宣布将与OpenAI合作批量生产自研AI芯片，博通股价创新高

Core Viewpoint - The article discusses the mixed performance of the U.S. stock market, influenced by disappointing employment data and expectations of interest rate cuts by the Federal Reserve, alongside notable movements in technology and commodity stocks [2][4][5]. Market Performance - On Friday, major U.S. indices closed lower after initially rising, with the Dow Jones down 220.43 points to 45400.86, a decline of 0.48%, the S&P 500 down 20.58 points to 6481.50, a drop of 0.32%, and the Nasdaq down 7.3 points to 21700.39, a slight decrease of 0.03% [2]. - For the week, the Dow Jones fell 0.32%, while the S&P 500 rose 0.33% and the Nasdaq increased by 1.14% [3]. Sector Performance - Bank stocks led the declines, with the S&P 500 bank index down 2.4%. In contrast, the real estate sector benefited from rate cut expectations, with the S&P real estate index up 1% [3]. - Large tech stocks showed mixed results, with Google rising over 1% to a new high, while Microsoft fell over 2.5%, and Amazon and Netflix dropped more than 1% [3]. Notable Company Movements - Broadcom's stock surged over 9.4% to a record high following a strong earnings report and a partnership with OpenAI for AI chip production, prompting several institutions to raise their price targets [3]. - Micron Technology rose over 5%, while ASML and TSMC increased by more than 3%. However, Nvidia fell nearly 3%, and AMD dropped over 6% [3]. Employment Data - The U.S. non-farm payrolls increased by only 22,000 in August, significantly below the expected 75,000, with the unemployment rate rising to 4.3%, the highest since 2021, indicating a weakening labor market [4][5]. - Bill Merz from U.S. Bank Asset Management noted that the employment report supports the case for the Federal Reserve to consider rate cuts [4]. Federal Reserve Outlook - Following the employment data, U.S. Bank Global Research adjusted its forecast, predicting a 25 basis point rate cut in September and December, with a potential earlier cut in October if labor market conditions worsen [5]. - The market currently anticipates a 7% chance of a 50 basis point cut and a 93% chance of a 25 basis point cut at the upcoming Federal Reserve meeting [5]. Commodity Prices - International gold prices reached a new high, with COMEX gold futures up $46.60, or 1.29%, to $3653.3 per ounce, driven by the weak employment data and expectations for rate cuts [7]. - In contrast, international oil prices fell, with WTI crude down $1.61 to $61.87 per barrel, a decline of 2.54%, and Brent crude down $1.49 to $65.50 per barrel, a drop of 2.22% [6].