英伟达大跌！纳指重挫，道指盘中创新高

Market Performance - Major US stock indices showed mixed results, with the Nasdaq down 1.46% to 21,314.95 points, the S&P 500 down 0.59% to 6,411.37 points, and the Dow Jones up 0.02% to 44,922.27 points, reaching an intraday all-time high [2] - The S&P 500 saw six sectors rise, led by real estate with a 1.8% increase, benefiting from better-than-expected housing data, while technology and communication services sectors fell over 1.9% and 1.2%, respectively [2] Technology Sector - Major tech stocks experienced significant declines, with Nvidia dropping 3.5%, marking its largest single-day drop in nearly four months; Apple, Microsoft, Google, and Meta also faced pressure, with Netflix and Meta down over 2% [2] - Intel saw a notable increase of approximately 7% due to a $2 billion investment from SoftBank, interpreted as a positive endorsement of its chip strategy [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.9%, with notable declines in stocks such as Xunlei down over 10%, Weibo down over 6%, and JD.com, Alibaba, and Baidu down over 1% [3] Tariff Implications - The US Department of Commerce announced the inclusion of 407 product categories in steel and aluminum tariffs, with a 50% tax rate, affecting a wide range of products including wind turbines and cranes [3][4] - The Trump administration aims to expand tariff coverage to protect domestic manufacturing and reduce import dependency [4] Economic Outlook - A recent survey indicates that the S&P 500 may slightly decline by the end of 2025, reflecting a cooling of market optimism amid tariff uncertainties and monetary policy outlook [5] - Market participants are focused on the upcoming Kansas City Fed annual economic symposium, where Fed Chair Powell is expected to provide insights on future interest rate policies [5] Commodity Market - International oil prices fell on August 19, with WTI crude oil futures down $0.93 to $61.77 per barrel, a decline of 1.48%, and Brent crude down $0.81 to $65.79 per barrel, a drop of 1.22% [6] - COMEX gold futures also decreased by $19.30, or 0.57%, settling at $3,358.70 per ounce [6]