智通财经网·2025-07-10 23:37Group 1 - The US stock market closed at a historic high on Thursday, with the S&P 500 index rising by 0.27%, and 9 out of 11 sectors showing gains, particularly in consumer discretionary and energy stocks [1] - Delta Air Lines (DAL.US) saw its stock price surge by 11.99% after announcing a restored full-year profit outlook and an increase in passenger numbers, which also positively impacted travel-related companies and car rental stocks [1] - MP Materials (MP.US) experienced a dramatic stock price increase of 50.62%, marking its largest single-day gain, following a multi-billion dollar agreement with the US Department of Defense to build a magnet factory and expand rare earth production [1] Group 2 - Trade policy uncertainty continues as President Trump threatens to impose a 50% tariff on Brazil, while also announcing a 50% tariff on copper imports starting August 1 [4] - Analysts express concerns that the unpredictable tariff policies may weigh on the stock market, with a noted decrease in the likelihood of interest rate cuts in September due to policy delays [4] - There is a noticeable rotation in market performance, with previously underperforming sectors rebounding strongly, while early-year leaders are losing momentum, reflecting investor attempts to balance between optimistic consumption recovery and concerns over escalating trade tensions [4]