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cailianshe news, september 12 (editor: shi zhengcheng)last night and this morning, although the cpi data that exceeded expectations added to the confusion, against the backdrop of the increasingly clear prospects for the us election and the path of the federal reserve's interest rate cuts,after falling for an hour and a half, the u.s. stock market regained its strength and rose all the way to the close.

as of the close, the s&p 500 index rose 1.07% to 5554.13 points; the nasdaq index fell more than 1% and finally rose 2.17% to close at 17395.53 points; the dow jones industrial average rose 0.31% to 40861.71 points.

(nasdaq staged a "deep v takeoff", source: wind)

of course, behind this are layers of various news that together stimulated such an ups and downs night.

the first to bear the brunt isthe aftermath of the us presidential debatedriven by the mainstream opinion that harris' performance exceeded expectations,photovoltaic sector becomes the biggest winnerat the close of trading on wednesday, first solar rose 15.19%, leading the gains in the s&p 500. jinkosolar closed up 4.6%, and daqo new energy rose 5.76%.

and then there islithium mining sectorstimulated by the news that catl was "considering adjusting production capacity", albemarle closed up 13.58%, ranking second on the s&p 500 component stock gain list. sqm, another lithium mining company that chinese investors are very familiar with, also rose by 10.01%. pilbara mining, which was traded over the counter, rose by 19.09%.

nvidia (+8.15%) and amd (+7.92%) also made it into the top five of the s&p 500 component stock gainers. on the news front, nvidia ceo jensen huang said very "versailles" at the goldman sachs technology conference.the demand for blackwell chips is so high that everyone wants them, which has caused tension in customer relations.combined with the favorable rumors related to saudi arabia, the market value of the ai ​​leader increased by more than us$210 billion on wednesday alone.

(nvidia daily chart, source: tradingview)

there was also help from moscow, as russian president vladimir putin said on wednesday that he hoped government ministers wouldconsider the possibility of restricting the export of certain strategic raw materials, such as uranium, titanium or nickel. u.s. uranium raw material producers collectively rose sharply, with cameco up 6.05%, denison mining up 6.71%, energy fuels up 8.41%, and uranium energy up 12.36%. in addition to raw material stocks, small nuclear reactor startup nuscale power also rose nearly 6%.

of course, wednesday's "loser's bracket" was filled withtrump concept stocks. trump media & technology group closed down 10.47%, hitting a new low since its backdoor listing. private prison concept stocks (trump emphasized the crackdown on illegal immigration) geo closed down 6.83%, and american corrections corporation fell 2.66%. bitcoin fluctuated greatly during the day, once falling below the $56,000 mark, but has now recovered most of its losses. bank stocks related to his promise to relax financial regulation, especially regional banks, also underperformed the market on wednesday.

as for the situation where the fed's interest rate cut next week is basically locked in at 25 basis points due to cpi data, krishna guha, head of international policy/central bank policy at investment bank evercore, said that although he still believes that a 50 basis point rate cut would be a more correct choice, it is now difficult for powell to promote such a move. guha also believes thateven if the fed does not cut interest rates by 50 basis points next week, it is possible to make such a cut in november.。

hot stocks rise and fall

on wednesday, technology giants all rose together, with apple up 1.16%, microsoft up 2.13%, amazon up 2.77%, meta up 1.39%, google-a up 1.68%, tesla up 0.87%, nvidia up 8.15%, and intel up 3.48%.

chinese concept stocks also showed a positive and sunny state, with the nasdaq china golden dragon index rising 1.02%. alibaba rose 1.21%, baidu rose 2.32%, pinduoduo rose 2.39%, jd.com rose 2.23%, netease rose 2.29%, nio rose 2.19%, li auto fell 0.1%, and xpeng motors rose 4.46%.

other news

[nvidia ceo: blackwell is in high demand and in short supply, which has strained customer relationships]

nvidia ceo jensen huang said on wednesday that limited supplies of popular chip products have annoyed some customers and strained relations. "the demand is so high, everyone wants to be first in line, everyone wants to order the most, our customers are excited, and rightly so, it's really nervous, and we're doing the best we can," he told the audience at the goldman sachs technology conference in san francisco. huang told the audience that customer demand for the latest generation of blackwell chips is strong. nvidia outsources the physical production of the hardware, and suppliers are working to catch up.

[openai is reportedly in talks to raise funds at a valuation of $150 billion]

according to people familiar with the matter, openai is in talks to raise $6.5 billion from investors at a company valuation of $150 billion. the new valuation, which does not include funds being raised, is already far higher than the $86 billion valuation the company offered for acquisition earlier this year, cementing its position as one of the world's most valuable startups. one of the people familiar with the matter said openai is also in talks to borrow $5 billion from banks in the form of a revolving loan.

[competitors disclose details of weight loss drug research, triggering price increases for novo nordisk and eli lilly]

as roche disclosed on wednesday that the phase i trial results of the oral weight loss drug ct-996 announced in july were obtained on only 6 patients, the uncertainty of the experimental conclusions caused competitors novo nordisk to close up 4.20% and eli lilly to rise 2.18%. roche also explained that the phase i trial was a process called titration, which aims to detect any unexpected side effects early, and a larger-scale clinical trial will be conducted later.

(shi zhengcheng, cailianshe)