美股盘前要点 | 美财长称美联储9月或降息50个基点！特朗普炮轰高盛关税预测错误

Group 1 - Goldman Sachs reported that as of June, U.S. consumers have borne 22% of the tariff costs, which could rise to 67% in the future [1] - Rho Motion indicated that global electric vehicle sales in July grew by 21% year-on-year to approximately 1.6 million units, marking the lowest growth rate since January [1] - CoreWeave's Q2 revenue increased by 206.7% year-on-year to $1.213 billion, with a narrowed loss per share of $0.60, falling short of expectations [1] Group 2 - Citigroup suggested that the Federal Reserve may restart its rate-cutting cycle in September, with three rate cuts expected this year, each by 25 basis points [1] - JPMorgan's Q2 holdings report showed a continued strong position in tech giants, significantly increasing holdings in Nvidia and Microsoft [1] - Meta's social platform Threads has surpassed 400 million monthly active users [1] Group 3 - Porsche has lowered its adjusted net profit guidance for 2025, now expecting between €1.6 billion and €3.6 billion [1] - Elon Musk announced that Tesla's Robotaxi service in Austin will open to the public in September [1] - Apple’s MacBook Pro featuring the M5 chip may not be released until 2026, according to analyst Ming-Chi Kuo [1]