美股三大指数全线收涨，纳指创历史新高！美联储释放降息信号，英伟达市值盘中突破4万亿美元

Market Performance - On July 9, US stock indices collectively rose, with the Nasdaq index increasing by 0.94% to set a new historical record, the Dow Jones up by 0.49%, and the S&P 500 rising by 0.61% [1] - The market exhibited a strong performance in technology stocks while Chinese concept stocks faced pressure [1] Technology Sector - Technology stocks led the market rally, with the US Technology Seven Giants Index rising by 1.25%. Nvidia's stock price increased by 1.8%, briefly surpassing a market capitalization of $4 trillion, making it the first company to reach this milestone [2] - Nvidia's strong performance indicates renewed investor interest in the artificial intelligence (AI) theme, with other tech giants like Microsoft, Amazon, Alphabet, and Meta also recording gains [2] Chinese Concept Stocks - Most Chinese concept stocks declined, with the Nasdaq Golden Dragon China Index falling by 1.11% and the Wind Chinese Technology Leaders Index down by 1.75%. Notable declines included Alibaba down by 3.84%, JD Group down by 3.36%, and Meituan down by 2.84% [3][4] - However, some Chinese concept stocks rose against the trend, such as Futu Holdings up over 9%, Legend Biotech up over 5%, and BeiGene up over 4% [3] Federal Reserve Insights - The Federal Reserve's minutes from the June 17-18 meeting indicated that most officials support the possibility of interest rate cuts this year, citing stable long-term inflation expectations and a robust labor market [5] - The committee members believe the current monetary policy is moderately restrictive, allowing them to wait for clearer information regarding inflation and economic activity [5] Tariff Developments - President Trump announced new tariffs on products from several countries, with rates reaching as high as 50% for Brazil, effective from August 1, 2025 [6][7] - Despite concerns over these tariffs, market analysts suggest that the market has largely ignored these threats, indicating a preference for risk [7] AI Developments - Google announced the launch of its AI assistant, Gemini, on Wear OS smartwatches, enhancing its competitive position in the AI sector [8]