第一财经·2025-10-28 23:26Core Viewpoint - The article highlights the strong performance of major U.S. stock indices, driven by optimism surrounding technology giants' earnings and Nvidia's significant rebound, with the S&P 500, Nasdaq, and Dow Jones reaching historical highs [3][4]. Group 1: Stock Market Performance - The S&P 500 index rose by 0.23% to close at 6890.89 points, marking its first time surpassing the 6900-point threshold [3]. - The Nasdaq composite index increased by 0.80% to 23827.49 points, while the Dow Jones Industrial Average gained 161.78 points, or 0.34%, closing at 47706.37 points [3]. - Nvidia's stock surged by 4.98%, reaching a market cap of $4.94 trillion, with a single-day market value increase of over $230 billion [3][4]. Group 2: Technology Giants' Earnings - Investors are focusing on quarterly earnings reports from major tech companies, including Apple, Microsoft, Alphabet, Amazon, and Meta, to assess their investments in AI and capital expenditures [4]. - The overall earnings growth for S&P 500 companies in Q3 is projected to be 10.5%, exceeding previous expectations of 8.8% [4]. Group 3: Economic Indicators - The U.S. government shutdown has delayed the release of official economic data, leading the market to rely on corporate disclosures and private statistics [4]. - The Federal Reserve is expected to announce a 25 basis point rate cut, with recent data indicating an average weekly increase of approximately 14,000 jobs in the private sector [4]. Group 4: Bond and Commodity Markets - The yield on the 10-year U.S. Treasury bond decreased by 1.2 basis points to 3.981%, while the 2-year yield remained unchanged at 3.496% [5]. - In the commodities market, WTI crude oil futures fell by 1.89% to $60.15 per barrel, and Brent crude oil futures dropped by 1.65% to $63.83 [5].