Core Viewpoint - The article discusses the recent performance of the U.S. stock market, particularly the rise in major tech stocks, and highlights the implications of Trump's pardon of Binance founder Zhao Changpeng on the cryptocurrency industry [2][11]. Market Performance - On October 23, the three major U.S. stock indices experienced slight increases, with the Chinese concept stock index rising approximately 1.5% [3][2]. - Tech stocks generally saw gains, with notable increases in companies such as Micron Technology (+3.36%), Oracle (+2.90%), and TSMC (+1.56%) [5][6]. - Over 80% of S&P 500 companies have reported earnings that exceeded expectations, suggesting that overall earnings may support high stock prices in the short term [8]. Economic Indicators - The U.S. Labor Statistics Bureau is set to release the September CPI data, which was delayed due to the government shutdown. This data is crucial for the Federal Reserve's upcoming policy meeting [9]. - Economists predict that the core CPI, excluding food and energy, will rise by 0.3% for the third consecutive month, maintaining a year-over-year rate of 3.1% [9]. Federal Reserve Policy - Despite inflation remaining above the Federal Reserve's target, a weak labor market is expected to lead to a second interest rate cut this year following the meeting on October 28-29 [10]. Cryptocurrency Industry - Trump has pardoned Zhao Changpeng, the founder of Binance, which may pave the way for the company's return to the U.S. market after being banned due to violations of anti-money laundering regulations [12][13]. - The pardon is seen as a significant development for Binance, which has faced scrutiny and a record $4.3 billion fine from the U.S. Department of Justice for being a major money laundering hub [16]. - The news of the pardon led to a surge in Binance Coin's price [17].
今夜,突然暴涨!特朗普,宣布!
中国基金报·2025-10-23 16:15