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隔夜美股 | PPI大超预期但美股波动不大 巴菲特Q2买入联合健康(UNH.US)逾500万股
智通财经网·2025-08-14 22:28

Market Overview - The S&P 500 index reached a new all-time high for the third consecutive trading day, while the Dow Jones and Nasdaq experienced slight declines [1] - The latest PPI data in the U.S. exceeded expectations, leading traders to reduce bets on a rate cut by the Federal Reserve next month [1] - The two-year Treasury yield rose by two basis points to 3.69%, reversing earlier declines [1] U.S. Economic Indicators - The PPI increased by 0.9% month-over-month and 3.3% year-over-year, marking the highest inflation rate in three years, driven by a surge in service costs [6] - Initial jobless claims decreased by 3,000 to 224,000, indicating that employers are reluctant to lay off workers [7] - The average rate for a 30-year fixed mortgage fell to 6.58%, the lowest since October of the previous year [8] Company-Specific News - Berkshire Hathaway reduced its stake in Apple by 20 million shares while establishing new positions in UnitedHealth and Nucor [8] - Hillhouse Capital's HHLR Advisors reported a total market value of $3.105 billion, with over 90% in Chinese stocks, highlighting a strong preference for quality Chinese assets [9] - The Trump administration is negotiating a potential investment in Intel to support its domestic manufacturing efforts [10] - Apple Watch's blood oxygen tracking feature has returned to the U.S. market after a legal dispute, now allowing data to be displayed on paired iPhones [11]