每经记者｜宋欣悦 每经编辑｜陈柯名 高涵 ① 【三大期指齐跌】截至发稿，道指期货跌0.24%、标普500指数期货跌0.20%、纳指期货跌0.24%。 ② 【中概股盘前普涨】中概股盘前普涨，阿里巴巴涨0.22%，拼多多涨0.28%，网易涨0.80%，京东涨0.45%，腾讯音乐涨0.40%，百度涨1.11%。 ③ 【马斯克或放缓成立"美国党"计划】据央视新闻，当地时间8月19日，《华尔街日报》报道称，特斯拉首席执行官马斯克正悄然放缓成立"第三党"的计 划。马斯克告诉盟友，他希望将精力集中在自己的公司上。知情人士称，马斯克还考虑，如果美国副总统万斯决定在2028年竞选总统，他可能会动用财力 予以支持。截至发稿，特斯拉跌0.81%。 ④ 【大摩：英伟达等超大型科技股被低配】摩根士丹利最新发布的研报指出，基于机构提交的2025年第二季度持仓文件(13F)，大多数超大型科技股相对 于其在标普500指数中的权重而言仍被低配。其中，英伟达、微软、苹果、亚马逊是该行追踪的超大型科技股中最被低配的。 ⑤ 【雅诗兰黛盘前跌5.4%，即将发布财报，有分析预计业绩低于预期】雅诗兰黛盘前跌5.4%。消息面上，雅诗兰黛公司将于今日盘前发布 ...

Group 1 - Major stock index futures are experiencing declines, with Dow futures down 0.24%, S&P 500 futures down 0.20%, and Nasdaq futures down 0.24% [1] - Chinese concept stocks are showing pre-market gains, with Alibaba up 0.22%, Pinduoduo up 0.28%, NetEase up 0.80%, JD.com up 0.45%, Tencent Music up 0.40%, and Baidu up 1.11% [1] - Morgan Stanley reports that large-cap tech stocks, including Nvidia, Microsoft, Apple, and Amazon, are underweighted relative to their positions in the S&P 500 index [1] Group 2 - Estée Lauder is down 5.4% pre-market ahead of its quarterly earnings report, with analysts expecting earnings per share of $0.09, significantly lower than $0.64 from the same period last year [2] - TD Cowen raises Nvidia's target price from $175 to $235, maintaining a "buy" rating [2] - Alcon lowers its full-year sales forecast, expecting the impact of U.S. tariffs to persist, resulting in a nearly 11% drop in its stock [2] - Honda establishes a new company in India to provide sales financing services, with plans to apply for a non-banking financial institution license [2][3] Group 3 - Morgan Stanley lowers the target price for Coherent from $97 to $89, maintaining a "hold" rating, citing disappointing future prospects despite better-than-expected earnings in the fourth quarter [3] Group 4 - The Federal Reserve is set to release the minutes from its monetary policy meeting on August 21 [4]