美股,“深V”反转!美联储,大消息!
证券时报·2025-11-26 00:06

Market Overview - On November 25, US stock markets experienced a significant rebound, with all three major indices closing higher. The Dow Jones Industrial Average rose 1.43% to close above 47,000 points at 47,112.45, the S&P 500 increased by 0.91% to 6,765.88, and the Nasdaq Composite gained 0.67% to finish at 23,025.59 [5][4]. Federal Reserve Insights - Federal Reserve Governor Stephen Milan suggested that the high interest rate targets set by the Fed have negatively impacted the job market, advocating for more aggressive rate cuts to support the economy [2]. - The CME Group's "FedWatch" tool indicated an 84.9% probability that the Federal Reserve will cut rates by 25 basis points at its December meeting [3]. Sector Performance - Major technology stocks saw an overall increase, with Meta rising nearly 4%, Google A and Amazon up over 1%, while Microsoft, Apple, and Tesla had slight gains of less than 1% [6]. - Bank stocks also performed well, with JPMorgan Chase, Goldman Sachs, Citigroup, Morgan Stanley, and Bank of America all rising over 1%, while Wells Fargo had a smaller gain of less than 1% [7]. - Airline stocks collectively increased, with Southwest Airlines and United Airlines both up over 3%, and American Airlines and Delta Airlines rising over 2% [8]. - COVID-19 related stocks generally saw gains, with BioNTech up over 3%, Moderna increasing by over 2%, AstraZeneca rising nearly 2%, and Gilead Sciences up over 1% [9]. Semiconductor Sector - Semiconductor stocks exhibited mixed performance, with AMD experiencing a significant drop of over 9% at one point during the day, but later narrowing its losses to close down over 4% [11][12]. - Nvidia also faced a sharp decline of over 7% during the session, ultimately closing down over 2% [11]. - Other semiconductor companies like Applied Materials rose by 5%, Broadcom increased by nearly 2%, and ASML was up over 1%, while ARM fell by over 2% and Qualcomm dropped by more than 1% [12]. Chinese Stocks - Chinese stocks showed mixed results, with the Nasdaq Golden Dragon China Index rising by 0.35%. Notable gainers included Hesai Technology up nearly 11%, Tuya Smart up nearly 9%, and several others seeing gains of over 5%. Conversely, companies like Lexin fell over 9%, and NIO and Alibaba both saw declines of over 2% [14][13].