生死72小时！华尔街进入“战备状态”

Core Points - Investors are preparing for a critical three days in the U.S. market, with a series of economic events, corporate earnings, and the impending tariff deadline from Trump testing Wall Street's resolve [1] - The U.S. stock market has rebounded from April lows, reaching historical highs, driven by economic resilience despite the trade war and optimism surrounding AI's potential to boost growth [1] - The upcoming week is highlighted as potentially the most crucial of the year, with significant data releases starting with Q2 GDP and the Federal Reserve's interest rate decision [1] Economic Data and Corporate Earnings - The Atlanta Fed predicts a Q2 GDP annualized growth rate of approximately 2.9%, primarily reflecting a decline in imports [3] - The Labor Department is expected to report 115,000 new jobs for July, down from 147,000 in the previous month, with any deviation from expectations likely to cause market volatility [3] - Major companies such as Microsoft, Meta, Apple, and Amazon, with a combined market capitalization exceeding $11 trillion, are set to release earnings, significantly impacting Wall Street [1] Market Sentiment and Risks - Analysts express concern over the scale of the stock market's gains, with the S&P 500 up 8.3% this year and a 12-month price-to-earnings ratio projected at 22 times [1] - There is uncertainty regarding whether Trump will impose tariffs on countries without trade agreements by the August 1 deadline, which could lead to market volatility [4][5] - Despite a general expectation that Trump will avoid imposing tariffs that could cause significant market disruptions, the risk remains due to his unpredictable nature [5]