Market Overview - The U.S. stock market showed mixed results with the Nasdaq reaching a record closing high, driven by signals of a tight labor market and controlled inflation, suggesting a potential interest rate cut by the Federal Reserve next week [1][3] - The Dow Jones Industrial Average fell by 273.78 points (0.59%) to 45834.22, while the Nasdaq rose by 98.03 points (0.44%) to 22141.10, and the S&P 500 decreased by 3.18 points (0.05%) to 6584.29 [1] - All three major indices recorded weekly gains, with the Dow up 0.95%, Nasdaq up 2.03%, and S&P 500 up 1.59%, marking the best weekly performance for the S&P 500 since early August [1] Economic Indicators - The Consumer Price Index (CPI) for August rose by 0.4% month-over-month, exceeding the expected 0.3%, but the year-over-year increase of 2.9% met expectations [1][2] - Initial jobless claims unexpectedly surged to 263,000, the highest level since October 2021, significantly above the expected 235,000 [2][3] Federal Reserve Outlook - Analysts suggest that the recent labor market data strengthens the case for a dovish shift by the Federal Reserve, with expectations of a rate cut of 25 basis points at the upcoming meeting [2][3] - Market pricing indicates a 93% probability of a 25 basis point cut, with a 7% chance of a larger 50 basis point cut [5] - Some economists predict that the Federal Reserve may implement a total of 125 basis points in cuts over the next five meetings, with expectations of four consecutive 25 basis point cuts [5][6] Company-Specific News - Adobe reported better-than-expected Q3 earnings and raised its full-year revenue guidance [7] - Goldman Sachs downgraded Novartis to a "sell" rating [8] - Advanced Micro Devices (AMD) began bulk deliveries of NVIDIA's Blackwell Ultra systems [9] - Microsoft signed a non-binding agreement with OpenAI to reshape their partnership [10] - Xpeng Motors unveiled its first range-extended SUV [11]

早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 超微电脑(SMCI.US)盘前涨近6%，报46.52美元。消息面上，公司表示已开始批量交付英伟达 (NVDA.US)Blackwell Ultra解决方案。 超微电脑表示，公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300 NVL72机架。 ...

昨日温和的通胀报告与劳动力市场降温的更多迹象相结合，推动华尔街大幅上涨，市场猜测美联储将于下周进行年内首次降息。 周五，美股开盘，道指跌0.25%，标普500指数跌0.02%，纳指涨0.15%。超微电脑涨超6%，公司开始向英伟达Blackwell Ultra系统进行批量出货。 Adobe涨超3%，公司三季度业绩超预期，AI业务年化收入突破50亿美元。现货白银日内涨超2%，现报42.38美元/盎司。 就业数据降温盖过通胀，为降息扫清障碍 本周四公布的经济数据组合，清晰地描绘出美联储政策天平的倾斜方向。初请失业金人数的大幅跳升，被视为劳动力市场正在"破裂"的明确信 号。ClearBridge Investments的Josh Jamner指出，这是很长一段时间以来，CPI数据在发布当天被初请失业金数据抢了风头，凸显出美联储的政策重 心正转向其"最大化就业"的使命。 Principal Asset Management的Seema Shah表示，"今天的CPI报告被失业金申请报告盖过了"，她认为就业数据的疲软将为美联储的决策注入更多紧 迫性。太平洋投资管理公司（Pimco）的Tiffany Wilding也认为，失 ...

华纳兄弟探索公司涨超8%，上一交易日涨幅超28%；消息面上，派拉蒙天舞公司准备竞购华纳兄弟探 索公司。 凤凰网财经讯 9月12日，美股三大指数开盘涨跌不一，道指跌0.07%，标普500指数涨0.05%，纳指涨 0.15%。 超微电脑涨超5%，公司宣布开始交付高容量的英伟达Blackwell Ultra系统。ADOBE涨超3%，此前该公 司提高了年度收入和利润预测。 ...

Group 1 - The three major U.S. stock index futures are down, with Dow futures falling by 0.16%, S&P 500 futures down by 0.14%, and Nasdaq futures decreasing by 0.05% [1] - Cryptocurrency exchange Gemini's IPO is highly oversubscribed, with over 20 times the demand, leading to a fundraising cap of $425 million [1] - Microsoft shares rose over 1.5% in pre-market trading following a non-binding agreement with OpenAI to allow the latter to restructure into a for-profit entity while retaining significant shares [1] - Adobe's shares increased nearly 4.5% in pre-market trading after the company raised its revenue and profit forecasts for FY2025, indicating strong demand for its design software and enhanced monetization of AI tools [1] Group 2 - Supermicro shares rose nearly 6% in pre-market trading after announcing the delivery of high-capacity NVIDIA Blackwell Ultra systems [2] - Warner Bros Discovery shares increased over 4% in pre-market trading, following a previous day’s surge of over 28%, amid news of Paramount Global's interest in acquiring the company [2] - DA Davidson upgraded NVIDIA's stock rating from "neutral" to "buy," raising the target price from $195 to $210, citing optimism about growing demand for AI computing [2] - Rivian announced a recall of over 24,000 vehicles in the U.S. due to issues with its highway assist software [2] Group 3 - China's three major telecom operators, China Mobile, China Telecom, and China Unicom, will provide eSIM support for the iPhone Air, pending regulatory approval [3]

Core Insights - Super Micro Computer (SMCI) saw a pre-market increase of over 4% following the announcement of the delivery of high-capacity NVIDIA Blackwell Ultra systems [2] Company Summary - Super Micro Computer has initiated the delivery of high-capacity systems, which is expected to enhance its product offerings and potentially drive revenue growth [2]