科技巨头集体走强，标普再刷历史新高，中概股多数走低

Market Overview - The three major U.S. stock indices rose collectively, with the S&P 500 closing at a record high of 6502.08 points, marking the 21st time this year it has closed at a new high [1][3] - The Dow Jones Industrial Average increased by 0.77% to 45621.29 points, while the Nasdaq Composite rose by 0.98% to 21707.69 points, both near record highs [3][4] Employment Data - The ADP reported that private sector employment increased by 54,000 in August, below market expectations, leading traders to believe this data could prompt the Federal Reserve to lower interest rates in September [4][5] - Cleveland Fed President Loretta Mester stated there is no reason to lower rates this month, citing inflation still above the Fed's 2% target [4] Company Performance - Broadcom reported third-quarter adjusted earnings of $1.69 per share, exceeding expectations, with net revenue of $15.95 billion, also above forecasts. The company expects fourth-quarter revenue of approximately $17.4 billion, surpassing analyst estimates [10] - Lululemon lowered its fiscal year earnings forecast, projecting earnings per share between $12.77 and $12.97, down from a previous range of $14.58 to $14.78 [11] - General Motors announced a reduction in production plans for the Chevrolet Bolt electric vehicle due to demand uncertainty, shifting to a single-shift production model starting in December [12] Cryptocurrency Holdings - BlackRock's Bitcoin ETF, IBIT, has surpassed 750,000 Bitcoins in holdings, valued at approximately $84.2 billion as of September 3 [13] IPO Considerations - Data security company Cohesity is considering an IPO in 2026, with a valuation target similar to Commvault and Rubrik, and has received investment from Nvidia [14]