开盘：美股周五低开 7月核心通胀指标符合预期

Market Overview - US stock market opened lower on August 29, following profit-taking ahead of the long weekend after the S&P 500 index reached a record high and Nvidia reported strong earnings [1][3] - The S&P 500 index surpassed 6500 points for the first time, with the Nasdaq Composite up 0.5% and the Dow Jones Industrial Average rising 0.2% to a historical high [3] - Nvidia's quarterly performance exceeded expectations, boosting investor confidence in the AI sector despite initial concerns regarding its data center business [3] Inflation and Economic Indicators - The core inflation rate in the US rose to 2.9% in July, indicating ongoing price pressures that pose risks to the stock market [4][5] - The core Personal Consumption Expenditures (PCE) index increased by 0.3% month-over-month, aligning with expectations, while the overall index showed a year-over-year increase of 2.6% [4][5] - Consumer spending grew by 0.5% month-over-month, reflecting resilience despite rising prices, while personal income accelerated by 0.4% [5] Company-Specific Updates - Caterpillar warned that tariffs could lead to losses of $1.5 to $1.8 billion this year [10] - Dell Technologies provided a weak earnings outlook for the upcoming quarter [11] - Marvell Technology's third-quarter revenue guidance fell short of market expectations [12] - Ulta Beauty raised its annual earnings forecast, indicating positive performance [13] Trade and Inventory Data - US imports rose by 7.1% in July to $281.5 billion, while exports slightly decreased by 0.1% to $178 billion, resulting in an expanded goods trade deficit [6][7] - Wholesale inventories increased by 0.2% to $908.4 billion, and retail inventories also grew by 0.2% to $809.3 billion in July [8]