（一）重要市场新闻 1、当地时间9月29日，美股三大指数均小幅收跌，道指跌0.25%，标普500指数跌0.16%，纳指跌0.09%。AI硬件股普涨，Lumentum涨超5%，康宁、迈威尔科技涨超4%，ARM、Meta、Coherent、Ciena涨超3%，SK海力士涨超2%，美光科技、博通涨超1%。苹果跌2.66%，市值蒸发1313亿美元（约合人民币8801亿元）。SpaceX涨2.59%，...
Source Link（一）重要市场新闻 1、当地时间9月29日，美股三大指数均小幅收跌，道指跌0.25%，标普500指数跌0.16%，纳指跌0.09%。AI硬件股普涨，Lumentum涨超5%，康宁、迈威尔科技涨超4%，ARM、Meta、Coherent、Ciena涨超3%，SK海力士涨超2%，美光科技、博通涨超1%。苹果跌2.66%，市值蒸发1313亿美元（约合人民币8801亿元）。SpaceX涨2.59%，...
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