当地时间周五，美股三大指数收涨。截至收盘，道指涨0.09%，报47562.87点；纳指涨幅0.61%，报23724.96点；标普500指 数0.26%，报6840.20点。 拉长时间周期看，本周，道指累涨0.75%，纳指累涨2.24%，标普累涨0.71%；本月，道指累涨2.51%，纳指累涨4.7%，标普 累涨2.27%。 大型科技股涨跌不一，亚马逊大涨超9%，创历史新高；特斯拉涨近4%，奈飞涨逾2%；Meta跌超2%，微软跌超1%，英特 尔、苹果、英伟达、谷歌小幅下跌。Illumina Inc.涨超24%，创2012年1月份以来最大单日涨幅。 纳斯达克中国金龙指数收涨0.53%，热门中概股多数上涨，小鹏汽车涨超2%，爱奇艺涨近2%；阿里巴巴跌超2%，京东跌 近1%。 亚马逊股价创新高 三季度财报亮眼 当地时间周五，美股科技巨头亚马逊开盘涨逾12%，最终收涨超9%，报244.22美元/股，股价创历史新高。 个股方面，美国科技巨头亚马逊股价创新高。消息面上，昨日公司盘后发布的第三季度云服务部门（AWS）销售额及同比 增速均高于分析师此前的平均预期，且同比增幅创下2022年以来的最大增幅，让此前对其业务发展前景有所 ...

Market Performance - The three major U.S. indices closed higher, with the S&P 500 index achieving a six-month consecutive increase, rising 2.27% this month, marking the longest monthly winning streak since August 2021 [1] - The Dow Jones index also saw a six-month consecutive increase, up 2.51% this month, while the Nasdaq index recorded a seven-month consecutive increase, rising 4.7%, the longest streak since January 2018 [1] - As of the close, the Dow rose by 40.75 points (0.09%) to 47,562.87 points, the Nasdaq increased by 143.81 points (0.61%) to 23,724.96 points, and the S&P 500 gained 17.86 points (0.26%) to 6,840.20 points [1] Commodity Prices - WTI crude oil futures for December delivery rose by 0.7%, settling at $60.98 per barrel, while January Brent crude oil futures increased by 0.6% to $64.77 per barrel [3] - OPEC+ is expected to agree on a slight increase in oil production targets for December, with a potential increase of 137,000 barrels per day, amid concerns of oversupply in the market [3] Cryptocurrency - Bitcoin rose over 1% to $10.9, while Ethereum surpassed $3,900 per coin, increasing by 2.54% [4] Precious Metals - Spot gold fell by 0.55% to $4,002.62, with Morgan Stanley projecting gold prices could rise to $4,500 per ounce by mid-2026 due to strong physical demand from ETFs and central banks [5] Federal Reserve Insights - Federal Reserve Governor Waller indicated that data suggests a rate cut in December, despite concerns about the labor market and inflation [6] - Several Federal Reserve officials expressed caution regarding excessive rate cuts, emphasizing the need to maintain a restrictive policy to control inflation [7] Corporate Developments - Tesla CEO Elon Musk announced plans to potentially unveil a flying car by the end of this year, claiming it will surpass all James Bond vehicles [8] - Coinbase is in advanced talks to acquire stablecoin infrastructure company BVNK for approximately $2 billion, aiming to enhance its stablecoin business [8] Analyst Ratings - HSBC raised its target price for Apple (AAPL.US) from $220 to $250 [9] - UBS increased its target price for Amazon (AMZN.US) from $279 to $310, maintaining a buy rating [9]

美联储理事沃勒表示，尽管存在政府停摆风险，美联储仍将获得大量数据。应依据数据指引来推进货币 政策。他进一步指出，所有数据都表明，当前正确的政策路径是继续推进降息。 ...

Core Viewpoint - The recent monetary policy decisions by the Federal Reserve, including interest rate cuts and the cessation of balance sheet reduction, signal a significant shift in global monetary policy dynamics [1][4]. Group 1: Federal Reserve Actions - The Federal Reserve announced a 25 basis point interest rate cut, bringing the total reduction for the year to 0.5% [4]. - There is a market expectation for another similar rate cut in December, although the probability has slightly decreased [4]. - The Fed's decision to stop "balance sheet reduction" marks a transition from actively withdrawing liquidity to a potential resumption of balance sheet expansion [4][5]. Group 2: Economic Implications - The cessation of balance sheet reduction is seen as a positive development for the Chinese economy, which is currently facing downward pressure [9]. - The narrowing of interest rate differentials between the U.S. and China may provide the Chinese central bank with more room for rate cuts and reserve requirement reductions [9]. - The adjustments in U.S. monetary policy are expected to trigger a series of reactions globally, affecting capital flows and exchange rates [9]. Group 3: Government Influence - There are concerns regarding the independence of the Federal Reserve, particularly due to past interventions by the Trump administration [7]. - The administration's attempts to influence Fed policy could complicate the central bank's decision-making process and its ability to respond to economic conditions [7].

Group 1: Amazon's Performance - Amazon's stock price surged by 12% after the release of its latest earnings report, resulting in an increase of over $200 billion in market capitalization [2][3] - The company's third-quarter revenue grew by 13% year-over-year to $180.2 billion, surpassing analysts' expectations of $177.8 billion [2] - Amazon Web Services (AWS) reported a 20% year-over-year increase in sales, reaching $33 billion, marking the largest growth since 2022 and exceeding analyst expectations [2][3] Group 2: Future Outlook - Amazon forecasts fourth-quarter revenue between $206 billion and $213 billion, indicating a year-over-year growth of 10% to 13% [2] - The company anticipates operating income to be between $21 billion and $26 billion, compared to $21.2 billion in the same quarter last year [2] Group 3: CEO Insights - Amazon CEO Andy Jassy expressed optimism about AWS's future, highlighting the potential impact of AI on various business segments [3] - Jassy mentioned that the shopping chatbot Rufus could generate an additional $10 billion in sales annually, and the AI model marketplace Bedrock could rival the core profitability of AWS's EC2 services [3][4] Group 4: Analyst Perspectives - Analysts noted that the strong performance of AWS and Amazon's core retail business alleviated investor concerns about excessive investment in AI [4] - Melissa Otto from S&P Global emphasized that the evidence of AWS's robust performance indicates a healthy business rather than a bubble [4]

堪萨斯城联邦储备银行行长Jeff Schmid投票反对美联储本周的降息决定，他认为在通胀压力依然存在的 情况下，此举可能损害美联储为实现2%通胀目标所做的努力。 美联储官员于本周三投票决定将基准利率下调25个基点，这是两个月内的第二次降息。然而，Schmid 周五在一份声明中表示，他投下反对票，是因担忧经济增长和投资将给通胀带来上行压力。 Schmid表示，截至9月，消费者价格指数（CPI）年率仍高达3%，且通胀率已连续四年多高于美联储2% 的目标： 对于降息旨在解决的劳动力市场压力，Schmid有不同看法。他表示，"我不认为下调25个基点的政策利 率能有效解决劳动力市场的压力，这些压力更有可能源于技术和人口结构的结构性变化"。 Logan：12月降息希望渺茫 Schmid的反对票是他自2023年加入美联储、并于今年首次成为FOMC票委以来的第一次。这一举动，连 同Miran的不同意见，共同揭示了美联储内部日益扩大的裂痕。 "我担心，如果美联储对其2%通胀目标的承诺受到质疑，那么降息可能会对通胀产生更持久 的影响。" 而美国达拉斯联储主席Logan在周五接受采访时也表示，"觉得12月份很难再降息了"。 Sch ...

据报道，美联储施密德表示，就业市场总体平衡，通胀过高；降息无法解决就业市场的结构性变化；美 联储的政策立场仅具有温和的限制性。 ...

美联储洛根：9月份降息已经缓解了就业风险。 来源：滚动播报 ...

来源：滚动播报 美联储施密德：降息无法解决就业市场的结构性变化。 ...

Core Viewpoint - The Federal Reserve's recent decision to lower interest rates by 25 basis points and halt the balance sheet reduction reflects internal divisions and concerns about economic stability and inflation [1][12]. Group 1: Interest Rate Cut - The Federal Reserve has reduced the federal funds rate from 4.00%-4.25% to 3.75%-4.00%, marking the fifth rate cut since September 2024 and the second consecutive month of cuts [4][12]. - Lower borrowing costs for banks may lead to reduced interest rates for mortgages and corporate loans, potentially stimulating economic activity and increasing wages [4][5]. Group 2: Balance Sheet Reduction Halt - The Fed has decided to stop its balance sheet reduction, which began in 2022, where it allowed $6.6 trillion in assets to "naturally disappear" by not reinvesting in maturing securities [6][9]. - Starting December 1, the Fed will reinvest the principal from maturing mortgage-backed securities into short-term Treasury bonds, signaling a return of liquidity to the market [7][9]. Group 3: Market Reactions - Following the Fed's announcement, financial markets experienced volatility, with initial gains in U.S. stocks and gold prices, but later corrections occurred after Fed Chair Powell indicated uncertainty about future rate cuts [12][13]. - The Dow Jones index fell by 0.16%, while the Nasdaq index rose by 0.55%, driven by strong performance from tech stocks like Nvidia, which saw a nearly 3% increase [12][13]. Group 4: Internal Divisions - The Fed is experiencing notable internal divisions, with dovish members advocating for aggressive rate cuts to stimulate the economy, while hawkish members express concerns about potential inflation risks [15][16]. - The debate extends to the balance sheet strategy, with differing opinions on whether to continue reducing the asset size or maintain the current level to ensure market stability [16].