US Stocks | Morning Express | October 3
Last night, US stocks rose across the board. The Nasdaq gained +1.19% to lead the pack, S&P 500 rose +0.73%, Dow Jones climbed +0.49%, and the VIX plunged -6.59%—panic sentiment clearly cooled, and funds began returning to risk assets again. The semiconductor ETF SOXX jumped +2.18% for the day, with a +5% gain over five days; the AI compute-power supply chain continued to dominate market sentiment.
Ahead of the open, futures were slightly higher: S&P 500 futures +51 points to 7776.5, Nasdaq 100 futures +277 points to 31049, Dow Jones futures +244 points to 51485—continuing last night’s optimistic tone.
Tonight’s major schedule (Beijing time):
• 20:30 US September Non-Farm Payrolls employment + unemployment rate (the week’s finale)
• 22:00 ISM Manufacturing PMI, and August factory orders
The Non-Farm Payrolls directly sets the pricing for the Fed’s November rate-cut path.
Stock highlights: Tesla $TSLA +4.65% led the whole market, with catalysts running on both Robotaxi and Optimus. Broadcom $AVGO +3.35% and AMD +2.95% took the baton for AI compute. Coinbase $COIN -3.32% weakened in sync with BTC.
BTC spot ETF IBIT closed at 47.73, a slight drop of -0.48%. Over five days it’s still up +1.1%, and overall fund flows remain steady.
Crypto timing outlook: BTC is currently around 84648; SOL 119 and ETH 2683 are broadly pulling back about -2%. If tonight’s Non-Farm Payrolls is above 180,000, it may rekindle the “soft landing turning into renewed inflation” narrative, putting near-term pressure on crypto. If it’s below 120,000, rate-cut expectations may warm back up, and BTC could challenge the 87000 resistance level. Keep an eye on the liquidity shock around 20:30.
💡 Beginner primer: The Non-Farm Payrolls (NFP) employment report is the top monthly jobs data released by the US Department of Labor. More new jobs = stronger economy = fewer rate cuts from the Fed = risk assets under pressure; smaller numbers = hotter rate-cut expectations = supportive for BTC and tech stocks.
#美股 #非农 #Morning Express
Last night, US stocks rose across the board. The Nasdaq gained +1.19% to lead the pack, S&P 500 rose +0.73%, Dow Jones climbed +0.49%, and the VIX plunged -6.59%—panic sentiment clearly cooled, and funds began returning to risk assets again. The semiconductor ETF SOXX jumped +2.18% for the day, with a +5% gain over five days; the AI compute-power supply chain continued to dominate market sentiment.
Ahead of the open, futures were slightly higher: S&P 500 futures +51 points to 7776.5, Nasdaq 100 futures +277 points to 31049, Dow Jones futures +244 points to 51485—continuing last night’s optimistic tone.
Tonight’s major schedule (Beijing time):
• 20:30 US September Non-Farm Payrolls employment + unemployment rate (the week’s finale)
• 22:00 ISM Manufacturing PMI, and August factory orders
The Non-Farm Payrolls directly sets the pricing for the Fed’s November rate-cut path.
Stock highlights: Tesla $TSLA +4.65% led the whole market, with catalysts running on both Robotaxi and Optimus. Broadcom $AVGO +3.35% and AMD +2.95% took the baton for AI compute. Coinbase $COIN -3.32% weakened in sync with BTC.
BTC spot ETF IBIT closed at 47.73, a slight drop of -0.48%. Over five days it’s still up +1.1%, and overall fund flows remain steady.
Crypto timing outlook: BTC is currently around 84648; SOL 119 and ETH 2683 are broadly pulling back about -2%. If tonight’s Non-Farm Payrolls is above 180,000, it may rekindle the “soft landing turning into renewed inflation” narrative, putting near-term pressure on crypto. If it’s below 120,000, rate-cut expectations may warm back up, and BTC could challenge the 87000 resistance level. Keep an eye on the liquidity shock around 20:30.
💡 Beginner primer: The Non-Farm Payrolls (NFP) employment report is the top monthly jobs data released by the US Department of Labor. More new jobs = stronger economy = fewer rate cuts from the Fed = risk assets under pressure; smaller numbers = hotter rate-cut expectations = supportive for BTC and tech stocks.
#美股 #非农 #Morning Express