Market Performance - The three major US stock indices all closed higher, with the Dow Jones rising over 400 points, and both the S&P 500 and Nasdaq reaching new historical highs [4][6] - The Russell 2000 index led the market with an increase of nearly 2%, while the Nasdaq China Golden Dragon Index rose by 2.08% [5][8] - Despite the overall market gains, major tech stocks experienced declines, with Microsoft and Facebook both dropping over 1% [5][11] Federal Reserve Expectations - Expectations for a Federal Reserve interest rate cut in September have increased, driven by a lower-than-expected CPI inflation report [5][17] - Analysts estimate a 93.3% probability of a 25 basis point rate cut in September, with no chance of maintaining current rates [17][19] - Federal Reserve official Goolsbee indicated that all meetings this fall could be opportunities for policy adjustments, depending on inflation and employment data [16][20] Individual Stock Movements - Notable movements in individual stocks include NIO's significant rise of 17.21%, and Dingdong Maicai increasing by over 7% [8][9] - Bridgewater Associates reported a substantial increase in its holdings of Nvidia by approximately 4.39 million shares, a 154.37% increase, while completely exiting positions in Alibaba and other stocks [10] Commodity Prices - Gold and silver prices rose, with spot gold reaching as high as $3,370 per ounce, supported by the Fed's rate cut expectations [13] - In contrast, international oil prices fell, with Brent crude oil futures dropping by 49 cents to $65.63 per barrel, a decrease of 0.74% [14]
最新!美联储,降息大消息
中国基金报·2025-08-14 00:49