【导读】费城半导体指数和英伟达等板块或公司创历史新高 美股震荡收涨，道琼斯指数创新高。辉瑞与特朗普达成谈判，医药制药板块走高。半导体板块延续涨势，英伟达创新高。国际金价反弹冲高，再回3800点 位上方。 美股震荡收涨 道琼斯指数创新高 因美国政府关门危机，美股9月震荡收涨。 美东9月30日（周二），美股三大指数集体收涨，道指收于历史新高。 截至收盘，道琼斯指数涨0.18%，报收于46397.89点；标普500指数涨0.41%，报收于6688.46点；纳斯达克综合指数涨0.3%，报收于22660.01点。 9月，道琼斯指数累计上涨1.87%，标普500指数累计上涨3.53%，纳斯达克指数上涨5.61%。 半导体板块延续涨势。费城半导体指数上涨0.87%，也创下新高。台积电、拉姆研究、美光科技等涨幅在2%以上。 辉瑞称与特朗普达成协议 医药制药板块受提振 有分析指出，随着美国政府停摆的可能性上升，股市震荡加剧，市场担忧停摆会持续多久，以及关键经济数据可能延迟发布将如何影响美联储即将到来的 利率决策。 尽管政府关门通常不会显著推动市场波动，但这一次可能不同，因为投资者已对劳动力市场放缓、滞胀风险和偏高的股票估值保持 ...

Report Summary 1. Report Industry Investment Rating - No specific industry investment rating is provided in the report. 2. Core View - The stock market's trading volume significantly narrowed today, with the turnover of the two markets dropping to around 2.3 trillion. The market trend basically conforms to the previous prediction of a rapid correction after the Fed's decision and then entering a volatile phase. With the shrinking volume, the amplitude also decreased accordingly. Bulls attempted to push up the market during the session but lacked strength. As the National Day and Mid - Autumn Festival holidays approach, some funds may leave the market to avoid holiday uncertainties, as evidenced by a relatively large decline in the positions of stock index futures today. In the short term, the stock market is expected to continue to fluctuate, and the amplitude will not be large without unexpected incremental information. Attention should be paid to changes in Sino - US trade relations, especially the possible release of information on Sino - US leader phone calls [4]. 3. Summary by Relevant Catalogs Market Review - The stock index significantly reduced trading volume today, with the index mainly fluctuating. Taking the CSI 300 index as an example, it closed up 0.08%. In terms of funds, the turnover of the two markets dropped to 23238.29 billion yuan, a decrease of 8113.28 billion yuan. In the futures market, IM decreased in volume, while other stock index futures increased in volume [2][7]. Important Information - Shanghai optimized and adjusted relevant policies for the pilot individual housing property tax. The Ministry of Commerce and eight other departments jointly issued a notice on promoting the expansion and upgrading of the 15 - minute convenient living circle in cities, proposing 20 specific measures in six aspects [3]. Strategy Recommendation - It is recommended to mainly adopt a wait - and - see approach [5]. Stock Index Futures Market Observation | Index | IF | IH | IC | IM | | --- | --- | --- | --- | --- | | Main contract intraday change (%) | 0.55 | 0.34 | 0.34 | - 0.21 | | Trading volume (10,000 lots) | 16.3076 | 6.7312 | 18.7556 | 31.8745 | | Trading volume change (10,000 lots) | - 5.6943 | - 3.3283 | - 4.8712 | - 11.0228 | | Open interest (10,000 lots) | 25.6953 | 9.579 | 24.6232 | 39.0272 | | Open interest change (10,000 lots) | - 3.165 | - 1.9052 | - 2.4895 | - 1.4882 | [6] Spot Market Observation | Name | Value | | --- | --- | | Shanghai Composite Index change (%) | - 0.30 | | Shenzhen Component Index change (%) | - 0.04 | | Ratio of rising to falling stocks | 0.57 | | Turnover of the two markets (billion yuan) | 23238.29 | | Turnover change (billion yuan) | - 8113.28 | [7]

Group 1 - Seven of the world's top ten billionaires saw their wealth increase in April, with Elon Musk experiencing the largest gain of $46 billion, bringing his total wealth to $386.5 billion [1][4][33] - The Nasdaq index rose by 0.7% over the past month, while the S&P 500 index fell by 1.1%, indicating a mixed performance in the stock market amid economic uncertainties [2][4] - Amancio Ortega, founder of Inditex, was the second-largest gainer among the top ten billionaires, with an increase of nearly $9 billion, bringing his wealth to $123.3 billion, aided by a 2% rise in Inditex's stock price and a 5% appreciation of the euro against the dollar [2][4] Group 2 - Bernard Arnault, head of LVMH, did not benefit from the strong euro, as the company's Q1 revenue fell short of analyst expectations, with a 3% decline in U.S. sales and an 11% drop in Asian sales (excluding Japan), leading to a 15% drop in LVMH's stock price and a loss of nearly $15 billion in Arnault's wealth [3][4] - Jeff Bezos and Mark Zuckerberg also experienced wealth declines, with Bezos losing $5.3 billion and Zuckerberg losing $9.3 billion [3][4] - The total wealth of the top ten billionaires at the beginning of the month was $1.77 trillion, an increase of $40 billion since April 1 [4]