帮主郑重：美股遇冷，关税和马斯克这俩事儿搅得盘面不平静

Market Overview - The three major U.S. stock indices experienced declines, with the Dow Jones down nearly 1%, Nasdaq down 0.92%, and S&P 500 down about 0.8%, indicating a cautious market sentiment [1] Company Performance - Japanese and Korean companies listed in the U.S. faced significant stock price drops, with Nissan down over 7%, Toyota down nearly 4%, SK Telecom down over 7%, and LG Display down more than 8%. This decline is attributed to the uncertainty surrounding tariffs, with Japan and Korea facing a 25% tariff [3] - Tesla's stock fell 6.79%, influenced by Elon Musk's political activities, which raised investor concerns about his focus shifting away from technology and market growth [3] - In contrast, the Nasdaq Golden Dragon China Index saw a slight increase of 0.59%, with Bilibili up over 7% and Baidu nearly 4%, while Xpeng Motors fell nearly 5% and Alibaba down over 2%, indicating a selective investment approach within Chinese stocks [3] Currency and Commodity Markets - The U.S. dollar index rose by 0.53% to 97.48, as investors sought safety in the dollar amid stock market declines, strengthening against major currencies like the euro and pound [4] - Goldman Sachs suggested that the Federal Reserve might lower interest rates as early as September, which could positively impact technology and growth stocks [4] - Oil prices increased despite OPEC+ announcing production increases, with Brent crude rising 1.87% and West Texas Intermediate crude up 1.39%, indicating a tighter supply in the physical market [4] - Gold prices experienced a V-shaped recovery, reflecting investor behavior in response to geopolitical and policy uncertainties [4] Key Factors Influencing the Market - The market volatility is largely driven by "policy" and "expectations," with ongoing concerns about tariff policies, Elon Musk's actions, and the Federal Reserve's interest rate direction being critical factors to monitor for their potential impact on company fundamentals and industry trends [5]