巨变，等待突破！

Group 1 - Gold prices surged over 1%, reaching a five-week high of $3401.41 before closing at $3396.91, with a slight decline observed in the Asian market [1] - The U.S. stock market saw the Nasdaq and S&P 500 indices hitting historical highs, with the Nasdaq briefly surpassing 21000 points, while the Dow Jones Industrial Average experienced a minor decline [2] - The trade issues have resurfaced as a focal point, with the White House reaffirming its stance on tariffs [3] Group 2 - As the August 1 deadline approaches, President Trump's trade negotiation stance has become more aggressive, with the U.S. Commerce Secretary stating that this date is a "hard deadline" for countries to start paying tariffs [5] - The European Union is considering a "nuclear option" in response to U.S. tariffs, which could involve significant retaliatory measures, including restricting U.S. companies from participating in EU public procurement [5] - The Federal Reserve's likelihood of a rate cut in July is nearly zero, with traders now believing there is over a 50% chance of a cut in September [7] Group 3 - Fitch Ratings has downgraded the outlook for 25% of U.S. industries to "deteriorating," predicting default rates for high-yield bonds and leveraged loans to rise by 2025 [8] - Wall Street institutions are increasingly optimistic about the U.S. stock market, with Goldman Sachs forecasting the S&P 500 to rise to 6900 points in the next 12 months [10] - Foreign capital is re-evaluating Chinese assets, with around 60% of Middle Eastern sovereign wealth funds planning to increase their allocation to Chinese assets, particularly in the technology sector [11] Group 4 - Recent developments in the Russia-Ukraine conflict include a large-scale airstrike by Russia, which involved 426 drones and 24 missiles, resulting in casualties [14] - The Russian Defense Ministry reported intercepting 74 drones, including those targeting Moscow, amidst ongoing tensions and preparations for a third round of negotiations [15][16]