Group 1: Global Market Trends - Major global stock indices experienced significant gains during the National Day holiday, with the Nikkei 225 leading at a rise of 6.24% [1] - Gold prices surged, with COMEX gold increasing by 4.84%, surpassing the historical high of $4000 [1] - Domestic gold jewelry prices also reached new highs, with several brands pricing gold at 1160 RMB per gram, and some even at 1165 RMB per gram [3] Group 2: U.S. Government and Federal Reserve Actions - The U.S. government remains in a "shutdown" as both Democratic and Republican proposals for a temporary funding bill were rejected, with a focus on a healthcare subsidy bill expiring on November 1 [5] - The Federal Reserve indicated a cautious approach towards further interest rate cuts, with a consensus on the need for a rate cut due to weak employment data, although there were differing views on future policy direction [6] Group 3: Cross-Border Travel Demand - The National Immigration Administration predicts an average of over 2 million daily inbound and outbound travelers during the National Day holiday, with outbound travel bookings increasing by over 30% year-on-year [7] Group 4: Central Bank Gold Reserves - China's foreign exchange reserves rose to $3338.658 billion by the end of September, with gold reserves increasing by 40,000 ounces, marking the 11th consecutive month of gold accumulation [8] Group 5: Technology Sector Developments - OpenAI announced the integration of third-party applications into ChatGPT and launched the new GPT-5 Pro language model, alongside a significant partnership with AMD to develop AI data centers [9] - AMD's stock surged by 37.67% to $226.7 following the announcement of the partnership [9] - Oracle's cloud rental business based on Nvidia chips generated $900 million in revenue with a low gross margin of 14%, raising concerns about profitability [11] - Nvidia's CEO confirmed investments in Elon Musk's xAI and expressed regret for not investing in OpenAI earlier, noting OpenAI's revenue growth [11] Group 6: Film Industry Performance - The total box office for the National Day holiday reached 1.835 billion RMB, with top films including "The Volunteer Army: Blood and Peace" and "731" [12]
速览!假期6件重磅大事