美股周一收盘点评：芯片板块面临税收挑战，科技股小幅下跌

Group 1 - The proposed taxation may negatively impact the profit margins of chip manufacturers and set a precedent for Washington to impose taxes on key U.S. export products, potentially extending beyond semiconductors [1] - The agreement allowing semiconductor sales to China is a critical topic in the deal signed earlier this year between Washington and Beijing, which is set to expire on Tuesday [1] - Investors are focusing on economic data as the earnings season concludes, looking for clues on whether the Federal Reserve will cut interest rates in September [1] Group 2 - There are expectations that recent personnel changes at the Federal Reserve and signs of a weak job market may lead to a dovish monetary policy stance later this year, contributing to a sense of optimism [1] - The consumer inflation report for July is set to be released on Tuesday, with investors anticipating a reduction in borrowing costs by approximately 60 basis points before December [1] - Other financial indicators show a slight increase in bonds and the dollar, while gold futures have reduced losses after Trump stated that gold imports would not face U.S. tariffs [1]