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金十数据全球财经早餐 | 2025年10月2日
Jin Shi Shu Ju· 2025-10-01 23:03
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 ...
今夜,大逆转!特朗普,输了!
中国基金报· 2025-10-01 16:08
Market Overview - US stock market experienced a significant reversal, opening lower but closing higher despite concerns over a government shutdown [2] - The healthcare sector saw gains due to a positive agreement between Pfizer and the White House, contributing to a narrowing of losses in the stock market [3] Economic Indicators - US Treasury yields fell across the board, with the 10-year yield dropping to 4.11% [6] - The ADP report indicated an unexpected decline in US employment for September, aligning with other data suggesting a slowdown in the labor market [8] - Manufacturing activity in the US contracted for the seventh consecutive month, although the market showed limited reaction to this news [8] Government Shutdown Impact - The ongoing government shutdown poses a risk of missing key economic data necessary for Federal Reserve decision-making [9] - Investors are concerned about the duration of the shutdown and its potential impact on the stock market, although historical precedents suggest limited macroeconomic effects [10] Sector Performance - Semiconductor stocks surged, with Micron Technology rising nearly 6% and TSMC increasing by 2%, driven by price hikes in NAND Flash products [10] - Morgan Stanley predicts that the price increase cycle in the semiconductor industry may extend until 2026, creating a strong short-term catalyst [10] Federal Reserve Developments - The US Supreme Court temporarily blocked Trump's attempt to dismiss Federal Reserve Governor Lisa Cook, marking a victory for the Fed's independence [11] - The next Federal Reserve meeting is scheduled for October 28-29, where decisions on potential interest rate cuts will be made [12]
昨夜,集体上涨!芯片巨头,新高!
Zheng Quan Shi Bao· 2025-10-01 00:17
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]
昨夜,集体上涨!芯片巨头,新高!
证券时报· 2025-10-01 00:16
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]
扛住政府关门压力,美股惊险收涨
Hua Er Jie Jian Wen· 2025-09-30 23:13
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 ...
金十数据全球财经早餐 | 2025年10月1日
Jin Shi Shu Ju· 2025-09-30 23:03
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 ...
美股三大股指小幅收涨 英伟达涨2.6%
Xin Lang Cai Jing· 2025-09-30 21:48
(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。 ...
英特尔(INTC.US)跌近3% 传台积电再度否认与英特尔投资合作传闻
Zhi Tong Cai Jing· 2025-09-30 15:28
尽管合作传闻不断,台积电始终保持着谨慎态度。分析人士指出,台积电可能不愿与拥有自己晶圆代工 业务的芯片制造商合作,因为Intel本质上是一个潜在的竞争对手。此外,英特尔当前面临的复杂经营状 况也是台积电犹豫合作的重要因素。 周二,英特尔(INTC.US)跌近3%,报33.46美元。消息面上,据报道,台积电近日正式否认了与英特尔 就投资或合作事宜进行谈判的传闻,这已是台积电再次对相关合作传闻予以否认。此前市场曾有消息 称,英特尔正积极寻求与台积电建立合作或获得其投资,同时英特尔也在与苹果等科技巨头探讨合作可 能性。这一消息引发业界对全球芯片产业格局可能发生重大变化的关注。 ...
美股异动 | 英特尔(INTC.US)跌近3% 传台积电再度否认与英特尔投资合作传闻
智通财经网· 2025-09-30 15:09
尽管合作传闻不断,台积电始终保持着谨慎态度。分析人士指出,台积电可能不愿与拥有自己晶圆代工 业务的芯片制造商合作,因为Intel本质上是一个潜在的竞争对手。此外,英特尔当前面临的复杂经营状 况也是台积电犹豫合作的重要因素。 智通财经APP获悉,周二,英特尔(INTC.US)跌近3%,报33.46美元。消息面上,据报道,台积电近日正 式否认了与英特尔就投资或合作事宜进行谈判的传闻,这已是台积电再次对相关合作传闻予以否认。此 前市场曾有消息称,英特尔正积极寻求与台积电建立合作或获得其投资,同时英特尔也在与苹果等科技 巨头探讨合作可能性。这一消息引发业界对全球芯片产业格局可能发生重大变化的关注。 ...
001309秒封板,芯片、有色“涨”声雷动
Zheng Quan Shi Bao· 2025-09-30 05:48
Group 1: Chip Sector Performance - The chip stocks collectively surged in the morning, with Demingli (001309) hitting the daily limit within a minute of opening, and several other stocks also reaching their limits [1] - The storage chip sector led the gains, with the index rising over 3% to reach a historical high, while major companies like SMIC and others also set new records [7] - The rapid development of artificial intelligence has led to a supply-demand imbalance in storage chips, with Citigroup predicting shortages of 1.8% for DRAM and 4% for NAND flash by 2026 [9] Group 2: Nonferrous Metals Sector - Nonferrous metal stocks saw a strong performance, with the energy metals index rising nearly 6% to a two-year high, and several sub-sectors like nickel and lithium reaching historical highs [2][4] - The Ministry of Industry and Information Technology, along with eight other departments, issued a plan for the nonferrous metals industry, targeting an average annual growth of around 5% in value-added output from 2025 to 2026 [4] - The demand for nonferrous metals is increasing due to the rapid growth of emerging industries such as new energy vehicles and robotics, leading to price increases and shortages in certain varieties [5] Group 3: Price Trends and Forecasts - Cobalt prices in China have nearly doubled this year, rising from 169,000-171,000 yuan/ton to 325,000 yuan/ton by September 28 [6] - The silver market is expected to face a supply-demand gap for the fifth consecutive year, with a potential shortfall of about 4,000 tons [6] - Major storage chip manufacturers have announced price increases, with Samsung raising prices by 30% for certain memory products, while Micron expects first-quarter revenue to reach $12.2 billion to $12.8 billion, exceeding Wall Street forecasts [10]