财联社·2025-10-15 00:10Market Overview - The US stock market closed mixed, with major indices reacting to positive quarterly results from large banks, comments from Federal Reserve Chairman Jerome Powell, and ongoing trade tensions [1] - The Dow Jones increased by 202.88 points (0.44%) to 46,270.46, while the Nasdaq fell by 172.91 points (0.76%) to 22,521.70, and the S&P 500 decreased by 10.41 points (0.16%) to 6,644.31 [3] Federal Reserve Insights - Powell indicated that the Federal Reserve's quantitative tightening (QT) may soon come to an end, with expectations for a halt in asset balance sheet reduction at the October policy meeting [1][2] - Powell acknowledged the significant downside risks in the labor market, despite inflation appearing to rise slowly [2] Sector Performance - In the S&P 500, 10 out of 11 sectors rose, with consumer staples leading at 1.72% increase, followed by industrials at 1.17% [3] - The global airline ETF rose by 3.17%, regional bank ETF increased by 3.09%, and bank ETF gained 3.02%, while technology sector ETFs saw declines [3] Notable Stock Movements - Major tech stocks mostly declined, with Nvidia down 4.4%, Intel down 4.27%, and Tesla down 1.53% [4] - Wells Fargo surged by 7.15%, marking its largest single-day gain since November 2024, while Citigroup's stock rose nearly 4% [5] - JPMorgan raised its full-year net interest income forecast, while Goldman Sachs reported better-than-expected quarterly earnings, yet both saw stock declines of about 2% [6] Emerging Trends - A record proportion of global fund managers believe AI-related stocks are in a bubble, with 54% of respondents in a recent survey stating that tech stock valuations are "too expensive" [2] - Rare earth stocks continued their upward trend, with Critical Metals rising by 28.7% and MP Materials increasing by 3.78% [7]