Market Overview - US stock index futures showed mixed performance with Dow futures up by 0.59% and S&P 500 futures up by 0.12%, while Nasdaq futures declined by 0.05% [1] - European indices had varied results, with Germany's DAX up by 0.09%, UK's FTSE 100 down by 0.11%, France's CAC40 up by 0.58%, and the Euro Stoxx 50 up by 0.27% [2][3] - WTI crude oil prices fell by 0.53% to $63.62 per barrel, and Brent crude oil prices decreased by 0.39% to $66.58 per barrel [3][4] Geopolitical Events - A significant meeting is scheduled between US President Trump and Russian President Putin in Alaska, focusing on the Russia-Ukraine conflict and peace prospects, marking their first in-person meeting in four years [5] Federal Reserve Insights - Federal Reserve Chairman Powell is set to speak at the Jackson Hole conference on August 22, with market expectations leaning towards a potential 25 basis point rate cut due to inflation impacts and a slowing job market [6] - Bank of America strategist Hartnett warns that if the Fed signals a dovish stance at Jackson Hole, US stocks may face a "buy the rumor, sell the news" scenario [7] Hedge Fund Activity - Hedge funds have significantly increased their holdings in technology stocks during Q2, with notable purchases in Microsoft and Netflix, amidst a backdrop of market volatility due to trade policies [8] Economic Concerns - Bank of America raises alarms about the potential for the Fed to lower rates in a rising inflation environment, a scenario not seen in nearly two decades [9] Company Performance - Tuniu (TOUR.US) reported a 15.3% year-over-year revenue increase in Q2, with a new $10 million stock buyback plan announced [10] - New Oxygen (SY.US) experienced a 7.0% decline in Q2 revenue, attributed to a decrease in the number of medical service providers subscribing to its platform [11] - Applied Materials (AMAT.US) provided disappointing Q4 guidance, raising concerns about demand suppression due to US-China trade tensions [12] - Viomi Technology (VIOT.US) anticipates over 70% year-over-year revenue growth for the first half of 2025, driven by strong sales of home water purification devices [12]

智通财经APP获悉，途牛(TOUR.US)公布的2025年第二季度业绩显示，该公司净营收为1.349亿元(人民 币，下同)，同比增长15.3%;归属于公司股东净利润为1450万元，上年同期为4300万元。 按业务划分，跟团游业务营收为1.134亿元，同比增长26.3%;其他业务营收为2150万元，同比下降 21.0%。 截至2025年6月30日，公司现金及现金等价物、限制性现金、短期投资和长期存款为12亿元。 股票回购方面，2024年3月，公司董事会批准了一项股份回购计划("2024年股份回购计划")，授权公司回 购价值不超过1000万美元的普通股或代表普通股的美国存托股份(ADS)。截至2025年7月31日，公司已 根据该计划通过公开市场累计回购约1060万份ADS，总金额约990万美元。 2025年8月，公司董事会再次批准了一项新的股份回购计划。根据该计划，在2024年股份回购计划终止 后，公司将立即启动新一轮不超过1000万美元的普通股或ADS回购。 展望未来，途牛预计第三季度净营收为1.990亿至2.083亿元，同比增长7%至12%。 财报公布后，该股周五美股盘前涨约5%。 ...