Nvidia(US:NVDA) 智通财经网·2025-09-02 13:28Group 1 - Concerns over technology stock bubbles and government budget inflation are rising on Wall Street after the holiday [1] - The Nasdaq 100 futures fell by 1.3%, exacerbating the sell-off triggered by technology stocks last week [1] - The 30-year U.S. Treasury yield increased by 6 basis points to 4.99%, while the UK 30-year yield reached its highest level since 1998 [1] Group 2 - French long-term bond yields surged to their highest level since 2009, with potential political instability looming for the French government [3] - Mohamed El-Erian noted that rising long-term bond yields in developed countries, particularly in the UK, reflect a growing fiscal deficit [3] - The market is approaching a critical phase as expectations for the Federal Reserve's first rate cut in 2025 are set to be tested this month [3] Group 3 - The volatility index (VIX) rose by 15.5%, reaching its highest level since August 5, indicating increased investor anxiety [4] - Market caution is prevalent as key U.S. inflation and labor market data are approaching, suggesting a need for careful action in the future [4]