中国资产猛拉，芯片巨头大消息！

Core Viewpoint - The article discusses the recent performance of the U.S. stock market, particularly the rise of major indices and the impact of anticipated interest rate cuts by the Federal Reserve on market sentiment [12][18]. Group 1: U.S. Stock Market Performance - On October 27, the U.S. stock market saw all three major indices reach new highs, with the Dow Jones up 0.71% to 47,544.59 points, the Nasdaq up 1.86% to 23,637.46 points, and the S&P 500 up 1.23% to 6,875.16 points [8][12]. - Major technology stocks performed well, with Apple and Google reaching new highs, and Apple's market capitalization approaching $4 trillion [16][17]. - Qualcomm's stock surged over 11% after the announcement of its new AI chips, marking a new high since July 2024 [13][15]. Group 2: Chinese Stocks and Indices - The Nasdaq China Golden Dragon Index rose by 1.59%, with notable gains in popular Chinese stocks such as XPeng Motors and Baidu, which increased by over 6% and nearly 5%, respectively [6][10]. - Other Chinese stocks like Kingsoft Cloud and JD.com also saw significant increases, contributing to the overall positive sentiment in the market [10]. Group 3: Federal Reserve Interest Rate Expectations - The article highlights that the expectation of interest rate cuts by the Federal Reserve is a key driver behind the recent strength in the U.S. stock market, with a 97.3% probability of a 25 basis point cut in October [12]. - The release of the U.S. Consumer Price Index (CPI) data for September, which was below market expectations, has further fueled speculation about additional rate cuts [12].