阿里大涨近13%！中国资产爆发，美股全线下挫，国际金价重回3500美元

Market Overview - In August, the S&P 500 index rose by 1.9%, the Dow Jones increased by 3.2%, and the Nasdaq gained 1.6% [1][3] - The personal consumption expenditures (PCE) price index, a key inflation indicator for the Federal Reserve, increased by 2.6% year-on-year in July, with the core PCE rising to 2.9% [3] - The Michigan consumer sentiment index for August was revised down to 58.2 from an initial value of 58.6, lower than July's final reading of 61.7 [3] Technology Sector - Major technology stocks experienced declines, with Nvidia down 3.3%, Apple down 0.2%, Microsoft down 0.6%, Amazon down 1.1%, and Tesla down 3.5% [2][4] - The Philadelphia Semiconductor Index fell by 3.2%, marking its largest drop since April [4] - Horizon Investments' portfolio manager noted that the current weakness in top tech companies is temporary and linked to concerns over excessive AI investment and monetization challenges [4] Individual Company Performance - Dell's stock dropped nearly 9% after the company forecasted lower-than-expected profits for the upcoming quarter [5] - Caterpillar, a major engineering machinery company, saw its shares decline by 3.6% as it predicted increased tariff-related expenses by 2025 [6] - Micron Technology's stock fell significantly, with a 19% drop following disappointing third-quarter guidance [4] Commodity Market - International oil prices weakened, with WTI crude oil near-month contract falling by 0.91% to $64.01 per barrel, and Brent crude down by 0.73% to $68.12 per barrel [6] - Gold prices rose due to increased risk aversion, with COMEX gold futures for November delivery up by 1.17% to $3,512.40 per ounce [7]