今夜！利好，暴涨！

Market Overview - US stock market experienced a significant drop on September 25, but later recovered most of the losses, indicating volatility in investor sentiment [2] - Concerns over high valuations overshadowed positive economic data, leading to a cautious outlook among analysts [3][4] - The total market capitalization of US stocks has increased by over $15 trillion since the lows earlier this year, driven by expectations of economic resilience and improving corporate profits [4] Economic Data - The US Department of Labor reported that initial jobless claims for the week ending September 20 were 218,000, lower than economists' expectations of 235,000 [4] - The annualized GDP growth rate for Q2 was revised up to 3.8%, surpassing the previous estimate of 3.3% [5] - Strong employment data and the GDP revision suggest that the Federal Reserve may adopt a more cautious approach before considering further rate cuts [6][8] Federal Reserve Insights - Analysts believe that the strong GDP data, being a lagging indicator, is unlikely to alter the Fed's anticipated rate cut path [8] - Federal Reserve Governor Stephen Miran expressed concerns about the potential economic damage if rate cuts are not implemented more swiftly [9] Intel's Performance - Intel's stock surged following news of potential investments from Apple and other companies, indicating renewed investor interest [10][13] - The company has seen its stock price increase by over 60% since early August, driven by optimism following government investment [14] Chinese Stocks - Chinese stocks showed resilience, with the Nasdaq China Golden Dragon Index rising by 0.62%, particularly driven by strong performances from electric vehicle manufacturers like NIO and Xpeng [15][16]