美联储如期降息25个基点，美国总统特朗普认为，降息幅度太小，本可以更大。 芯片股普遍上涨，费城半导体指数涨1.29%，创历史新高。 摩根士丹利预计，到2030年，智能体购物将占电商10%—20%市场份额。 【导读】美联储如期降息25个基点，特朗普：降息幅度太小 大家早上好，昨夜今晨，又有很多大事发生。 美国三大股指全线收涨。 美国三大股指全线收涨 当地时间12月10日，美国三大股指全线收涨，道指涨1.05%，标普500指数涨0.67%，纳指涨0.33%。 耐克涨3.91%，卡特彼勒涨3.56%，强生公司涨3.32%，领涨道指成份股。 | 名称 | 代码 | 陸름 | 现价 | | 涨跌 涨跌幅 | 年初至今 | 时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 耐克(NIKE) | NKE | 1 | 65.805 | 2.475 | 3.91% | -10.99% | 16:00 | | 卡特彼勒(CATERPILLAR) | CAT | 2 | 615.530 | 21.170 | 3.56% | 72.24% | 16:00 | | 强生公 ...

Core Viewpoint - The article highlights significant market movements following the Federal Reserve's interest rate cut, with a focus on the performance of various sectors, particularly technology and e-commerce, indicating a shift in investor sentiment towards growth and defensive assets [4][10][17]. Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.67%, and Nasdaq up 0.33% [8]. - Notable gainers included Nike (+3.91%), Caterpillar (+3.56%), and Johnson & Johnson (+3.32%), leading the Dow components [9][10]. Federal Reserve Actions - The Federal Reserve cut interest rates by 25 basis points, bringing the target range to 3.50%–3.75%, marking the third cut of the year [17]. - Fed Chair Jerome Powell indicated that the economic outlook remains stable, with moderate expansion and a cooling labor market, while inflation remains above the 2% target [19]. Technology Sector - The Philadelphia Semiconductor Index rose 1.29%, reaching a historical high, driven by strong performances from companies like Micron Technology (+4.47%) and Qualcomm (+3.53%) [22][25]. - The rise in semiconductor stocks reflects growing investor confidence in the technology sector amid broader market gains [23]. E-commerce Trends - Morgan Stanley forecasts that by 2030, smart agent shopping could account for 10%–20% of the e-commerce market, representing a potential $190 billion to $385 billion in U.S. e-commerce spending [27][28]. - Approximately 23% of Americans have used AI for shopping in the past month, indicating significant adoption potential for AI-driven shopping experiences [28].