黄金再创历史新高 强生爽身粉致癌案又迎创纪录裁决｜环球市场

Market Overview - Major US indices collectively declined, breaking the S&P 500's seven-day upward streak due to setbacks in AI narratives [1] - The Nasdaq index fell by 0.67%, the S&P 500 by 0.38%, and the Dow Jones by 0.20% [2] Commodity Performance - Spot gold reached a historic high of $3992 per ounce, nearing the $4000 milestone, while New York Comex gold futures surpassed $4000 [2] - High demand for gold ETFs and potential purchases by global central banks led Goldman Sachs to raise its 2026 gold price forecast from $4300 to $4900 [2] - In contrast, spot silver and Bitcoin weakened, likely due to profit-taking pressures [3][4] Economic Reports and Predictions - The World Trade Organization (WTO) revised its 2025 global goods trade growth forecast upward to 2.4% but significantly lowered the 2026 forecast to 0.5% due to weak global economic recovery and US tariff policies [5] - Ray Dalio suggested investors allocate 15% of their portfolios to gold, comparing the current situation to the early 1970s [5] Company News - Dell raised its growth forecast for AI server sales, expecting a 7% to 9% annual growth rate over the next four years, with adjusted earnings per share growth projected at 15% or higher [6] - Tesla's stock dropped 4.45% following the announcement of a "simplified version" of its Model 3/Y, erasing previous gains [5][6] Legal Issues - Johnson & Johnson was ordered to pay a record $9.66 billion in a talcum powder cancer case, marking the highest single-user compensation in such lawsuits [7]