Market Performance - US stock market showed a calm performance ahead of the July Consumer Price Index (CPI) report, with all three major indices closing slightly lower. The Dow Jones fell by 0.45% to 43975.09 points, the Nasdaq dropped by 0.3% to 21385.4 points, and the S&P 500 decreased by 0.25% to 6373.45 points [10][9][1]. Economic Indicators - The upcoming CPI report is expected to serve as a benchmark for assessing the impact of US trade policies on inflation and will provide guidance for the Federal Reserve's interest rate decisions [10][1]. - A recent Bank of America survey indicated that approximately 91% of respondents believe US stocks are overvalued, marking the highest percentage since the survey began in 2001 [10][1]. Sector Performance - Major technology stocks experienced mixed results, with Apple down 0.83%, Microsoft down 0.05%, Amazon down 0.62%, Nvidia down 0.35%, Google down 0.21%, while Tesla rose by 2.85%, Meta down 0.45%, AMD down 0.28%, and Intel up 3.51% [10][1]. International Market Movements - Japanese and South Korean stock markets showed positive movements, with the Nikkei 225 index rising over 2% to a new historical high of 42681.89 points, and the KOSPI200 index increasing by over 1% to 437.83 points [2][1]. Labor Statistics - President Trump announced the nomination of economist E.J. Antoni as the next director of the Bureau of Labor Statistics, indicating potential reforms in the agency's data reporting methods [14][13]. - The administration is also considering candidates for the upcoming vacancy of the Federal Reserve Chair, including current vice chairs and the Dallas Fed president [16][15].

格隆汇8月11日｜美国银行月度基金经理调查显示，得益于乐观的盈利表现以及全球经济情绪的改善， 投资者重新涌入股市，持有美国大型科技股再度成为最热门交易。8月的调查涵盖169位参与者，他们管 理的资产规模达4130亿美元。其中45%的受访者认为，最拥挤的交易是"做多'七大科技巨头'"——这一 组合包括英伟达和微软等美国大型科技股。8月，投资者整体情绪有所改善，仅5%的资产管理机构押注 经济将出现"硬着陆"。净14%的受访者对全球股票持仓超重，这一比例为2月以来最高，但仍较去年12 月净49%的超重比例大幅下降。 ...