AMD(US:AMD) 证券时报·2025-10-15 23:44Core Viewpoint - The article discusses the recent fluctuations in the U.S. stock market, highlighting the mixed performance of major indices and the significant rise in Chinese concept stocks, amidst ongoing uncertainties due to the government shutdown and trade tensions. Market Performance - On October 15, U.S. stock indices closed mixed, with the Dow Jones Industrial Average slightly down by 17.15 points (0.04%) at 46,253.31 points, while the Nasdaq rose by 148.38 points (0.66%) to 22,670.08 points, and the S&P 500 increased by 26.75 points (0.40%) to 6,671.06 points [2][3]. - The Nasdaq China Golden Dragon Index (HXC) saw a rise of 1.7%, with an early morning increase exceeding 2.5% [4]. Economic Indicators - The Federal Reserve's Beige Book reported that economic activity has not changed significantly, and employment remains stable, with a slight decline in overall consumer spending [5][12]. - Input costs have been reported to rise due to tariffs, although the extent of price transmission to final prices varies across regions [13]. Corporate Earnings - Strong earnings reports from major banks like Bank of America and Morgan Stanley provided a temporary boost to the market [9]. - AMD's stock surged over 9% after securing a significant AI chip order from Oracle, indicating progress in the competitive AI chip market against Nvidia [16]. Sector Performance - In the S&P 500, seven out of eleven sectors rose, with the Real Estate and Utilities sectors leading gains at 1.50% and 1.29%, respectively [15]. - Large tech stocks mostly increased, with notable gains from AMD, Intel, and others, while financial stocks experienced a mixed performance, with some major firms like Goldman Sachs and Citigroup seeing slight declines [16]. Investor Sentiment - Investor sentiment remains cautious due to ongoing trade tensions and the government shutdown, which has created an information void as key economic data releases are paused [8][10].