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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。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%。    

    A view of the high-grade highway from Lhasa to Nyingchi in Southwest China's Xizang Autonomous Region Photo: VCG
Chinese experts on Sunday slammed India's latest move of identifying 27 locations in China's Zangnan area by their so-called standard names on its official map as self-deception, which runs counter to the improving momentum in bilateral relations and could complicate efforts to properly handle border issues. 
The Indian government on Friday said the updated Survey of India map included "four mountain passes and a high-altitude lake," and claimed that the move "is intended to ensure the correct identification of these places" and "improve public awareness of their geographical and historical significance," according to the Times of India.
The claim came shortly after the 36th meeting of the Working Mechanism for Consultation and Coordination on China-India Border Affairs (WMCC) was held on August 6 in New Delhi.
During the meeting, officials from both sides discussed issues including boundary delimitation, border management and control, mechanism building, and cross-border cooperation. They agreed to maintain communication through diplomatic and military channels and jointly safeguard peace and stability in the border areas, according to a statement released by the Chinese Foreign Ministry on Friday.
China has been carrying out standardization of geographical names in the region for a long time. At a time when China-India relations are showing signs of improvement and leaders from both countries are expected to engage through multilateral platforms, any unilateral action by India that escalates the border situation shows no point and will not serve the broader interests of bilateral relations, Qian Feng, director of the Research Department at Tsinghua University's National Strategy Institute, told the Global Times on Sunday.
Qian said India should avoid turning border issue into a larger dispute, as such actions could stifle the improving political ties between the two countries.
Consistent position
China's position on the Zangnan region is consistent. The area covers parts of Nyingchi and Shannan and is located in Southwest China's Xizang region, which has been China's territory since ancient times.
Since 2017, China's Ministry of Civil Affairs has released six batches of standardized names for locations in Zangnan, with a total of 112 names announced as of April 2026. These names cover villages, mountain passes, rivers and peaks, accompanied by standardized Chinese and Tibetan names as well as geographic coordinates.
The dispute over the region has a long historical background. The illegal "McMahon Line" drawn between China and India during the 1914 Simla Convention was never signed or recognized by successive Chinese governments and therefore has no legal validity.
After China's Ministry of Civil Affairs published the sixth batch of names that should be used for places in Zangnan region on April 10, two days later, the spokesperson for India's Ministry of External Affairs expressed rejection to China assigning names to places in so-called "Arunachal Pradesh," adding that these actions detract from ongoing efforts to stabilize bilateral ties. 
Chinese Foreign Ministry Spokesperson Guo Jiakun said at a routine press briefing on April 14 that Zangnan region is China's territory. China does not recognize the so-called "Arunachal Pradesh" illegally set up by India. It is fully within China's sovereign rights for the Chinese government to issue standard names for some of the places in Zangnan. 
China-India relations are generally stable at the moment. China's commitment to improving and growing China-India relations has not changed. We hope the two sides will work in the same direction and act more in ways conducive to bilateral relations, Guo stressed. 
India's latest naming of 27 locations is a unilateral administrative move and does not alter the legal status of the area, Guo Xuetang, a professor at the center for South Asia and Indian Ocean Studies under Shanghai International Studies University, told the Global Times.
According to Guo Xuetang, India's move is an attempt to strengthen its claim of control over the area and create additional leverage in future boundary negotiations. However, such actions have no practical meaning and will only undermine the atmosphere for negotiations between the two countries.
Not merely from the perspective of international law, Zangnan region has culturally, religiously and historically been connected within Xizang, with close links between local communities and civilization, the expert stressed. 
Positive momentum
Despite differences over the boundary issue, China and India have in recent months continued efforts to stabilize relations. In December 2024, China and India's representatives for boundary affairs reached a six-point consensus during talks.
Last week, the Nathu La Pass, which was closed for six years, officially resumed operations, signaling a new phase of mutually beneficial cooperation and development in cross-border trade.
During a meeting between Chinese Foreign Minister Wang Yi and Indian Foreign Minister Subrahmanyam Jaishankar on July 22 in Manila, the Philippines, Wang said China and India should consolidate the positive momentum in bilateral relations, and strengthen coordination and cooperation in international and regional affairs, while Jaishankar said India's positions on issues concerning Taiwan and Xizang have not changed, and that India respects China's sovereignty, Xinhua reported. 
In the past two years, leaders of China and India have met in Kazan, Russia, and Tianjin, China, and agreed that China and India are partners rather than rivals, and that their development should be viewed as opportunities rather than threats, Wang said. 
"India's latest move is essentially an attempt to reinforce its claims over disputed territory and counter China's sovereignty position, a move that amounts to self-deception. Unilateral name changes cannot alter the historical and legal facts surrounding the Zangnan region, nor can they shake China's resolve to safeguard its territorial sovereignty," Guo Xuetang said. 
The only way to resolve the China-India boundary issue is through equal negotiations and a fair settlement based on historical and legal principles, while unilateral actions that create tensions or change the status quo will only harm mutual trust and border stability, Guo said. 
。　　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%。

四 | 　　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。

五 | 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。　　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。

六 | 　　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%。

七 | 这是上周末爆发的美加贸易冲突进一步升级的最新举措。

八 | 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。　　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。

九 | 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。

十 | 　　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。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”。　　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。

十一 | 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。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。

十二 | 　　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。　　“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。

十三 | 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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