Savicoin US Stock Perpetual Daily Report｜September 4, 2026 (Friday UTC+8)

Data as of: September 4, 2026, 08:00 (UTC+8)
Corresponding US Stock Trading Day: September 3, 2026

1. Overnight US Stock Market

On September 3, the US stock market rebounded significantly, with the three major indices all rising. The market was mainly driven by improved Federal Reserve policy expectations, a decline in US Treasury yields, and a rebound in large tech stocks.

Federal Reserve Governor Christopher Waller stated in his latest speech that if the upcoming inflation data continues to show easing price pressures, he tends to support keeping interest rates unchanged this month. This statement clearly eased the market's previous concerns about a September rate hike, leading to a drop in Treasury yields and boosting valuations of tech and growth stocks.

Meanwhile, the technology sector performed strongly. Large tech stocks such as Microsoft, Meta, and NVIDIA rose, Tesla's gains further expanded, and market risk appetite improved significantly.

NVIDIA rose about 1.8% on the day, announcing an acquisition of AI developer platform Hugging Face for approximately $12.93 billion. The market believes this deal will further strengthen NVIDIA's layout in AI software and the developer ecosystem.

Dow Jones Index: 53,686.11 (+1.18%)
S&P 500: 7,747.71 (+1.06%)
Nasdaq Composite Index: 26,584.06 (+1.40%)

2. Savicoin Perpetual Contract Market

Note: Reference prices and changes are based on the corresponding US stock/ETF September 3 regular trading session closing prices. Actual trading prices of Savicoin US stock perpetual contracts may vary due to trading time, market liquidity, and price fluctuations.

3. Market Observation

The market trading logic on September 3 mainly focused on:

Waller's Speech｜September Rate Expectations｜US Treasury Yields｜Tech Stock Rebound｜AI Industry Chain

Federal Reserve policy expectations became one of the most important market driving factors that day.

Waller stated that if subsequent inflation data continues to cool, he tends to support keeping rates unchanged in September, which eased market concerns about further rate hikes. US Treasury yields fell accordingly, providing some valuation support for high-growth tech stocks.

In the technology sector, large tech companies such as Microsoft, Meta, and NVIDIA led the gains, with software stocks performing particularly well, and market risk appetite clearly recovering.

However, the US stock market still needs to pay attention to inflation and employment data going forward. If inflation rebounds significantly, the current expectations for rate easing may change.

4. Key Stock｜NVDAUSDT

NVIDIA remains an important directional indicator for the current AI and semiconductor sectors.

On September 3, NVIDIA's stock price rose about 1.8%, becoming an important part of the large tech stock rebound.

On the same day, NVIDIA also announced plans to acquire Hugging Face for approximately $12.93 billion. This deal will further expand NVIDIA's influence in AI models, developer tools, and the open model ecosystem.

The market is currently focused on:

• AI data center demand
• Blackwell / next-generation AI chip demand
• AI capital expenditure by large tech companies
• AI software and developer ecosystem
• Data center business growth
• Gross margin changes
• AI investment return rate

Currently, market attention on NVIDIA has gradually shifted from pure earnings growth to whether AI capital expenditure can be sustained, whether AI infrastructure investment can translate into actual profits, and whether the valuation is reasonable.

NVDA's subsequent trend may also impact semiconductor stocks such as AMD, MU, SNDK, MRVL, AVGO, as well as the overall risk appetite of the Nasdaq.

5. News Highlights for September 4

1｜Federal Reserve September Rate Expectations Become Market Focus

Waller's latest speech eased concerns about further rate hikes in September.

If subsequent inflation data continues to cool, the market may further raise expectations for rates to remain unchanged or even ease in the future.

Key focuses:

• US Inflation
• Nonfarm Payrolls
• Unemployment Rate
• US Treasury Yields
• Federal Reserve Officials' Speeches

2｜US Treasury Yields Decline Supports Tech Stocks

Recently, US Treasury yields rose significantly, putting pressure on high-valuation tech stocks.

On September 3, as the market reassessed the Federal Reserve's policy path, Treasury yields fell, supporting the technology and software sectors. The 10-year Treasury yield dropped to around 4.76%.

If yields continue to decline, it will be favorable for growth stock valuation recovery; conversely, if yields rise rapidly again, tech stocks may face renewed pressure.

3｜NVIDIA Expands AI Ecosystem

NVIDIA announced the acquisition of Hugging Face, with the deal valued at approximately $12.93 billion.

This transaction not only involves the chip business but also further reflects NVIDIA's strategic vertical expansion towards:

AI chips｜AI infrastructure｜Models｜Software｜Developer ecosystem

4｜Tech Stocks Rebound Collectively

On September 3, large tech stocks showed significant improvement:

NVDA｜MSFT｜META｜AAPL｜AMZN｜TSLA

All saw varying degrees of gains.

Among them, Tesla's rise was especially notable, with market attention also on its progress in autonomous driving, Robotaxi, and AI-related businesses.

5｜Semiconductor Sector Continues Internal Divergence

Although NVIDIA rose on the day, Broadcom fell about 2.7% due to its latest earnings guidance falling short of some market expectations, indicating a clear divergence within the AI semiconductor sector.

The market may increasingly focus on:

AI demand｜Order growth｜Capital expenditure｜Profit margins｜Valuation｜Earnings delivery

6. Today's Focus

The market is mainly focused on five main themes:

Federal Reserve Policy｜US Treasury Yields｜US Employment Data｜NVIDIA｜AI and Semiconductors

In the technology sector, key stocks to watch are:

NVDA｜META｜MSFT｜SNDK｜AMZN｜TSLA

Market risk appetite has improved significantly compared to previous trading days, but Federal Reserve policy remains an important variable affecting tech stock valuations.

If US inflation continues to cool and Treasury yields remain on a downward trend, it may continue to support growth stocks.

If inflation data rises again, the market may revisit the logic of "higher rates staying longer," and high-valuation tech stocks could face renewed pressure.

7. Today's Trading Hours Reminder

US Stock Regular Trading Hours｜21:30–04:00 (Beijing Time)

During regular US stock trading hours, tech stocks and AI-related symbols usually have higher activity.

Pre-market and After-hours｜16:00–21:30 / 04:00–08:00

Liquidity is relatively low during pre-market and after-hours sessions; be cautious of rapid price fluctuations around major economic data releases, corporate announcements, and earnings reports.

Weekend Market Closure

September 5 and 6 are weekend days; the US regular market will be closed.

Savicoin US stock perpetual contracts may continue trading during US market closures, so it is important to pay attention to market liquidity, price deviations, and potential gaps at the next trading day open.

Actual trading hours and prices are subject to the display on the Savicoin platform.

8. Risk Warning

US stock perpetual contracts are leveraged products and may experience significant price volatility.

Federal Reserve policy, US employment and inflation data, announcements from large tech companies, news from the AI industry chain, and geopolitical events can all cause significant short-term market fluctuations.

Please manage your position size and leverage prudently, and fully consider market liquidity, price volatility, and risks associated with leveraged trading.

9. Disclaimer

This article is for market information reference only and does not constitute any investment or trading advice.

Relevant market data is sourced from public markets and the Savicoin platform; different data sources may have price and timing discrepancies.

Savicoin US stock perpetual contracts are continuous trading products; their actual transaction prices, mark prices, and settlement prices may differ from the corresponding US stock spot market prices.

Users should independently assess based on their own situation and bear the related trading risks.

 

The Savicoin Team