深夜，中国资产大爆发！英伟达市值一夜增加超10000亿元

Market Performance - On July 15, US stock markets showed mixed results, with the Dow Jones falling nearly 1%, the S&P 500 slightly declining, while the Nasdaq reached a new closing high driven by Nvidia [1][3] - The Nasdaq Composite Index rose by 0.18%, marking a record close, while the S&P 500 dropped by 0.40% and the Dow Jones fell by 0.98% [3] Nvidia's Impact - Nvidia's stock surged by 4% on the same day, with a market capitalization of approximately $4.17 trillion, increasing by $161.8 billion (about 1160.5 billion RMB) overnight [5] - Nvidia announced the resumption of sales of its H20 product in China, which contributed to its stock price increase [5] Chinese Stocks Performance - Chinese concept stocks experienced significant gains, with the Nasdaq Golden Dragon China Index rising by 2.76%, reaching its highest level since April 1 of this year [7] - Notable individual stock performances included Alibaba up by 8.11%, Kingsoft Cloud up by 18.73%, and Century Internet up by 14.14% [9] Economic Data - The US Consumer Price Index (CPI) rose by 0.3% month-over-month and 2.7% year-over-year, marking the highest level since February [11] - Core CPI, excluding volatile food and energy prices, increased by 0.2% month-over-month, slightly below the market expectation of 0.3%, while year-over-year core CPI rose by 2.9%, meeting expectations [11] Oil Demand Forecast - OPEC maintained its forecast for global oil demand growth for 2025 and 2026, predicting an increase of 1.29 million barrels per day in 2025 and 1.28 million barrels per day in 2026 [13][14] - OPEC's positive outlook is attributed to better-than-expected performances from India, China, and Brazil, alongside a rebound in the US and Eurozone economies [13] Cryptocurrency Market - On July 15, the cryptocurrency market experienced a significant downturn, with Bitcoin dropping by over 5% at one point, and other cryptocurrencies like Stellar and Dogecoin falling by more than 8% [16] - Over the past 24 hours, more than 135,000 traders were liquidated in the cryptocurrency market, with a total liquidation amount of $548 million [16]