英伟达市值站稳5万亿美元

Market Overview - On October 29, U.S. stock indices showed mixed performance, with the Dow Jones and S&P 500 retreating from highs, while the Nasdaq reached a new all-time high [1][2] - The Dow Jones index closed at 47,632 points, down 0.16%, and the S&P 500 closed at 6,890.59 points, down 0.3 points [1][2] Federal Reserve Actions - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to 3.75% to 4.00%, marking the second rate cut of the year [4] - Fed Chairman Jerome Powell indicated significant internal disagreement regarding future rate cuts, stating that a December rate cut is "far from a done deal," which negatively impacted risk assets [4][5] Technology Sector Performance - Major tech stocks mostly rose, with Nvidia increasing by 2.99% to $207.04, marking a market cap above $5 trillion for the first time [6][7] - Apple rose by 0.26% to $269.70, achieving a market cap of $4.002 trillion, while Microsoft fell by 0.10% with a market cap of $4.025 trillion, indicating the first instance of three companies with market caps exceeding $4 trillion [6][7] Earnings Reports - Microsoft reported Q1 revenue of $77.67 billion, exceeding expectations with a year-over-year growth of 18% [13] - Alphabet's Q3 revenue reached $102.35 billion, also above expectations, with a year-over-year growth of 16% [14] - Meta's Q3 revenue was $51.24 billion, showing a year-over-year increase of 26%, but earnings per share fell significantly compared to the previous year [15] - Starbucks reported Q4 net revenue of $9.6 billion, surpassing expectations, with same-store sales growth of 1% [16] Semiconductor and Storage Stocks - The Philadelphia Semiconductor Index rose by 1.85%, with notable gains in stocks like Teradyne (+20.47%) and Applied Materials (+3.56%) [8] - Storage stocks saw significant increases, with Seagate Technology rising by 19.11% and Western Digital by 13.18% [9] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index saw a slight decline of 0.03%, with mixed performances among popular Chinese stocks [11][12]