国际油价大涨！发生了什么？美股三大指数集体收跌！市场聚焦贸易局势与美联储决议

Market Overview - The US stock market experienced a collective decline due to uncertainties surrounding trade issues and the Federal Reserve's interest rate decision, with the Dow Jones down 0.46%, S&P 500 down 0.30%, and Nasdaq down 0.38% [1][2] Sector Performance - Investors' focus has shifted from concerns about deep recession and uncontrolled inflation to identifying industry winners and losers amid tariffs and new trade agreements. Cresset Capital's Jack Ablin noted that tariff issues are increasingly viewed as specific corporate challenges rather than systemic risks [2] Major Tech Stocks - Most large tech stocks saw declines, with Apple down 1.30%, Nvidia down 0.70%, Amazon down 0.76%, and Meta down 2.46%, resulting in a loss of nearly 320 billion RMB in market value for Meta [3][4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 1.35%, with Alibaba down 2.28%, JD down 3.01%, and NIO down 2.48% [4] Company News - JPMorgan is nearing an agreement to take over Apple Card from Goldman Sachs, marking a significant collaboration between the largest US bank and a tech giant [5] - Novo Nordisk's stock plummeted nearly 22% after the company lowered its full-year guidance due to weak growth expectations for its weight loss drug Wegovy in the US market [5] Future Developments - Microsoft is in talks with OpenAI to continue using its technology after achieving general artificial intelligence (AGI), aiming to clear obstacles for OpenAI's commercialization [6] - Apple is expected to release its first foldable iPhone as part of the iPhone 18 series in September 2026, priced at $1999 [6][7] Federal Reserve and Commodity Markets - The market is closely monitoring the upcoming Federal Reserve interest rate decision, with expectations that rates will remain between 4.25% and 4.5%. Analysts predict potential rate cuts in September and December, depending on economic data [8] - Commodity markets are active, with international gold prices rebounding and oil prices significantly rising, partly due to Trump's announcement of a trade agreement with the EU [8]