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Why a cooling of the Nvidia party might be no bad thing for US stocks
为什么英伟达派对的降温对美股并非坏事?

Investor attention may focus more on the broader market, which is in fine fettle
投资者的注意力可能会更多地集中在整体市场上,而整体市场正处于良好状态。

If you were wondering whether markets were still in summertime silly season, allow me to settle the matter for you: they definitely are. August is traditionally a month when markets go bump in the night thanks to slimmed-down trading desks in the northern hemisphere summer, and 2024 is a particularly fine example. 

如果你想知道市场是否仍处于夏季的低迷期,让我来告诉你:确实如此。由于北半球夏季交易台的缩减,8月通常是市场在夜间波动的月份,而2024年就是一个特别好的例子。

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