Market Overview - The three major indices collectively rose, with the Dow Jones showing the largest increase of approximately 1.1% [1] - As of the close, the Dow Jones index rose by 1.08% to 46,245.41 points, the S&P 500 index increased by 0.98% to 6,602.99 points, and the Nasdaq index climbed by 0.88% to 22,273.08 points [3] - Despite the Friday rebound, it was insufficient to offset the significant declines earlier in the week, with the Nasdaq down 2.74%, the S&P 500 down 1.95%, and the Dow down 1.91% for the week [5] Federal Reserve Insights - New York Fed President Williams indicated that monetary policy remains slightly tight, suggesting potential adjustments to the federal funds rate target range to align closer to neutral [5] - His dovish remarks signaled to investors that the Fed may consider a rate cut in the December meeting, with futures indicating over a 70% probability of a 25 basis point cut [7] Company News - Google aims to double its computing power every six months, targeting a 1000-fold increase in capacity over the next 4 to 5 years, emphasizing the importance of AI infrastructure in the competitive landscape [10] - Eli Lilly's market capitalization surpassed $1 trillion, making it the first pharmaceutical company to achieve this milestone, with its stock price rising by 1.57% [11][12] - Amazon CEO Jassy plans to sell nearly 20,000 shares of company stock, valued at approximately $4.2992 million, with the sale expected around November 21, 2025 [13] - Nokia announced a $4 billion investment to expand its R&D and manufacturing capabilities in the U.S., with approximately $3.5 billion allocated for R&D and $500 million for capital expenditures in states like Texas, New Jersey, and Pennsylvania [14]

密集发声。 当地时间11月21日，美股三大股指集体高开，盘中纳指转绿。截至发稿，道指上涨0.36%，标普500指数上涨0.14%，纳指下跌0.09%。 大型银行股多数下跌，高盛、摩根士丹利、富国银行、摩根大通、花旗集团跌超1%，美国银行微跌；贝莱德、瑞银集团小幅上涨。 热门中概股多数上涨，腾讯音乐、唯品会涨超3%，满帮、理想汽车、蔚来、高途涨超2%，贝壳涨超1%，哔哩哔哩、小鹏汽车、京东等小幅上涨；爱奇 艺、阿里巴巴跌超1%，拼多多、百度小幅下跌。 高盛合伙人Tony Pasquariello认为，美国股市已出现多头"缴械"迹象，预计在市场企稳前还会出现进一步抛售。 消息面上，多位美联储官员发声。交易员重新将美联储12月降息概率的预期提高至50%以上。 美联储副主席杰斐逊表示，当前与人工智能相关的美股上涨潮不太可能重演20世纪90年代末互联网泡沫的崩盘情景，主要原因是如今的AI相关企业更为 成熟，且拥有真实的盈利能力。 | 0 △ 田 03 | 价格 = | 涨跌幅 = | | --- | --- | --- | | 道琼斯指数 | 45918.86 | +0.36% | | .DJI | | | | 标普5 ...

威廉姆斯表示，关税对整体通胀贡献约为0.5至0.75个百分点，但尚未看到其引发二轮通胀效应。他预计 通胀要到2027年才能重新回到2%的目标水平，并认为财政政策将在明年为经济增长带来一定支撑，但 移民与关税政策可能带来相反的压力。 与柯林斯持相似谨慎态度的还有达拉斯联储主席洛根。她在瑞士苏黎世的一场活动中表示，如果没有明 确证据显示通胀将比预期更快下行，或劳动力市场降温更迅速，那么她"将很难支持"在12月再次降息。 洛根认为，在不确定性升高的环境下，贸然继续降息可能导致未来不得不重新加息，从而引发金融和经 济波动，因此暂停降息更能让决策者观察当前政策的实际限制效果。她还指出，金融市场的资产价格上 涨及信用利差收窄表明金融环境依然宽松，因此政策利率需要抵消这类来自金融条件的顺风。 洛根也谈到未来资产负债表操作，表示美联储可能在不久后恢复资产购买，以确保资金市场运作顺畅。 她强调，这类操作属于技术性举措，不会代表货币政策方向发生改变。 相比之下，美联储"三把手"、纽约联储主席威廉姆斯则释放出更鸽派的信号。他在智利发表讲话时表 示，随着劳动力市场出现更多下行风险、通胀上行压力减弱，他认为近期还有进一步降息的"空间" ...

Core Viewpoint - The Federal Reserve, led by influential figures like New York Fed President John Williams, may consider another interest rate cut in December due to concerns over a weakening labor market, despite previous rate cuts and mixed opinions among officials [1][2]. Group 1: Interest Rate Outlook - John Williams indicated that there is still room for further adjustments to the federal funds rate, aiming to bring it closer to neutral levels while balancing inflation and employment goals [1]. - Following Williams' remarks, market expectations for a December rate cut increased, with the probability rising from approximately 45% to around 60% [2]. Group 2: Labor Market and Inflation Concerns - Williams expressed that the risks to employment are increasing as the labor market cools, while the risks of rising inflation are diminishing [2]. - He emphasized the importance of bringing inflation back to the 2% target without causing excessive harm to the labor market [3]. Group 3: Inflation Data and Projections - The U.S. Consumer Price Index (CPI) rose by 3% year-on-year as of September, leading to ongoing concerns among officials regarding inflation prospects [3]. - Williams projected that tariffs would continue to exert upward pressure on prices until next year, but inflation is expected to trend back towards the 2% target by 2027 [3].

美联储洛根（2026年票委）：12月恐难再次降息。重申10月降息是不合理的观点。 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【11月21日美债及美股期货因美联储言论上涨】11月21日，美联储威廉姆斯表态对近期降息持开放态 度。随后，美债上涨。标普500指数和纳斯达克100指数期货快速上扬，收复跌幅。 ...

【11月21日比特币短线回升，纳指期货由跌转涨】11月21日，比特币短线回升近3000美元，涨至83500 美元。美联储威廉姆斯表态，对近期降息持开放态度。受此影响，纳斯达克100指数期货快速上涨，从 盘中跌0.6%转为上涨0.4%。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 美国达拉斯联储主席Lorie Logan：预计不久之后就会重新扩张资产负债表，再次呼吁在继续降息方面放 慢脚步。 风险提示及免责条款 ...

美联储官员柯林斯表示，随着时间推移，预计将进一步降息。 （文章来源：新华财经） ...

钛媒体App 11月21日消息，比特币从8.06万美元回升至8.4万美元，日内跌幅收窄至6%。纳斯达克100指 数期货涨幅扩大至0.51%。英伟达收复盘前所有跌幅，转而上涨0.7%。美联储"三号人物"威廉姆斯为悲 观的市场带来希望，他对近期降息持开放态度。（广角观察） ...