第一财经·2025-11-03 23:47Core Viewpoint - The article discusses the mixed performance of the U.S. stock market, driven primarily by artificial intelligence (AI) related trades, while also highlighting significant movements in the cryptocurrency market and upcoming earnings reports from major companies [3]. Market Performance - On Monday, the Dow Jones Industrial Average fell by 226.19 points, or 0.48%, closing at 47,336.68 points. The Nasdaq rose by 0.46% to 23,834.72 points, and the S&P 500 increased by 0.17% to 6,851.97 points [3]. - The Philadelphia Semiconductor Index rose nearly 1%, with IREN signing a multi-year agreement worth $9.7 billion with Microsoft, boosting market sentiment [3]. Cryptocurrency Market - The cryptocurrency market experienced a sharp decline, with Bitcoin dropping over 3% and Ethereum falling more than 6% due to a hacker attack on Balancer, which resulted in losses exceeding $100 million [3]. Notable Company Movements - Amazon's stock rose by 4.0%, reaching a historical high after announcing a $38 billion agreement with OpenAI to run and expand its AI operations on Amazon Web Services (AWS) [4]. - Other tech stocks showed mixed results, with Microsoft down 0.1%, Google up 0.8%, and Meta down 1.6% [5]. Chinese Stocks - The Nasdaq China Golden Dragon Index increased by 0.26%, with Alibaba down 1.6% and Baidu up 0.3% [6]. Upcoming Earnings Reports - Several major companies, including AMD, Shopify, McDonald's, and Spotify, are set to release their quarterly financial reports later this week [6]. Economic Data - The U.S. manufacturing index fell from 49.1 in September to 48.7 in October, below market expectations of 49.5. The S&P Global U.S. manufacturing index was revised up to 52.5 from an initial 52.2, showing slight improvement [6]. Federal Reserve Insights - The ISM price index's decline last month provides more basis for potential interest rate cuts by the Federal Reserve. The market currently anticipates a 65% probability of a 25 basis point rate cut next month [7]. Bond and Commodity Markets - U.S. Treasury yields showed mixed performance, with the 10-year yield rising by 1 basis point to 4.11% and the 2-year yield falling by 1 basis point to 3.60% [8]. - International oil prices remained stable, with WTI crude oil at $64.05 per barrel and Brent crude at $64.89 per barrel [8].