Nvidia(US:NVDA) Sou Hu Cai Jing·2025-07-04 10:05Group 1 - The U.S. Consumer Price Index (CPI) for April increased by 2.3% year-on-year, marking the smallest increase since February 2021 and falling short of market expectations of 2.4% [1][3] - Following the CPI data release, the stock market showed mixed reactions, with the Nasdaq rising by 1.24%, while the Dow Jones fell by 0.39%, and the S&P 500 increased by 0.61% [1] - Nvidia's CEO announced the export of 18,000 high-end AI chips to Saudi Arabia, resulting in a significant stock price increase of 5.61% for Nvidia [3] Group 2 - After the CPI data was released, gold prices saw a slight increase, while the U.S. 2-year Treasury yield and the dollar index declined [4] - The market is betting on the Federal Reserve to initiate its first rate cut in September, with a 91.7% probability of maintaining current rates in June and an 8.3% chance of a 25 basis point cut [4] - Despite the lower-than-expected CPI data, changes in U.S. trade policy may lead to increased inflation in the coming months, as companies may delay passing on higher costs to consumers [4]