多晶硅、碳酸锂等：国内外市场与地产、债市新动态

Group 1 - Domestic stock market shows divergence, with previous gains now facing weakness in commodity sectors like polysilicon and lithium carbonate [1] - Chemical industry receives attention due to "anti-involution" policies, but market sentiment appears to be cooling, indicating a return to fundamentals [1] - Real estate market shows seasonal recovery in new home sales across 30 major cities, yet remains below levels of 2024, with first-tier cities lagging [1] Group 2 - Powell opens the door for a potential interest rate cut in September, citing weakening employment and the need to adjust policy stance [1] - Bond market experiences adjustments, with 30-year treasury yield reaching 2.05% and 10-year treasury yield around 1.79%, indicating a complex relationship with stock market sentiment [1] - Overall, the real estate market is facing challenges, with new home sales at historical lows and a deteriorating secondary housing market [1]