美股三大指数全线大涨

Core Insights - The U.S. stock market experienced significant gains, with all three major indices reaching record highs, driven by strong performances from tech giants like Google and Nvidia [3][4] - The September Consumer Price Index (CPI) showed a month-on-month increase of 0.3% and a year-on-year increase of 3.0%, indicating a slight easing of inflation pressures [5] - The earnings season has started positively, with 87% of S&P 500 companies exceeding earnings expectations, suggesting robust market momentum [5] Market Performance - The Dow Jones Industrial Average rose by 472.51 points, closing at 47,207.12, marking a weekly increase of approximately 2.5% [3] - The S&P 500 index increased by 0.79%, closing at 6,791.69, with a weekly gain of about 2.8% [3] - The Nasdaq index saw a rise of 1.15%, closing at 23,204.87, achieving a weekly increase of around 3.0% [3] Sector Highlights - The technology sector saw most of the "Big Seven" tech stocks rise, with Google A up 2.70% and Nvidia up 2.25%, while Tesla experienced a decline of 3.40% [3] - Chinese concept stocks also performed well, with the Nasdaq Golden Dragon China Index rising by 0.27% and a cumulative weekly increase of 2.4% [4] Inflation and Economic Indicators - The core CPI, excluding food and energy, rose by 0.2% month-on-month and 3.0% year-on-year, indicating persistent inflationary pressures [5] - Analysts suggest that the mild CPI data could open the door for potential interest rate cuts by the Federal Reserve in the coming months [5] Earnings Season Insights - As of now, 143 S&P 500 companies have reported Q3 earnings, with 83% surpassing revenue expectations [5] - Analysts project a year-on-year earnings growth of approximately 10.4% for the S&P 500, an improvement from earlier estimates of 8.8% [5] - Upcoming earnings reports from major tech companies like Meta, Microsoft, Alphabet, Amazon, and Apple are anticipated to influence market trends [5] Individual Stock Movements - Coinbase's stock surged by 9.8% following an upgrade to "Overweight" by JPMorgan [6] - Ford reported a Q3 profit that exceeded expectations, leading to a 12.2% increase in its stock price [6] - Deckers, the parent company of Hoka, saw a decline of 15.2% due to lower-than-expected full-year guidance [6] Bond and Commodity Markets - The 10-year U.S. Treasury yield briefly fell after the CPI data release but closed slightly higher at 4%, marking a cumulative decline of about 1 basis point for the week [6] - International oil prices saw a slight decrease, with WTI crude oil closing at $61.50 per barrel, down 0.47% [6] - COMEX gold futures experienced a minor drop of 0.19%, settling at $4,137.8 per ounce [6]