多国股市全线下挫！加密货币大跌！“夏季的泡沫风险正在上升”

Group 1 - Global market tension has increased due to uncertainty surrounding tariffs, impacting investor sentiment [1] - Major European stock indices experienced declines, with Germany's DAX down 0.61% to 23787.45 points, France's CAC40 down 0.75% to 7696.27 points, and Italy's MIB down 0.80% to 39622.11 points [2][3] - The US stock market was closed for a public holiday, while the dollar index fell by 0.22% to 96.965, reflecting concerns over trade negotiations [2][3] Group 2 - India announced plans to impose retaliatory tariffs on the US due to the impact of US tariffs on Indian automotive exports [4] - Bank of America strategist Michael Hartnett advised selling stocks after the S&P 500 index reached a historical high, citing risks associated with the recently passed "Big and Beautiful" tax and spending bill [5] - The "Big and Beautiful" bill, signed by President Trump, extends tax cuts and is expected to provide a short-term economic boost but poses long-term risks of high deficits [5] Group 3 - Significant capital outflows were observed in US mid-cap stocks, totaling $5.7 billion, marking the largest outflow since July 2023 [6] - The financial sector attracted $1.6 billion in inflows, the largest since January [6] - The Federal Reserve is likely to maintain its interest rate stance, with a probability of over 95% for no change in July and about 70% for a rate cut in September [6] Group 4 - The cryptocurrency market experienced a downturn, with Bitcoin dropping over 1% and Ethereum nearly 3% [7][8] - Approximately 90,000 liquidations occurred in the cryptocurrency market within 24 hours, amounting to $219 million, with the largest single liquidation on Binance-BTC valued at $2.72 million [9][10] Group 5 - Central banks are urged to monitor the vulnerabilities introduced by payment innovations, particularly regarding stablecoins and their potential impact on monetary trust and sovereignty [11] - The US Senate passed significant stablecoin legislation aimed at regulating dollar-pegged stablecoins, addressing concerns over their rapid rise and potential risks to financial stability [11][12]