海外市场周观察：美国经济韧性较强，英伟达业绩超预期

Economic Data - The revised annualized quarter-on-quarter growth rate of the US GDP for Q2 is 3.0%, higher than the initial estimate and market expectation of 2.8%[1] - The core PCE price index for July recorded a year-on-year increase of 2.6%, consistent with the previous value but below the market expectation of 2.7%[1] - The number of initial jobless claims for the week ending August 24 is 231,000, down from the previous value of 233,000[1] Market Performance - Nvidia's Q2 revenue for FY2025 reached $30 billion, up from $13.507 billion in the same period last year, exceeding market expectations of $28.61 billion[1] - The Hang Seng Index increased by 2.14%, marking the largest gain among major global indices this week[1] - CBOT soybean oil saw the highest increase at +4.03%, while NYMEX platinum experienced the largest decline at -4.02%[1] Federal Reserve Outlook - Market expectations for a 25 basis point rate cut by the Federal Reserve in September are at 70%[1] - Richmond Fed President Barkin indicated a likely 25 basis point cut in September, suggesting that current low hiring and firing practices may not be sustainable[1] - Atlanta Fed President Bostic noted that inflation is decreasing faster than expected, while unemployment rates are rising more than anticipated[1]