深夜，中国资产爆发

Core Viewpoint - The Federal Reserve's decision to cut interest rates by 25 basis points does not indicate the start of a long-term easing cycle, which dampens market bullish sentiment [1][3]. Market Dynamics - The Dow Jones increased by 260.42 points (0.57%) to 46018.32, while the Nasdaq fell by 72.63 points (0.33%) to 22261.33, and the S&P 500 decreased by 6.41 points (0.10%) to 6600.35 [4]. - Among the 11 sectors of the S&P 500, the financial sector rose by 0.96%, and the energy sector increased by 0.28%, while the industrial sector fell by 0.47% and the information technology sector declined by 0.7% [4]. - In the ETF market, the semiconductor ETF dropped by 0.64%, while the energy ETF rose by 0.23% and the financial ETF increased by 0.97% [4]. Stock Performance - Major tech stocks showed mixed results, with Nvidia down 2.62%, Amazon down 1.04%, and Google A down 0.65%, while Microsoft rose by 0.19% and Apple increased by 0.35% [5]. - Lyft's stock surged by 13% following the announcement of a partnership with Waymo for autonomous taxi services in Nashville, while competitor Uber fell by 5% [6]. - Workday's shares rose by 7.25% after reports of Elliott Management acquiring over $2 billion in shares [7]. - StubHub's stock fell over 6% on its first day of trading, marking a reversal in the hot IPO market [8]. - Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up 2.85%, including Baidu up over 11% and NIO up over 6% [8].