美股齐跌 周一美股全线下挫，经济数据不佳打压市场情绪，投资者权衡美联储利率前景，并等待英伟达财报发 布。 截至收盘，道指下跌349.27点，跌幅0.77%，报45282.47点，纳指跌0.22%，至21449.29点，标普500指数 跌0.43%，收于6439.32点。消费品和医疗保健板块领跌。 明星科技股涨跌互现，特斯拉涨1.9%，谷歌涨1.1%，英伟达涨1.0%，苹果和Meta跌0.2%，微软跌 0.6%。 其他个股方面，英特尔跌1%，上周五美国政府宣布将入股这家芯片制造商。 饮料公司Keurig Dr Pepper跌11.5%，此前该公司表示将以184亿美元现金收购JDE Peet's。 家具零售商RH和Wayfair均下跌超过5%，此前美国总统特朗普表示，政府将调查家具进口关税。 纳斯达克中国金龙指数涨0.1%，网易涨2.8%，百度涨2.1%，阿里巴巴涨1.1%，拼多多涨0.9%，京东涨 0.3%。 美联储主席鲍威尔在杰克逊霍尔的言论促使华尔街调整了预期，巴克莱银行、法国巴黎银行和德意志银 行目前预计下个月将降息25个基点。根据伦敦证交所编制的数据，美联储9月份重启宽松的可能性约为 80%。 美国国债 ...

周一美股全线下挫，经济数据不佳打压市场情绪，投资者权衡美联储利率前景，并等待英伟达财报发 布。截至收盘，道琼斯工业平均指数下跌349.27点，跌幅0.77%，报45282.47点，纳斯达克综合指数跌 0.22%，至21449.29点，标准普尔500指数跌0.43%，收于6439.32点。消费品和医疗保健板块领跌。 明星科技股涨跌互现，特斯拉涨1.9%，谷歌涨1.1%，英伟达涨1.0%，苹果和Meta跌0.2%，微软跌 0.6%。 纳斯达克中国金龙指数涨0.1%，网易涨2.8%，百度涨2.1%，阿里巴巴涨1.1%，拼多多涨0.9%，京东涨 0.3%。 美联储主席鲍威尔在杰克逊霍尔的言论促使华尔街调整了预期，巴克莱银行、法国巴黎银行和德意志银 行目前预计下个月将降息25个基点。根据伦敦证交所编制的数据，美联储9月份重启宽松的可能性约为 80%。 2025.08.26 本文字数：1268，阅读时长大约2分钟 作者 |第一财经 樊志菁 美国国债收益率反弹，基准10年期国债上涨2.3个基点至4.28%，与利率预期关联密切的2年期国债上涨 4.4个基点至3.73%。 投资者也在等待人工智能龙头英伟达周三的财报。英伟达最近 ...

2025.08. 26 周一美股全线下挫，经济数据不佳打压市场情绪，投资者权衡美联储利率前景，并等待英伟达财报发 布。截至收盘，道琼斯工业平均指数下跌349.27点，跌幅0.77%，报45282.47点，纳斯达克综合指 数跌0.22%，至21449.29点，标准普尔500指数跌0.43%，收于6439.32点。消费品和医疗保健板块 领跌。 明星科技股涨跌互现，特斯拉涨1.9%，谷歌涨1.1%，英伟达涨1.0%，苹果和Meta跌0.2%，微软跌 0.6%。 本文字数：1268，阅读时长大约2分钟 作者 | 第一财经 樊志菁 纳斯达克中国金龙指数涨0.1%，网易涨2.8%，百度涨2.1%，阿里巴巴涨1.1%，拼多多涨0.9%，京 东涨0.3%。 美联储主席鲍威尔在杰克逊霍尔的言论促使华尔街调整了预期，巴克莱银行、法国巴黎银行和德意志 银行目前预计下个月将降息25个基点。根据伦敦证交所编制的数据，美联储9月份重启宽松的可能性 约为80%。 美国国债收益率反弹，基准10年期国债上涨2.3个基点至4.28%，与利率预期关联密切的2年期国债 上涨4.4个基点至3.73%。 投资者也在等待人工智能龙头英伟达周三的财报。英伟 ...

Core Viewpoint - The trade tensions between the United States and Canada are easing, with Canada announcing the cancellation of several retaliatory tariffs on U.S. goods in response to the U.S. lowering tariffs on Canadian products [1][2]. Group 1: Canada-U.S. Trade Relations - Canadian Prime Minister Carney announced the cancellation of multiple retaliatory tariffs on U.S. goods, effective September 1, while maintaining tariffs on U.S. automobiles, steel, and aluminum temporarily [2][3]. - Carney emphasized that the measures are a response to the U.S. lowering tariffs on Canadian goods and highlighted the restoration of free trade for the majority of goods between the two countries [3][4]. - The average tariff rate imposed by the U.S. on Canadian goods is approximately 5.6%, which is relatively low compared to other trading partners [3][4]. Group 2: U.S. Tariff Investigations - President Trump announced a significant tariff investigation on imported furniture, stating that the investigation will be completed within 50 days, with unspecified tariffs to be applied to furniture from other countries [6][7]. - This investigation aims to revitalize the U.S. domestic furniture manufacturing industry, which has seen price increases due to previous tariff hikes on major furniture importing countries, including Vietnam [7][8]. - The consumer price index (CPI) for furniture and bedding has shown significant price increases, with June and July seeing rises of 0.4% and 0.9%, respectively, following a period of deflation [7].

Group 1 - The core viewpoint of the articles highlights the steady growth in sales revenue of enterprises in China during the first half of the year, driven by favorable tax policies and the development of the manufacturing sector [1][2] - Manufacturing sales revenue growth outpaced the overall growth of enterprises by 1.5 percentage points, indicating its crucial role in stabilizing economic growth [1] - High-end manufacturing is progressing steadily, with sales revenue in equipment manufacturing and high-tech manufacturing increasing by 8.9% and 11.9% year-on-year, respectively [1] - The high-tech industry continues to expand, with sales revenue growing by 14.3% year-on-year, reflecting rapid growth in this sector [1] - The digital economy's core industries saw a sales revenue increase of 10.1%, with enterprise procurement of digital technology rising by 9.9%, indicating a continuous acceleration in digital transformation [1] - Driven by large-scale equipment renewal policies, the procurement of machinery and equipment by enterprises increased by 11.1% year-on-year, maintaining a strong growth trend [1] - Consumer demand is being released more rapidly, with significant year-on-year retail growth in home appliances, such as a 45.3% increase in television sales and a 56.6% increase in refrigerator sales [1] Group 2 - The construction of a unified national market is progressing smoothly, with inter-provincial sales accounting for 40.7% of total enterprise sales revenue, an increase of 0.6 percentage points from the previous year [2]

Group 1 - The "Two New" policies, which include large-scale equipment updates and consumer goods trade-in programs, are important measures for promoting high-quality development in China [1] - From January to June, the amount spent by enterprises on machinery and equipment purchases increased by 11.1% year-on-year, continuing the rapid growth trend from the previous year [1] - Retail sales of home appliances, such as televisions and refrigerators, saw significant year-on-year growth of 45.3% and 56.6% respectively, while furniture related to home decoration grew by 34% [1] Group 2 - The sales revenue of the manufacturing industry increased at a rate 1.5 percentage points faster than the overall growth rate of national enterprises, becoming a key support for stable economic growth [1] - High-tech industries experienced a year-on-year sales revenue growth of 14.3% from January to June, indicating a robust expansion of innovative industries [2] - The proportion of inter-provincial sales in total national enterprise sales reached 40.7%, an increase of 0.6 percentage points compared to the same period last year, reflecting the deepening trade connections and steady progress in building a unified national market [2]

Group 1 - The overall sales revenue of enterprises in China showed steady growth in the first half of the year, with notable highlights in various sectors [1] - The manufacturing sector experienced a sales revenue growth rate 1.5 percentage points faster than the overall enterprise growth, supported by tax and policy incentives [1] - High-tech industries saw a significant sales revenue increase of 14.3% year-on-year, indicating the continuous expansion of innovative industries [1] Group 2 - The procurement of machinery and equipment by enterprises increased by 11.1% year-on-year, driven by large-scale equipment renewal policies [2] - Retail sales of home appliances, such as televisions and refrigerators, surged by 45.3% and 56.6% respectively, reflecting a strong consumer demand [2] - The proportion of inter-provincial sales in total enterprise sales revenue reached 40.7%, an increase of 0.6 percentage points from the previous year, indicating deeper trade connections [2]

Group 1 - The implementation of the "Two New" policies in Qinghai Province has effectively stimulated investment and consumer confidence from May 2024 to May 2025 [1] - Key sectors such as non-ferrous metals and steel industries saw significant increases in equipment purchases, with invoice amounts rising by 2.8 times and 92.1% respectively [1] - The overall sales revenue in key sectors increased by 4.3% year-on-year, surpassing the provincial average growth rate by 9.2 percentage points [1] Group 2 - The "old for new" consumption policy has led to a notable rise in retail sales of household appliances, with refrigerator sales increasing by 1.1 times and television sales by 36.6% [2] - Smart home products, particularly furniture and sanitary ware, experienced substantial growth, with sales increasing by 55.4% and 27.1% respectively [2] - The overall retail sales revenue in the province grew by 4.8% year-on-year, exceeding the provincial average growth rate by 9.7 percentage points, highlighting the role of consumption in driving economic growth [2]

Group 1: Equipment and Industry Performance - The implementation of large-scale equipment renewal policies has accelerated equipment updates in key sectors, leading to stable production growth [1] - In the period from May last year to May this year, the invoice amounts for machinery equipment purchases in the non-ferrous and steel industries increased by 2.8 times and 92.1% respectively [1] - The sales revenue from key sectors achieved a year-on-year growth of 4.3%, surpassing the provincial average growth rate by 9.2 percentage points [1] Group 2: Consumer Goods and Market Trends - The consumption of home appliances has increased significantly, with retail sales of refrigerators and daily household appliances rising by 1.1 times and 36.6% respectively [2] - The retail sales of smart home products, particularly furniture and sanitary ware, saw substantial growth, with increases of 55.4% and 27.1% respectively [2] - The "old-for-new" policy for automobiles has led to a year-on-year increase of 11.8% in new car retail sales across the province [2] - Overall, the retail sales revenue in the province grew by 4.8% year-on-year, exceeding the provincial average growth rate by 9.7 percentage points, highlighting the role of consumption in driving economic circulation and high-quality development [2]

Group 1 - The retail sector in Melbourne is showing signs of recovery, with the average vacancy rate in major commercial streets decreasing from 11% to 8.6% over the past year [1][2] - South Yarra's Toorak Road has seen a significant drop in vacancy rate from 10% to 4.6%, while Brighton's Church Street boasts an exceptionally low vacancy rate of 1.7% [1][2] - The overall vacancy rate across Melbourne's commercial streets stands at 8.3% as of January 2025 [2] Group 2 - Cafés and restaurants remain the most active new entrants in the retail market, accounting for nearly one-third of all stores, indicating the resilience and ongoing appeal of the food and beverage sector [3] - Service-oriented businesses, including gyms, dental clinics, accounting firms, and beauty stores, have expanded to represent 21% of total stores, surpassing traditional apparel retail for the first time [3] Group 3 - Retail trade across all Australian states and territories has increased, with the Northern Territory experiencing the highest growth at 3.7%, followed by Western Australia at 3.3%, both exceeding the national growth rate of 2.2% [5] - The personal goods sector has shown the most significant growth at 5%, while food sales increased by 2.6%. In contrast, the home goods sector has declined due to a slowdown in the real estate market, reflecting current economic uncertainties [5]