“特普会”前夕，美国官员连抛威胁言论，这一市场风向骤转

Market Performance - US stock indices collectively rose, with the Dow Jones up 1.04%, Nasdaq slightly up 0.14%, and S&P 500 climbing 0.32% [1] - Individual stock performances varied, with Apple, Amazon, and Berkshire Hathaway increasing by 1.6%, 1.39%, and 1.53% respectively, while Nvidia, Microsoft, and Tesla saw slight declines of 0.88%, 1.64%, and 0.47% [1] Chinese Stocks - Chinese concept stocks experienced significant gains, with the Nasdaq Golden Dragon China Index rising over 2% [2] - Notable increases included Alibaba and Baidu both up over 3%, NetEase up over 2%, JD.com up over 1%, Ctrip up over 4%, and Bilibili up over 6% [2] Geopolitical Impact - US Treasury Secretary Mnuchin indicated that if the upcoming Trump-Putin meeting does not go well, the US may increase sanctions on Russia or impose secondary tariffs [4] - Trump's comments suggested that if the meeting is successful, a second meeting could occur soon, involving Ukrainian President Zelensky [4] Oil Market Reaction - Oil prices showed volatility influenced by geopolitical factors, with Brent crude reaching $66.30 and WTI crude rising above $63.10 before both saw declines [5] - By the end of the trading day, WTI crude fell below $62.00, down over 1.9%, and Brent crude approached $65.00, down nearly 1.7% [5] Economic Analysis - Goldman Sachs reported that the burden of tariff costs is shifting towards consumers, with their share expected to rise from 22% to 67% by October [7] - The report predicts that the Personal Consumption Expenditures (PCE) price index will reach a year-on-year growth of 3.2% by December, up from 2.6% in June [7] - Trump's criticism of Goldman Sachs' findings was met with a firm defense from the bank's chief economist, who maintained that consumers will bear a significant portion of tariff costs [9][10]