第一财经·2025-09-18 23:29Core Viewpoint - The article discusses the recent performance of the US stock market, highlighting the impact of the Federal Reserve's interest rate cut and the significant rise in semiconductor stocks, particularly Intel, following a partnership announcement with Nvidia [3][4]. Group 1: Stock Market Performance - Major US stock indices reached new highs, with the Dow Jones Industrial Average up 124.1 points to 46142.42, a 0.27% increase; the S&P 500 rose 31.61 points to 6631.96, a 0.48% increase; and the Nasdaq Composite gained 209.4 points to 22470.73, a 0.94% increase [3]. - The Philadelphia Semiconductor Index increased by 3.6%, and the S&P 500 Technology sector rose by 1.36% [5]. Group 2: Semiconductor Sector - Intel's stock surged by 22.8%, marking its largest single-day gain since October 1987, following Nvidia's announcement of a $5 billion investment in Intel and a collaboration on AI infrastructure and personal computing products [4]. - The partnership involves Intel customizing x86 CPUs for Nvidia in data centers and producing integrated x86 SoCs for Nvidia's RTX GPUs in personal computing [4]. Group 3: Economic Indicators - Initial jobless claims in the US fell to 231,000, below the expected 240,000, indicating a cooling labor market [6]. - Federal Reserve Chairman Jerome Powell emphasized the focus on the weak job market, suggesting potential further interest rate cuts [6]. - Investors anticipate an additional interest rate cut of approximately 44.2 basis points by the end of 2025 [6]. Group 4: Commodity Market - International oil prices declined, with WTI crude oil down 0.69% to $63.26 per barrel and Brent crude oil down 0.80% to $66.92 per barrel [7]. - Gold prices also retreated, with COMEX gold futures falling by 1.06% to $3678.3 per ounce [7].