federal Reserve official Milan stated that a rate cut of over 100 basis points is appropriate this year, supported by economic data [2][3] - Core inflation is nearing the Fed's target, and current policies are restrictive, potentially hindering economic growth [3] Group 3: Semiconductor Sector Performance - The Philadelphia Semiconductor Index rose by 2.75%, with companies like Microchip Technology, Micron Technology, and NXP Semiconductors seeing substantial gains [8][11] - Market expectations indicate that DRAM prices may increase by 60% to 70% in Q1 2026 due to rising AI demand and data center investments [10] Group 4: Precious Metals Market - Gold futures surpassed $4500 per ounce, while silver futures broke through $81 per ounce [12] - Morgan Stanley predicts gold prices could reach $4800 per ounce by Q4 2026, driven by declining interest rates and increased central bank purchases [12] Group 5: Chinese Internet Stocks - The Nasdaq Golden Dragon China Index fell by 0.78%, with major companies like Alibaba and Xiaomi experiencing declines [15]