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早餐 | 2025年7月1日
news flash·2025-06-30 23:26

Group 1: Market Performance - The S&P 500 index is expected to reach new highs, with Q2 showing the largest quarterly gain in a year and a half [1] - U.S. Treasury bonds achieved their best performance for the first half of the year in five years, while the dollar experienced its largest decline for the same period since 1973 [1] Group 2: Trade Agreements - The EU is willing to accept a 10% tariff rate on various U.S. goods but seeks to exclude key industries [1] - Canada has made concessions by canceling the digital services tax, allowing U.S.-Canada trade negotiations to resume, aiming for an agreement by July 21 [1] Group 3: Economic Indicators - China's official manufacturing PMI rose for two consecutive months to 49.7 in June, with the new orders index returning to the expansion zone, while the non-manufacturing sector continues to expand [1] Group 4: Company Developments - Apple is reportedly considering external AI technologies to enhance Siri, potentially using third-party AI models from Anthropic or OpenAI; analyst Ming-Chi Kuo suggests Apple is preparing for a major release of seven headsets and AI glasses, with a significant breakthrough expected in 2027 [1] - Oracle secured a significant cloud contract, generating $30 billion in revenue over a year, with its stock price rising over 8% to reach a historical high [1]