美股半导体深夜重挫，英特尔跌超5%，中概股普跌，国际油价短线跳水

Market Overview - Major U.S. stock indices experienced declines, with the Dow Jones Industrial Average down 739.42 points (-1.56%), Nasdaq down 404.15 points (-1.78%), and S&P 500 down 103.18 points (-1.52%) [1] - Large tech stocks saw collective drops, with Tesla falling over 3%, Facebook down more than 2%, and Apple nearly 2% [1] - Semiconductor stocks also faced declines, with the Philadelphia Semiconductor Index down 3.43% and Intel dropping over 5% [1][2] Semiconductor Sector - Key semiconductor companies reported significant losses, including Intel down 5.69%, GlobalFoundries down 5.67%, and TSMC down 5% [2][3] - The overall semiconductor sector is under pressure, reflecting broader market trends [2][3] Banking and Airline Sectors - Banking stocks fell across the board, with JPMorgan down over 1%, Goldman Sachs down more than 4%, and Citigroup down over 3% [3] - Airline stocks also showed weakness, with Boeing down over 4% and Southwest Airlines down more than 7% [3] Chinese Stocks - The Nasdaq Golden Dragon China Index declined by 1.02%, with notable drops in companies like Hesai Technology and iQIYI, while XPeng Motors and Tencent Music saw gains [4] Commodity Prices - Gold prices showed slight increases, with spot gold up 0.2% to $5088 per ounce, while silver fluctuated before rebounding [4] - Crude oil prices experienced volatility, with WTI crude briefly surpassing $98 per barrel before dropping below $96 [4][5] Inflation and Economic Outlook - Rising oil prices are expected to impact U.S. inflation, with predictions of a potential increase in CPI by 0.3-0.4% if oil prices remain between $80-$100 per barrel [7][8] - Fitch Ratings adjusted its Brent crude oil price forecast for 2026 from $63 to $70 per barrel, anticipating significant economic impacts if prices exceed $100 [8] - Goldman Sachs has delayed its expectations for Federal Reserve rate cuts, now predicting cuts in September and December instead of June [9]