Market Performance - On November 14, U.S. stock markets experienced a dramatic turnaround after a pre-market decline, with the Dow Jones Industrial Average initially dropping over 500 points and the Nasdaq Composite falling nearly 2% before rebounding [2] - The semiconductor sector led the Nasdaq's recovery, with significant gains from companies such as Sandisk, which surged nearly 10%, and Micron Technology, which rose over 7% [2] Semiconductor Sector - Due to AI demand causing supply shortages, Samsung Electronics raised the prices of some memory chips by 30%-60% compared to September, with the price of a 32GB DDR5 memory module increasing from $149 to $239, a rise of over 60% [3] - Other DDR5 products also saw substantial price increases, with 16GB and 128GB modules rising approximately 50% to $135 and $1194, respectively, and 64GB and 96GB modules increasing by over 30% [3] Investor Sentiment - Billionaire investor Ron Baron expressed confidence during the recent tech stock sell-off, viewing the market pullback as an opportunity to find undervalued stocks, particularly not selling his Tesla shares [4][5] - Rick Gardner from RGA Investments noted that the market's recent volatility was expected and attributed it to the lack of economic data, suggesting that the market needs time to stabilize [5][6] Federal Reserve Outlook - Despite the absence of economic data support, some analysts expect the Federal Reserve to lower interest rates in December, although market volatility is anticipated in the coming months due to the potential release of economic data [6] - Current market expectations for a 25 basis point rate cut in December are slightly above 51%, down from earlier expectations of 62.9% and significantly lower than 95.5% a month ago [6]

中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。美股盘前一度大跌，泰勒本想用"黑色星期五"作为标题，但没想到开盘之后，韧性那么强，纳指上演 大逆转，强势拉升，由跌转涨，道指跌幅也收窄了不少。无奈之下，只好删掉重写。 一起看看发生了什么事情。 11月14日，美股上演戏剧性一幕，开盘前，全球市场集体暴跌，欧洲股市集体跳水，黄金白银暴跌，加密市场大跌。 正式开盘之后，道指一度跌超500点，纳斯达克一度跌近2%，但没想到，一个多小时后，纳指直线拉升，盘中转涨，道指跌幅明显收窄。 【导读】 纳指大逆转 消息面上，由于AI需求导致供应短缺，三星电子本月将部分内存芯片的价格较9月上调了30%-60%。其中，32GB DDR5内存模块的11月合约价 涨至239美元，9月时为149美元，涨幅超60%；16GB DDR5和128GB DDR5产品价格分别为135美元和1194美元，涨幅约50%；64GB DDR5和 96GB DDR5的价格也上涨了30%以上。 | 了 筛选 | 最新价 = | 涨跌幅 = | | --- | --- | --- | | Sandisk Corporation | 263.16 | +8 ...