DLS MARKETS：美股能否顶住贸易阴云，再次刷新纪录高点？

Group 1 - The U.S. stock market rebounded strongly, with all three major indices rising, particularly the Nasdaq, driven by the strong performance of technology giants [1][3] - Nvidia's market capitalization briefly surpassed $4 trillion, reflecting the growing confidence in AI technology and its core position in the global capital market [3] - Major tech stocks like Microsoft and Amazon demonstrated their defensive attributes, attracting institutional funds amid macroeconomic uncertainties [3] Group 2 - The Federal Reserve's June meeting minutes did not exert additional pressure on the market, maintaining a neutral tone regarding future interest rate hikes, which provided new hope for investors [3][4] - The delay of the latest round of tariff measures until August 1 poses potential risks to corporate costs, and a failure in negotiations could shift market expectations towards defense [4] - Labor market data will be crucial for assessing market direction, with low initial jobless claims indicating no immediate economic downturn, potentially allowing the Fed to consider rate cuts [4]