鲍威尔表态后，美股、黄金齐跳水

Core Viewpoint - The article discusses the recent fluctuations in the U.S. stock market following Federal Reserve Chairman Jerome Powell's comments regarding future interest rate cuts, indicating that a December rate cut is not guaranteed, which has impacted market sentiment [3]. Federal Reserve Policy - The Federal Reserve lowered the overnight benchmark interest rate by 25 basis points to a range of 3.75% to 4%, marking the second rate cut of the year [3]. - Powell highlighted strong internal disagreements among committee members regarding the direction of future policy, suggesting that the decision for a December rate cut is not predetermined [3][4]. - Current inflation levels are close to the Fed's target, indicating a cautious approach to further rate cuts [3]. Market Reactions - Following Powell's statements, medium to long-term U.S. Treasury yields rose, with the 2-year yield increasing by 9.2 basis points to 3.585% and the 10-year yield rising by 7.4 basis points to 4.056% [5]. - The stock market showed mixed results, with the Dow Jones Industrial Average falling by 74.37 points (0.16%) and the Nasdaq rising by 0.55% [3]. Company Performance - Nvidia's stock surged by 3.0%, pushing its market capitalization above $5 trillion, making it the first U.S. company to reach this milestone [5]. - Nvidia announced a $1 billion investment in Nokia, contributing to its stock price increase of over 50% this year, which has driven optimism in AI-related stocks [5]. - In the storage sector, Seagate Technology's stock rose by 19.1% after reporting Q3 revenue of $2.63 billion, a 21% year-over-year increase, and providing a positive Q4 outlook [5]. Other Notable Stocks - Mixed performance was observed among major tech stocks, with Google up 2.5%, Amazon up 0.5%, and Apple up 0.2%, while Microsoft fell by 0.1% and Oracle dropped by 2.0% [5]. - Mondelez International's stock fell by 3.9% due to a decline in gross margin and a lowered full-year earnings outlook [6]. International Markets - The Nasdaq Golden Dragon China Index saw a slight decline of 0.03%, with Alibaba up 1.8% and JD.com down 0.5% [7]. - International oil prices experienced a slight increase, with WTI crude oil rising by 0.55% to $60.48 per barrel [7].