帮主郑重夜观美股：科技股抛售暗藏危机？鲍威尔讲话或成关键转折点！

Market Overview - The U.S. stock market has experienced significant volatility, with the S&P 500 index declining for five consecutive days, indicating potential short-term adjustments or early signs of a crisis [1][3] - On Thursday, all three major U.S. indices closed lower, with the Dow, Nasdaq, and S&P 500 each dropping approximately 0.34% [3] Company Performance - Retail giant Walmart reported revenue exceeding expectations; however, its earnings per share fell short, leading to a 4.5% drop in stock price, marking the largest single-day decline in three years [3] - Technology stocks faced heavy selling pressure, with notable declines in shares of Nvidia and Meta, as profit-taking sentiment grew [3] - Tesla is under investigation by the U.S. National Highway Traffic Safety Administration for delayed reporting of Full Self-Driving (FSD) accidents, affecting 2.41 million vehicles, highlighting ongoing safety concerns [3] - In contrast, Chinese electric vehicle manufacturer Xpeng Motors saw its stock rise by 11.66% due to record high delivery volumes and gross margins in Q2, demonstrating the strength of its fundamentals [3] Regulatory Environment - The market is closely watching Federal Reserve Chairman Jerome Powell's upcoming speech at the Jackson Hole conference, which is expected to provide insights into the likelihood of interest rate cuts in September [3] - Current market expectations indicate an approximately 80% probability of a rate cut in September, but internal divisions within the Federal Reserve were revealed in the July meeting minutes, suggesting potential policy conflicts [3] International Developments - The recent tariff agreement between the U.S. and Europe covers industries such as steel, aluminum, and automobiles, although automobile tariffs remain unresolved [4] - The U.S. military's first request for cobalt reserves in decades signals a strategic move towards self-sufficiency in the new energy supply chain [4] Investment Strategy - The company emphasizes a long-term investment perspective, suggesting that short-term market fluctuations should not deter investors [4] - It advocates for maintaining focus on fundamentally strong assets with clear long-term logic, as economic fundamentals ultimately drive market trends [4]