Core Viewpoint - The U.S. inflation data met expectations, enhancing the Federal Reserve's interest rate cut expectations for September, leading to a decline in the U.S. dollar index and U.S. Treasury yields, while global stock markets rose [1][2]. Market Performance - The MSCI Global Index rose by 0.2%, reaching a historical high, while the MSCI Asia-Pacific Index increased by over 1%. The Nikkei 225 Index hit a new high, and European stocks opened higher, with U.S. indices also showing collective gains [1]. - The Dow Jones increased by 0.38%, the S&P 500 rose by 0.33%, and the Nasdaq gained 0.39% [1]. - European stocks saw significant gains, with the German DAX up over 0.7%, the UK FTSE 100 up 0.2%, and the French CAC 40 up over 0.5% [1][2]. Commodity and Cryptocurrency Movements - Spot gold rose by over 0.3%, while crude oil prices saw a slight decline, with U.S. oil dropping over 0.5% to around $63 and Brent oil down over 0.1% to near $66 [2]. - Ethereum experienced a significant increase, rising over 9% within 24 hours, surpassing $4,700, marking its highest level since December 2021 [2][3]. Interest Rate Expectations - U.S. Treasury yields fell across the board, with the benchmark 10-year Treasury yield declining by over 3 basis points [2]. - The probability of a 25 basis point rate cut in September rose to approximately 95%, up from 80% prior to the inflation data release [1][2]. Individual Stock Movements - AMD shares rose by 3.5%, while Coreweave's stock fell by over 10% despite a doubling of Q2 revenue and an upward revision of annual guidance [2]. - The Nasdaq Golden Dragon China Index increased by over 2%, with notable gains from companies such as Bilibili (up over 6%), NetEase (up over 6%), Alibaba (up over 3%), and Li Auto (up over 3%) [2].
美股三大指数集体高开,欧股涨幅扩大,MSCI全球股指新高,美元指数跌至两周低点,以太坊日内涨近2%
Sou Hu Cai Jing·2025-08-13 13:45