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美股三大指数集体走弱 跌幅均超过1%

Company News - Tesla has officially released the complete document for its "Master Plan Part 4," which emphasizes AI and robotics more than previous chapters, indicating a shift towards creating products and services that integrate AI into the physical world [7] - Apple is accelerating the automation transformation of its supply chain, making it a prerequisite for suppliers to possess automation robot technology to secure manufacturing contracts [8] - Elon Musk's AI startup xAI has filed a lawsuit against a former core engineer for allegedly stealing the entire codebase, citing multiple violations including theft of trade secrets [8] - Nestlé has appointed Philipp Navratil as the new CEO after the previous CEO was dismissed due to an undisclosed romantic relationship with a subordinate, which violated the company's code of conduct [8] - JD.com announced a voluntary public acquisition offer to acquire all issued and outstanding shares of CECONOMY, the parent company of European consumer electronics retailers MediaMarkt and Saturn, at a cash price of €4.60 per share [9] Global News - The expectation for a Federal Reserve interest rate cut has surged, with traders betting on a 25 basis point cut in the upcoming September meeting, with the probability reaching 89.6% [5] - According to Morgan Stanley, the Fed's rate cut may be larger than currently anticipated, with predictions of a 25 basis point cut this month and subsequent cuts every other meeting until December 2026 [5] - An Australian pension fund is increasingly bearish on U.S. Treasuries due to concerns that Washington's policies may drive inflation, managing approximately AUD 330 billion (around USD 216 billion) in assets [6] - The global bond market is facing challenges, with rising yields on long-term government bonds across various countries, indicating a potentially dangerous new era for financial markets [6]