Core Viewpoint - The article discusses the recent fluctuations in the U.S. stock market, particularly focusing on the performance of major indices and the implications of the Federal Reserve's monetary policy decisions [1][5][3]. Group 1: Stock Market Performance - On Wednesday, major U.S. stock indices closed mixed, with the Nasdaq down 0.67%, the S&P 500 down 0.24%, and the Dow Jones up 0.04% [1]. - Large tech stocks experienced declines, with Intel leading the drop at approximately 7%, while Google, Tesla, Apple, and Amazon fell over 1% [2]. - The S&P 500 index saw a significant sell-off, losing about $1 trillion in market capitalization within four days due to concerns over the Fed's hawkish stance and high valuations in tech stocks [5]. Group 2: Federal Reserve's Monetary Policy - The minutes from the Federal Reserve's July meeting revealed that only two officials supported a rate cut, indicating a consensus to maintain the federal funds rate target range at 4.25%-4.50% [3][4]. - The release of disappointing non-farm payroll data shortly after the meeting raised concerns about the labor market, with job additions far below expectations and an increase in the unemployment rate [4]. Group 3: Investor Sentiment - Investor opinions are divided regarding the recent market downturn, with some viewing it as a buying opportunity, while others believe that high valuations necessitate profit-taking [6][7][9]. - Analysts suggest that the downward potential for tech stocks may be limited due to global central banks easing policies, which could support global equity markets [8]. - However, concerns remain that any disappointing news could disrupt the fragile balance in the market, as current valuations have largely priced in optimistic future scenarios [10].

当地时间8月20日，美股科技股全线重挫，纳指一度大跌近2%，跌破21000点，为8月7日以来首次；芯片股集体跳水，费城半导体指数一度暴跌超3%，英 伟达一度大跌近4%；其他大型科技股亦全线下挫。另外，华尔街"恐慌指数"VIX一度飙升超10%。 截至收盘，道指涨16.04点，涨幅为0.04%，报44938.31点；纳指跌142.10点，跌幅为0.67%，报21172.86点；标普500指数跌15.59点，跌幅为0.24%，报 6395.78点。 大型科技股普跌，苹果跌1.54%，特斯拉跌2.68%，亚马逊跌1.97%，脸书跌1.24%，谷歌跌1.16%，英伟达跌1.54%，微软跌0.77%。 | H F | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 微软(MICROSOFT) US MSFT | 505.840 | -0.77% | | 谷歌(ALPHABET)-A | 199.230 | -1.16% | | US GOOGL | | | | 脸书(META PLATFC US META | 742.163 | -1.24% | | 英伟达(NVIDIA) US NVDA | 17 ...

Group 1 - A significant number of institutions have conducted research on over 30 companies in the Apple supply chain since the third quarter, indicating strong interest in these firms as Apple prepares for the iPhone 17's mass production [1][2] - Crystal Optoelectronics, an Apple supply chain company, has seen over 200 institutions conduct research, highlighting its successful collaboration with North American clients in optical components and modules [2] - Industrial Fulian, another key supplier for Apple, has been researched by more than 100 institutions, with expectations of steady growth in its structural components business and successful product iterations [2] Group 2 - The iPhone 17 has entered large-scale production, with Foxconn ramping up hiring at its Zhengzhou facility, indicating a strong demand for the new model [4] - Reports suggest that the iPhone 17 will feature enhanced AI capabilities and upgrades in components such as SoC chips, battery, and flexible printed circuits (FPC), which are expected to drive sales [4] - The market anticipates that Apple will launch its first foldable phone in the second half of 2026, potentially reaching sales of ten million units, which would increase demand for key components like ultra-thin flexible glass and hinges [4] Group 3 - Dongshan Precision, a supplier of circuit boards for the iPhone, is focused on achieving its operational profit goals this year, with its soft board business becoming a core support due to its positioning in consumer electronics and new energy vehicles [3] - Lens Technology, a significant supplier for the iPhone, has established a leading market position in ultra-thin glass and related components, with successful product development and capacity planning for upcoming foldable devices [5]

Back in April , when Apple Inc. (NASDAQ: AAPL ) was trading at $196, I called it a Strong Buy. The setup looked compelling, with valuation and catalysts clearly in its favor. Since then, the stock has climbed moreWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t c ...

● 本报记者 张兴旺 Choice数据显示，三季度以来，机构密集调研水晶光电、工业富联、鹏鼎控股、环旭电子、蓝思科技、 大族激光、京东方、东山精密等30多家苹果产业链公司。 机构积极调研 国盛证券研报称，2025年，随着大客户新机的推出，手机中元器件数量增加，电池容量也不断扩大，手 机内部空间趋于紧张，因而对轻薄、体积小、导线线路密度高的FPC需求日益提升，AI功能的加入对于 软板设计难度大幅提升，预期平均售价上升，高端产能将会紧缺，龙头公司强者恒强。 Choice数据显示，三季度以来，水晶光电、工业富联、鹏鼎控股、环旭电子等10家苹果产业链公司均获 得50家以上机构调研。 水晶光电是苹果供应链公司。8月19日，中国银河证券、国泰海通证券、易方达基金等200多家机构调研 水晶光电。水晶光电表示，过去几年，公司与北美大客户的合作成效显著。在核心光学元器件及光学模 块领域，公司与北美大客户在各个方面均开展了全方位、结构化的合作。目前合作的项目众多，且极具 发展潜力。 8月19日，中国证券报记者从产业链人士处获悉，苹果iPhone 17已进入大规模量产阶段。记者注意到， 富士康作为苹果iPhone的主要代工生产商， ...

来源：滚动播报 美股三大指数收盘涨跌不一，纳指跌0.67%，标普500指数跌0.24%，道指涨0.04%。大型科技股普跌， 英特尔跌约7%，谷歌、特斯拉、苹果、亚马逊跌超1%，微软、英伟达、Meta、AMD小幅下跌。塔吉 特股价跌超10%后跌幅收窄，此前该零售商报告销售额再度下滑。雅诗兰黛跌超3%，业绩指引不及预 期。台积电与美光走低，美国或考虑将"补贴换股权"计划扩围至其他芯片公司。 ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: This undated photo released by Google shows a new smartphone loaded with an array of artificial intelligence features, including the Pixel 10 Pro. Credit: Google LLC via AP Google on Wednesday unveiled a new line-up of Pixel smartphones injected with another dose of artificial intelligence that's designed to do everything from f ...

Another stock that we've been talking a lot about on halftime on my show, Worldwide Exchange, is Apple and just how to view it. So Joe, you're looking at this. You've made some moves in your personal portfolio when it comes to Apple.Actually making a pretty big trend. >> Listen, one of the benefits of this show is we're actually active in the marketplace. We're not just talking about how we're feeling about markets.We're actually doing things. And if you disagree with what I'm uh what I'm saying, listen, yo ...

当地时间8月20日，美股科技股全线重挫，纳指一度大跌近2%，跌破21000点，为8月7日以来首次；芯片股集体跳水，费城半导体指数一度暴跌超3%，英 伟达一度大跌近4%；其他大型科技股亦全线下挫。另外，华尔街"恐慌指数"VIX一度飙升超10%。 截至发稿，道琼斯指数跌0.11%，标普500指数跌0.55%，纳斯达克综合指数跌1.08%。 据券商中国，当前，华尔街的期权交易员对美股科技股暴跌的担忧日益加剧，正在大举抢购看跌期权对冲风险。 大型科技股普跌，截至发稿，苹果跌1.54%，特斯拉跌2.68%，亚马逊跌1.97%，脸书跌1.24%，谷歌跌1.16%，英伟达跌1.54%，微软跌0.77%。 | IF | 现价 | 涨跌幅▼ | | --- | --- | --- | | 微软(MICROSOFT) US MSFT | 505.840 | -0.77% | | 谷歌(ALPHABET)-A | | | | US GOOGL | 199.230 | -1.16% | | 脸书(META PLATFC | 742.163 | -1.24% | | US META | | | | 英伟达(NVIDIA) | 172. ...

Market Overview - On August 20, US tech stocks experienced a significant decline, with the Nasdaq Composite Index dropping nearly 2% and falling below 21,000 points for the first time since August 7 [1] - The Philadelphia Semiconductor Index plummeted over 3%, with Nvidia seeing a drop of nearly 4% [1] - The VIX, known as the "fear index," surged over 10% during this period [1] Major Tech Stocks Performance - Major tech stocks saw widespread losses, with Apple down 1.54%, Tesla down 2.68%, Amazon down 1.97%, Facebook down 1.24%, Google down 1.16%, Nvidia down 1.54%, and Microsoft down 0.77% [3][4] - The Philadelphia Semiconductor Index fell by 1.79%, with Intel dropping over 6% and Micron Technology down over 5% [4] Options Market Activity - Wall Street traders are increasingly purchasing put options to hedge against the risk of further declines in tech stocks, particularly those tracking the Nasdaq 100 Index [12] - The cost of hedging against significant declines is nearing a three-year high, indicating heightened concern among traders [12] Economic Indicators and Federal Reserve Outlook - The US dollar index weakened, reported at 98.173, down 0.11% [8][9] - Market expectations suggest that the Federal Reserve may lower interest rates by 25 basis points in September, with a 51.5% probability of another cut in October [16] - Concerns about the independence of the Federal Reserve and its ability to manage inflation effectively are rising, particularly in light of political pressures [19]