美元指数深夜直线下跌，道指突破46000点，中国资产拉升

Market Performance - US stock market opened higher driven by interest rate cut expectations, with Nasdaq reaching a new historical high of 22,000 points [1] - As of 22:30, Nasdaq rose by 0.41%, Dow Jones increased by over 500 points, surpassing 46,000 points, and S&P 500 gained 0.58% [1][2] Economic Data - August Consumer Price Index (CPI) in the US rose by 0.4% month-on-month, with a year-on-year increase of 2.9% [4] - Initial jobless claims increased by 27,000 to 263,000, marking the highest level in nearly four years, exceeding both previous and expected values [4][8] Inflation Insights - Core CPI, excluding volatile food and energy prices, rose by 0.3% month-on-month and 3.1% year-on-year [4] - Price pressures observed in various categories, including a 1.6% increase in fruit and vegetable prices and a 1.8% rise in automotive fuel prices [6][7] Company Movements - Oracle's stock fell over 4%, impacting its market capitalization, while its founder briefly surpassed Elon Musk as the world's richest person [3] - Several Chinese concept stocks saw significant gains, with Century Internet rising nearly 15% and Zai Lab increasing over 13% [11][12] Investor Sentiment - Morgan Stanley reported that US investors' interest in the Chinese market has reached its highest level since 2021, with over 90% expressing willingness to increase exposure [14] - Investment interest is expanding beyond internet and ADR sectors to include Hong Kong and onshore A-shares, focusing on areas like AI, semiconductors, and new consumption [14]