美股，逼近历史新高

Group 1: Market Performance - The Nasdaq and S&P 500 indices are approaching historical highs, with significant gains observed in major tech stocks such as Netflix, Meta, Amazon, Microsoft, and Google [1][2] - Nvidia's stock reached a new all-time high, driven by rapid growth in its DGX Cloud service, with UBS analysts projecting annual revenue could exceed $10 billion [2] Group 2: Federal Reserve Commentary - Multiple Federal Reserve officials indicated they are not prepared to support interest rate cuts in the upcoming July meeting, emphasizing the need for more data to assess inflation risks [3][4] - San Francisco Fed President Daly and Boston Fed President Collins both expressed that rate adjustments may not occur until later in the year, highlighting the importance of economic data in decision-making [3] Group 3: Economic Indicators - The U.S. economy contracted for the first time in three years, with Q1 GDP reported at -0.5%, reversing a previous growth of 2.4% in Q4 2024 [4] - Consumer spending growth in Q1 was only 0.5%, marking the slowest pace in over four years, while federal government spending fell at an annualized rate of 4.6%, the largest decline since 2022 [4] - Unemployment claims rose to 1.974 million, the highest level since November 2021, indicating significant pressure on the U.S. job market due to tariff impacts [4][5]