Group 1 - The three major U.S. stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.44%, while the Nasdaq index fell by 0.76%, and the S&P 500 index slightly declined by 0.16% [1] - Technology stocks faced pressure, with Nvidia dropping over 4%, and both Amazon and Tesla declining by more than 1% [1] - Walmart's stock surged nearly 5% to reach a record closing high after announcing a partnership with OpenAI to launch ChatGPT shopping features [1] Group 2 - The Nasdaq China Golden Dragon Index fell by 1.95%, with most popular Chinese concept stocks declining, including NIO down over 5%, Baidu down more than 4%, and Alibaba and Xpeng down over 2% [1] - In the commodities market, risk aversion continued to drive COMEX gold futures prices up, surpassing $4180 per ounce, setting a new historical high [1] Group 3 - Market focus is on the Federal Reserve's policy path, with the CME "FedWatch" tool indicating a 95.7% probability of a rate cut in October [1] - However, geopolitical tensions and the risk of a U.S. government shutdown may increase short-term volatility [1] - Institutions believe that if the Fed's rate cut expectations materialize, it could support growth stocks and precious metals, but caution is advised regarding uncertainties from potential tariff policy escalations [1]

美股核心宽基：标普ETF（159655） 跟踪金价表现：黄金ETF（518850） 市场焦点集中于美联储政策路径，CME"美联储观察"工具显示市场预期10月降息概率高达95.7%。但 地缘紧张局势及美国政府停摆风险可能加剧短期波动。机构认为，若美联储降息预期兑现，或对成长股 及贵金属形成支撑，但需警惕关税政策升级带来的不确定性。 相关ETF： 全球科技龙头：纳斯达克ETF（513300） 美股三大指数收盘表现分化，道琼斯工业指数上涨0.44%，纳斯达克指数跌0.76%，标普500指数微跌 0.16%。科技股普遍承压，英伟达跌幅超过4%，亚马逊、特斯拉均跌逾1%。沃尔玛因宣布与OpenAI合 作推出ChatGPT购物功能，股价逆势大涨5近%，创下收盘历史新高。 纳斯达克中国金龙指数收跌1.95%，热门中概股多数走低，蔚来跌超5%，百度跌逾4%，阿里巴巴、小 鹏汽车跌超2%。大宗商品方面，避险情绪继续推动COMEX黄金期货价格上涨，突破4180美元/盎司， 再创历史新高。 ...