这还不算完，国际市场上，伦敦现货黄金8月5日就突破3380美元/盎司，创年内新高，COMEX期货更是一度摸到3400美元心理关口 。世界黄金协会的数据 更吓人：2025年二季度全球黄金需求总值飙升45%，达到1320亿美元，ETF持仓量突破4500亿美元，创历史新高 。 这波黄金牛市可不是偶然。首先得看看美联储的"脸色"。8月23日凌晨，美联储主席鲍威尔在杰克逊霍尔会议上暗示可能提前降息，直接点燃市场热情—— 美股三大指数当天集体涨超1.5%，道指创历史新高，中概股指数也大涨3%。根据芝商所FedWatch工具，9月降息25个基点的概率从一周前的75%飙升到 91%，高盛更是预测今年会有三次降息，每次25个基点 。 不过，光靠美联储还不够。全球央行都在疯狂囤金！世界黄金协会6月的调查显示，95%的受访央行预计未来一年继续增持黄金，43%的央行计划自己增加 储备，中国央行已经连续9个月增持，持仓量突破2300吨 。这种"官方背书"让黄金成了避险硬通货，尤其是在全球贸易摩擦升级、地缘政治紧张的背景下 。 再看中概股这边，简直是"旱地拔葱"。8月5日纳斯达克中国金龙指数单日暴涨1.8%，华米科技更是飙升48%，年内 ...

Group 1: Semiconductor Sector - The Philadelphia Semiconductor Index fell over 1%, with Coherent dropping more than 20% and other companies like ON Semiconductor, Lattice Semiconductor, and Amkor Technology declining over 3% [2] - Major players such as Texas Instruments, AMD, and ASML ADR saw declines exceeding 1%, while TSMC ADR fell nearly 1% [2] Group 2: Chinese Stocks - The Nasdaq Golden Dragon China Index dropped over 2%, with popular Chinese stocks like Xpeng Motors and Alibaba falling over 4%, and Bilibili down over 2% [2] Group 3: Cryptocurrency Market - Bitcoin experienced a significant drop, falling over 3% to below $120,000, with the latest decline narrowing to 2% [4] - In the last 24 hours, over 210,000 individuals faced liquidation in the cryptocurrency market [5] Group 4: Economic Indicators - The U.S. Producer Price Index (PPI) for July saw a year-on-year increase from 2.3% to 3.3%, the highest level since February, significantly exceeding the expected 2.5% [6] - The core PPI year-on-year rose to 3.7%, also the highest since February, with a month-on-month increase of 0.9%, marking the largest rise since April 2022 [7] - Federal Reserve officials are reportedly looking to temper aggressive rate cut expectations, with comments from San Francisco Fed President Mary Daly opposing a significant rate cut in September [7]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 千亿级私募景林资产，海外调仓换股路径曝光。 近日，景林资产在美国证券交易委员会（SEC）公布了截至2025年二季度末的美股持仓情况。公司前十 大重仓股名单出现显著调整，在继续重仓中国资产的基础上，加仓脸书母公司META、英伟达、谷歌等 科技股，清仓苹果、辉瑞、传奇生物、中通快递等公司。 | Stock | History | Sector | Shares Held or | Market | 96 of | Previous % of | Rank | Change in | % Change | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Principal | Value J | Portfolio | Portfolio | | Shares | | | | | | Amt | | | | | | | | RERE | History | CONSUMER DISCRETIONARY | 525,000 | 1,737,750 | 0 ...

美东时间周五，受美贸易政策及7月就业数据"爆冷"，远逊于预期影响，美国三大股指集体收跌。截至收盘，道指跌 1.23%，报43588.58点；标普500指数跌1.60%，报6238.01点；纳指跌2.24%，报20650.13点。 美国国债收益率全线下跌，美元跳水，市场对美联储降息预期极速升温。 CME"美联储观察"最新数据显示，美国7月 非农数据出炉后，美联储9月降息25个基点的概率从前一日的不足40%大幅跃升至近九成。 由于美国前两个月非农数据的"暴力下修"，美国总统特朗普要求解雇美劳工统计局局长。此外，美联储理事阿德里亚 娜·库格勒宣布将于8月8日正式辞去职务。库格勒的理事任期原定于明年1月结束，其提前离职使得美国总统特朗普可 提前几个月对美联储董事会进行新一轮人事任命。这之后，特朗普发文呼吁鲍威尔辞职。他称库格勒"知道鲍威尔在 利率问题上做错了事"，他认为鲍威尔也应当引咎辞职。 美国三大股指集体收跌 美东时间周五，美国三大股指集体收跌。截至收盘，道指跌1.23%，报43588.58点；标普500指数跌1.60%，报6238.01 点；纳指跌2.24%，报20650.13点，创4月以来最大跌幅。美国股市市 ...

Group 1 - US stock index futures are showing slight gains, with Dow futures up 0.08%, S&P 500 futures up 0.06%, and Nasdaq futures up 0.06% [1] - Cryptocurrency-related stocks are rising following the US House passing three legislative proposals regarding stablecoins and cryptocurrency regulation, with Circle up 2.94% and Coinbase up 1.89% [1] - Chinese concept stocks are also experiencing gains, with Bilibili up 3.37%, Alibaba up 2.37%, and NetEase up 1.96% [1] - Nvidia's H20 chip sales to China have been approved, leading to a 7.01% increase in Kingsoft Cloud's stock [1] - Charles Schwab is set to release its Q2 earnings report, with expectations of $5.723 billion in revenue, a 22.03% year-over-year increase, and an EPS of $1.05, a 59.09% increase year-over-year, resulting in a 2.15% stock rise [1] Group 2 - GlaxoSmithKline's cancer drug Blenrep faced a setback as the FDA advisory panel voted against its use for treating relapsed or refractory multiple myeloma, causing the stock to drop 1.4% [2] - Barclays raised TSMC's target price from $249 to $275 while maintaining an "overweight" rating on the stock [2] - Mark Zuckerberg has reached a settlement with Meta shareholders regarding an $8 billion privacy lawsuit, although the final compensation amount remains unclear [2] Group 3 - Netflix reported Q2 earnings exceeding $3 billion, with revenue of $11.08 billion, a 16% year-over-year increase, and a profit of $3.1 billion, a 46% year-over-year increase [3]

Market Performance - On July 9, US stock indices collectively rose, with the Nasdaq index increasing by 0.94% to set a new historical record, the Dow Jones up by 0.49%, and the S&P 500 rising by 0.61% [1] - The market exhibited a strong performance in technology stocks while Chinese concept stocks faced pressure [1] Technology Sector - Technology stocks led the market rally, with the US Technology Seven Giants Index rising by 1.25%. Nvidia's stock price increased by 1.8%, briefly surpassing a market capitalization of $4 trillion, making it the first company to reach this milestone [2] - Nvidia's strong performance indicates renewed investor interest in the artificial intelligence (AI) theme, with other tech giants like Microsoft, Amazon, Alphabet, and Meta also recording gains [2] Chinese Concept Stocks - Most Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index falling by 1.11% and the Wind Chinese Technology Leaders Index down by 1.75%. Notable declines included Alibaba down by 3.84%, JD Group down by 3.36%, and Meituan down by 2.84% [3][4] - However, some Chinese concept stocks rose against the trend, such as Futu Holdings up over 9%, Legend Biotech up over 5%, and BeiGene up over 4% [3] Federal Reserve Insights - The Federal Reserve's minutes from the June 17-18 meeting indicated that most officials support the possibility of interest rate cuts this year, citing stable long-term inflation expectations and a robust labor market [5] - The committee members believe the current monetary policy is moderately restrictive, allowing them to wait for clearer information regarding inflation and economic activity [5] Tariff Developments - President Trump announced new tariffs on products from several countries, with rates reaching as high as 50% for Brazil, effective from August 1, 2025 [6][7] - Despite concerns over these tariffs, market analysts suggest that the market has largely ignored these threats, indicating a preference for risk [7] AI Developments - Google announced the launch of its AI assistant, Gemini, on Wear OS smartwatches, enhancing its competitive position in the AI sector [8]

Core Viewpoint - The article provides an overview of the performance of popular Chinese concept stocks in the U.S. market as of June 5, 2025, highlighting significant price movements and market trends [1] Group 1: Stock Performance - Several Chinese stocks experienced notable fluctuations, with some showing increases while others faced declines [1] - Specific stocks such as Alibaba and Baidu were mentioned, indicating their respective price changes and market reactions [1] Group 2: Market Trends - The article discusses the overall sentiment in the market towards Chinese stocks, reflecting investor confidence and concerns [1] - It highlights the impact of geopolitical factors and regulatory changes on the performance of these stocks [1]

Market Performance - The three major US stock indices closed lower, with the Dow Jones down 0.61% at 41,603.07 points, the S&P 500 down 0.67% at 5,802.82 points, and the Nasdaq down 1% at 18,737.21 points [1] - Popular tech stocks experienced declines, with Apple dropping over 3%, and Nvidia, Microsoft, Google, and Meta each falling over 1% [1] - European stock indices also closed lower, with the German DAX down 1.54% at 23,629.58 points, the French CAC40 down 1.65% at 7,734.4 points, and the UK FTSE 100 down 0.24% at 8,717.97 points [1] Commodity Prices - International precious metal futures generally rose, with COMEX gold futures up 1.90% at $3,357.70 per ounce and COMEX silver futures up 1.27% at $33.64 per ounce [1] - International oil prices strengthened, with the main US oil contract rising 0.92% to $61.76 per barrel and Brent crude rising 0.92% to $65.03 per barrel [1] - London base metals saw an overall increase, with LME lead up 1.22% at $1,994.00 per ton, LME copper up 1.19% at $9,614.00 per ton, and LME aluminum up 0.41% at $2,466.00 per ton [1] Bond Market - US Treasury yields fell across the board, with the 2-year yield down 0.43 basis points at 3.982%, the 10-year yield down 2.26 basis points at 4.506%, and the 30-year yield down 0.29 basis points at 5.038% [1] - European bond yields also declined, with the UK 10-year yield down 6.8 basis points at 4.679%, the French 10-year yield down 6 basis points at 3.258%, and the German 10-year yield down 7.6 basis points at 2.565% [1]