特朗普与普京通话；泽连斯基愿与普京会面；特朗普：将颁令废除邮寄选票；广电总局推出新举措

Market Overview - US stock market showed mixed results with the Dow Jones down by 34.30 points (0.08%) closing at 44911.82, while the Nasdaq rose by 0.03% to 21629.77, and the S&P 500 fell by 0.01% to 6449.15 [1] - Major tech stocks had varied performances, with Tesla up 1.4%, Nvidia up 0.8%, and Meta down 2.3% [1] - The solar energy sector saw significant gains, with SunRun and First Solar rising by 11.3% and 9.6% respectively, following new federal tax credit regulations [1] Economic Indicators - The Nasdaq Golden Dragon China Index increased by 0.2%, with notable gains from Bilibili (over 2%), XPeng, NetEase, and NIO (over 1%) [2] - Recent data indicated a rise in retail sales, but overall consumer confidence was negatively impacted by increasing inflation concerns [2] - The 2-year and 10-year US Treasury yields rose by 1.3 basis points to 3.77% and 4.33% respectively, reflecting market expectations of a potential interest rate cut by the Federal Reserve [2] Federal Reserve Insights - Morgan Stanley suggested that the Federal Reserve may keep its benchmark interest rate unchanged this year, but weak employment data in August could prompt action in the next meeting [3] - Investors are closely monitoring the upcoming Federal Reserve meeting in Jackson Hole, where Chairman Powell is expected to provide insights on economic outlook and policy framework [2][3] Industry Developments - The Ministry of Industry and Information Technology reported that from 2016 to 2020, a total of 16.5 billion yuan in subsidies were issued for new energy vehicles, with Beijing New Energy receiving approximately 555.55 million yuan, accounting for over 30% of the total [11] - The tax authorities disclosed two tax evasion cases in the "new three samples" sector (electric vehicles, lithium batteries, photovoltaic products), highlighting ongoing compliance issues despite supportive policies [12][13] Company Announcements - China Heavy Industry announced the acceptance of its application for voluntary delisting, while China Shipbuilding will resume trading on August 19 [28] - BYD's public relations manager emphasized the importance of healthy competition in the automotive market, advocating for a focus on development rather than negative rivalry [20]