凌晨重磅！中国资产，大爆发

Market Overview - The three major US stock indices closed down, with the Dow Jones falling by 0.37%, the S&P 500 down by 0.28%, and the Nasdaq down by 0.33% [3] - Despite the overall market decline, Intel and Tesla saw gains, with Intel's stock price increasing by 6.41% to $31.22 per share [4][3] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose by 2.83%, led by Alibaba's significant increase of 8.21%, while JD.com and Baidu both rose over 5% [7] Federal Reserve Interest Rate Outlook - The probability of a 25 basis point rate cut by the Federal Reserve in October has increased to 91.9% [11][15] - Divergence among Federal Reserve officials regarding future rate cuts has emerged, with some supporting further cuts while others express caution [12][14] Trade Policy Changes - The US has officially reduced tariffs on EU automobiles to 15%, effective from August 1, 2025 [18][19] - This tariff reduction follows a trade agreement between the US and the EU, which previously included additional tariffs on the automotive sector [21] Intel's Strategic Moves - Intel is reportedly seeking investment from Apple to revitalize its operations, as both companies explore closer collaboration [6] - This potential partnership could validate Intel's transformation efforts, although Apple has shifted to self-developed processors in recent years [6] Gold Market Trends - Gold prices have experienced a decline, with spot gold dropping below $3720 per ounce, reflecting a daily decrease of over 1% [10][10]