Tesla(US:TSLA) 智通财经网·2025-07-07 11:40Market Movements - US stock index futures are all down, with Dow futures down 0.07%, S&P 500 futures down 0.34%, and Nasdaq futures down 0.47% [1] - European indices show positive movement, with Germany's DAX up 0.68%, UK's FTSE 100 up 0.15%, France's CAC 40 up 0.19%, and the Euro Stoxx 50 up 0.53% [2][3] - WTI crude oil is up 0.77% at $67.01 per barrel, while Brent crude is up 0.60% at $68.71 per barrel [3][4] Market News - The US government is nearing the deadline for tariff negotiations, with a 90-day pause ending on July 9. Trump plans to announce tariff letters or agreements on July 7, with potential tariffs up to 70% starting August 1 [5] - The S&P 500 index has reached record highs, with BMO Capital Markets raising its year-end target from 6,100 to 6,700, and Morgan Stanley raising its target to 6,500, citing strong fundamentals driven by unprecedented AI capital expenditure [6] - Economist Nouriel Roubini predicts core inflation in the US will reach 3.5% by the end of 2025, potentially leading to economic recession, while the Fed is unlikely to cut rates before December [6] Company-Specific Developments - Goldman Sachs expects OPEC+ to increase oil production by 550,000 barrels per day in September, which may lead to a supply surplus and downward pressure on oil prices, forecasting Brent crude to average $59 per barrel by Q4 2025 [7] - Tesla's stock fell over 6% pre-market as CEO Elon Musk's announcement of forming a new political party raised investor concerns about his focus on the company amid declining delivery numbers [8] - Apple has appealed a €500 million ($580 million) fine from the EU, claiming the penalty is unprecedented and the required changes to its App Store operations are illegal [9] - Shell warns of a significant drop in Q2 oil and gas trading performance due to market volatility, with its stock down nearly 3% pre-market [9] - Capgemini has agreed to acquire WNS for approximately $3.3 billion, aiming to leverage AI capabilities in IT outsourcing services [10] - Oracle is offering a 75% discount on software and cloud services to federal agencies, which may enhance its cloud platform adoption amid competition with AWS and Microsoft Azure [11]