鲍威尔暗示可能降息！美股集体飙升，中概股大涨

Market Performance - US stock markets surged following signals from Federal Reserve Chairman Jerome Powell, with the Dow Jones Industrial Average reaching a new high, closing up 1.89% at 45,631.74 points [1] - The S&P 500 index rose 1.52% to 6,466.91 points, while the Nasdaq index increased by 1.88% to 21,496.53 points [1] - European indices also saw slight gains, with Germany's DAX up 0.29%, France's CAC40 up 0.4%, and the UK's FTSE 100 up 0.13% [1] Technology Sector - Tesla's stock rose over 6%, with other major tech stocks like Google, Amazon, and Facebook also experiencing gains [2] - Tesla announced a partnership with ByteDance's Volcano Engine to enhance its smart cockpit interaction experience, integrating large model services into its vehicles [2] - The newly launched Tesla Model Y L will feature advanced AI capabilities, including voice command functions and AI chat services [2] Banking and Semiconductor Stocks - US bank stocks collectively rose, with Morgan Stanley up over 2%, Goldman Sachs up over 3%, and Citigroup up over 2% [3] - Semiconductor stocks also saw significant increases, with the Philadelphia Semiconductor Index rising 2.7% and several companies like ON Semiconductor and GlobalFoundries experiencing gains of over 5% [3] Federal Reserve Policy Signals - Powell indicated that the Fed is open to adjusting policies in response to employment growth risks, suggesting a potential interest rate cut in September [4] - He noted that while inflation remains a concern, the labor market's risks may necessitate a shift in policy stance [4] - The Fed's revised long-term goals include a return to flexible inflation targeting, moving away from the average inflation target [5] Commodity Markets - Precious metals futures rose, with COMEX gold up 1.05% and silver up 2.10%, driven by expectations of a Fed rate cut [6] - Oil prices also increased slightly, supported by a significant drop in US crude oil inventories, which fell by 6.014 million barrels, exceeding market expectations [6] - US Treasury yields fell across the board, indicating a shift in investor sentiment towards safer assets [6]