Group 1 - The overall CPI data for July in the U.S. was lower than expected, shifting market focus from "whether to cut rates" to "how much to cut rates" in the upcoming Federal Reserve meeting in September [1][5] - The S&P 500 and Nasdaq indices reached historical highs, with the S&P 500 index and Nasdaq index rising over 1% on August 12 [1][8] - Market expectations indicate a 94% probability of a 25 basis point rate cut in September, up from 84% prior to the CPI data release [5] Group 2 - The July CPI year-on-year growth rate remained stable at 2.7%, below the market expectation of 2.8%, while the core CPI rose to 3.1%, marking a six-month high [2][4] - Core service inflation remained unchanged at 3.6%, driven by increases in medical and transportation services [2][4] - The prices of goods more closely related to tariffs, such as clothing and furniture, showed a decline, indicating a potential easing of tariff impacts on retail [3][4] Group 3 - The Federal Reserve's internal divisions may widen following the CPI data release, with some officials softening their stance on future policy paths [5][7] - The upcoming Jackson Hole global central bank meeting may provide insights into the Fed's direction, particularly regarding labor market risks [7] - The market's inflation expectations are gradually decreasing, providing ample room for potential rate cuts by the Federal Reserve [9] Group 4 - The U.S. stock market has been on an upward trend, with significant contributions from technology and financial sectors, as investors adjust their valuation expectations in a potential rate-cut environment [8][9] - The rise in stock prices has been heavily reliant on a few large technology companies, which have contributed nearly 80% of the S&P 500 index's returns, indicating a structural risk in the market [9]

又是"美股有英伟达，A股有银伟大"的一天！！！ 隔夜全球的买方、卖方都在惊叹，英伟达盘中市值突破4万亿美元，全球史上第一家市值4万亿美元公司诞生。 反观A股，银行股继续大象起舞，工农中建邮五大行续创历史新高，带领A股重新夺回3500点。 截至收盘，沪指涨0.48%报3509点，盘中续刷年内新高，是9.24行情以来沪指第4次突破3500点。全天成交1.52万亿元，较前一交易日缩量124亿元。 不同于昨日的兴奋，今日市场对得而复失、失而复得的3500点，有点无动于衷。 1 英伟达，全球首位！ 隔夜，英伟达创造了历史，成为史上首家盘中市值超过4万亿美元的公司。 英伟达盘中股价一度涨至164.42美元，市值突破4万亿美元，这一全球前所未有里程碑。 最终，英伟达收涨1.8%，连续第二日刷新收盘最高纪录，市值为3.974万亿美元（约合28.61万亿元人民币），逼近4万亿大关。 LSEG数据显示，英伟达的市值已超过加拿大和墨西哥两国股市的合计市值，也超过了英国、法国、德国等国家的股市市值，是整个A股市值的四分之 一，相当于A股前20大个股市值之和。 | 序号 | 股票代码 | 股票名称 | 总市值(亿元) | 年初至今涨幅 ...