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深夜,直线猛拉!芯片,重大利好!
券商中国·2025-11-05 23:24

Market Performance - The U.S. stock market saw a significant rebound, with major indices rising collectively. The S&P 500 increased by 0.37%, the Nasdaq by 0.65%, and the Dow Jones by 0.48% [1] - Major tech stocks mostly rose, with Google up over 2%, Tesla up over 4%, and Intel up over 3%. However, Microsoft and Nvidia fell by over 1% [1] Economic Outlook - President Trump projected that the U.S. GDP growth for Q3 would reach 4.2% or higher, following a 3.8% annualized growth rate that reversed a decline in Q1 [3] - Trump claimed that since his administration began, nearly 2 million jobs have been added domestically, although recent ADP employment reports indicated a slowdown in job growth [3] Wage Growth and Inflation - Trump asserted that workers' wages are growing at the fastest rate in 60 years, and he noted a rapid decline in prices [4][5] Federal Reserve and Interest Rates - Newly appointed Federal Reserve Governor Milan suggested that further interest rate cuts are a reasonable action, including during the upcoming meeting in December [9] - Milan emphasized the importance of reaching a "neutral level" for policy rates, which neither stimulates nor suppresses economic growth [10] Semiconductor Market - Micron Technology's stock surged nearly 9% due to rumors of rising HBM4 chip prices, reaching a new historical high. Other companies like SanDisk and Seagate also saw significant gains [1] - SK Hynix, a major supplier for Nvidia, confirmed that it has completed negotiations for HBM4 supply, with prices expected to be over 50% higher than HBM3E [1]