中国资产，跑赢！

Market Overview - The three major US stock indices closed nearly flat after a previous surge, with mixed performance among large tech stocks [4][6] - The Dow Jones Industrial Average fell by 0.08% to 44,911.82 points, while the Nasdaq rose by 0.03% to 21,629.77 points, and the S&P 500 decreased by 0.01% to 6,449.15 points [5] Chinese Market Performance - The Nasdaq Golden Dragon China Index increased by 0.12%, and the total market capitalization of A-shares surpassed 100 trillion yuan for the first time [9] - A-share trading volume exceeded 2.8 trillion yuan, with the Shanghai Composite Index reaching a nearly 10-year high [9] Key Events and Developments - A meeting between US President Trump and Ukrainian President Zelensky aimed at achieving a peace agreement led to a rise in NYMEX WTI crude oil prices [15][17] - Major retail companies such as Home Depot, Lowe's, Walmart, and Target are set to release earnings reports this week, with investors closely monitoring consumer conditions [19] Federal Reserve Focus - The Jackson Hole Economic Policy Symposium is a focal point this week, where Fed Chair Powell's speech will be scrutinized for signals regarding future interest rate policies [19][20] - Market expectations indicate an approximately 85% probability of a rate cut in the Fed's next policy meeting in September [19] Company-Specific News - Novo Nordisk's stock rebounded after the FDA approved a new use for Wegovy, which is now indicated for treating adults with moderate to severe liver fibrosis [23][21] - Popular Chinese concept stocks such as Noah Holdings, Bilibili, and XPeng Motors saw significant gains, with Bilibili's stock rising by 2.03% [10][11]