（文章来源：每日经济新闻） 每经AI快讯，8月26日，国际油价集体收跌，美油主力合约收跌2.30%，报63.31美元/桶；布伦特原油主 力合约跌2.15%，报66.75美元/桶。 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【美联储主席"放鸽"，全球资产价格波动】近日，美联储主席鲍威尔在全球央行年会上转向，罕见"放 鸽"，直接推升全球风险资产价格。每年8月的杰克逊霍尔会议是全球央行年度盛会，央行行长通过演讲 进行预期管理，为货币政策转向铺路。自2008年起，这里常是美联储放飞鸽派起点。鸽派言论使美元指 数下跌，非美货币上涨，加密货币、黄金、原油等风险资产也随之上涨。鲍威尔讲话被市场解读为鸽派 降息信号，资产盘面大幅波动。外汇市场上，美元指数跳水93点，跌近1%，创4月以来单日最大跌幅。 非美货币对美大幅升值，多数货币单日升幅1%。不过，美元指数大幅下行时，人民币对美汇率升值不 如预期。通常美元指数跌1%，人民币对美元汇率升值0.20 - 0.25%左右。此次在岸、离岸人民币分别只 升值112点、120点，均不到0.2%。CFETS人民币汇率指数在8月15日和22日都报96.17，波动小，表明人 民币在一揽子货币中表现稳定。8月21日，人民币对美元中间价报7.1287，调升97个基点，创2024年11 月7日以来新高。当前美元指数报97.72，若美联储9月会议降息25个 ...

Core Viewpoint - Federal Reserve Chairman Powell's recent dovish remarks at the global central bank meeting have significantly boosted global risk asset prices [1][2]. Group 1: Market Reactions - The Jackson Hole meeting serves as a platform for central bank leaders to manage expectations and pave the way for future monetary policy shifts, with dovish comments historically leading to a decline in the dollar index and a rise in non-dollar currencies [2]. - Following Powell's speech, the dollar index fell by nearly 1%, marking its largest single-day drop since April, while most non-dollar currencies appreciated by over 1% [4]. - Despite the dollar's decline, the appreciation of the Chinese yuan against the dollar was less than expected, with onshore and offshore yuan rising only 112 and 120 points respectively, which is below the typical 0.20-0.25% appreciation expected with a 1% drop in the dollar index [4]. Group 2: Currency and Interest Rate Outlook - Current dollar index stands at 97.72, and if the Federal Reserve lowers rates by 25 basis points in September, further declines in the dollar index are anticipated [5]. - Analysts predict that the yuan could return to the 6 range if the central bank continues to implement market-based policies, potentially increasing the attractiveness of Chinese assets [5]. Group 3: Commodity Price Movements - Expectations of a Fed rate cut have driven significant increases in cryptocurrency prices, with Ethereum reaching approximately $4,880, a rise of over 15% in one day [7]. - Gold and silver futures also saw gains, with COMEX gold futures rising 1.05% to $3,417.20 per ounce, and silver futures increasing by 2.10% to $38.88 per ounce [7]. - The correlation between a weaker dollar and rising gold prices has been evident, with gold prices increasing by 27% this year as the dollar index fell by 8% [7]. Group 4: Investment Trends - There has been a notable influx of overseas funds into Chinese assets, with hedge funds rapidly net buying Chinese stocks, marking the highest net purchases in the market since August [9].

来源：中国商报 鲍威尔"松口"了！ 鲍威尔表示，当前形势暗示就业增长面临下行风险，风险平衡点的变化可能要求调整政策。鲍威尔称， 美联储对降息持开放态度。 美国联邦储备委员会主席鲍威尔当地时间8月22日在怀俄明州举行的杰克逊霍尔全球央行年度经济政策 研讨会上表示，美联储可能需要调整政策立场。 受鲍威尔"鸽派"讲话刺激，美股三大指数集体走强，截至收盘，道指上涨846.24点，涨幅1.89%，本周 累涨1.53%；纳指涨幅1.88%，本周累跌0.58%；标普500指数涨幅1.52%，本周累涨0.27%。其中，道指 再创新高，道指、标普500指数连涨三周。 加密货币市场全线拉升，以太坊日内一度涨超5%，突破2021年11月初创下的历史最高价4871.42美元， 自4月9日年内低点累计涨超250%，总市值约5900亿美元。 中国资产走势强劲，纳斯达克中国金龙指数收涨2.73%。名创优品涨逾20%，向上融科涨逾13%，金山 云涨逾9%，阿里巴巴、爱奇艺、小鹏汽车涨超4%，京东、百度、理想汽车涨逾2%。 有观点认为，鲍威尔的讲话为美联储重启降息铺平了道路。尽管劳动力市场看似稳定，但"这是一种奇 怪的平衡"，是由劳动力供需同 ...

Market Performance - The three major US stock indices experienced slight declines, with the S&P 500 down 0.4%, the Dow Jones down 0.34%, and the Nasdaq down 0.34% [1] - Most large tech stocks fell, including Tesla down over 1%, Facebook down more than 1%, Amazon down 0.83%, Apple down 0.49%, Nvidia down 0.24%, Microsoft down 0.13%, while Google rose 0.22% [1] Chinese Stocks - Most Chinese stocks saw gains, with Xiaoying Technology up over 16%, XPeng Motors up more than 11%, Manbang Group up over 10%, NIO up over 9%, and Tiger Brokers up over 6% [1] - However, Zhengye Technology fell approximately 30%, Yipeng Energy dropped over 23%, Canadian Solar down over 18%, Hesai Technology down about 11%, and Century Interconnect down over 8% [1] European Market - European stock indices closed mixed, with Germany's DAX index up 0.02% at 24280.64 points, France's CAC40 down 0.47% at 7935.2 points, and the UK's FTSE 100 up 0.23% at 9309.2 points [1] Commodity Prices - International precious metal futures closed mixed, with COMEX gold futures down 0.15% at $3383.5 per ounce and COMEX silver futures up 0.87% at $38.1 per ounce [1] - US oil main contract rose 1.23% to $63.48 per barrel, while Brent crude main contract increased 1.14% to $67.60 per barrel [1] Currency and Bond Market - The US dollar index rose 0.41% to 98.65, while the offshore RMB against the US dollar fell by 17 basis points to 7.1833 [1] - US Treasury yields collectively increased, with the 2-year yield up 4.19 basis points to 3.781%, the 3-year yield up 3.92 basis points to 3.736%, the 5-year yield up 3.49 basis points to 3.841%, the 10-year yield up 2.92 basis points to 4.316%, and the 30-year yield up 2.14 basis points to 4.908% [1] - European bond yields generally rose, with the UK 10-year yield up 5.7 basis points to 4.727%, France's 10-year yield up 4.9 basis points to 3.460%, Germany's 10-year yield up 3.9 basis points to 2.755%, Italy's 10-year yield up 5.5 basis points to 3.578%, and Spain's 10-year yield up 4.8 basis points to 3.342% [1]

Market Performance - The three major US stock indices closed mixed, with the Dow Jones up 0.02%, the S&P 500 down 0.59%, and the Nasdaq down 1.46% [1] - Major US tech stocks experienced declines, with Nvidia down over 3%, META down over 2%, and Tesla, Amazon, and Microsoft down over 1% [1] - Popular Chinese concept stocks generally fell, with Xunlei down over 10%, Weibo down over 6%, and New Oriental, iQIYI, and Miniso down over 2% [1] European Market - All three major European stock indices closed higher, with Germany's DAX index up 0.45%, France's CAC40 index up 1.22%, and the UK's FTSE 100 index up 0.34% [1] Commodities - International precious metal futures generally declined, with COMEX gold futures down 0.57% at $3358.90 per ounce and COMEX silver futures down 1.84% at $37.33 per ounce [1] - US oil main contract fell 1.12% to $62.00 per barrel, while Brent crude oil main contract dropped 0.95% to $65.97 per barrel [1] Currency and Bonds - The US dollar index rose 0.12% to 98.28, while the offshore RMB against the US dollar fell by 4 basis points to 7.1882 [1] - US Treasury yields collectively declined, with the 2-year yield down 1.69 basis points to 3.738% and the 10-year yield down 2.54 basis points to 4.306% [1] - European bond yields mostly fell, with the UK 10-year yield up 0.3 basis points to 4.738%, while the German 10-year yield fell 1.3 basis points to 2.747% [1]

（文章来源：每日经济新闻） 每经AI快讯，8月18日，国际油价收高，美油主力合约收涨0.97%，报62.58美元/桶；布伦特原油主力合 约涨0.97%，报66.49美元/桶。 ...

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 1.04%, the S&P 500 up 0.32%, and the Nasdaq up 0.14% [1] - Major tech stocks mostly declined, with Microsoft down over 1%, Facebook down more than 1%, Nvidia down 0.88%, Google down 0.68%, Tesla down 0.47%, while Amazon and Apple both rose over 1% [1] - Popular Chinese concept stocks generally rose, with Newegg up over 24%, Linklogis up more than 18%, Pony.ai up over 7%, Futu Holdings up over 6%, and BeiGene up over 6%. In contrast, Genetron Holdings fell over 8%, and Global Data fell more than 6% [1] - European stock indices all closed higher, with Germany's DAX up 0.67%, France's CAC40 up 0.66%, and the UK's FTSE 100 up 0.19% [1] Commodity Prices - International precious metal futures generally rose, with COMEX gold futures up 0.24% at $3407.00 per ounce and COMEX silver futures up 1.44% at $38.55 per ounce [1] - U.S. oil main contract fell 0.68% to $62.74 per barrel, while Brent crude oil main contract dropped 0.54% to $65.76 per barrel [1] - London base metals all fell, with LME lead down 1.36% at $1988.00 per ton, LME zinc down 1.26% at $2811.50 per ton, and LME copper down 0.65% at $9777.00 per ton [1] Bond Market - U.S. Treasury yields collectively fell, with the 2-year yield down 5.84 basis points to 3.668%, the 3-year yield down 6.94 basis points to 3.633%, the 5-year yield down 6.78 basis points to 3.756%, the 10-year yield down 6 basis points to 4.231%, and the 30-year yield down 5.74 basis points to 4.824% [1] - European bond yields also fell collectively, with the UK 10-year yield down 3.6 basis points to 4.587%, France's 10-year yield down 7.4 basis points to 3.333%, Germany's 10-year yield down 6.5 basis points to 2.677%, Italy's 10-year yield down 8 basis points to 3.448%, and Spain's 10-year yield down 6.8 basis points to 3.229% [1]

（文章来源：每日经济新闻） 每经AI快讯，8月11日，国际油价小幅上涨，美油主力合约涨0.19%，报64.00美元/桶；布伦特原油主力 合约涨0.15%，报66.69美元/桶。 ...

Market Overview - On August 5, US stock indices closed lower, with the Dow Jones down 0.14%, S&P 500 down 0.49%, and Nasdaq down 0.65% [2][4] - The Wind data indicates a decline in the major US technology stocks, with the index for the seven largest US tech companies falling by 0.66% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index decreased by 0.56%, with mixed performance among popular Chinese stocks; Ascentage Pharma rose over 12%, while Tiger Tech International fell over 11% [5] Economic Indicators - The ISM reported that the US non-manufacturing PMI for July dropped to 50.1, below the market expectation of 51.5, indicating a slowdown in the services sector [7] - The employment index fell to 46.4, marking the fourth contraction in the past five months [7] Precious Metals - International precious metal futures generally rose, with COMEX gold futures increasing by 0.25% to $3435 per ounce, and COMEX silver futures rising by 1.36% to $37.835 per ounce [9][10] - Long-term forecasts suggest that "rate cut trades" will continue to catalyze gold prices, with strong support expected from central bank reserves [10] Oil Market - The main contracts for US oil fell by 1.69% to $65.17 per barrel, while Brent crude oil dropped by 1.54% to $67.70 per barrel [9][10] Federal Reserve Leadership - President Trump indicated that he may soon announce a new chair for the Federal Reserve, narrowing down potential candidates to four, excluding Treasury Secretary Scott Pruitt [11]