帮主郑重：标普五连阳！科技七巨头暗战升级，特斯拉单骑救主

Group 1: Market Overview - The S&P 500 and Nasdaq reached new historical highs, with the S&P 500 achieving five consecutive record-breaking days, indicating a strong market performance [1][3] - The upcoming week is critical with the Federal Reserve meeting and earnings season for over 150 S&P companies, including major players like Meta and Apple [4] Group 2: Technology Sector Insights - Microsoft reached a historical high of $513.71, driven by its cloud and AI business, maintaining a strong performance since April [3] - Google saw a significant weekly increase of 4.4%, benefiting from both advertising and cloud services, marking a rare growth streak [3] - Intel's stock plummeted by 8.5% following disappointing earnings, losing market share to AMD and facing challenges in its wafer fabrication projects [3] Group 3: Economic Indicators and Predictions - The market anticipates that the Federal Reserve may keep interest rates unchanged, but there is a 60% probability of a rate cut in September due to pressure from former President Trump [4] - Analysts predict that Q2 earnings for technology stocks will contribute to a 7.7% growth in the market, making the upcoming earnings reports crucial [4] Group 4: Commodities and Global Market Trends - The Nasdaq Golden Dragon Index fell by 0.9%, with mixed performances among Chinese stocks, indicating cautious investor sentiment due to policy risks [5] - Gold and oil prices experienced declines, with oil dropping below $65, while the dollar index rose to 97.64, suggesting a shift in investment towards equity markets [5] Group 5: Investment Strategy Insights - The technology sector is experiencing a divergence, with AMD gaining market share from Intel and Google outperforming Tesla, highlighting the competitive landscape [6] - The upcoming week is pivotal for interest rate speculation, which could impact high-valuation tech stocks positively if a rate cut is indicated [6] - Companies with poor cash flow and unclear strategies, like Intel, should be approached with caution despite potential strong earnings [6]