美股飘红，热门中概股走强，极氪涨超3%，网易、蔚来涨超2%

Core Viewpoint - The article discusses the recent performance of the U.S. stock market, the rise in gold prices, and notable movements in specific companies, particularly in the tech sector, while also analyzing the historical performance of the Chinese stock market post-holidays. Group 1: U.S. Stock Market Performance - The three major U.S. stock indices opened higher and showed slight gains as of 22:05 [1] - Gold stocks experienced a rise, with companies like Hecla Mining and Harmony Gold increasing over 3% as spot gold surpassed $4040 and New York futures crossed $4070 per ounce, marking a daily increase of 1.66% [3] Group 2: Gold Investment Insights - Renowned investor Ray Dalio recommended an overweight position in gold, suggesting that investors should allocate 15% of their portfolios to gold due to its superior safe-haven attributes compared to the U.S. dollar [5] Group 3: Tech Sector Developments - NVIDIA's CEO confirmed an investment in Elon Musk's startup xAI, expressing excitement about the deal [6] - AMD shares surged nearly 5% following a Morgan Stanley report indicating a partnership with OpenAI, with AMD expected to deploy 6GW of AI computing capacity over several years, involving an investment exceeding $100 billion [6] Group 4: Chinese Stock Market Trends - The Nasdaq Golden Dragon China Index rose by 0.16%, with several Chinese concept stocks, including Zeekr and NIO, showing gains of over 2% [8] - Historical data indicates that the Shanghai Composite Index and Shenzhen Component Index have a 70% probability of rising on the first trading day after the National Day holiday, with overall positive performance in the following five trading days [9][10] Group 5: Sector Performance Post-Holidays - Over the past decade, sectors such as computer, communication, and electronics have shown over 50% probability of rising in the week following the National Day holiday, with banking and automotive sectors also demonstrating strong performance [12]