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美股美债独立日休市,贸易冲突再升级,欧股、原油跌幅扩大,日元黄金走强
Hua Er Jie Jian Wen·2025-07-04 13:01

Market Overview - Increased tariff threats from Trump ahead of the July 9 negotiation deadline have heightened market tensions, leading to declines in U.S. stock futures and European stocks, particularly in the mining and automotive sectors [1][6] - Asian stock markets experienced fluctuations before closing flat, while cryptocurrencies and the U.S. dollar index weakened. Safe-haven assets like the yen, Swiss franc, and gold saw slight increases [1] Stock Performance - U.S. stock futures for the three major indices fell over 0.5% [1] - European stocks declined, with the German DAX down approximately 0.7%, the UK FTSE down over 0.3%, and the French CAC down over 0.9% [1][6] - The Nikkei 225 index in Japan rose by 0.1%, while the South Korean composite index fell by 2% [1] Currency Movements - The U.S. dollar index decreased by 0.2%, while the euro rose by about 0.2% and the Korean won increased by over 0.2%. The yen appreciated by approximately 0.4%, and the Swiss franc rose by over 0.2% [2][8] Commodity Prices - Spot gold saw a slight increase of about 0.3%, while spot silver rose by approximately 0.2% [3][13] - Both WTI and Brent crude oil prices fell by over 0.8% [4] Cryptocurrency Trends - Bitcoin declined by about 0.6%, and Ethereum dropped by approximately 1.5% [5] Investment Sentiment - Analysts suggest that a significant trade outcome would be necessary to counteract recent positive news, as institutional investors remain cautious despite stock market highs [5] - Michael Hartnett from Bank of America indicated that the recent rise in the S&P 500 is nearing a "sell signal," advising investors to consider reducing positions if the index exceeds 6300 points [5]