美股表现分化，金价再创新高，突破4180美元/盎司

Group 1 - The three major U.S. stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.44%, while the Nasdaq index fell by 0.76%, and the S&P 500 index slightly declined by 0.16% [1] - Technology stocks faced pressure, with Nvidia dropping over 4%, and both Amazon and Tesla declining by more than 1% [1] - Walmart's stock surged nearly 5% to reach a record closing high after announcing a partnership with OpenAI to launch ChatGPT shopping features [1] Group 2 - The Nasdaq China Golden Dragon Index fell by 1.95%, with most popular Chinese concept stocks declining, including NIO down over 5%, Baidu down more than 4%, and Alibaba and Xpeng down over 2% [1] - In the commodities market, risk aversion continued to drive COMEX gold futures prices up, surpassing $4180 per ounce, setting a new historical high [1] Group 3 - Market focus is on the Federal Reserve's policy path, with the CME "FedWatch" tool indicating a 95.7% probability of a rate cut in October [1] - However, geopolitical tensions and the risk of a U.S. government shutdown may increase short-term volatility [1] - Institutions believe that if the Fed's rate cut expectations materialize, it could support growth stocks and precious metals, but caution is advised regarding uncertainties from potential tariff policy escalations [1]