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美股又跌了,中国资产大涨!阿里巴巴狂飙8%
BABABABA(US:BABA) 第一财经·2025-09-24 23:20

Market Overview - U.S. stock markets experienced declines for the second consecutive day as investors reacted to Federal Reserve Chairman Jerome Powell's cautious remarks, awaiting key economic data later in the week [3] - The Dow Jones fell by 171.50 points (0.37%) to close at 46,121.28, while the Nasdaq and S&P 500 dropped by 0.34% and 0.28%, respectively [3] - The materials sector led the declines, while the energy sector gained due to a significant rise in oil prices [3] Economic Data - U.S. new home sales increased by 20.5% in August, rising from an annualized total of 664,000 units in July to 800,000 units, surpassing market expectations [3] - The Mortgage Bankers Association reported a 0.6% increase in mortgage applications due to a decline in the average interest rate for 30-year fixed mortgages [3] Federal Reserve Insights - Powell's comments indicated concerns over high asset valuations, suggesting a balancing act between addressing inflation risks and labor market weaknesses [4] - Macquarie Group noted that the market's reaction to Powell's "hawkish" remarks was not surprising, given the previous lack of market downturn after similar comments [4] - San Francisco Fed President Mary Daly suggested that further rate cuts may be necessary due to slowing economic growth and consumer spending [4] Individual Stocks - Intel shares rose by 6.4% as reports emerged that the company is seeking investment from Apple [6] - Micron Technology fell by 2.8% amid concerns over potential competition from Samsung in the high bandwidth memory sector [6] - Freeport-McMoRan's stock plummeted by 17% after announcing force majeure at its Grasberg mine in Indonesia, predicting a decline in copper and gold sales for Q3 [6] Commodity Prices - International oil prices reached a seven-week high, with WTI crude oil rising by 2.49% to $64.99 per barrel and Brent crude increasing by 2.48% to $69.31 [7] - Gold prices fell from record highs, with COMEX gold futures for September delivery dropping by 1.28% to $3,732.10 per ounce [7]