今夜 美股跳水！

Market Overview - The U.S. stock market experienced a mixed performance, with the Dow Jones reaching a historical high due to a significant rise in Home Depot's stock, while the Nasdaq index declined, primarily driven by a drop in Nvidia's shares [1][4] - The Dow Jones turned from gains to losses after hitting a new high, while the Nasdaq fell approximately 1% and the S&P 500 index decreased by about 0.2% [1] Semiconductor Sector - Several well-known semiconductor manufacturers saw their stock prices decline, putting pressure on the Nasdaq and S&P 500 indices. Nvidia's stock dropped by 2%, with reports indicating that the company is developing a new chip for China that will outperform the currently allowed H20 model [4] - AMD and Broadcom experienced declines of 4% and 2%, respectively, while other major tech stocks like Tesla, Meta, and Netflix also faced downward pressure [4] AI Industry Insights - OpenAI's CEO, Sam Altman, expressed concerns that the current AI industry is in a bubble phase, noting that investor enthusiasm has reached a "crazy" level, leading to uncontrolled valuations. He anticipates that some investors will face significant losses [4] - Despite recognizing the risks, Altman plans to invest trillions of dollars in data center construction, maintaining a strong belief in the future value of artificial intelligence [4] Home Improvement Sector - Home Depot's stock rose by 3.7%, contributing to the Dow's increase, even though the company's second-quarter profits fell short of expectations. The company has maintained its full-year performance outlook [5] Federal Reserve and Economic Outlook - Investors are awaiting comments from Federal Reserve Chairman Jerome Powell to gauge potential directions for upcoming policy meetings. The market currently anticipates an 83% probability of a 25 basis point rate cut in September [7] - Analysts suggest that Powell's response to recent "stagflation-like" data will be crucial, as the market has largely priced in the likelihood of a rate cut [8] Intel's Performance - Intel's stock surged following news of SoftBank's $2 billion investment, with reports indicating that the Trump administration is considering acquiring a 10% stake in Intel [9]