高盛交易部门的Pete Callahan指出，这一轮动"主要由年初至今赢家的急剧逆转驱动"，SE、SPOT、RBLX、NVDA、AVGO、AMD、NFLX和 META等股票表现明显。他认为这些变动与季度更替有关，"我们上周在各行业看到了大量机构投资者的动向，怀疑可能存在对第二季度结束前出 售/削减一些年内表现/主题赢家的犹豫"。 下半年的首个交易日，美股风格大变脸，投资者从上半年表现强劲的科技股向医疗保健等防御性板块轮换。 周二，道琼斯工业平均指数上涨400点，而纳斯达克综合指数重挫0.82%，年内涨幅领先的科技巨头跌幅领先。美国科技股七巨头指数跌1.15%， Sea Limited、Spotify、Roblox、英伟达、博通、AMD、Netflix和Meta等上半年"大赢家们"均出现显著下跌。 市场正在期待美国与其贸易伙伴之间达成协议，因为特朗普对最高关税的90天暂缓期将于下周到期。华尔街见闻此前提及，特朗普周二晚些时候 表示"不考虑延长7月9日后的关税暂停期"，这一消息拖累所有主要指数走低。 此外据高盛交易部门的观察，市场轮动主要受第三季度开始后资金重新布局、鲍威尔最新讲话以及投资者在就业数据发布前获利了 ...

Group 1: Federal Reserve and Economic Policy - Federal Reserve Chairman Powell acknowledged that without the tariff policy, the Fed would have already lowered interest rates [3] - Powell indicated that the majority of Fed members expect another rate cut later this year, depending on economic data [3] - Goldman Sachs has moved its forecast for Fed rate cuts to September, predicting three cuts this year, with the final rate forecast adjusted from 3.5%-3.75% to 3%-3.25% [3] Group 2: Stock Market Performance - The Dow Jones increased by 0.91% to close at 44,494.94 points, while the S&P 500 and Nasdaq fell by 0.11% and 0.82%, respectively [1] - Bank stocks generally rose, with JPMorgan up 0.15%, Citigroup up over 1%, and Bank of America up over 1% following stress tests that allowed several banks to increase dividends [5][6] - Large tech stocks mostly declined, with Tesla dropping over 5%, Nvidia nearly 3%, and Facebook over 2% [3] Group 3: Oil Market - International crude oil prices saw a slight increase, with Brent crude rising by $0.20 (0.30%) to $66.94 per barrel and WTI rising by $0.34 (0.52%) to $65.44 per barrel [8] - Market concerns are focused on OPEC+ potentially announcing an increase in production by 411,000 barrels per day at their upcoming meeting [8] Group 4: Legislative Developments - The U.S. Senate passed a comprehensive tax and spending bill, referred to as the "big and beautiful" bill, with a vote of 51-50 [10] - The bill will now be debated and voted on in the House of Representatives [10]

1、美股三大指数收盘涨跌互现，纳指跌0.82%，道指涨0.91%，标普500指数跌0.11%。大型科技股多数收跌，特斯拉跌超5%，奈飞跌超3%，英伟达跌超 2%，苹果涨超1%。投资者看好回购和派息双升，美股银行股走高，KBW银行指数周二上涨1.5%，收在2022年2月以来的最高位，距当年初创下的历史高位 只不到4%。 经济信息 1、据工信部，1-5月份，规模以上互联网企业完成互联网业务收入7735亿元，同比增长0.9%；实现利润总额692亿元，同比下降2.2%。 2、中指研究院数据显示，6月，百城二手住宅均价为13691元/平，环比下跌0.75%，同比下跌7.26%，当前多数城市二手房市场延续"以价换量"行情。 3、记者近日从锦鸡股份、闰土股份、浙江龙盛、吉华集团四家拥有H酸产能的上市公司处获悉，除浙江龙盛有部分在试生产，闰土股份、吉华集团的H酸装 置均为停产状态，锦鸡股份的8000吨产能尚未开始试产。近期H酸价格明显上涨，数据显示报价超过44000元/吨，较年初上涨8000元/吨，但离历史高点（10 万/吨以上）还有较大差距。（智通财经记者 陈抗） 公司预警 23、金力泰（维权）：被实施退市风险警示和其他风 ...

Group 1 - Major stock indices are approaching upper limits, but pressure remains manageable, suggesting a combination of medium to long-term strategies for investors [1][13] - The U.S. stock market showed mixed results with the Dow Jones up by 0.91% and the Nasdaq down by 0.82%, indicating volatility in large tech stocks [3][2] - The manufacturing PMI in the U.S. increased slightly from 48.5 to 49.0, indicating stabilization in manufacturing activity, although it remains in contraction territory [3] Group 2 - The Central Financial Committee emphasized the need for a unified national market, focusing on quality improvement and orderly competition among enterprises [4] - The domestic fuel prices for gasoline and diesel were raised, with an increase of 235 yuan and 225 yuan per ton respectively, impacting consumer costs [4] Group 3 - He Yuan Bio's IPO passed review, marking the first company to use the new fifth set of listing standards on the Sci-Tech Innovation Board, which aims to enhance inclusivity and adaptability in the market [5] - The U.S. Senate passed a comprehensive tax and spending bill, which may influence market dynamics and investor sentiment [6] Group 4 - Various electric vehicle manufacturers reported their June delivery figures, with significant year-on-year growth for companies like Xiaopeng Motors (224%) and Li Auto [7][8] - The overall performance of the new energy vehicle sector indicates a robust market with companies like BYD achieving sales of 382,600 units in June, up from 341,700 units the previous year [7] Group 5 - Jinlitai has been placed under delisting risk warning, with its stock name changed to "*ST Jin Tai," indicating potential financial distress [9] - Newland has established a subsidiary in the U.S. and obtained an MSB license, aiming to expand its global payment services [10] - Lakala announced plans for a share reduction by its major shareholder, Lenovo Holdings, which may affect market perception [11] - Baichuan Co.'s chairman is under investigation, but the company's operations remain normal, indicating potential governance risks [12]

Netflix Will Livestream NASA Rocket Launches Starting This Summer https://t.co/wRETFGbs3Q https://t.co/wRETFGbs3Q ...

What's your word of the day. It's unrelenting. I know out there there's a wall of worry this market has to keep climbing and it can keep climbing yet.It's dang the torpedoes full speed ahead. And that's such a great quote for this market right now because that was back in the Civil War. Admiral Farragut uh and torpedoes were actually mines back then.But a ship hit a mine. Everybody got worried. Nobody wanted to move forward.And he said, "Dang it. We're going to go forward. We're going to we're going to make ...

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机构指出，股指拉升之后短期仍有空间。 【财经日历】 10:00 国家医保局召开新闻发布会，介绍《支持创新药高质量发展的若干措施》有关情况，并回答记者提问 22:00 美国6月ISM制造业PMI | 灰 盘前必读 | | // 外盘怎么样 // | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 44094.77 | 275.50 | 0.63% | | 纳斯达克指数 | 20369.73 c | 96.27 | 0.47% | | 标普500 | 6204.95 | 31.88 | 0.52% | 当地时间周一，美股三大指数集体收涨，道指涨0.63%，纳指涨0.47%，标普500指数涨0.52%，后两者均创下历史收盘新高。美股上半年收官，纳指半年累 计涨5.48%，道指累涨3.64%，标普500指数累涨5.5%。 科技股集体上涨，微软、Meta、奈飞均小幅收涨并创盘中历史新高，苹果收涨2%。Robinhood收盘上涨13%，创下4月9日以来的最佳单日表现。 经济数据方面，芝加哥采购经理人指数PMI从5月份的40.5降至6月份的40. ...

由于多项贸易谈判出现进展，同时中东风险的缓和、美联储降息预期升温，推动美股三大指数集体上涨，纳指与标普再创历史新高。截至收盘，道指涨 0.63%，纳指涨0.47%，标普500指数涨0.52%。 科技股集体上涨，微软、Meta、奈飞均小幅收涨并创盘中历史新高，苹果收涨2%。Robinhood收盘上涨13%，创下4月9日以来的最佳单日表现。 热门中概股涨跌互现，纳斯达克中国金龙指数收跌0.49%。小鹏汽车、京东跌超1%，老虎证券涨超2%，网易涨超1%。 随着7月9日"关税大限"日益临近，特朗普政府因与多数国家仍未达成协议而显得愈发焦躁不安。 不过，加拿大的部分让步，让特朗普又自信了起来。当地时间6月29日，加拿大财政部在一份声明中表示，加拿大已取消数字服务税，以推进与美国的贸 易谈判。加拿大财政部表示，加拿大总理卡尼和美国总统特朗普将恢复贸易谈判，以期在7月21日之前达成协议。 周一，特朗普又将目标瞄向了日本，他威胁将对日本实施新一轮关税，理由是日本拒绝接受美国出口的大米。特朗普在社交媒体上发文称，"他们不接受 我们的大米，而他们自己面临严重的稻米短缺。我们会给他们发一封信，我们希望未来多年继续与他们保持贸易伙伴 ...

智通财经APP获悉，周一，三大指数上涨，纳指与标普500指数再创历史新高。三大股指在6月份和上半 年均录得涨幅。 【美股】截至收盘，道指涨275.50点，涨幅为0.63%，报44094.77点；纳指涨96.27点，涨幅为0.47%，报 20369.73点；标普500指数涨31.88点，涨幅为0.52%，报6204.95点。今年6月标准普尔500指数上涨 4.96%，纳斯达克指数上涨6.57%，道琼斯指数上涨4.31%。今年二季度标准普尔500指数上涨10.57%， 纳斯达克指数上涨17.75%，道琼斯指数上涨4.98%。 【欧股】德国DAX30指数跌85.15点，跌幅0.35%，报23915.12点；英国富时100指数跌37.56点，跌幅 0.43%，报8761.35点；法国CAC40指数跌25.64点，跌幅0.33%，报7665.91点；欧洲斯托克50指数跌 19.49点，跌幅0.37%，报5306.15点；西班牙IBEX35指数涨41.93点，涨幅0.30%，报13991.93点；意大利 富时MIB指数涨37.79点，涨幅0.10%，报39780.00点。 【亚太股市】日经225指数涨0.84%，韩国KO ...