美股三大指数集体上涨，热门中概股走高

Market Performance - US stock indices collectively rose, with the Dow Jones up 0.92%, Nasdaq up 1.24%, and S&P 500 up 0.88% [1] - Chinese concept stocks saw significant gains, with New Oriental rising over 11%, Kingsoft Cloud up over 6%, and several others including Weibo and iQIYI increasing by over 3% [1] - International oil prices and gold prices fell sharply, with WTI crude oil futures down nearly 5% at $65.32 per barrel and spot gold down nearly 2% at $3306 per ounce [1] Federal Reserve Insights - Federal Reserve Chairman Jerome Powell indicated that inflation in the US is expected to rise due to tariff impacts, emphasizing the Fed's responsibility to control inflation [2] - Michelle Bowman, the new Vice Chair for Supervision at the Fed, expressed support for a potential interest rate cut if inflation pressures remain manageable [3] - Traders slightly reduced the likelihood of an early rate cut by the Fed, following Powell's comments that inflation is still somewhat above the 2% target [4] Emerging Markets - Emerging market assets outperformed global markets in the first half of 2025, despite geopolitical conflicts and trade wars impacting global capital markets [5] Company News - Apple has introduced a national subsidy policy on its official website, offering up to 2000 yuan off for specific products purchased through its online store in Beijing and retail stores in Shanghai [6] - Tesla's Robotaxi had a mixed debut in Austin, Texas, with reports of technical issues such as incorrect driving behavior and sudden braking in response to police vehicles [7]