美国正式公告：征收欧盟汽车15%关税；鲍威尔：美国经济面临通胀上升与就业下行“双向风险”

Market Overview - US stock markets experienced a decline for the second consecutive day, with the Dow Jones falling by 171.50 points (0.37%) to 46121.28, the Nasdaq down 0.34% to 22497.86, and the S&P 500 decreasing by 0.28% to 6637.97, as investors reacted to cautious remarks from Federal Reserve Chairman Jerome Powell [1] - The materials sector led the decline, while the energy sector gained momentum due to a significant rise in oil prices [1] Key Company Performances - Tesla shares rose by 4.0%, while Microsoft increased by 0.2%. In contrast, Amazon fell by 0.2%, Apple and Nvidia dropped by 0.8%, and Google decreased by 1.8%. Oracle's stock fell by 1.7% amid reports of a $15 billion bond issuance plan [1] - The Nasdaq China Golden Dragon Index increased by 2.8%, with Alibaba rising by 8.2%, JD.com and Baidu up over 5%, and Pinduoduo increasing by 1.9%. However, NetEase saw a decline of 1.8% [2] Economic Data - In August, new home sales in the US rose to an annualized total of 800,000 units, up 20.5% from July's 664,000 units, exceeding market expectations [2] - The Mortgage Bankers Association reported a 0.6% increase in mortgage applications for the week ending last Friday, attributed to a decline in the average rate for 30-year fixed mortgages [2] Federal Reserve Insights - Powell's remarks indicated concerns over high asset valuations, suggesting a balancing act between addressing inflation risks and labor market weaknesses [2] - San Francisco Fed President Mary Daly mentioned the potential need for further rate cuts due to slowing economic growth and consumer spending [2] - Chicago Fed President Austan Goolsbee expressed caution, stating that the employment market remains stable and that premature rate cuts could be problematic [2] Commodity Market Movements - International oil prices reached a seven-week high, with WTI crude oil near-month contracts rising by 2.49% to $64.99 per barrel, and Brent crude increasing by 2.48% to $69.31 per barrel [4] - Gold prices fell from record highs, with COMEX gold futures for September delivery dropping by 1.28% to $3732.10 per ounce [4]