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深夜,中国资产爆发!美股三大股指集体收涨,纳指迎今年第20个历史新高
Sou Hu Cai Jing·2025-08-14 00:00

Market Overview - US stock market rose across the board on expectations of interest rate cuts, with the Dow Jones Industrial Average up 463.66 points, or 1.04%, closing at 44,922.27, just shy of its historical high from December last year [1] - The S&P 500 index increased by 20.82 points, or 0.32%, to 6,466.58, while the Nasdaq rose by 31.24 points, or 0.14%, to 21,713.14 [1] - The Russell 2000 index surged nearly 2%, reaching a six-month high, indicating optimism in interest rate-sensitive sectors [1] Federal Reserve and Economic Indicators - The key driver of market sentiment is the rising expectation of a 25 basis point rate cut by the Federal Reserve in September, with discussions of a potential 50 basis point cut [1] - US Treasury Secretary Yellen indicated that a September rate cut is almost certain, with a significant chance of a 50 basis point cut, reinforcing market expectations [1] - However, there are cautious voices within the Federal Reserve, with Chicago Fed President Goolsbee stating that current inflation data is insufficient to confirm a return to the 2% target [1] Individual Stock Performance - Tech giants showed mixed performance, with Apple rising 1.6% due to plans to enter AI robotics and smart home devices, while Amazon gained 1.4% after expanding its same-day grocery delivery service [2] - Conversely, major tech stocks like Nvidia, Microsoft, and Meta experienced weakness, leading to a slight decline in the overall index of the seven largest US tech companies [2] - Chinese stocks were a highlight, with the Nasdaq Golden Dragon China Index rising 2.08%, driven by a surge in Tencent's ADR, which jumped over 7% [2][3] Cryptocurrency and Other Sectors - In the cryptocurrency sector, Bullish (BLSH.US), a digital asset trading platform backed by Peter Thiel, saw its stock rise 83.78% on its first day of trading, reflecting strong market enthusiasm [3] - CoreWeave (CRWV.US), a data center stock, fell over 20% due to worse-than-expected losses in Q2 and an impending end to its lock-up period [3] Macroeconomic Context - The US July CPI data met expectations, alleviating concerns about inflation and supporting rate cut expectations, leading to a decline in US Treasury yields [4] - The 10-year Treasury yield fell to 4.24%, and the dollar index decreased by 0.3%, nearing its yearly low [4] - Oil prices slightly declined, with WTI crude at $62.65 per barrel, while gold prices saw a minor increase, with COMEX gold futures at $3,358.70 per ounce [4]