Market Overview - US stock indices closed mixed, with the Dow Jones up 0.51%, the Nasdaq down 0.28%, and the S&P 500 up 0.01% [4] - Major tech stocks mostly declined, with AMD down nearly 3%, Meta down over 2%, and Tesla down over 1% [4] - The Nasdaq China Golden Dragon Index fell 1.15%, with most Chinese concept stocks declining, including a drop of over 4% for Global Data and nearly 4% for Li Auto [4] - International precious metals futures generally rose, with COMEX gold futures up 1.14% to $3912.10 per ounce, and COMEX silver futures up 3.45% to $47.97 per ounce [4] Oil Market - WTI crude oil main contract rose 0.35% to $60.69 per barrel, with a weekly decline of 7.65% [5] - Brent crude oil main contract increased by 0.42% to $64.38 per barrel, with a weekly decline of 6.99% [5] Trade Relations - The Chinese Ministry of Commerce responded to Mexico's recent anti-dumping investigations against Chinese products, emphasizing opposition to protectionist actions and the importance of adhering to WTO rules [6] - China has initiated an investigation into Mexico's proposed increase in import tariffs and other trade restrictions [6] Company News - Xiaomi addressed a viral video claiming a Xiaomi car drove away on its own, stating that the incident was due to a misunderstanding related to a parking assist command from a user's phone [12] - OpenAI responded to Elon Musk's legal actions, asserting its commitment to protecting employee rights and rejecting any intimidation tactics [14] - Boeing is expected to delay the delivery of its 777X aircraft again, potentially resulting in losses of billions of dollars [16] - Chevron's refinery in California experienced an explosion, with no reported injuries, highlighting safety concerns in the refining industry [17] - Apple removed an app that tracked U.S. immigration enforcement personnel, emphasizing its commitment to user privacy and safety [19]

Market Performance - On October 3rd, U.S. stock indices showed mixed results, with the Dow Jones and S&P 500 reaching new highs, closing at 46,758.28 (+0.51%) and 6,715.79 (+0.01%) respectively, while the Nasdaq Composite fell to 22,780.51 (-0.28%) [1][2] - Among the 30 Dow components, 22 stocks rose, with notable gains from UnitedHealth, Travelers, Caterpillar, Johnson & Johnson, Goldman Sachs, and Visa, all increasing by over 1% [2] - The Russell 2000 index also hit a record high, rising 0.72% on the day and 1.72% for the week [2] Economic Indicators - The U.S. Senate rejected a bipartisan temporary funding bill, leading to a government shutdown, which halted nearly all economic activities and delayed the release of the September non-farm payroll report [4] - Market expectations for a 25 basis point rate cut by the Federal Reserve in October are nearly 95%, as indicated by the CME FedWatch Tool [4] Company News - Berkshire Hathaway has amended its corporate bylaws to separate the roles of Chairman and CEO [10] - Tesla has commenced sales of its Cybertruck in Qatar, following earlier operations in Saudi Arabia [11] - A Chevron refinery in El Segundo, California, experienced a sudden explosion, affecting over 16% of the state's refining capacity and supplying a significant portion of fuel to Southern California [12] Sector Performance - The coal sector saw significant gains, with Peabody Energy rising by 9.18%, while cryptocurrency mining companies also performed well, with Bitdeer Technologies up 10.28% [7] - Solid-state and lithium battery-related stocks mostly rose, with Plug Power increasing by 34.63% and American Lithium by 31.78% [8] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.15%, but gained 2.58% over the week, with most popular Chinese stocks declining, including a 4.16% drop for Global Data and a 3.99% drop for Li Auto [9]

Group 1 - The U.S. stock market indices reached new highs, with the S&P 500 set to achieve its longest winning streak since late July, driven by strong performances in the tech sector and AI investments [1][9] - Hitachi announced a memorandum of understanding with OpenAI to collaborate on AI infrastructure, resulting in a 10.3% increase in Hitachi's stock price [1] - Nvidia's stock initially rose nearly 0.8% but later experienced a slight decline following the release of the ISM services index, which fell to 50, marking a new low since 2020 [1][9] Group 2 - Pharmaceutical stocks rebounded, with Johnson & Johnson's rating upgraded to "outperform" by Wells Fargo, leading to a rise of over 2% in its stock price [2] - The healthcare and utilities sectors saw gains of at least 1%, contributing to the overall rise in the S&P 500 [2] - The California governor's office reported a fire at Chevron's El Segundo refinery, impacting oil prices, which rose over 1% but are expected to see significant weekly declines [2] Group 3 - The Stoxx Europe 600 index rose by 0.4%, reaching a historical high, driven by optimism regarding the Federal Reserve's interest rate cuts and strong inflows into the AI sector [5][8] - European steel stocks outperformed the market following an upgrade in ratings due to news of the EU's plan to increase steel import tariffs to 50% [6] Group 4 - Copper prices surged to a yearly high of $10,577 per ton, driven by supply concerns following a significant accident at Freeport-McMoRan's Grasberg copper mine in Indonesia [12]

Group 1 - Chevron's refinery in California experienced a fire, impacting over 16% of the state's refining capacity and supplying more than 40% of aviation fuel and over 20% of automotive fuel in Southern California [2] - Tesla reported a record quarterly delivery of 497,099 vehicles in Q3, exceeding analyst expectations and marking a 7.4% year-over-year increase, leading to a 1.56% rise in its stock price [3] Group 2 - Ark Invest, led by Cathie Wood, increased its holdings in Alibaba and Baidu, purchasing 14,453 shares of Alibaba valued at approximately $2.74 million and 45,478 shares of Baidu valued at about $6.4 million [4] - BlackRock's Global Infrastructure Partners (GIP) is in talks to acquire Aligned Data Centers for a valuation of $40 billion, contributing to a 0.17% increase in BlackRock's stock [5] Group 3 - Berkshire Hathaway announced a $9.7 billion acquisition of OxyChem, the chemical business of Occidental Petroleum, marking its largest deal in three years, with $6.5 billion allocated for debt repayment [6] - Investors are calling for the rejection of Elon Musk's $1 trillion compensation plan and a restructuring of Tesla's board, as stated in an open letter from a group representing several large public pension funds [7] Group 4 - Boeing's 777X first flight has been delayed to 2027, potentially incurring non-cash accounting costs between $2.5 billion and $4 billion, with Lufthansa adjusting its fleet plans accordingly [8]

Core Viewpoint - The Russian government is considering a series of regulatory measures to address the rising wholesale gasoline prices and supply shortages in the domestic fuel market, including the removal of import tariffs and temporary easing of restrictions on certain chemical additives [1][2]. Group 1: Regulatory Measures - Deputy Prime Minister Alexander Novak has submitted proposals to Prime Minister Mikhail Mishustin, which require official confirmation for implementation [2]. - The proposed measures include the removal of a 5% import tariff on gasoline from China, South Korea, and Singapore, and the activation of a domestic "damping" subsidy mechanism to lower domestic gasoline processing costs below international market prices [2][4]. - These measures are expected to increase domestic gasoline supply by 350,000 tons and diesel by 100,000 tons monthly, equating to an additional 15,000 tons of refined oil daily [2]. Group 2: Supply Chain Challenges - Experts note that high shipping costs from East Asian countries and the distance of central Russia from ports may diminish the effectiveness of the tariff exemption for the central region [3]. - The ongoing conflict has led to damage at major refineries, with at least four facilities affected, resulting in a daily gasoline production decrease of approximately 80,000 tons, which is 15% of national capacity [2]. Group 3: Domestic Production Enhancements - Novak proposed temporarily lifting the ban on the use of the chemical additive methylamine (MMA) to improve the octane rating of low-grade gasoline, allowing refineries to process more low-quality crude oil into standard 92-octane gasoline [4]. - Additional measures include increasing fuel imports from Belarus from 45,000 tons per month to 300,000 tons, allowing up to 5% ethanol in gasoline, and raising the aromatic content limit in gasoline from 35% to 40% [4]. Group 4: Previous Measures and Market Response - This is not the first time the Russian government has implemented fuel market regulations; a ban on gasoline exports was extended to the end of 2025, and diesel transport is subject to quota management [6]. - Market reactions indicate that previous export restrictions have had limited effectiveness, as domestic refining capacity remains compromised, leading to continued fuel shortages in some regions [6]. Group 5: Structural Issues - Analysts believe that the new measures are primarily emergency responses that may alleviate market pressure in the short term but do not address deeper structural issues in the Russian fuel industry, such as aging refining facilities and slow technological upgrades [8]. - The specific implementation timeline for these proposals remains uncertain, with no comments from the Prime Minister's or Deputy Prime Minister's offices [8]. Group 6: Regional Trade Agreements - The Eurasian Economic Commission announced a suspension of fuel import tariffs in the Eurasian Economic Union from October 10, 2026, to June 30, 2027, aligning with Russia's domestic measures to stabilize fuel supply among member countries [9].

Core Points - A refinery owned by Chevron in El Segundo, California, experienced a sudden explosion and fire on the evening of October 2, 2023, with flames visible for several kilometers [1] - The cause of the explosion is currently unknown, and there have been no reports of injuries [1] - The refinery employs around 1,000 to 2,000 workers and has its own firefighting team [1] - Local authorities have advised nearby residents to keep windows and doors closed, although air quality monitoring has not indicated a threat to public health [1] - The refinery covers over 5 square kilometers and has a processing capacity of 269,000 barrels of crude oil per day, accounting for over 16% of California's total refining capacity [1] - It supplies more than 40% of aviation fuel and over 20% of gasoline for the Southern California region [1]

突发！美国加州一炼油厂爆炸起火 火光冲天 洛杉矶官员米切尔表示，当地居民无需撤离，但建议留在室内，并建议游客暂时远离市区。米切尔还提 醒称，这场火灾很可能会影响埃尔塞贡多及周边城市的空气质量。 来源：中国新闻网 编辑：陈俊明 广告等商务合作，请点击这里 中新网10月3日电 据美媒报道，当地时间10月2日晚，美国加利福尼亚州洛杉矶附近的埃尔塞贡多市， 一座炼油厂爆炸起火，火光冲天。 图片来源：美国哥伦比亚广播公司(CBS)报道截图 据报道，埃尔塞贡多警察局称，警员和消防员在接到爆炸报告后，立即赶赴炼油厂。 一名目击者称，爆炸发生时好像一场"小型地震"。 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

Core Viewpoint - An explosion occurred at a Chevron refinery in El Segundo, California, on the evening of October 2, with the cause still unknown and no reported injuries [1] Group 1: Incident Details - The explosion was visible from several kilometers away, prompting multiple emergency response teams to arrive at the scene to extinguish the fire [1] - The refinery employs around 1,000 to 2,000 workers and has its own dedicated firefighting team [1] - Local authorities have advised nearby residents to keep windows and doors closed, although no evacuation order has been issued [1] Group 2: Environmental and Operational Impact - Air quality monitoring has not indicated any threat to public health as a result of the incident [1] - The refinery covers over 5 square kilometers and has a processing capacity of 269,000 barrels of crude oil per day, accounting for over 16% of California's total refining capacity [1] - It supplies more than 40% of aviation fuel and over 20% of gasoline for the Southern California region [1]

Core Points - A Chevron refinery in El Segundo, California, experienced a sudden explosion and fire on the evening of October 2, 2023, visible from several kilometers away [1][2] - The cause of the explosion is currently unknown, but emergency response teams have arrived to control the fire, which is now contained to a specific area of the refinery [2][3] - The refinery, built in 1911, processes 269,000 barrels of crude oil daily, accounting for over 16% of California's refining capacity and supplying more than 40% of the aviation fuel and over 20% of the gasoline for Southern California [4] Market Impact - Following the incident, both ICE Brent and NYMEX WTI crude oil prices have seen an increase of approximately 0.9% [5]

Core Viewpoint - A Chevron oil refinery in El Segundo, California, experienced a sudden explosion and fire, raising concerns about air quality and potential impacts on fuel supply in the region [1][3]. Group 1: Incident Details - The explosion occurred on October 2, 2023, and was visible from several kilometers away, with reports indicating the shock felt was comparable to a small earthquake [1]. - Emergency response teams have arrived at the scene, and the fire has been contained to a specific area of the refinery [3]. - There are currently no reports of injuries, and local authorities have advised residents to stay indoors while monitoring air quality [3]. Group 2: Refinery Operations - The El Segundo refinery, established in 1911, covers over 5 square kilometers and has a processing capacity of 269,000 barrels of crude oil per day, accounting for over 16% of California's total refining capacity [3]. - The refinery supplies more than 40% of the aviation fuel and over 20% of the gasoline for the Southern California region [3]. Group 3: Market Impact - Following the incident, both ICE Brent crude and NYMEX WTI crude oil prices have seen an increase of approximately 0.9% [4].