三大股指期货齐涨，美联储戴利：下个月似乎没有大幅降息的必要性

Market Overview - US stock index futures are all up, with Dow futures rising by 0.06%, S&P 500 futures up by 0.04%, and Nasdaq futures increasing by 0.05% [1] - European indices also show positive movement, with Germany's DAX up by 0.68%, UK's FTSE 100 up by 0.07%, France's CAC40 up by 0.62%, and the Euro Stoxx 50 up by 0.64% [2][3] - WTI crude oil prices increased by 0.49% to $62.96 per barrel, while Brent crude oil rose by 0.47% to $65.94 per barrel [3][4] Federal Reserve Insights - Federal Reserve's Daly indicated that there seems to be no necessity for a significant rate cut next month, opposing a 50 basis points cut at the September meeting [5] - Daly supports maintaining the current interest rates, citing that inflation pressures are not as strong as anticipated and the labor market is showing signs of softening [5] Corporate Earnings and Forecasts - Xunlei (XNET.US) reported a 30.6% year-over-year increase in Q2 revenue, reaching $104 million, with a Non-GAAP net profit of $8.3 million [10] - Vipshop (VIPS.US) experienced a 4.09% decline in Q2 revenue, totaling 25.8 billion yuan, while its GMV grew by 1.7% [10][11] - NetEase Youdao (DAO.US) achieved a 7.2% increase in Q2 net revenue, reaching 1.42 billion yuan, with a significant improvement in operating profit [11] - Sunlands Technology (STG.US) reported a 9.5% year-over-year revenue growth in Q2, amounting to 539 million yuan, with a net profit of 127 million yuan [12] - Cisco (CSCO.US) exceeded expectations in Q4, with a revenue growth of 7.6% to $14.7 billion and an adjusted gross margin of 68.4% [13] Industry Trends - Tesla (TSLA.US) saw a 24% increase in sales in Norway, contrasting with a significant decline in other European markets due to CEO Musk's political controversies [14] - Apple (AAPL.US) is focusing on AI with ambitious new products, including a desktop robot and smart home security cameras, aiming to revitalize its position in the AI sector [15]