全球黄金股基准指数——MSCI编制的MSCI全球黄金矿企股票指数今年已飙升约135%，可谓紧密追踪着贵金属本身的涨 势。该指数正朝着对该编制方衡量包括英伟达、台积电在内的全球主要半导体公司的指数——MSCI半导体指数实现史上 最大规模跑赢幅度的方向迈进，后者今年迄今上涨40%。尤其在美股市场，史无前例AI大浪潮之下的芯片股持续强劲的涨 势，为2023年以来的这轮"美股长期牛市"的核心驱动力之一。 智通财经APP获悉，最新统计数据显示，在黄金价格屡创历史新高的驱动之下，黄金股今年迄今表现可谓无比强劲，更加 令全球投资者们感到意外的是——黄金股以2025年迄今135%的无与伦比涨幅碾压AI大浪潮驱动的芯片股"超级牛市行 情"。市场对于全球黄金股的极度青睐立场，凸显出尽管今年围绕人工智能的投资热潮不绝于耳令芯片股持续大幅走强， 但黄金矿企实际上是更好的选择。 这一出人意料的巨大差距凸显出今年全球股票市场的一个关键动态：即便"害怕错过"(FOMO)的浓厚看涨情绪驱使投资者 们追逐一切与AI密切相关的资产涨幅，他们也同样被黄金这一传统避险资产在全球央行累积大幅买入以及全球避险买盘 持续推动下的强劲上涨所吸引。 在今年， ...

Core Viewpoint - The semiconductor sector is experiencing a significant surge, driven by a new wave of price increases in the global memory chip market due to supply-demand imbalances, technological advancements, and geopolitical factors. Institutions are optimistic about the industry's prospects over the next two years, with Morgan Stanley predicting a "super cycle" in the memory chip sector due to potential supply-demand imbalances in the coming year [1][11]. Group 1: Market Performance - On October 2, Asian markets saw a collective rise in semiconductor stocks, with the Hong Kong semiconductor index increasing over 6% and reaching a peak of over 7% during trading [2]. - Notable individual stock performances included SMIC rising over 8% and HUA Hong Semiconductor increasing over 4%, both reaching new highs [4]. - In South Korea, SK Hynix surged over 12%, while other semiconductor stocks like Hanmi Semiconductor and Samsung Electronics also saw significant gains [5][6]. Group 2: Price Trends and Projections - The memory chip market is entering a new cycle, with expectations of steady price increases over the next 2-3 years, particularly for High Bandwidth Memory (HBM) products, which are projected to see exponential demand growth [11]. - Morgan Stanley forecasts that the global HBM market size will grow from $3 billion in 2023 to $53 billion by 2027 [11]. - Recent announcements from major manufacturers indicate price increases for DRAM (15%-30%) and NAND (5%-10%) products, reflecting a broader trend of rising prices in the memory sector [11][12]. Group 3: AI and Infrastructure Investment - The surge in AI investments is driving explosive growth in demand for storage semiconductors, with OpenAI collaborating with Samsung and SK Hynix to support its "Stargate" project, which aims to invest $100 billion in AI computing servers over four years [8][10]. - The project emphasizes the need for expanded chip supply, with NVIDIA also committing to invest up to $100 billion to support OpenAI's data center chip requirements [9]. - The shift in production focus towards higher-margin products like DDR5 and HBM is evident, as manufacturers reduce DDR4 capacity and prioritize advanced memory solutions to meet the demands of the AI market [12][13].

来源：滚动播报 台积电股价上涨3.0%，至1365.00新台币，盘中再历史新高。 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 市场盘点 周三，尽管"小非农"大幅不及预期，美元指数大体维持区间震荡，最终微跌0.09%，报97.73。基准的10年期美债收益率收报4.102%，对美联储政策利率敏感 的2年期美债收益率收报3.537%。 现货黄金于欧盘时段继续发力，再将历史新高刷新至3890美元上方，但随后回落至3860美元附近震荡整理，最终收涨0.19%，收报3865.43美元/盎司；纽约 期金盘中一度站上3900美元/盎司整数关口，再创历史新高；现货白银冲上47美元，盘中一度涨至47.82美元的日内高点，创14年新高，最终收涨1.44%，报 47.31美元/盎司。 原油连续第三日下跌。WTI原油日内再度跌超1%，盘中一度跌至61.21美元的日内低点，最终收跌1.03%，报61.58美元/桶；布伦特原油最终收跌1.04%，报 65.26美元/桶。 美国9月ADP就业人数大幅不及预期，创2023年3月来最大降幅 美国政府关门，参议院再度否决临时拨款法案，2日将暂停投票 美国最高法院拒绝允许特朗 ...

【导读】美股低开高走，特朗普遭遇重大挫折 中国基金报记者 泰勒 大家好，长假的第二天，今晚继续关注一下海外的市场消息。 美股大逆转 10月1日晚间，尽管有美国政府"关门"的利空消息，美股三大指数盘前一度走低，但正式开盘之后，竟然发生了大逆转，低开高 走，全部转涨！道指上涨，标普指数止跌。 在周三的数据巩固了美联储本月晚些时候降息预期之后，美国国债持续走强。受辉瑞与白宫达成协议所带来的乐观情绪提振，医 疗保健板块上涨，股市收窄跌幅，未再触及盘中低点。 | 最高: 27.10 | 今开:25.97 | 成交量: 6624.44万股 | 换手:1.17% | | --- | --- | --- | --- | | 最低: 25.58 | 昨收:25.48 | 成交额：17.47亿 | 振幅: 5.97% | | 52周最高: 30.43 | 量比:3.02 | 市盈率(TTM): 14.25 | 市净率:1.73 | | 52周最低: 20.91 | 委比: 3.45% | 市盈率(静): 19.08 | 市销率：2.27 | | 每股收益:1.89 | 股息(TTM): 1.71 | 每手股数:1 | 总市值:1 ...

Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones Industrial Average achieving a five-month winning streak [2][5] - The Dow Jones increased by 0.18% to 46,397.89 points, the S&P 500 rose by 0.41% to 6,688.46 points, and the Nasdaq gained 0.3% to 22,660.01 points [5][6] Individual Stocks - Nvidia's stock price reached a new all-time high, with its market capitalization surpassing $4.5 trillion [3][9] - Major technology stocks showed mixed performance, with Microsoft up 0.65% and Tesla up 0.34%, while Meta and Amazon both fell over 1% [6] - Bank stocks declined across the board, with Citigroup, Morgan Stanley, and Bank of America all dropping over 1% [7] - Energy stocks generally fell, with Schlumberger down over 2% and Occidental Petroleum, ExxonMobil, and ConocoPhillips all declining by more than 1% [8] - Airline stocks collectively dropped, with Southwest Airlines and United Airlines both down over 2% [9] Sector Performance - Semiconductor stocks mostly rose, with the Philadelphia Semiconductor Index up 0.87% and Nvidia gaining over 2% [9] - Chinese concept stocks experienced a pullback, with the Nasdaq Golden Dragon China Index down 0.78% [10] Commodity Market - International gold prices continued to rise, with COMEX gold futures approaching $3,900 per ounce, marking a new historical high [4][11]

Market Overview - The three major U.S. stock indices collectively rose, with the Dow Jones Industrial Average achieving a five-month winning streak [2][5] - The Dow Jones increased by 0.18% to 46,397.89 points, the S&P 500 rose by 0.41% to 6,688.46 points, and the Nasdaq gained 0.3% to 22,660.01 points [5][6] Individual Stocks - Nvidia's stock price reached a new all-time high, with a market capitalization surpassing $4.5 trillion [3][9] - Major technology stocks showed mixed performance, with Microsoft up 0.65% and Tesla up 0.34%, while Meta and Amazon both fell over 1% [6] - Bank stocks declined, with Citigroup, Morgan Stanley, and Bank of America all dropping over 1% [7] - Energy stocks generally fell, with Schlumberger down over 2% and ExxonMobil down over 1% [8] Sector Performance - Airline stocks collectively declined, with Southwest Airlines and United Airlines both down over 2% [9] - Semiconductor stocks mostly rose, with the Philadelphia Semiconductor Index up 0.87% and Nvidia up over 2% [9] International Markets - International gold prices continued to rise, with COMEX gold futures approaching $3,900 per ounce, marking a new historical high [3][12]

美国政府关门进入倒计时阶段，美股扛住政府关门引发经济不确定性的风险，三大股指盘中惊险转涨，9月全月和三季度继续累涨。黄金在美联储降息预期 和政府关门风险助推下继续创盘中历史新高，9月两位数大涨。 直到周二美股收盘，美国国会两院还没有彻底通过任何至少短期内维持政府支出的法案，美股大盘全天承压。数据显示美国劳动力市场疲软，美债、美元和 黄金均有明显反应。 美股盘前，周一美国总统特朗普和两党国会领袖在白宫会晤后，美国副总统万斯称他认为正走向政府关门。如果政府关门，劳工部统计局将停止发布经济数 据，美联储将缺少制定利率路径的关键数据。三大美股指集体低开。 美股盘前，媒体称OPEC+考虑未来三个月加大增产力度，每月增产约50万桶/日，原油盘中跌超2%。临近美股午盘，OPEC+否认此消息，原油盘中收窄过半 跌幅。 美股早盘公布的8月美国JOLTS职位空缺数从7月上修后的721万微增至723万，同时招聘减少，与劳动力市场疲软的趋势一致，让美联储可能有理由下月继续 降息。数据公布后，美国国债价格上行、收益率刷新日低，美元指数跌幅扩大，黄金盘中转涨。 美股盘中，特朗普警告，确实可能政府关门，那将有"不可逆转的"裁员和民主党青睐 ...

女声普通话版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国劳工部：若政府出现停摆，将暂停发布每周失业救济金申请报告 旨在避免美国政府停摆的民主党拨款法案未在参议院通过 美联储古尔斯比：不希望基于当前通胀是暂时性的预期而提前降息 欧佩克驳斥有关即将召开会议的误导性媒体报道 OpenAI宣布推出音视频生成模型Sora 2 国家统计局：9月份中国制造业采购经理指数为49.8% 央行：10月9日将开展11000亿元买断式逆回购操作，期限为3个月 市场盘点 周二，因美国劳动力数据不及预期及政府关门风险加剧，美元指数延续下行，盘中一度跌至97.63的日内低点，最终收跌0.12%，报97.82。基准的10年期美 债收益率收报4.152%，对美联储政策利率敏感的2年期美债收益率收报3.617%。 现货黄金日内上演V型走势，其在欧盘前一度将历史新高刷新至3870美元上方，但随后迅速回落下杀超70美元，美盘时段多头再度发力，收复全部失地并重 返历史新高附近，最终收涨0.64%，收报3858.23美元/盎司；现货白银盘中一度冲上47美元，但未能站稳在此处上方，最终收跌0.59%，报 ...

(本文来自第一财经) 来源：第一财经 美股周二收盘，道指收涨0.18%，标普500指数涨0.41%，纳指涨0.30%。三季度，标普500指数涨 7.79%，纳指涨11.24%，道指涨5.22%。英伟达(NVDA.O)涨2.6%，台积电(TSM.N)涨2.2%， Coreweave(CRWV.O)涨11.7%，UiPath(PATH.N)涨6.5%。谷歌母公司Alphabet(GOOG.O)三季度累计上涨 38%，创2005年以来最佳单季表现。 ...