美国股市周二强劲反弹，标普500指数和纳斯达克指数双双创下收盘纪录新高，因7月通胀数据强化了投 资者对美联储下月降息的押注。 截至收盘，道琼斯工业平均指数上涨483.52点，涨幅1.10%，收于44458.61点；标普500指数涨72.31点， 涨幅1.13%，报6445.76点；纳斯达克综合指数涨296.50点，涨幅1.39%，收于21681.90点。小盘股表现同 样亮眼，罗素2000指数涨近3%。 大型科技股集体上涨，英特尔涨5.6%，此前美国总统特朗普称与该公司首席执行官陈立武会面"非常有 趣"。Meta涨超3%，总市值逼近2万亿美元；苹果、微软、谷歌均涨逾1%，特斯拉、英伟达、亚马逊、 奈飞小幅上涨，其中Meta与英伟达双双创下历史收盘新高。 Alphabet上涨1.2%，因有消息称，人工智能初创公司Perplexity拟以345亿美元现金收购其Chrome浏览 器。 热门中概股多数走高，纳斯达克中国金龙指数收涨1.49%。腾讯音乐涨近12%，微博、京东、阿里巴巴 涨超3%，百度、爱奇艺涨逾2%；蔚来跌近9%，小鹏汽车跌超6%。 板块方面，银行股走强，标普500银行指数涨2.1%。分析师称，收益率曲线 ...

Group 1 - China Evergrande Group announced it will cancel its listing status on August 25, 2025, due to failure to meet resumption guidelines, with trading suspended from January 29, 2024 [2] - Xiaomi's car sales personnel clarified that the request for early payment of tail payments only applies to certain customers with special circumstances, aiming to improve delivery efficiency amid long production cycles [2] - The founder of Nippon Paint, Wu Qingliang, passed away at the age of 98, leaving behind a legacy as a business legend in Asia [3] Group 2 - McDonald's China responded to the recruitment of retired employees, stating that it complies with legal regulations and provides appropriate compensation and insurance [5] - Luo Yonghao has officially joined Bilibili to launch a video podcast series, featuring discussions on technology and human destiny [8] - JD Group's CEO Xu Ran criticized the current subsidy war as a "malicious internal competition" that disrupts market pricing and harms all parties involved [10] Group 3 - Nezha Automobile was listed as a dishonest executor, with its chairman facing consumption restrictions due to non-compliance with financial reporting [10][11] - Suning Holdings' stock rights were frozen, amounting to approximately 900 million RMB, with a three-year freeze period [11] - Aikang Guobin is suing a female lawyer for defamation, seeking 10 million RMB in damages, while the lawyer has filed a jurisdictional objection [12] Group 4 - Xiaomi's founder Lei Jun initiated a naming vote for the Xiaomi YU7 standard version, emphasizing its strong configuration and long range [12] - Ideal Auto's executive explained the choice of steel over aluminum for the MEGA hood, citing safety and protection requirements [15] - Chasing Technology has established a new business unit to enter the television market, with new products expected to launch in September [16] Group 5 - General Motors is refocusing on autonomous driving technology and plans to recall some former Cruise employees to accelerate development [21] - Ronghe Yuanchu completed over 100 million RMB in Series B financing, with investments from multiple capital firms [21] - Huawei launched an AI inference technology called UCM, aimed at enhancing performance in data management [22] Group 6 - The global smart glasses market saw a 110% year-on-year increase in shipments in the first half of 2025, driven by strong demand for products like Ray-Ban Meta smart glasses [26] - The cumulative sales of new energy vehicles in 2025 reached 5.274 million units, a year-on-year increase of 30.9% [26] - Tesla's Model Y L prototype was spotted, featuring a longer wheelbase for increased passenger space [24]

Market Overview - On August 12, US stock indices closed higher, with all three major indices rising over 1%, and both the S&P 500 and Nasdaq reaching all-time highs [1][8] - The Dow Jones increased by 483.52 points (1.10%) to 44,458.61, the Nasdaq rose by 296.50 points (1.39%) to 21,681.90, and the S&P 500 gained 72.37 points (1.13%) to 6,445.76 [8] Economic Indicators - The US Consumer Price Index (CPI) for July rose by 0.2% month-over-month and 2.7% year-over-year, which was below expectations [2][3] - Core CPI, excluding food and energy, increased by 0.3% month-over-month and 3.1% year-over-year [3] - Housing costs were the main driver of the CPI increase, rising by 0.2%, while food prices remained stable and energy prices fell by 1.1% [3] Employment Data - The average weekly earnings in July increased by 1.4% year-over-year and 0.4% month-over-month, with the average hourly earnings rising by 1.2% year-over-year and 0.1% month-over-month [3] - The actual average weekly earnings reached $388.01, an increase of $5.51 compared to the same period last year [3] Federal Reserve Expectations - According to CME's FedWatch, there is a 93.4% probability that the Federal Reserve will cut rates by 25 basis points in September, with a 59.9% chance of a cumulative 50 basis points cut [4] - US Treasury Secretary Scott Basset suggested that the Fed might have considered a 50 basis points cut if they had access to "real" employment data earlier [3] Corporate Performance - Major tech stocks saw significant gains, with ON Semiconductor rising over 6% and Intel increasing over 5% [8] - Meta Platforms' market capitalization approached $2 trillion as its stock rose over 3%, while Nvidia and Tesla also saw slight increases [8] - Tesla's stock rose by 0.53%, amid CEO Elon Musk's threats of legal action against Apple regarding App Store practices [8] Electric Vehicle Market - July saw a surge in electric vehicle sales, driven by Tesla's price cuts, with expectations for strong demand in the third quarter as federal tax credits are set to expire [9] - The Nasdaq China Golden Dragon Index rose by 1.49%, with notable gains in Tencent Music (up nearly 12%) and other Chinese tech stocks [9]

Market Performance - On August 12, US stock indices all closed higher, with the Dow Jones up 1.1%, S&P 500 up 1.13%, and Nasdaq up 1.39%, marking historical highs for both S&P 500 and Nasdaq [1] Inflation Data - The US Labor Department reported that the Consumer Price Index (CPI) for July showed a year-on-year increase of 2.7%, with core CPI rising 0.3% month-on-month and 3.1% year-on-year. Analysts noted that while there were no significant price increases for goods directly related to tariffs, service prices rebounded, indicating challenges in controlling inflation [3] Federal Reserve Expectations - Following the CPI report, market expectations for a Federal Reserve interest rate cut surged, with an 80% probability of a 25 basis point cut in September [3] Technology Sector - Major tech stocks saw significant gains, with Facebook rising over 3%, approaching a market capitalization of $2 trillion. Other tech stocks also experienced increases, including Microsoft, Google, Apple, Nvidia, and Tesla [4][5] Energy Sector - Energy stocks collectively rose, with ExxonMobil up 0.27%, Chevron up 0.65%, and ConocoPhillips up over 1% [5] Oil Demand Forecast - OPEC raised its forecast for global oil demand growth for 2026, predicting an increase of approximately 1.38 million barrels per day, reaching 106.5 million barrels per day [6] Semiconductor Sector - The Philadelphia Semiconductor Index rose by 2.99%, reaching a new historical high, with notable gains from companies like NXP Semiconductors and ON Semiconductor [6] Chinese Stocks - Chinese stocks saw a general increase, with the Nasdaq Golden Dragon China Index rising by 1.49%. Notable gains included Tencent Music up nearly 12% and NIO down over 8% [8] Foreign Investment in China - International institutions have shown increasing interest in Chinese assets, with several foreign institutions upgrading their ratings for the Chinese stock market. Goldman Sachs raised its target for the MSCI China Index from 85 to 90 points [8] Credit Rating - S&P Global Ratings maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management [9]

Core Viewpoint - The article highlights the positive performance of the US stock market, driven by expectations of a potential interest rate cut by the Federal Reserve in September, following the release of the July CPI data which was below expectations [1][9]. Economic Indicators - The US Consumer Price Index (CPI) for July increased by 0.2% month-on-month and 2.7% year-on-year. The core CPI, excluding food and energy, rose by 0.3% month-on-month and 3.1% year-on-year [3]. - Housing costs were the main driver of the CPI increase, rising by 0.2%, while food prices remained stable and energy prices decreased by 1.1% [4]. Labor Market Insights - The average real weekly earnings increased by 1.4% year-on-year and 0.4% month-on-month in July, with the average hourly earnings rising by 1.2% year-on-year and 0.1% month-on-month. The average weekly earnings reached $388.01, an increase of $5.51 compared to the previous year [5]. Federal Reserve Expectations - The probability of the Federal Reserve maintaining interest rates in September is 6.6%, while the probability of a 25 basis point cut is 93.4%. For October, the probability of maintaining rates is 2.4%, with a cumulative 25 basis point cut at 37.7% and a 50 basis point cut at 59.9% [5]. Stock Market Performance - On August 12, the three major US stock indices closed higher, with the Dow Jones up 483.52 points (1.10%), the Nasdaq up 296.50 points (1.39%), and the S&P 500 up 72.37 points (1.13%). Both the S&P 500 and Nasdaq reached all-time highs [1][9]. - Major tech stocks saw significant gains, with ON Semiconductor rising over 6%, Intel over 5%, and Meta approaching a market cap of $2 trillion [9]. Automotive Sector Developments - The prices of new cars remained unchanged due to tariffs, while used car and truck prices increased by 0.5%. Transportation and healthcare service prices both rose by 0.8% [4]. - Tesla's stock rose by 0.53%, with a notable increase in electric vehicle sales attributed to significant price cuts, coinciding with the expiration of federal electric vehicle tax credits [11].

2025.08.13 本文字数：934，阅读时长大约1.5分钟 作者 |第一财经 胡弋杰 美国股市周二强劲反弹，标普500指数和纳斯达克指数双双创下收盘纪录新高，因7月通胀数据强化了投 资者对美联储下月降息的押注。 截至收盘，道琼斯工业平均指数上涨483.52点，涨幅1.10%，收于44458.61点；标普500指数涨72.31点， 涨幅1.13%，报6445.76点；纳斯达克综合指数涨296.50点，涨幅1.39%，收于21681.90点。小盘股表现同 样亮眼，罗素2000指数涨近3%。 大型科技股集体上涨，英特尔涨5.6%，此前美国总统特朗普称与该公司首席执行官陈立武会面"非常有 趣"。Meta涨超3%，总市值逼近2万亿美元；苹果、微软、谷歌均涨逾1%，特斯拉、英伟达、亚马逊、 奈飞小幅上涨，其中Meta与英伟达双双创下历史收盘新高。 Alphabet上涨1.2%，因有消息称，人工智能初创公司Perplexity拟以345亿美元现金收购其Chrome浏览 器。 热门中概股多数走高，纳斯达克中国金龙指数收涨1.49%。腾讯音乐涨近12%，微博、京东、阿里巴巴 涨超3%，百度、爱奇艺涨逾2%；蔚来跌近9%，小 ...

Market News - The three major US stock indices closed up over 1%, with the Nasdaq rising 1.39%, the S&P 500 up 1.13%, and the Dow Jones increasing by 1.1%, marking historical highs for both the Nasdaq and S&P 500 [1] - Major tech stocks saw significant gains, with Intel up over 5%, Meta rising over 3% nearing a market cap of $2 trillion, and other tech giants like Apple, Microsoft, and Google increasing by more than 1% [1] - Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up 1.49%, and notable increases in Tencent Music (nearly 12%), Weibo, JD.com, and Alibaba (over 3%) [1] Industry Insights - Huawei officially launched its AI inference innovation technology UCM on August 12, which focuses on KV Cache management to enhance inference performance and reduce costs per token. UCM is set to be open-sourced by September 2025 [2] - The report by the China Academy of Information and Communications Technology highlights the strategic importance of brain-computer interface technology, predicting a global market size of $40 billion by 2030 and $145 billion by 2040, with significant potential in healthcare and entertainment [3] - A collaboration involving researchers from the University of Science and Technology of China achieved a world record in creating defect-free atomic arrays, laying the groundwork for large-scale neutral atom quantum computing, with the quantum technology market expected to exceed $800 billion by 2035 [4][5]

8月12日，美股市场三大指数均涨超1%，标普500指数、纳指创历史新高。美股科技七巨头全部上涨。 大宗商品方面，8月12日，金价涨跌不一、油价下探。 美股三大指数高开高走 贵金属方面，数据显示，截至当天收盘，现货黄金价格上涨0.18%，报3347.640美元/盎司；COMEX黄金期货下跌 0.15%，报3399.6美元/盎司。 | 贵金属 △ | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 3347.640 | 37.892 | 3399.6 | | +5.890 +0.18% | +0.287 +0.76% | -5.1 -0.15% | | COMEX白银 | SHFE黄金 | SHFE白银 | | 37.940 | 776.28 | 9205 | | +0.153 +0.40% | -0.82 -0.11% | +36 +0.39% | 原油方面，据新华社消息，截至当天收盘，纽约商品交易所9月交货的轻质原油期货价格下跌79美分，收于每桶63.17美 元，跌幅为1.24%；10月交货的伦敦布伦特原油期货价格下跌51美分，收于每桶66.12美元，跌 ...

对此，苹果公司在一份声明中表示，欢迎法院驳回Epic Games的一些索赔，但强烈反对法院对其他索赔 的裁决。 苹果公司，传出两则利空消息！ 一是澳大利亚联邦法院最新作出一项判决，裁定苹果和谷歌涉嫌反竞争而违法。上述判决将让澳大利亚 的消费者和应用开发者有机会获得赔偿。 二是全球首富、特斯拉CEO马斯克发出威胁称，苹果应用商店严重偏袒OpenAI的行为违反了反垄断法 规，他旗下的人工智能初创公司xAI将采取法律行动。 周二，美股三大指数均涨超1%，纳指与标普500指数均创历史新高。当天，苹果公司的股价上涨 1.09％，市值报3.41万亿美元。年初以来，苹果公司股价累计跌幅超过8%，大幅跑输美股三大指数。不 过，上周，苹果公司宣布追加1000亿美元在美投资后，股价曾大涨超13%。 涉嫌反竞争违法 据央视新闻消息，澳大利亚联邦法院当地时间8月12日作出一项判决，裁定美国科技巨头苹果和谷歌这 两家公司涉嫌反竞争而违法。 法官裁定这两家公司滥用其市场支配地位运营应用商店的行为违法。其应用商店销售的产品涉及智能手 机应用到电脑游戏等。此判决将让澳大利亚的消费者和应用开发者有机会获得赔偿。 有澳媒分析认为，这项裁决可能会 ...

苹果公司，传出两则利空消息！ 一是澳大利亚联邦法院最新作出一项判决，裁定苹果和谷歌涉嫌反竞争而违法。上述判决将让澳大利亚的 消费者和应用开发者有机会获得赔偿。 二是全球首富、特斯拉CEO马斯克发出威胁称，苹果应用商店严重偏袒OpenAI的行为违反了反垄断法 规，他旗下的人工智能初创公司xAI将采取法律行动。 周二，美股三大指数均涨超1%，纳指与标普500指数均创历史新高。当天，苹果公司的股价上涨 1.09％，市值报3.41万亿美元。年初以来，苹果公司股价累计跌幅超过8%，大幅跑输美股三大指数。不 过，上周，苹果公司宣布追加1000亿美元在美投资后，股价曾大涨超13%。 涉嫌反竞争违法 据央视新闻消息，澳大利亚联邦法院当地时间8月12日作出一项判决，裁定美国科技巨头苹果和谷歌这两 家公司涉嫌反竞争而违法。 法官裁定这两家公司滥用其市场支配地位运营应用商店的行为违法。其应用商店销售的产品涉及智能手机 应用到电脑游戏等。此判决将让澳大利亚的消费者和应用开发者有机会获得赔偿。 有澳媒分析认为，这项裁决可能会对澳大利亚数字平台的运营方式产生重大影响。 据外媒最新报道，堡垒之夜（Fortnite）游戏开发商Epic Ga ...