特朗普炫耀关税后英伟达涨47%，小摩CEO警告市场太自满

Group 1 - The U.S. President Trump announced a 35% tariff on goods imported from Canada starting August 1, following similar actions against over 20 countries, indicating a continued escalation of trade tensions [2][3] - Canada has shown a strong stance in response to the tariffs, with its Minister of Industry Melanie Joly stating that Canada will retaliate against the measures, highlighting the potential for further trade conflict [3] - The U.S. Treasury reported that tariff revenues exceeded $100 billion in the first seven months of 2025, with projections suggesting total tariff income could surpass $300 billion for the year [4] Group 2 - Trump has been vocal about the positive impacts of tariffs, claiming they are leading to economic prosperity in the U.S., including new factories and job creation, while dismissing concerns about inflation [4] - The Federal Reserve is experiencing internal divisions regarding interest rate policies, with some members suggesting a potential rate cut due to temporary inflation effects from tariffs [5] - Jamie Dimon, CEO of JPMorgan Chase, warned that the market may be underestimating the likelihood of interest rate hikes, citing inflationary pressures from tariffs and other economic factors [6] Group 3 - Recent labor market data indicates a cautious approach from U.S. companies regarding hiring, despite a decrease in unemployment claims, with the number of unemployment insurance recipients reaching a four-year high [7]