美联储会议纪要曝光，英伟达一夜蒸发超万亿，特朗普剑指女理事

Group 1 - The Federal Reserve's July meeting minutes revealed significant internal divisions, with only two officials advocating for an immediate 25 basis point rate cut to support the job market, while the majority preferred to maintain rates at 4.25% [1] - Following the release of the minutes, the market's expectations for a September rate cut were dashed, leading to a sharp decline in technology stocks, with the Nasdaq index experiencing consecutive days of losses [1] - Prominent tech companies faced substantial stock price drops, with Nvidia falling over 3%, Intel declining nearly 7%, and both Amazon and Apple seeing declines exceeding 1% [1] Group 2 - Concerns about the tech sector's valuation have been raised, with Howard Marks warning that the U.S. stock market is in the early stages of a bubble reminiscent of the 1999 tech boom [3] - Research from MIT has criticized the unrealistic expectations surrounding AI investments, indicating that substantial spending in this area has not translated into actual profits [3] - The political landscape is shifting, as former President Trump has publicly called for the resignation of Fed Governor Lisa Cook, alleging misconduct related to her mortgage applications, which could impact the Fed's decision-making [3][5] Group 3 - If Cook were to resign, Trump would have the opportunity to nominate a third member to the Fed, potentially increasing the number of officials supporting a rate cut [5] - Economic analysts suggest that Trump's pressure on Cook is part of a broader strategy to influence the Fed's monetary policy ahead of the elections, as lower interest rates could boost the stock market [5] - The Fed acknowledged that the impact of tariffs imposed during Trump's presidency on prices has not fully materialized, with July's PPI showing a significant month-on-month increase of 0.9% [6] Group 4 - The market's anticipation for a September rate cut surged from 50% to 85%, with some traders betting heavily on a 50 basis point cut, reflecting a high level of optimism despite underlying concerns about stock valuations [7] - The upcoming Jackson Hole central bank conference is expected to be pivotal, with Fed Chair Powell's remarks likely to influence market sentiment significantly [7] - A hawkish stance from Powell could lead to further declines in tech stocks, while a shift towards prioritizing employment could indicate a capitulation to political pressures [7]