美元月底下跌，人民币升至9个月高点。美元今天普遍走弱，但没有明显的催化剂。月底资金流可能会发挥作用，而交易员在预计9月波动之前变得谨慎。

Dollar Slips on Month-End Flows, Yuan Jumps to 9-Month High.Dollar weakened broadly today, though without a clear catalyst. Month-end flows are likely in play, while traders turned cautious ahead of what is expected to be a volatile September.

早间出价：中国销售疑虑模糊Nvidia击败。当今美国和全球市场最重要的是什么

Morning Bid: China sales doubt blurs Nvidia beat.What matters in U.S. and global markets today

中国重申贸易谈判代表将于本周访问美国。中国商务部基本上说，贸易谈判代表李成钢本周将访问华盛顿。他将由一个代表团陪同，并将会见美国官员。

China reaffirms trade negotiator is to visit the US this week.The Chinese commerce ministry basically said that trade negotiator, Li Chenggang, is to make a a trip to Washington this week. And that he will be accompanied by a delegation and will be meeting up with US officials.

周四，上证综指上涨1.14%，收于3844点，深证成分股上涨2.25%，收于12571点，扭转了前一交易日的跌势，因为人工智能和半导体股延续了涨势。本周早些时候，中国国务院公布了其“人工智能+”计划，旨在加快人工智能在技术和消费领域的采用。本月，由于美中贸易紧张局势缓解、对新刺激措施的预期以及资金流入增加、零售参与率上升和保证金购买等支持性市场驱动因素，中国股市上涨。尽管如此，周三的回落突显了人们对反弹可持续性的持续担忧。在个人投资者中，Cambricon Technologies飙升15.7%，在这家人工智能芯片制造商上半年盈利后延续了创纪录的涨幅。其他显著的进步包括Eoptolink Technology（15.1%）、胜利巨人（19.6%）和中技创新（10.4%）。

The Shanghai Composite jumped 1.14% to 3,844 while the Shenzhen Component surged 2.25% to 12,571 on Thursday, reversing the prior session’s losses as artificial intelligence and semiconductor stocks extended their rally. Earlier this week, China’s State Council unveiled its “AI Plus” initiative aimed at accelerating AI adoption across technology and consumer sectors. Chinese equities have rallied this month on easing US-China trade tensions, expectations of fresh stimulus and supportive market drivers such as stronger fund inflows, rising retail participation and margin buying. Still, Wednesday’s pullback underscored lingering concerns about the sustainability of the rally. Among individual movers, Cambricon Technologies soared 15.7%, extending record gains after the AI chipmaker swung to a first-half profit. Other notable advancers included Eoptolink Technology (15.1%), Victory Giant (19.6%) and Zhongji Innolight (10.4%).