Market Performance - US stock market saw significant gains on August 4, with all three major indices rising over 1% [1][5] - The Nasdaq China Golden Dragon Index surged over 1.8% at one point, closing with a 1.33% increase [1][3] - Chinese assets experienced a collective rally, with leveraged ETFs showing substantial gains, including a 6% rise in the three-times leveraged FTSE China ETF [1][3] Federal Reserve Interest Rate Expectations - Market expectations for a Federal Reserve rate cut are increasing, with predictions of two 25 basis point cuts by year-end [2][5] - Goldman Sachs anticipates that the Fed will begin cutting rates in September, potentially leading to three consecutive 25 basis point reductions [2][5] - Current probabilities indicate a 94.4% chance of a 25 basis point cut in September, with a 67.6% chance of a cumulative 50 basis point cut by October [5] Chinese Companies Performance - Xiaomi Technology saw a dramatic increase, with shares rising over 48% at one point and closing up 34% after reporting a 46.2% year-over-year revenue growth to $59.4 million [3][4] - The company projects third-quarter revenue between $72 million and $76 million, representing a year-over-year growth of 70% to 79% [4] - Other notable Chinese stocks also performed well, with New Oxygen up over 10% and several others, including Pinduoduo and JD.com, rising over 1% [4] Tesla Stock Grant - Tesla approved a stock grant of approximately $29 billion to CEO Elon Musk, aimed at ensuring his continued leadership [6][7] - This decision follows a court ruling that invalidated Musk's previous $56 billion compensation plan, which was deemed unfair to shareholders [7] - The new stock incentive includes a gradual increase in Musk's voting power, with a strike price of $23.34 per share for the restricted stock [7]
中国资产爆发！美联储降息大消息
Sou Hu Cai Jing·2025-08-05 00:23