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深夜美股下挫,黄金跌破3330美元,中概股逆势飘红
Sou Hu Cai Jing·2025-08-19 15:40

Market Overview - The U.S. stock market showed mixed performance with the Nasdaq down 1.14%, S&P 500 down 0.38%, and Dow Jones up 0.25% as of 23:02 [1] - Major indices include: Dow Jones Industrial Average at 45023.65 (+0.25%), Nasdaq at 21382.86 (-1.14%), S&P 500 at 6424.85 (-0.38%) [2] Commodity Market - Gold prices fell below $3330.00 per ounce, currently at $3329.80, down 0.09% [4] - Crude oil prices also showed a downward trend across the board [2] Central Bank Insights - Jerome Powell is expected to deliver a significant speech, with market concerns that he may counter the growing expectations for aggressive rate cuts, making a 50 basis point cut in September unlikely [7][20] - The upcoming Jackson Hole Economic Symposium is anticipated to be a platform for Powell to clarify the Fed's stance on monetary policy [21] Chinese Stocks Performance - Several Chinese concept stocks performed well, particularly in the new energy vehicle sector, with Colorful Planet Technology up over 22% and other companies like Raya Power and San Yi Technology seeing gains of over 10% [9][10] - The Chinese new energy vehicle index rose over 2%, with NIO and Xpeng Motors both increasing by more than 5% [10] Company-Specific News - Intel shares surged over 10% following the announcement of a $2 billion investment from SoftBank, which will make SoftBank the fifth-largest shareholder in Intel [18] - iQIYI's stock fell by 1.93% amid rumors of a potential secondary listing in Hong Kong [15][16] - New Oriental's stock dropped over 2% due to unfounded rumors regarding its CEO being investigated for alleged misconduct [15][17] Economic Outlook - Analysts suggest that Powell will likely maintain a cautious and hawkish tone, emphasizing the need for more data before making any policy adjustments [22] - The market has adjusted its expectations regarding a 50 basis point rate cut in September, with a 25 basis point cut still considered likely [25] - Factors such as AI investments, easing global trade tensions, and improving corporate earnings are seen as potential drivers for the next market rally [26]