美股三大指数集体收涨，英伟达再创新高。 当地时间周二(9月30日)，美国股市三大股指小幅收涨。值得注意的是，道琼斯工业指数已经实现月线五连涨。 个股方面，英伟达股价再创历史新高，市值突破4.5万亿美元。 其他市场方面，国际金价继续上行。当地时间周二，COMEX黄金期货主力合约盘中逼近3900美元/盎司，再创历史新高。 美股三大指数集体收涨英伟达创新高 当地时间周二(9月30日)，美国股市三大股指小幅收涨，其中道琼斯工业指数涨0.18%，报46397.89点，标准普尔500指数涨 0.41%，报6688.46点，纳斯达克指数涨0.3%，报22660.01点。整个9月份，道琼斯工业指数涨1.87%，实现月线五连涨；标准普尔 500指数9月上涨3.53%，同样实现月线五连涨；纳斯达克指数9月上涨5.61%，月线实现六连涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 46397.89c | 81.82 | 0.18% | | IXIC | 纳斯达克指数 | 22660.01c | 68.86 | 0.30 ...

Core Viewpoint - The article discusses the recent performance of VIX futures ETFs, highlighting a divergence in market behavior where high-quality U.S. stocks are declining while lower-quality stocks are rising, potentially influenced by global interest rate expectations [1]. Group 1: VIX Futures ETFs - Both 2x long VIX futures ETF (UVIX) and 1x short VIX futures ETF (SVIX) are experiencing gains, indicating increased volatility in the market [1]. - There is a noted discrepancy in the performance of UVIX, which is reported to be declining despite the overall trend of VIX ETFs rising, suggesting potential issues with market data [1]. Group 2: Stock Market Trends - High-quality core U.S. assets such as NVIDIA, Broadcom, and Microsoft are stagnant or declining, while lower-quality stocks like Tesla are seeing gains, indicating a shift in market sentiment [1]. - This trend has persisted for three days, possibly linked to global expectations regarding interest rate cuts, with speculation on a 25 to 50 basis point reduction [1]. Group 3: Gold Market - Gold has also seen a decline over the past three days, suggesting that investors may be cashing out in anticipation of changes in monetary policy [1].

Core Viewpoint - The market is experiencing a downward trend influenced by negotiation impacts, with internet e-commerce showing strength but unable to change the overall downward pattern of the index [1] Market Performance - Early morning indices continued to decline, but began to stabilize and rebound after 10 AM, driven by the automotive chain and robotics sectors [1] - The index showed slight strength throughout the day with a minor increase in trading volume, yet failed to break through the 2.5 trillion mark [1] Future Outlook - Attention is needed on trading volume in the coming days, as the market may face short-term profit-taking pressure ahead of the upcoming holidays [1] - The potential for further index decline of 100 to 200 points is anticipated due to high-level profit-taking demands, historical weak performance of U.S. stocks in September, and the timing of institutional portfolio adjustments [1] Sector Rotation - Sector rotation is expected to continue, with adjustments in computing power and artificial intelligence remaining unchanged, presenting more opportunities as adjustments occur [1] - The index is nearing previous support levels, and a downward trend may help to digest the market's overheated sentiment before a better upward movement is anticipated [1]

经济观察网美东时间周三，美股三大指数收盘涨跌不一，纳斯达克指数、标普500指数续创新高。 截至收盘，道琼斯工业指数收跌220.42点，跌幅0.48%，报45490.92点；纳斯达克指数收涨6.572点，涨 幅0.03%，报21886.06点；标普500指数收涨19.43点，涨幅0.30%，报6532.04点。 盘面上，大型科技股涨跌不一，英伟达涨超3%，微软、特斯拉小幅上涨，苹果、亚马逊跌超3%，脸书 跌超1%，谷歌小幅下跌。 能源股普涨，西方石油涨超3%，康菲石油涨超2%，埃克森美孚、雪佛龙涨超1%。 芯片股多数上涨，博通、ARM涨超9%，台积电、美光科技涨超3%，超威半导体涨超2%，阿斯麦跌超 1%。 其他个股方面，甲骨文股价涨近36%创收盘新高，市值突破9200亿美元，日内市值暴增约2500亿美元 (约合人民币1.78万亿元)。 ...

| 道琼斯 | < < | D | | | --- | --- | --- | --- | | 指 US.DJI | | | | | 45490.922 -220.418 -0.48% | | | | | 已收盘 Sep 10 04:11PM EDT | | | | | 今开 45731.500 最高 45731.500 量 | 5.73 Z | | | | 昨收 45711.340 最低 45380.059 振幅 | 0.77% | | | | 上涨 | 9 下跌 | 21 平盘 | 0 1 | | 道琼斯指数期货 45503.10 -0.55% | | | | | 相关ETF 道琼斯ETF 1.174 +0.17% | | | | | 分时 五日 日K 周K 月K 更多 ◎ | | | | | MA - MA5:45547.872 10:45505.341 20:45286.162 30:44898.684 | | | | | 45961.525 | 45770.199- | 11 17 11 17 11 17 11 17 11 17 11 17 11 17 11 17 11 17 11 17 11 17 ...

Market Performance - The three major U.S. stock indices opened mixed, with the Nasdaq up by 0.85%, the S&P 500 up by 0.41%, and the Dow Jones down by 0.08% [1][2] - Notable stock movements include Google (Alphabet) rising over 7%, Macy's increasing over 14%, and Apple gaining more than 3% [1] Commodity Prices - Spot silver has surpassed $41 per ounce, increasing by over 0.5%, marking a new high since 2011 [3] - Spot gold has reached above $3550 per ounce for the first time, achieving a year-to-date increase of over 35% [4] Pre-Market Activity - Apple saw a nearly 4% increase in pre-market trading [6] - Macy's experienced a pre-market rise of over 10% after the company raised its annual guidance [6] - Alphabet (Google) was up over 6% in pre-market trading following a ruling in its online search monopoly case, which stated that it does not need to divest Chrome and Android systems [6]

Market Performance - The three major U.S. stock indices opened lower, with the Nasdaq down 1.71%, the Dow Jones down 0.97%, and the S&P 500 down 1.29% [2][3] - TSMC and Nvidia both fell over 2%, while NIO dropped 3% after earnings [2] - PepsiCo saw an increase of over 5% [2] Stock Prices - Dow Jones Industrial Average: 45102.05, down 442.83 points (-0.97%) [3] - Nasdaq Composite: 21087.81, down 367.74 points (-1.71%) [3] - S&P 500: 6377.15, down 83.11 points (-1.29%) [3] Pre-Market Movements - TSMC's stock fell over 3% in pre-market trading [3] - NIO's stock initially rose over 5% before experiencing a drop of about 20% [4] Commodity Prices - International crude oil prices increased, with WTI crude up over 3% to $65.91 per barrel, and Brent crude up 1.84% to $69.40 per barrel [4]

21:33 美股开盘丨三大指数小幅高开 （文章来源：第一财经） 道指涨0.06%，纳指涨0.15%，标普500指数涨0.04%。Snowflake涨超11%，公司Q2业绩超市场预期。英 伟达涨超1%。中概股涨跌互现，阿里巴巴、京东跌超2%，蔚来、理想汽车涨超2%。 21:08美股三大股指期货小幅走高，截至发稿，道指期货涨0.13%，标普500指数期货涨0.05%，纳指期货 涨0.03%。 | 纳斯达克100期货小型 23636.50d 7.75 0.03% | | | --- | --- | | 纳斯达克100期货微型 23635.75d 7.00 0.03% | | | 标普500期货小型 | 6499.25d 3.25 0.05% | | 道琼斯期货小型 | 45700d 58 0.13% | 20:57英伟达美股盘前转涨，此前一度下跌3.3%。 20:33美国第二季度实际GDP年化修正值环比增3.3%，初值增3%。 20:31美国至8月23日当周初请失业金人数为22.9万人，前值由23.5万人修正为23.4万人。 18:33现货白银日内涨幅达1%，报38.95美元/盎司。 ...

Core Viewpoint - The article discusses the potential positive impact on the U.S. stock market if the Federal Reserve resumes interest rate cuts, as indicated by recent dovish signals from Chairman Jerome Powell [1] Group 1: Market Sentiment - The market's risk appetite has been significantly boosted following the dovish signals from the Federal Reserve [1] - Investors are anticipating a rate cut from the Federal Reserve for the first time in nine months since December of the previous year [1] Group 2: Historical Context - Historical data shows that in 11 previous instances where the Federal Reserve resumed rate cuts after a pause of 5-12 months, the S&P 500 index rose in 10 of those cases, indicating a nearly 90% success rate [1] - The average increase in the S&P 500 during these periods was 12.9%, with the only exception occurring during the 2001 internet bubble burst [1] Group 3: Investor Psychology - The article suggests that investor psychology may play a significant role in the market's reaction to the Federal Reserve's policies, as a more dovish stance could alleviate previous concerns about rate pauses [1]

Core Insights - The article discusses the historical performance of the U.S. stock market following the Federal Reserve's decision to restart interest rate cuts, highlighting that the immediate aftermath of such decisions has not been particularly strong for the S&P 500 index [1] Group 1: Historical Context - Since 1970, the Federal Reserve has paused rate cuts 11 times before resuming them after a waiting period of 5 to 12 months [1] - In the month and three months following the restart of rate cuts, the S&P 500 index has shown average declines of 0.9% and 1.3%, respectively [1] Group 2: Long-term Performance - Over a one-year period after the restart of rate cuts, the S&P 500 index has increased in 10 out of the 11 instances, with an average gain of 12.9% [1] - The article suggests that investor psychology may play a significant role in the market's recovery following the Fed's shift to a dovish stance [1]