Group 1 - The U.S. stock market opened higher, with the Dow Jones up 0.12%, Nasdaq down 0.02%, and S&P 500 up 0.01% as of 10:30 PM Beijing time [2] - American Lithium Corp surged over 100% amid reports that the U.S. government is negotiating to acquire a stake in the mining company [2] Group 2 - Tesla's stock rose over 3% as UBS raised its Q3 delivery forecast from 431,000 to 475,000 units, an increase of nearly 10%, suggesting potential record deliveries for the quarter [4] - The Nasdaq Golden Dragon China Index increased by over 3.7%, with several Chinese concept stocks rising over 10% [6] - Alibaba's stock jumped nearly 10%, reaching its highest level since October 2021, following the announcement of a partnership with NVIDIA for Physical AI and plans for a significant investment in AI infrastructure [6] - Baidu's stock opened up over 8%, with analysts highlighting the growth potential in cloud computing, autonomous driving, and self-developed chips [7] Group 3 - Powell warned of risks in the stock market, citing increased downside risks in the job market as a key reason for the recent interest rate cut [8] - The core PCE inflation rate for August is expected to be 2.3%, with price increases primarily reflecting tariff impacts rather than widespread inflationary pressures [8] - There is a general expectation that the Federal Reserve may cut rates two more times this year, although there are still internal disagreements [9]
中国资产深夜拉升 阿里涨近10% 百度涨超8%