Market Overview - Major indices collectively declined, with the Dow Jones down 0.77% at 45,282.47 points, S&P 500 down 0.43% at 6,439.32 points, and Nasdaq down 0.22% at 21,449.29 points [1] - Large tech stocks showed mixed performance, with Tesla up 1.94% and Nvidia up 1.02% following the launch of its new robot chip module Jetson AGX Thor priced at $3,499 [2] - Microsoft fell 0.59%, Apple down 0.26%, Google up 1.16%, Amazon down 0.39%, and Meta down 0.20% [3] Chinese Stocks - The Nasdaq Golden Dragon China Index rose 0.11%, with Alibaba up 1.15%, JD.com up 0.35%, and Pinduoduo up 0.87%. However, NIO fell 3.94%, Xpeng down 2.86%, and Li Auto down 0.25% [4] Commodity Prices - International gold prices fluctuated, with COMEX gold futures down 0.25% at $3,409.90 per ounce. In contrast, WTI crude oil futures rose 1.79% to $64.80 per barrel, and Brent crude oil futures increased by approximately 1.58% to $68.80 per barrel [5] Economic Insights - Fed Chair Powell indicated potential interest rate cuts in the coming months despite inflation risks, citing a significant slowdown in the job market [5][6] - The job market data showed a rare phenomenon of layoffs across 50% of industries, indicating a softening employment landscape [7] - Inflation remains a concern, with core CPI rising consistently from January to July, indicating upward pressure on prices [8] Retail Sector Performance - Retail giants Walmart and Target have begun to feel the impact of tariff costs, with Walmart considering price increases and Target lowering its revenue forecast [9] - Las Vegas visitor numbers have declined significantly, reflecting broader economic challenges, with a 15% drop in gaming revenue in July [9] Technology Sector Trends - The performance of the "Big Seven" tech companies showed signs of fatigue, with Nvidia, Microsoft, and Amazon experiencing declines, while the Russell 2000 index rose 3.27% [10] - The upcoming U.S. non-farm payroll report is highly anticipated, as poor data could increase the likelihood of interest rate cuts [10]
鲍威尔讲话余温消退，美股全线下挫，中国资产深夜拉升
Sou Hu Cai Jing·2025-08-26 00:25