深夜,见证历史!全球聚焦美联储!
NvidiaNvidia(US:NVDA) 证券时报·2025-10-29 15:35

Core Viewpoint - The article highlights significant movements in the U.S. stock market, particularly the Dow Jones Industrial Average reaching a historic milestone of 48,000 points, alongside insights into monetary policy changes from the Federal Reserve and developments in major companies like NVIDIA and trade relations between the U.S. and South Korea [2][5][8]. Market Performance - On October 29, U.S. stock indices saw an overall increase, with the Dow Jones up by 0.52%, marking its first time surpassing 48,000 points [2][3]. - The S&P 500 index rose by 0.25%, while the Nasdaq increased by 0.61% [2]. Federal Reserve Insights - The Federal Reserve began a two-day meeting on October 28, with expectations of a potential interest rate cut due to weak employment data [5]. - There is a noted division within the Federal Open Market Committee (FOMC) regarding the necessity of further rate cuts, with some members advocating for continued cuts as a risk management strategy [5]. Canadian Central Bank Decision - The Bank of Canada lowered its policy rate by 25 basis points to 2.25% in response to rising consumer prices and a weak economy [6]. - The Canadian consumer price index rose by 2.4% year-on-year in September, influenced by increases in food, daily goods, and rent [6]. Trade Developments - U.S. President Trump announced that the U.S. and South Korea are close to finalizing a new trade agreement, emphasizing the importance of their economic partnership [6][7]. - The collaboration between the U.S. and South Korea is expected to enhance industrial cooperation, particularly in manufacturing and shipbuilding [6][7]. NVIDIA's Business Growth - NVIDIA's stock surged nearly 4%, reaching a market capitalization of $5.07 trillion, making it the first company to exceed this valuation [8]. - CEO Jensen Huang reported that NVIDIA has shipped 6 million Blackwell GPUs and secured $500 billion in orders through 2026, significantly surpassing previous generation orders [8][10]. - The company introduced the Grace Blackwell platform, which offers a tenfold performance increase and a tenfold reduction in token generation costs compared to the previous generation [10]. Popular Chinese Stocks - Several Chinese stocks saw gains, with notable increases including a 21% rise for Canadian Solar and over 4% for Futu Holdings [11]. - Alibaba rose nearly 2%, while other companies like iQIYI and Baidu also experienced modest increases [11].

深夜,见证历史!全球聚焦美联储! - Reportify