Market Overview - The US stock market experienced a significant surge, with the Dow Jones Industrial Average rising by 846 points to reach a historical high of 45,631 points, while the Nasdaq and S&P 500 also saw substantial gains [3] - Major technology companies such as Nvidia, Meta, Google, Amazon, and Tesla reported increases in stock prices, with Tesla jumping by 5% [3] Federal Reserve Insights - Jerome Powell's dovish remarks at the Jackson Hole conference indicated a "strange balance" in the labor market, suggesting a cooling in both supply and demand, with July's non-farm payrolls revised down to only 73,000, missing expectations by over 40,000 [3] - The probability of a rate cut in September has surged to 91%, leading to a drop in US Treasury yields and a weakening dollar, which in turn fueled investments in the stock market [3] Government Intervention in Intel - The US government has acquired a 10% stake in Intel, becoming the largest shareholder, which is seen as a strategic move amid the ongoing technology competition [4] - This acquisition replaces a previously planned $10.9 billion subsidy under the CHIPS and Science Act, indicating a shift towards equity stakes in key technology firms [4] Chinese Stocks Performance - Chinese stocks such as Miniso and NIO saw significant increases, with Miniso rising by 20% and NIO by 14.44%, reflecting optimism regarding the recovery of Chinese consumer spending [4] - The Nasdaq Golden Dragon China Index rose by 2.73%, benefiting from the overall bullish sentiment in the US market [4] Global Market Trends - Other markets also showed positive trends, with crude oil prices slightly increasing, gold prices rising by 1%, and the Philadelphia Gold and Silver Index reaching a historical high [4] - The European Stoxx 600 index is approaching its historical peak, indicating a global trend of capital flowing into risk assets amid expectations of interest rate cuts [4]
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