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美股三大指数走势分化存储芯片板块走弱_我的网站

一 | R图 DJIA_0 R图 NDX_0 R图 SPX_0 　　8月24日，美股三大指数走势分化，截至发稿，道琼斯指数涨0.33%，纳斯达克综合指数跌0.92%，标普500指数跌0.31%。 R图 SKHY_0 R图 MU_0 R图 SNDK_0 　　存储芯片板块走弱，SK海力士跌超6%，美光科技跌超6%，闪迪跌超10%。

二 | While Germany's producer prices observe the biggest rise since records began in 1949, the index has also shown the biggest month-on-month increase, leaping 5.3% from June to July.,"The outlook for the further development [of the economy] is currently noticeably gloomy," and marked by "a high degree of uncertainty," Germany's Finance Ministry said in its August monthly report, quoted by Reuters.,"We have something like a tsunami coming," said Florian Josef Hoffmann, former president of the Chamber of Industry and Commerce East Thuringia and author of "Occupy Economics." "It’s calm water, everything goes slowly down. For example, furniture retail has completely stopped and other things are going down, too. Everything goes slower step by step. But the disaster comes, as I told you, in autumn. And that will be very bad. I can't imagine that this economy can easily survive this really critical situation.",Germans have been experiencing some pre-existing domestic problems as the government turned down nuclear and coal plants in order to switch over to gas and renewables, he noted. However, anti-Russian sanctions which included a sweeping energy embargo "create a real huge problem for the economy because it is based on the cheap Russian gas and now it's cut down by the own will of the government," according to Hoffmann.,"They cut down the gas import [from Russia]," he explained. "So the whole strategy of the past is ruined, and that's the problem. And that makes for great uncertainty because more or less the ship runs against the ice mountain. It's more than uncertainty; I see even the crash coming along for the German economy, not only because of these sanctions, but because of the consequences of the sanctions.",Energy Crisis in EuropeEU Will Not Replace Russian Gas in Full If Nord Stream 1 Remains Shut, Expert Says19 July, 18:20 GMT,The Russo-German chill started with Berlin suspending the Nord Stream 2 project on February 22, 2022. Moscow launched a special military operation to demilitarize and de-Nazify Ukraine two days later, after the US, NATO and the EU defied Russia's draft security agreements envisaging ending the transatlantic military alliance's expansion and deployment in Ukraine.,In the aftermath of the operation, the US and its NATO allies have introduced several packages of sanctions. The EU pledged to end its dependence on Russian fossil fuels before 2030, following in Washington and London's footsteps. In April, Brussels laid out targets to slash its demand for Russian natural gas by two-thirds by the end of 2022.,Western sanctions also complicated Gazprom's maintenance of the existing Nord Stream 1 infrastructure. The Russian company was forced to reduce shipments via the network in mid-June over delays in the repair of a Siemens-built high-pressure gas pumping turbine in Canada. Ottawa deliberately delayed the return of the turbine, which had undergone maintenance work, back to Europe, citing anti-Russian sanctions. To make matters worse, the Canadian side did not provide proper documentation for the turbine which resulted in further delays. In late July, Gazprom said that it had to stop the operation of another Siemens gas turbine engine for maintenance, which prompted western press to groundlessly claim that Russia was deliberately cutting gas supplies to Europe.,Berlin's energy policy is dictated from Washington for the detriment of the people of Germany, according to Dr. Christian Blex, an AfD lawmaker from the state parliament of North Rhine-Westphalia.,"The sanctions that the hypermoral German government in particular is repeatedly demanding are therefore particularly bad for our country," he said. "Any responsible government would base its actions on the well-being of its own people rather than acting as a vassal of the US.",Energy Crisis in EuropeGermany Should Immediately Launch Nord Stream 2, Bundestag Vice Speaker Says08:42 GMT,Biggest Problems Coming in Autumn, Winter,As of yet, the negative impact of sanctions is not particularly felt by ordinary Germans, according to the observers.,"At the moment we don't feel anything. Big bills are only announced and haven't yet reached the consumers," said Hoffmann. "But the announcements are that the energy prices will go up three to five fold, for many people [this will be] simply unpayable. That’s what is going to come in autumn. Ordinary people prepare by buying canned food or wood or gas stoves. What I also know is, for instance, that not only the ordinary people, but also the cities are preparing. The city of Dusseldorf is cutting down the heating of all gangways in their administration facilities. They are cutting the temperature down from 21 degrees centigrade to 19 or even 17, closing saunas and heating outside swimming pools. They are cutting down lights on public buildings.",While the people are not yet in panic, the German authorities are, according to Hoffmann.,"The government is talking about reducing the turnover tax for gas from 19% to 7% and they are trying to reduce the tax load for pensioners and other instruments to calm down the people," he noted. "But it's ridiculous what they plan when you look at the task of breaking a huge breakdown of the economy. It's only peanuts.",Meanwhile, businesses are expecting climbing power prices, and they are already thinking about how to compensate for that, according to him.,"The German economy looks to the future with serious concerns," echoed Blex. "In contrast to many citizens, business knows exactly what the energy crisis will bring. In public, however, criticism is heard only hesitantly. Fear of green politics and the media is still very great. As the suffering increases, the criticism will become louder… The biggest problems are coming up for the ordinary people with the inflation of food prices and extremely with the power costs. It will hit the poor, the low income class, those who will have to pay not 40, 50 or 60 euros per month for their power, but 200, 400 or even 500. That will make them not only hungry but upset.",WorldGerman Craftsmen Urge Chancellor Scholz to Scrap Sanctions Against Russia13:40 GMT,The AfD lawmaker expects a worsening recession with industrial production falling noticeably in Germany. He forecasts that short-time work will be reintroduced, adding that retailers are already noticing that more and more Germans are making significant savings. After all, the German national debt will continue to rise rapidly, according to him.,For his part, Hoffmann does not rule out that the people will eventually take to the streets en masse, stressing that the German government has already been preparing for this scenario.,"Our Ministry of Defense is preparing a special task force of 1900 soldiers, which have to keep peace within the country," he said. "This is an incredible decision. Our Bundeswehr is an army solely for defense against attacks from the outside. This basic rule is now broken, which means we are now in a totalitarian regime which has no respect for laws and our Constitution. They simply do what they want including censorship. And as one can see, they are preparing for a revolution.",Hoffmann cites German Chancellor Olaf Scholz as saying that the country's forces won't shoot at the people. However, the author expresses skepticism about Scholz' pledge: "It is like 'nobody wants to build a wall' in 1961 and then it was built some weeks later. So, the situation is disastrous," he concluded.。　　全球要闻　　黄金、比特币起飞！美债危机正重燃“货币贬值交易”？　　美国财长贝森特旨在压低美国融资成本的干预，仅让长期美债收益率走低了不到一天。相比之下，更为持久的市场信号却在于——美元走弱，而黄金与比特币同步走高，进一步强化了年初由不断膨胀的美国财政赤字及政策走向隐忧所驱动的“货币贬值交易”叙事。

三 | 　　全球央行年会本周召开！贝森特救不动的美债沃什能救吗？　　债券投资者本周无疑将把焦点牢牢锁定在美联储主席凯文·沃什于杰克逊霍尔全球央行年会的讲话上。随着美国财长贝森特上周的“救市”行动效果迅速消退，长期美国国债眼下正面临进一步抛售的风险，市场显然将从沃什表态中寻找美联储将如何应对顽固通胀与财政隐忧的蛛丝马迹……　　美财长：美伊战事进入“终局” 特朗普政府已摧毁伊几乎所有军工厂 “掩埋”其核计划　　美财长称美伊战事进入“终局”美国财政部长贝森特23日晚在社交媒体上说，美国同伊朗的战事正进入“终局”，扬言要切断伊朗政权“每一条经济命脉”，直至德黑兰“孤立无援”。贝森特说，特朗普政府已瓦解伊朗的军事能力，摧毁其几乎所有军工厂，并“掩埋”了伊朗核计划。

四 | 　　美联储“大鹰派”再发声：通胀短期内难回落北美贸易战成新逆风！　　明尼阿波利斯联储主席尼尔·卡什卡利（Neel Kashkari）周日表示，美国国债收益率上升并不构成担忧，也不太可能影响货币政策决定。不过，美国通胀短期内难以回落至目标水平，而关税和贸易冲突是“罪魁祸首”之一。　　高盛揭秘10万亿美元AI持仓版图对冲基金与共同基金有哪些不同？　　在持续火爆但波动性极高的人工智能（AI）交易中，高盛最新报告或许能让人一窥专业投资者的思路。高盛表示，对冲基金对人工智能交易的敞口仍然比共同基金更大，但两类基金在2026年第二季度都调整了人工智能股票的仓位。

五 | 而且，它们对于大型科技股和半导体等个股的选择也截然不同。

六 | 　　公司新闻　　英伟达财报即将登场！高盛：若不释放这三大利好股价恐仍将下行　　本周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。尽管和华尔街大多数机构一样，高盛预计英伟达第二季度业绩将表现强劲，业绩指引存在显著上修空间，但高盛分析师仍然暗示——这并不意味着公司股价能够在财报公布后上涨。　　SK海力士公布最新HBM进展称竞争焦点从内存性能转向封装技术　　人工智能数据中心使用的高带宽内存（HBM）技术正在出现重大转向。SK海力士美国公司副总裁Lee Jae-sik最新表示，未来行业不仅需要关注HBM本身，还需要关注封装技术如何影响HBM。Lee在当地时间23日出席了美国斯坦福大学举行的半导体会议Hot Chips 2026，并发表了题为“HBM的高科技封装”演讲。　　不认同阿里新股配售？美股“大空头”重大调仓：清仓阿里、押注京东！　　美东时间周日，美股知名“大空头”迈克尔·伯里公开表示，他已经清仓阿里巴巴集团的持仓，转而布局其电商竞争对手京东集团。他表示，他并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高。　　AI“追新”风气悄悄结束 Anthropic顶尖模型在企业市场遇冷　　Anthropic计划在今年IPO，然而越来越多的投资者质疑该公司是否匹配其目标估值。最新消息称，该公司计划募资1000亿美元，这将使其IPO估值达到2万亿美元。据支付集团Ramp的最新数据显示，Anthropic最大、最昂贵的模型Fable 5发布两个多月后，其收益已稳定占到该公司所有模型总收入的11%左右。但这并不符合企业用户追逐最强大模型的消费路径。　　英伟达部分客户据悉被告知AI相关产品会涨价超15%　　据报道，英伟达最大客户中的一些已被告知，由于内存芯片成本飙升，搭载英伟达AI芯片的服务器很多会涨价逾15%。