市场速览 - 芯片股推动纳斯达克创纪录收盘，油价下滑

关键论点

• 人工智能和半导体股上涨推动纳斯达克综合指数收于纪录高位；Meta因Muse AI代理初步进展大涨11.34%，AMD上涨9.95%并首次突破1万亿美元市值。
• 原油在连续四日下跌后反弹，交易者等待供应风险或外交进展；沙特正恢复东西管道输油能力。
• 黄金因美国债券收益率上升和油价反弹而走弱；铜价因供应紧张和科技需求延续六日涨势，逼近纪录高位。
• 美联储非票委Musalem表示可能需要进一步加息，暗示当前政策仍具刺激性。

对应原文证据

1. • Trump will address the UN today and may meet Iran’s President Pezeshkian, other Gulf leaders, and China’s Xi, as the US proposes a $5bn Middle East reconstruction fund.
2. • The Chicago Fed National Activity Index slipped to -0.04 in August 2026 from +0.08 in July, signaling slightly softer growth as production and sales/orders weakened, while employment, consumption, and housing improved modestly. · August 2026
3. Louis Fed President Alberto Musalem (non-voter) said that additional rate hikes may be needed to reach the Fed’s inflation goal, and suggested that the current monetary policy level may still be stimulating the US economy.