帮主郑重：新高背后暗流汹涌，超级周定调下半年！

Group 1 - The U.S. stock market has reached new historical highs, with the S&P 500 hitting 6401 points and the Nasdaq reaching 21202 points, yet the market reaction has been surprisingly calm [1][3] - The recent 15% tariff agreement between the U.S. and EU is perceived as a temporary pause rather than a resolution, with the U.S. benefiting significantly from the deal [3][4] - The S&P 500 has experienced a remarkable V-shaped recovery, gaining 23% in just 89 trading days, resulting in a market capitalization increase of $10 trillion, driven largely by Nvidia's performance [4][6] Group 2 - 83% of S&P 500 companies exceeded earnings expectations in Q2, indicating strong corporate profitability despite economic challenges [4][5] - The forward P/E ratio of the S&P 500 has surged to 23, significantly above historical averages, raising concerns about market complacency and potential risks [5][6] - Major tech companies, including Meta, Microsoft, Amazon, and Apple, are set to report earnings this week, which could significantly influence market sentiment [6][7] Group 3 - The U.S. LNG producers are among the first winners from the U.S.-EU tariff agreement, with stock prices soaring due to a $750 billion energy procurement commitment from the EU [7] - Tesla has secured a $16.5 billion chip contract with Samsung, indicating strong demand for its AI chips and further solidifying its market position [7] - European companies are facing mixed results, with some experiencing sales declines due to retail price wars and rising production costs from tariffs [7]