Last night, the three major U.S. stock indexes rose and fell. The Nasdaq and S&P continued to hit record highs, and the Dow fell 0.13%. Tesla rose by more than 3%, rising for ten consecutive trading days, the longest consecutive rise in a year, and Nvidia rose by more than 2%. U.S. stocks airports and aviation services, tourism, and regional banks rose the most.

Yesterday, Powell delivered a semi-annual monetary policy testimony in the U.S. Senate. This time his argument was slightly hawkish. He said: Premature and excessive easing of policies may harm the progress of inflation.

After Powell's testimony was released, the U.S. dollar index rose in the short term, and the three major indexes fell collectively for a time, and then rebounded in shock. This may be related to the U.S. June CPI data on Thursday. The current market expectations are still okay. The core CPI may remain unchanged, while the unadjusted CPI will continue to decline.

Porsche said on Tuesday that the company's global car deliveries in the first half of this year fell 7% from the same period in 2023, mainly due to a 33% year-on-year decline in car deliveries in China. This is due to both the decline in consumer demand and Porsche's own problems.

Porsche's launch of the electric Macan and the improved 911 sports car this year has put pressure on production and returns. Macan sales fell 18%, while Panamera shipments fell by a quarter and electric Taycan sales fell 51%. Now Porsche is going further and further on the hybrid and pure electric road, but it is at a disadvantage in terms of price and product competitiveness compared with Chinese new energy vehicles.