降息两次？美联储，大消息！昨夜，美股新高！

Market Performance - The three major US stock indices all closed higher, with the Dow Jones Industrial Average rising by 1.01% to 47,207.12 points, the S&P 500 increasing by 0.79% to 6,791.69 points, and the Nasdaq gaining 1.15% to 23,204.87 points, all reaching new historical highs [1] - For the week, the Dow Jones increased by 2.2%, the S&P 500 rose by 1.92%, and the Nasdaq climbed by 2.31% [1] European Market Trends - Major European stock indices mostly rose, with the German DAX up 0.13% to 24,239.89 points, the French CAC40 unchanged at 8,225.63 points, and the UK FTSE 100 increasing by 0.7% to 9,645.62 points, also reaching a new historical high [2] - For the week, the German DAX rose by 1.72%, the French CAC40 increased by 0.63%, and the UK FTSE 100 climbed by 3.11% [2] Chinese Stocks Performance - Chinese concept stocks showed mixed results, with the Nasdaq Golden Dragon China Index rising by 0.27% [2] - Notable individual stock performances included a rise of over 6% for Canadian Solar, over 3% for Pony.ai, and nearly 3% for Luokung Technology, while Zai Lab fell over 6% and Beike dropped over 3% [2] US Inflation Data - The US September CPI data indicated a slight increase to 3% year-on-year, up from 2.9% the previous month, but below the market expectation of 3.1% [4] - The core CPI for September also recorded a year-on-year rate of 3%, lower than both market expectations and the previous month's figure of 3.1% [4] - Following the CPI release, traders increased bets on the Federal Reserve potentially lowering interest rates twice more this year [4] Federal Reserve Outlook - Analysts suggest that the current inflation data supports the likelihood of a rate cut in October, with a focus on balancing employment market risks [4] - The St. Louis Fed's research indicates that tariffs currently transmit only about 35% to prices, suggesting that inflation pressures may increase in Q4 [5] - Even with a potential rate cut in October, the Fed's future easing path may be constrained due to rising inflation [5] EU Regulatory Actions - The EU has preliminarily identified violations of the Digital Services Act by a metaverse company, which could face fines up to 6% of its global revenue if non-compliance continues [7] - The investigation is part of a broader enforcement action by the EU to implement the Digital Services Act [8] Commodity Market Trends - International precious metal futures generally declined, with COMEX gold futures down 0.45% to $4,126.90 per ounce and COMEX silver futures down 0.60% to $48.41 per ounce [10] - The US oil market saw a decrease in both WTI and Brent crude oil prices, with WTI down 0.57% to $61.44 per barrel and Brent down 0.29% to $65.10 per barrel [10][11]