凌晨重磅！美联储，降息大消息！高位跳水

Market Overview - The U.S. stock market is experiencing a high-level adjustment, raising concerns about a potential "internet bubble" [2][8] - Major U.S. indices have recently hit historical highs but closed lower, with the Dow Jones down 0.19%, S&P 500 down 0.55%, and Nasdaq down 0.95% [4][6] Federal Reserve Signals - Federal Reserve Chairman Jerome Powell stated that U.S. stock valuations are "quite high" and emphasized the dual challenges of rising inflation and declining employment [6][7] - Different signals regarding future interest rate cuts were provided by Fed officials, with some advocating for caution due to inflation concerns, while others suggested a more aggressive approach to rate cuts as the labor market weakens [6][7] Technology Sector Performance - Major tech stocks have seen declines, contributing to the overall market downturn, with Amazon down 3.04%, Nvidia down 2.82%, and Tesla, Facebook, and Microsoft all down over 1% [9][12] - Concerns have been raised about the sustainability of investments in AI companies, drawing parallels to transactions during the internet bubble era [11] Semiconductor Stocks - Some semiconductor stocks experienced gains, with the Philadelphia Semiconductor Index rising during the day, although it closed down 0.35% [14] - Companies like ONTO, TSMC, and Intel saw increases of 5.02%, 3.72%, and 2.02% respectively, driven by the recent launch of Apple's iPhone 17 series [14][15] Chinese Internet Stocks - The Nasdaq Golden Dragon China Index fell by 2.22%, with significant declines in Chinese internet stocks, including Baidu down 8.09% and Meituan down over 3% [18][19] - "Wood Sister" Cathie Wood's ARK Investment Management purchased shares of Alibaba and Baidu, indicating continued interest in these stocks despite broader market declines [21][22]