深夜疯狂！美股再创历史新高，特朗普突然火力全开

Market Performance - The US stock market continued its upward trend, with the Dow Jones Industrial Average rising by 0.34% to 47,706.37 points, the S&P 500 increasing by 0.23% to 6,890.89 points, and the Nasdaq Composite leading with a 0.8% gain to 23,827.49 points, all reaching new highs based on previous records [1] - Nvidia, referred to as the "global stock king," saw a notable performance with its stock price increasing by 4.98% to $201.03, bringing its total market capitalization close to $4.9 trillion, thereby providing upward momentum for the tech sector [1] Chinese Stocks Performance - The performance of popular Chinese stocks diverged from the broader US market, with most stocks closing lower, and the Nasdaq China Golden Dragon Index falling by 1.23% [2] - Notable declines included Alibaba, Ctrip, Baidu, Li Auto, and Manbang, all dropping over 1%, while New Oriental's decline exceeded 3%. In contrast, Futu surged over 3% and XPeng rose over 1%, marking them as rare gainers [2] Federal Reserve Meeting - The global financial market is currently experiencing a "super central bank week," with the highly anticipated Federal Reserve meeting commencing on October 28, 2023, and the interest rate decision expected to be announced on October 29 [2] - The market widely anticipates a 25 basis point rate cut, lowering the federal funds rate target range to 3.75%—4% [2] Political Commentary - President Trump publicly criticized Federal Reserve Chairman Powell, labeling him as "incompetent" and indicating that Powell's term will end in May next year, suggesting a change in leadership [3] - Trump mentioned that a list of potential candidates for the new Federal Reserve Chairman would be submitted by Treasury Secretary Basant after Thanksgiving, with the candidate pool narrowed down to five individuals [3] Economic Analysis - According to a recent report by CITIC Securities, the overall inflation situation in the US appears stable, with September CPI coming in below expectations and a mild increase in prices for import-sensitive consumer goods, while service inflation has cooled [3] - The current environment of "moderate inflation + weakening employment" is expected to reinforce rate cut expectations, with predictions of two more rate cuts (each by 25 basis points) within the year [3]