Market Overview - The U.S. stock market experienced a correction after reaching historical highs, with the Dow Jones down 0.19%, S&P 500 down 0.55%, and Nasdaq down 0.95% [5][7] - Concerns about a potential "internet bubble" have emerged, particularly in the tech sector, as major tech stocks saw declines [3][9] Federal Reserve Signals - Federal Reserve officials provided mixed signals regarding future interest rate cuts, with Chairman Jerome Powell indicating high stock valuations and challenges with inflation and employment [7][8] - The probability of a 25 basis point rate cut in October is estimated at 93%, while the likelihood of maintaining rates is only 7% [8] Tech Sector Performance - Major tech stocks such as Amazon, Nvidia, Tesla, Facebook, and Microsoft all experienced declines, with Amazon down 3.04% and Nvidia down 2.82% [10][12] - Nvidia's announcement of a potential $100 billion investment in OpenAI raised concerns among investors, drawing parallels to past internet bubble transactions [11] Semiconductor Stocks - Some semiconductor stocks saw gains, with the Philadelphia Semiconductor Index down 0.35% but individual stocks like ONTO, TSMC, and Intel rising by 5.02%, 3.72%, and 2.02% respectively [14][16] - The latest iPhone 17 series release has positively impacted chip demand, with the new A19 chip utilizing TSMC's latest 3nm process [14] 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% [19][20] - Cathie Wood's ARK Investment Management purchased Alibaba ADRs valued at approximately $16.3 million, alongside investments in Baidu and Pony.ai [22][23] Commodity Market - Gold prices continue to rise, with the COMEX gold index closing at $3,796.9 per ounce, reaching a peak of $3,824 during trading [25] - WTI crude oil prices increased by 0.47%, ending a streak of declines, amid concerns over potential supply disruptions from Russia and Iraq [27]
预警股市!美联储主席鲍威尔重磅发声!美股高位调整,科技巨头齐跌!
天天基金网·2025-09-24 01:29