Nvidia(US:NVDA) Sou Hu Cai Jing·2026-02-27 06:02Group 1: Federal Reserve and Economic Indicators - Federal Reserve Governor Stephen Miran suggests a cumulative rate cut of 100 basis points this year to mitigate potential labor market risks, despite strong employment growth in January [2] - The market, however, anticipates that the Federal Reserve will maintain interest rates at the upcoming March 18 meeting, with a 98% probability of no change [2] - Initial jobless claims in the U.S. saw a slight increase, while continuing claims decreased, indicating a slight stagnation in economic momentum [2] Group 2: U.S. Stock Market and Nvidia - U.S. stock markets experienced a downturn, particularly in technology stocks, with the Nasdaq index falling approximately 1.8% and the S&P 500 dropping over 1% [3] - Nvidia reported revenue and profit exceeding expectations, yet its stock price declined by about 5% due to concerns over future growth drivers and competition in the AI sector [4] Group 3: Currency Market and Japanese Yen - The Japanese yen rebounded against the dollar, rising 0.2% to 155.99, ending a two-day decline, as the Bank of Japan hinted at potential interest rate hikes [6][8] - The market anticipates that the Bank of Japan may raise rates twice this year, despite some internal opposition to tightening [8] Group 4: Cryptocurrency Market - The cryptocurrency market showed signs of divergence, with Bitcoin rebounding from below $63,000 to around $66,750, while Ethereum rose from $1,815 to over $2,023 [10] - Despite the price recovery, the Crypto Fear & Greed Index remains in the "extreme fear" zone, indicating overall market sentiment is still low [10] Group 5: Oil Market and Geopolitical Tensions - Oil prices experienced a V-shaped fluctuation, initially dropping 2.8% before rebounding above $66, influenced by ongoing U.S.-Iran nuclear negotiations [11][13] - Concerns about potential military conflict and disruptions in OPEC supply are heightened due to the uncertainty surrounding the negotiations [13]