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美联储传出重大信号,12月降息悬念陡增!
Sou Hu Cai Jing· 2025-11-04 18:29
Group 1 - Amazon's stock price surged to a historical high following the announcement of a $38 billion computing power contract with OpenAI, reflecting the ongoing excitement in the AI trading sector [8][14] - The S&P 500 index showed mixed results, with over 400 constituent stocks declining during the trading session, indicating potential underlying market weaknesses despite the index closing in the green [8][10] - Major tech stocks exhibited varied performance, with Nvidia and Tesla rising over 2%, while Broadcom, Meta, and Oracle fell over 1%, highlighting the volatility within the tech sector [8] Group 2 - The Federal Reserve's internal debates on interest rate paths are creating uncertainty in the market, with a 67.3% probability of a 25 basis point rate cut in December, down from over 90% a week prior [10] - Fed officials are divided on economic outlooks, with some advocating for aggressive rate cuts while others express concerns about inflation and employment stability [12][14] - The lack of official economic data due to the government shutdown is leading economists and policymakers to rely more on private reports, complicating the assessment of the economic and employment landscape [5][6]