Juno markets 外匯：道琼斯期货因英伟达和美联储降息预期走高

Group 1 - The core viewpoint of the articles highlights that the Dow Jones futures rose by 0.3%, driven by Nvidia's better-than-expected quarterly earnings, which alleviated concerns over high valuations in the AI sector [1][3] - Nvidia reported second-quarter revenue of $46.74 billion, exceeding market expectations of $46.06 billion, and projected over 50% sales growth for the upcoming quarter [3] - Despite initial negative reactions to lower-than-expected data center revenue and uncertainties regarding exports to China, these concerns quickly dissipated [3] Group 2 - The expectation of a Federal Reserve rate cut in September is providing additional support to the stock market, with futures markets currently pricing in an 87% probability of a rate cut, up from 75% the previous week [3] - Federal Reserve official Williams indicated that interest rates are likely to decrease at some point, suggesting that every monetary policy meeting could involve rate adjustments [3] - Investors are closely monitoring the upcoming PCE inflation data for further insights into the direction of the September meeting, with expectations for overall inflation to remain at a 2.6% annual growth rate and core inflation potentially increasing from 2.8% to 2.9% [3]