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今夜,创新高!
中国基金报·2025-09-22 16:13

Group 1: Market Performance - The US stock market indices reached new highs, with the Nasdaq up by 0.23% on September 22 [2] - Apple Inc. saw a nearly 4% increase in stock price due to eased tariff concerns and strong demand for its latest iPhone models [5] - Oracle's stock rose by 3% following the announcement of co-CEOs, signaling a focus on its expanding cloud computing business [3] Group 2: Financial Metrics - Oracle's stock metrics include a total market capitalization of $905.796 billion, a P/E ratio of 72.81, and a dividend yield of 0.57% [4] - Apple Inc. has a market capitalization of $3.8 trillion, with a P/E ratio of 38.28 and a dividend yield of 0.42% [7] - ASML's stock was upgraded to "overweight" by Morgan Stanley, highlighting multiple growth opportunities leading to a stock price increase [9] Group 3: Economic Indicators - The Federal Reserve's recent interest rate cut of 25 basis points is seen as a response to signs of a slowing labor market, with expectations for two more cuts by year-end [12] - The upcoming Personal Consumption Expenditures (PCE) price index is anticipated to show moderate inflation, allowing the Fed to maintain its current monetary policy stance [12] - Federal Reserve officials are cautious about further rate cuts, emphasizing the importance of keeping long-term inflation expectations anchored [16][18]