纳指、标普续创新高

Market Performance - The three major US stock indices rose collectively, with the Nasdaq Composite and S&P 500 reaching new historical highs [1][2] - As of the close on July 10, the Dow Jones increased by 0.43% to 44,650.64 points, the S&P 500 rose by 0.27% to 6,280.46 points, and the Nasdaq gained 0.09% to 20,630.66 points [2] Company Highlights - Nvidia's stock price increased by 0.75%, marking its market capitalization surpassing $4 trillion, making it the first company to reach this milestone [2] - Tesla's stock rose by 4.73% following CEO Elon Musk's announcement of plans to expand its Robotaxi service in the San Francisco Bay Area [2] - Other major tech stocks showed mixed performance, with Apple up 0.6%, Google up 0.59%, while Microsoft, Meta, and Netflix saw declines [2] Analyst Outlook - Goldman Sachs raised its year-end target for the S&P 500 from 6,100 to 6,600 points, indicating a positive outlook for the US stock market [3] - JPMorgan reported that potential capital inflows into the US stock market could reach $500 billion in the second half of the year, potentially driving a 5% to 10% increase in the S&P 500 by year-end [3] Federal Reserve Commentary - President Trump urged Federal Reserve Chairman Powell to take swift action to lower interest rates, criticizing the current rate policy as being too high [3][4] - There is internal division within the Federal Reserve regarding the timing of potential rate cuts, with some officials advocating for a cut later in the year while others call for more data before making a decision [4] Labor Market Data - Initial jobless claims in the US fell to 227,000, below the expected 235,000, marking the lowest level in two months [4] - The number of continuing claims rose to 1.97 million, the highest since the end of 2021, indicating challenges for unemployed individuals in finding new jobs [4] - Overall, the labor market data suggests stronger-than-expected conditions, which may reduce expectations for a rate cut by the Federal Reserve [5]