Fed releases a significant signal

1️⃣ #美联储会议纪要# shows the divergence of the July meeting
Intensification, most officials support interest rate hikes to curb inflation, but some warn of the risks of excessive tightening. The market expects the probability of pausing interest rate hikes in September to rise to 88%, with the possibility of rate cuts within the year close to zero.

2️⃣ #英伟达财报炸裂# After-hours stock price surged
10%! Q2 revenue doubled year-on-year, exceeding expectations, AI chips
Demand surged, data center revenue skyrocketed by 171%, and CEO Huang Renxun stated that "the new generation of AI chips is accelerating production."

3️⃣ #特斯拉中国降价# Model S/X最
The price drop reached 150,000 yuan, and Musk has once again launched a price war! Analysts say this move may be to clear inventory in response to the launch of the new Model 3.

4️⃣ #美股收盘# The three major indices fell collectively, with the Dow down 0.51%, the S&P 500 down 0.76%, and the Nasdaq down 1.15%. U.S. Treasury yields surged to a new high since 2008, putting pressure on tech stocks.

Hot Spot Focus: Fitch warns of possible downgrades for dozens of banks including JPMorgan, as risks in commercial real estate continue to escalate; the US dollar index hits a two-month high, putting pressure on the RMB exchange rate.

Market interpretation: The high interest rate environment may last longer, creating a sense of dislocation between the AI boom and the cooling of the real economy. Investors are advised to maintain a defensive posture.