Nvidia(US:NVDA) 第一财经·2025-08-25 23:46Market Overview - US stock markets experienced a decline on Monday, with the Dow Jones Industrial Average falling by 349.27 points (0.77%) to close at 45282.47 points, the Nasdaq Composite down 0.22% to 21449.29 points, and the S&P 500 decreasing by 0.43% to 6439.32 points, led by declines in consumer goods and healthcare sectors [3] - Notable tech stocks showed mixed results, with Tesla up 1.9%, Google up 1.1%, and Nvidia up 1.0%, while Apple and Meta fell by 0.2% and Microsoft by 0.6% [3] Federal Reserve and Economic Indicators - Federal Reserve Chairman Jerome Powell's comments at Jackson Hole prompted Wall Street to adjust its expectations, with Barclays, BNP Paribas, and Deutsche Bank forecasting a 25 basis point rate cut next month, and the likelihood of a September easing estimated at around 80% [3] - The 10-year US Treasury yield rose by 2.3 basis points to 4.28%, while the 2-year yield increased by 4.4 basis points to 3.73%, closely linked to interest rate expectations [3] Upcoming Reports and Economic Data - Investors are awaiting Nvidia's earnings report, particularly the potential impact of a recent revenue-sharing agreement with the US government on the company's performance [4] - The personal consumption expenditures (PCE) price index, a key inflation indicator for the Fed, is set to be released on Friday, with non-farm payroll data expected next week [4] - The US Commerce Department reported a 0.6% decline in new home sales last month, with an annualized rate of 652,000 units, indicating ongoing struggles in the housing market amid high mortgage rates [4] Manufacturing and Employment Indicators - The Dallas Fed's monthly manufacturing index dropped from 0.9 in July to -1.8 in August, indicating a return to contraction [5] - The Chicago Fed National Activity Index fell to -0.19 in July, suggesting growth below long-term averages, with negative employment indicators highlighting labor market weaknesses [5] Individual Company Movements - Intel shares fell by 1% following the US government's announcement of plans to invest in the chip manufacturer [6] - Keurig Dr Pepper's stock dropped by 11.5% after announcing a $18.4 billion cash acquisition of JDE Peet's [7] - Furniture retailers RH and Wayfair both declined by over 5% after President Trump announced an investigation into furniture import tariffs [8] Commodity Prices - International oil prices increased, with WTI crude rising by 1.79% to $64.80 per barrel and Brent crude up 1.58% to $68.80 per barrel [8] - Gold prices showed slight fluctuations, with COMEX gold futures for August delivery down 0.02% to $3373.80 per ounce [8]