美股三大指数集体高开，纳指涨0.77%，标普500指数涨0.45%，道指涨0.08%。英特尔涨逾31%，英伟 达以50亿美元入股英特尔；其他芯片股表现活跃，阿斯麦涨逾6%，英伟达涨近3%；而超威半导体跌逾 5%，台积电跌逾1%。诺和诺德涨逾6%，口服版减重药物Wegovy在减重试验中接近注射版的效果。 LIFEWAY跌逾23%，遭达能撤回收购要约。 ...

Market Overview - The major U.S. indices mostly closed lower after the Federal Reserve announced a 25 basis point interest rate cut, supported by most officials appointed by Trump, with only new member Milan opposing and advocating for a 50 basis point cut [1] - The Dow Jones Industrial Average rose by 260.42 points, or 0.57%, closing at 46018.32 points; the Nasdaq Composite fell by 72.63 points, or 0.33%, closing at 22261.33 points; the S&P 500 index decreased by 6.41 points, or 0.10%, closing at 6600.35 points [1] European Market - The German DAX30 index increased by 38.76 points, or 0.17%, closing at 23363.23 points; the UK FTSE 100 index rose by 14.94 points, or 0.16%, closing at 9210.60 points; the French CAC40 index fell by 31.24 points, or 0.40%, closing at 7786.98 points [2] Commodity Prices - Light crude oil futures for October delivery fell by $0.47, closing at $64.05 per barrel, a decrease of 0.73%; Brent crude oil futures for November delivery dropped by $0.52, closing at $67.95 per barrel, a decline of 0.76% [2] Currency Exchange - The U.S. Dollar Index rose by 0.25%, closing at 96.876; 1 Euro exchanged for 1.1835 USD, down from 1.1871 USD; 1 British Pound traded at 1.3640 USD, down from 1.3662 USD [3] Cryptocurrency and Gold - Bitcoin decreased by 0.57%, priced at $116,110.3; Ethereum increased by 0.61%, priced at $4,530.9 [4] - Spot gold reached a historical high of $3,707.46 but closed down by 0.82% at $3,659.59; the "bond king" Gundlach predicts gold prices will exceed $4,000 by year-end, expecting a further increase of approximately $340 [4] Federal Reserve Insights - Powell indicated a shift in the Federal Reserve's focus from inflation to employment, noting signs of a cooling labor market; he stated that the persistent inflation risks have decreased since April [4] - The dot plot revealed that 9 officials expect two more rate cuts this year, with Milan being the only dissenting vote advocating for a larger cut [5] Company News - Microsoft plans to pay $6.2 billion to rent AI computing power in Norway, partnering with Nscale Global Holdings and Aker ASA; this project will be powered by guaranteed grid capacity and fully renewable energy [7] - Novo Nordisk's oral weight loss drug Wegovy shows results close to its injectable version, achieving a 16.6% weight loss in trials; the FDA is set to review its new drug application by year-end [8] Analyst Ratings - Barclays raised Dell's target price to $133 from $131; Citigroup increased McDonald's target price to $381 from $373; Jefferies raised Micron Technology's target price to $200 from $160 [9]

Market Overview - The major U.S. indices mostly closed lower after the Federal Reserve announced a 25 basis point interest rate cut, supported by most officials appointed by Trump, with only new member Milan opposing the decision, advocating for a 50 basis point cut [1] - The Dow Jones Industrial Average rose by 260.42 points, or 0.57%, closing at 46018.32 points; the Nasdaq Composite fell by 72.63 points, or 0.33%, closing at 22261.33 points; the S&P 500 Index decreased by 6.41 points, or 0.10%, closing at 6600.35 points [1] European Market - The German DAX30 index increased by 38.76 points, or 0.17%, closing at 23363.23 points; the UK FTSE 100 index rose by 14.94 points, or 0.16%, closing at 9210.60 points; the French CAC40 index fell by 31.24 points, or 0.40%, closing at 7786.98 points [2] Commodity Prices - Light crude oil futures for October delivery fell by $0.47, closing at $64.05 per barrel, a decrease of 0.73%; Brent crude oil futures for November delivery dropped by $0.52, closing at $67.95 per barrel, a decline of 0.76% [2] Currency Exchange - The U.S. Dollar Index rose by 0.25%, closing at 96.876; 1 Euro exchanged for 1.1835 USD, down from 1.1871 USD; 1 British Pound exchanged for 1.3640 USD, down from 1.3662 USD [3] Cryptocurrency and Gold - Bitcoin decreased by 0.57%, priced at $116,110.3; Ethereum increased by 0.61%, priced at $4,530.9; spot gold reached a historical high of $3,707.46 before closing down 0.82% at $3,659.59 [4] - The "Bond King" Gundlach noted that gold prices have risen over 100% in the past two years and predicted a further increase of approximately $340, or 9.2%, by year-end, expecting gold to close above $4,000 [4] Federal Reserve Insights - Powell indicated a shift in the Federal Reserve's focus from inflation to employment, citing signs of a cooling labor market; he noted that inflation risks have decreased since April, partly due to slowing job growth [4] - The Fed's dot plot revealed that 9 officials expect two more rate cuts this year, with Milan being the only one opposing the 25 basis point cut, advocating instead for a 50 basis point reduction [5] Dairy Industry - U.S. butter prices have hit a three-year low despite strong demand, attributed to excessive supply; the Chicago Mercantile Exchange reported butter futures at their lowest since November 2021 [6] Company News - Microsoft plans to spend $6.2 billion to rent AI computing power in Norway, partnering with Nscale Global Holdings and Aker ASA; this follows a recent $19.4 billion agreement with Nebius for cloud capacity [7] - Novo Nordisk's oral weight loss drug Wegovy showed a 16.6% weight reduction effect in trials, nearing the efficacy of its injectable version; the FDA is set to review its new drug application by year-end [8] Analyst Ratings - Barclays raised Dell's target price to $133 from $131; Citigroup increased McDonald's target price to $381 from $373; Jefferies raised Micron Technology's target price to $200 from $160 [9]