天天基金网·2025-11-04 01:19Market Overview - The U.S. stock market showed mixed results, with the Dow Jones down 0.48% and the Nasdaq up 0.46% following a significant agreement between Amazon and OpenAI [3][5] - Over 300 companies in the S&P 500 have reported Q3 earnings, with more than 80% exceeding expectations, indicating strong corporate performance [3][5] Amazon and OpenAI Partnership - Amazon Web Services (AWS) signed a $38 billion agreement with OpenAI to provide computing power, including thousands of GPUs, as part of OpenAI's $1.4 trillion AI infrastructure plan [9] - The agreement is set to be fulfilled by the end of 2026 and may expand in the future, highlighting Amazon's role in supporting AI development [9] Federal Reserve and Economic Data - The U.S. government shutdown has delayed key economic data releases, including the monthly non-farm payroll report, raising concerns among investors [6][7] - Federal Reserve officials indicated that potential interest rate cuts could occur in December, depending on economic data availability during the shutdown [7] Oil Market Dynamics - Oil prices saw a slight increase due to OPEC+'s decision to halt supply growth, despite concerns over oversupply and weak factory data in Asia [13][14] - WTI crude oil rose by $0.07 to $61.05 per barrel, while Brent crude increased by $0.12 to $64.89 per barrel [13] Technology Stock Performance - Major tech stocks exhibited mixed performance, with Amazon rising by 4% and Tesla by over 2%, while Apple and Microsoft saw slight declines [10][11]