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全球市场：美股三大指数涨跌不一 存储、光通信板块下挫 国际金价延续涨势_我的网站

一 |     　　美股市场：美股三大指数08月24日收盘涨跌不一。    "I believe the New York Times report is correct in every detail," says Philip Giraldi, a former CIA station chief and military intelligence officer. "It is what I have been hearing. There is considerable training at the Grafenwoehr, Germany army base to familiarize the Ukrainians with the new weapons arriving. Meanwhile there are cadres of special operations soldiers and intelligence personnel operating primarily in western Ukraine. They are not in uniform and many of them are working under various cover designations, including sometimes loose affiliations with foreign embassies and NGOs. All of which means that Biden and other Western leaders are lying about their active participation in the conflict.",Ahead of the Russian special operation to demilitarize and de-Nazify Ukraine, the US withdrew its own 150 military instructors. However, some CIA operatives continued their service in the country secretly, directing most of the intelligence flow the US is sharing with Ukrainian forces, according to the NYT. In addition to that, commandos from Washington's NATO allies have been managing the flow of weapons and equipment in Ukraine and providing training. The NYT specifies, citing American and other Western officials that the commandos are not on the front lines with Ukrainian troops.,Even though the US and NATO member states do not acknowledge that their personnel are operating in Ukraine, Russia and other intelligence services around the world are aware of this, according to the newspaper.,"The potential downside for the president comes when some of these soldiers in mufti get killed or, worse, captured and start to talk about their role," says Giraldi. "The Biden Administration has staked its reputation and possible political future on enabling Ukraine to survive without succumbing to Russian demands.",Deploying CIA personnel (which encompasses military as well as intelligence operatives) "is completely typical of the initial stages of a US-backed long war, and for long-term political manipulation of the target country," according to retired US Air Force Lt. Col. Karen Kwiatkowski, a former analyst for the US Department of Defense.,"This is the future that neoconservative 'strategists' in DC and their British and European allies imagine for Ukraine," Kwiatkowski highlights. "Rather than a negotiated conclusion, with a new Ukrainian role as a neutral and productive country, independent of both Russian and US political influences, the US government and CIA see Ukraine as an expendable yet useful satrap in its competition with the Russian Federation.",The ex-DoD analyst emphasizes that the effort is serious, given that the funding for CIA operations and arms sales and support and training has been flowing freely from Congress and President Biden. It also means that the intel operations in and around Ukraine are "of critical importance" to Washington, according to her.,Situation in UkraineNATO is De Facto at War With Russia but is Using Ukraine as a Tool, US Scholar Says5 April, 17:37 GMT,Ukraine is Washington's Proxy in Effort to Destroy Russia,"Ukraine was being used long before 2021 and 2022, as a US proxy, for global money laundering by multiple players, and for CIA political operations," explains Kwiatkowski. "The US diplomats and the CIA view Ukraine and its various people as pawns on a chessboard they can manage. Given that the US people are not willing to engage in a ground or air war with Russia over Ukraine, those pawns might need to be preserved for the next stage.",Washington's current interest in Ukraine dates back to at least the George W. Bush era, and probably much earlier, with the US foreign policy establishment making steady efforts to drive a wedge between Russia and its neighbor, according to the military veteran. Washington has made considerable financial, diplomatic and political investment in Ukraine over the recent decades and it cannot afford "losing" it.,"Coming on the heels of similar 'losses' in Afghanistan, Iraq, Libya, Syria, and potentially some of the Gulf states, there are those in Washington who would find the complete loss of Ukraine unacceptable," she stresses.,The US is equally involved in former Soviet and Warsaw Pact countries, such as Lithuania, and Poland, to take the post-Soviet space under control "as part of the war to maintain US influence and contain Russian influence," according to the former Pentagon analyst. "Recent Lithuanian steps to enforce EU sanctions on the Russian Baltic Sea trade port and naval city of Kaliningrad speaks to the nature of what is to come, in the eyes of the US strategists," she points out.,"Ukraine is a proxy; the West is trying to destroy Russia, it's that simple," echoes Larry Johnson, a veteran of the CIA and the State Department’s Office of Counter Terrorism, which provided training to the US Military’s Special Operations taskforce for 24 years. "It would be one thing if Russia was the most evil, oppressive, authoritarian regime in the world. It's nowhere even close. Even though the West keeps trying to portray Russia as such. The fact of the matter is, the West wants the resources that Russia has and it wants to control Russia. Russia is not about to be controlled.",Situation in UkraineEx-CIA Analyst: US Military Aid Not a Game Changer for Kiev, Ukraine Has Already Lost6 June, 16:31 GMT,US Trying to Find the Way Out of Ukraine's Mess,Despite CIA and NATO personnel being deployed in Ukraine and NATO weapons constantly flowing to the country, Ukrainian troops have been increasingly outgunned by DPR/LPR military groups backed by Russia, acknowledges the NYT.,The newspaper names a number of reasons behind the Ukrainian Armed Forces' failures, including limited time for training to use sophisticated NATO weapons; huge losses among the "most battle-hardened" and well-trained Ukrainian forces; and certain limits to the expertise of the CIA, which is traditionally focused on counter-intelligence, among other matters.,"This is the fault of Hollywood," says Johnson. "There's always the assumption that all these CIA personnel are really some terrific people. They've got magical training capabilities. They don't. The CIA hasn't won a single insurgent war in the last 40 years, except going back to supporting the mujahedeen against the Soviets in Afghanistan. They're hoping to try to recreate that miracle. But again, the problem is the people who are assigned militarily to this kind of CIA activity are either retired, special forces, special operations personnel who had to get out because they were either physically unable to perform according to military standards, or it's people who've always wanted to do that kind of thing but really have had no special training in it.",Situation in UkraineUS Military Expert: Russia to Score Major Victories in Donbass, Must Adapt to New NATO Game22 May, 17:55 GMT,The former CIA analyst raises the question about the timing of the NYT exposure. He notes that it has never been a secret that in every foreign conflict the US was interested in, the US has routinely provided training and assistance, and dispatched the CIA's Special Activities Division to operate on the ground. Why is NYT openly writing about it now?,"I think the answer lies in the very last paragraph, last sentence of the article, where it is said: 'Would the enhancement of training be worth the possible price that is going to have to be paid?' The answer is 'probably not.' In other words, this is a gesture to show 'yeah, look, we're doing everything we can do to help the Ukrainians, we've provided we've provided special forces, special operations forces, we've brought them into other countries, we're sending our own people there, the CIA and their passive intelligence, so they can target Russian positions.' But when all is said and done, doing more is not going to really help.",According to Johnson, the NYT piece is "really sending a signal that the United States is trying to figure out how to disengage from this mess.","I think the purpose of this article coming out now is just to lay the groundwork for why we can't put or shouldn't put any more US military personnel or even CIA personnel inside Ukraine," the CIA veteran emphasizes. "Because continuing to put US personnel, whether they're CIA or military, inside Ukraine to train, is becoming too risky because of Russia's success on the battlefield."。截至收盘，道琼斯工业平均指数比前一交易日上涨140.15点，收于53417.16点，涨幅为0.26%；标准普尔500种股票指数下跌21.51点，收于7652.86点，跌幅为0.28%；纳斯达克综合指数下跌200.26点，收于25980.19点，跌幅为0.76%。　　存储、光通信板块下挫，闪迪跌6.45%，希捷科技跌6.51%，美光科技跌5.83%，西部数据跌5.24%，SK海力士跌4.92%；Applied Optoelectronics跌13.77%，Lumentum跌4.22%。

二 | 　　"科技七巨头"涨跌不一，英伟达跌2.91%；Meta涨1.66%，亚马逊涨1.33%，微软涨0.84%，谷歌涨0.94%，苹果涨0.32%，特斯拉跌3.83%。　　加密货币概念股回落，Robinhood跌4.17%，Coinbase跌3.76%，IREN跌4.94%。　　纳斯达克中国金龙指数跌1.66%，网易有道跌8.83%，小鹏跌8.53%，小马智行跌8.20%，文远知行跌7.44%，金山云跌6.46%，爱奇艺跌4.27%，网易跌4.06%，哔哩哔哩跌3.28%，斗鱼跌2.52%，拼多多跌1.48%，百度跌1.11%。　　欧股市场：欧洲三大股指08月24日涨跌不一。

三 | 英国伦敦股市《金融时报》100种股票平均价格指数报收于10854.32点，较前一交易日上涨37.76点，涨幅为0.35%；法国巴黎股市CAC40指数报收于8453.01点，较前一交易日下跌31.42点，跌幅为0.37%；德国法兰克福股市DAX指数报收于26106.6点，较前一交易日下跌29.96点，跌幅为0.11%。　　商品市场：国际油价08月24日下跌。截至当天收盘，纽约商品交易所WTI原油期货当月连续合约下跌2.08美元，收于每桶84.98美元，跌幅为2.39%。COMEX黄金期货当月连续合约上涨29.40美元，涨幅0.63%，报4710.0美元/盎司。COMEX白银期货当月连续合约下跌0.56美元，跌幅0.81%，报68.965美元/盎司。

四 | 现货黄金上涨47.29美元，涨幅1.03%，报4651.38美元/盎司。现货白银下跌0.03美元，跌幅0.04%，报68.96美元/盎司。

五 | 　　隔夜要闻　　贝森特出手强压美债利率 城堡证券警告：搞“金融抑制”恐伤美元　　对于美国财政部试图强行压制长端美债利率的动向，华尔街提出了另一层担忧：把美债问题压下去的同时，美元会不会被动承压。作为最新的案例，城堡证券在最新报告中指出，美国财政部试图通过国债回购来压低长期融资成本的做法，本质上属于一种“金融抑制”（financial repression），可能削弱美元，并加剧通胀压力。　　美加贸易战进一步升级！特朗普：明年将加拿大汽车、钢铁等品类关税提高至50%　　美国总统特朗普当地时间周一表示，美国将于2027年1月1日起，将对从加拿大进口的汽车、卡车、汽车零部件和钢铁征收的关税提高至50%。这是上周末爆发的美加贸易冲突进一步升级的最新举措。特朗普当天在Truth Social上发文称：“多年来，加拿大一直在占美国的便宜。”他还指责这个长期贸易伙伴实施关税政策，损害美国农民利益。

六 | 　　特朗普政府启动“经济孤立行动” 公布多项针对伊朗的经济制裁举措　　美国财政部长贝森特当地时间周一表示，美国正在启动一项旨在孤立伊朗的新行动，并警告称，任何与伊朗开展商业往来的国家和企业，都将面临特朗普政府的严厉打击。贝森特当天在美国财政部举行的新闻发布会上表示：“美国的立场不容任何含糊：任何形式的经济往来，只要涉及伊朗政权，相关责任方都将面临美国强大力量的全面制裁。”　　回购美债难压长端收益率 华尔街大行称真正症结在美宏观基本面风险　　美国财政部试图通过回购长期国债来缓解市场压力，但华尔街越来越怀疑，这一举措能否真正压低10年期和30年期美债收益率。高盛集团、富国银行等机构的策略师认为，回购虽然能够减少长期债券的净供给、改善市场流动性，却难以改变推动长端收益率持续走高的基本面因素。　　美伊经济博弈将致全球能源及粮食风险加剧　　美国财政部长贝森特定于当地时间24日举行新闻发布会，预计将公布新一轮对伊施压措施。

七 | 他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”。

八 | 　　叙以官员会谈 欲推动紧张局势缓和　　23日，叙利亚与以色列两国代表团在约旦举行会谈，以缓和两国之间的紧张局势。当天，叙利亚过渡政府外交部长希巴尼与以色列情报和特勤局（摩萨德）负责人戈夫曼在约旦举行会谈。叙方重申戈兰高地是叙利亚领土，当前的优先事项是以色列军队撤至2024年12月8日之前的控制线。会谈还提出，需努力拉近土耳其与以色列的立场，确保两国紧张局势不会影响叙利亚。　　博通信用成本飙升 华尔街警惕AI产业“幽灵杠杆”　　最新消息显示，华尔街对“算力贷”相关风险的担忧，正指向定制芯片和先进网络芯片供应商博通。

九 | 据悉，一只票面利率5.15%、2031年到期的博通债券，8月以来收益率已上升约14个基点（注：这意味着债券价格下跌）。与此同时，其5年期信用违约互换（CDS）价格同期上涨了28个基点，升幅甚至高于甲骨文和SpaceX。　　核电站一次性续运20年？韩政府为应对用电激增拟松绑核电审批　　在AI用电需求激增的背景下，韩国政府近期采取多种措施保障电力供应，其中就包括考虑将核电站延役许可期限从10年延长为20年。延役许可期限指韩国核电机组达到原设计运行寿期后，经核安全监管机构安全评审批准，允许机组额外继续运行的许可有效时长。　　AI芯片万亿市场迎来群雄竞逐 英伟达“护城河”遭遇四路大军围攻　　尽管英伟达仍然是人工智能（AI）芯片领域的绝对主导者，但它正面临来自各个方向的竞争压力，其中包括自己的最大客户。谷歌和亚马逊等超大规模云服务商目前仍是英伟达芯片主要买家，但它们也正在开发自研芯片，并且向第三方销售这些芯片。　　英伟达高管称Groq机架已全面量产 AI推理“低延迟”大战升温　　英伟达高管最新宣布，Groq 3 LPX机架已进入全面量产阶段，这标志着该公司史上最大规模收购案所获得的技术正式实现商业化。当地时间周一（8月24日），英伟达高级总监Dion Harris表示，Groq机架将与Vera中央处理器和Rubin图形处理器一同部署在新型云服务商Nebius的数据中心，并将于今年晚些时候上线。

十 | 　　“软硬” 兼施！英伟达拟投资AI软件公司Perplexity 加速布局AI下游应用端　　芯片巨头英伟达近期正着力布局AI下游应用端。据报道，英伟达近日正洽谈投资AI软件企业Perplexity，后者近期经营业绩实现跨越式增长。据媒体当地时间周一报道，半导体巨头英伟达正计划投资人工智能初创公司Perplexity，本轮融资落地后，Perplexity的整体估值有望突破300亿美元。　　新iPhone涨价多少？折叠屏令人兴奋？知名爆料人这么说…　　随着9月临近，资本市场又将迎来消费电子龙头苹果公司的年度新品发布会。与以往不同的是，持续一年有余的“存储狂潮”使得新iPhone的定价格外受到关注。确切地说，今年的问题不是iPhone涨不涨价，而是涨多少。免责声明：本文基于AI生产，仅供参考，不构成任何投资建议，据此操作风险自担。东方财富发布此内容旨在传播更多信息，与本平台立场无关。东方财富力求但不保证数据的完全准确，如有错漏请以中国证监会指定上市公司信息披露媒体为准，东方财富不对因该资料全部或部分内容而引致的盈亏承担任何责任。用户个人对服务的使用承担风险，东方财富对此不作任何类型的担保。

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