深夜，中国资产大爆发

Market Performance - On August 12, US stock indices all closed higher, with the Dow Jones up 1.1%, S&P 500 up 1.13%, and Nasdaq up 1.39%, marking historical highs for both S&P 500 and Nasdaq [1] Inflation Data - The US Labor Department reported that the Consumer Price Index (CPI) for July showed a year-on-year increase of 2.7%, with core CPI rising 0.3% month-on-month and 3.1% year-on-year. Analysts noted that while there were no significant price increases for goods directly related to tariffs, service prices rebounded, indicating challenges in controlling inflation [3] Federal Reserve Expectations - Following the CPI report, market expectations for a Federal Reserve interest rate cut surged, with an 80% probability of a 25 basis point cut in September [3] Technology Sector - Major tech stocks saw significant gains, with Facebook rising over 3%, approaching a market capitalization of $2 trillion. Other tech stocks also experienced increases, including Microsoft, Google, Apple, Nvidia, and Tesla [4][5] Energy Sector - Energy stocks collectively rose, with ExxonMobil up 0.27%, Chevron up 0.65%, and ConocoPhillips up over 1% [5] Oil Demand Forecast - OPEC raised its forecast for global oil demand growth for 2026, predicting an increase of approximately 1.38 million barrels per day, reaching 106.5 million barrels per day [6] Semiconductor Sector - The Philadelphia Semiconductor Index rose by 2.99%, reaching a new historical high, with notable gains from companies like NXP Semiconductors and ON Semiconductor [6] Chinese Stocks - Chinese stocks saw a general increase, with the Nasdaq Golden Dragon China Index rising by 1.49%. Notable gains included Tencent Music up nearly 12% and NIO down over 8% [8] Foreign Investment in China - International institutions have shown increasing interest in Chinese assets, with several foreign institutions upgrading their ratings for the Chinese stock market. Goldman Sachs raised its target for the MSCI China Index from 85 to 90 points [8] Credit Rating - S&P Global Ratings maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [9]