中央重磅文件对外公布；多家银行宣布下调人民币存款利率；美国正恢复对移民申请人进行“邻里调查”

Market Performance - US stock market continued its upward trend, with the S&P 500 and Dow Jones Industrial Average both reaching record closing highs [1] - S&P 500 index rose by 0.32% to close at 6501.86 points, marking a second consecutive day of record highs; Dow Jones increased by 0.16% to 45636.90 points, surpassing its previous high from August 22 [1] - Nasdaq Composite index climbed 0.53% to 21705.16 points [1] Sector Performance - Among the 11 sectors in the S&P 500, 7 sectors saw gains, with the communication services sector leading at 0.94% increase, followed by the energy sector at 0.68% [1] - Nvidia reported a 56% year-over-year increase in quarterly revenue, but its data center revenue fell short of market expectations, leading to a 0.79% drop in its stock price [1] - Other AI-related tech stocks performed well, with Alphabet up 2.01%, Amazon up 1.08%, and Broadcom rising nearly 3% [1] Economic Data - The US GDP annualized growth rate for Q2 was revised to 3.3%, driven mainly by business investment and net exports [2] - Initial jobless claims fell to 229,000, below market expectations, indicating a still robust job market despite signs of cooling [2] - The Federal Reserve's policy easing expectations are rising, with traders anticipating over 80% probability of a rate cut in September [2] Commodity Prices - International oil prices increased, with NYMEX October WTI crude oil futures rising by $0.45 to $64.60 per barrel, a 0.70% increase; ICE Brent October crude oil futures rose by $0.54 to $67.98 per barrel, an increase of 0.80% [2] Corporate Announcements - HP's quarterly revenue exceeded expectations, leading to a 4.6% stock price increase, benefiting from AI PC demand [2] - Nike's stock fell by 0.2% as the company announced plans to lay off less than 1% of its workforce to address competitive pressures [2] Regulatory Developments - Several banks have announced reductions in RMB deposit rates, with cuts ranging from 10 to 20 basis points [6] - The EU Commission proposed two legislative measures to implement tariff reductions on US industrial goods and ensure stability in transatlantic trade relations [7]