特朗普“发帖治市”风波再起 国防股飙升住房股受挫

Group 1 - The U.S. stock market declined on Thursday as traders assessed complex signals from the U.S. economy, leading to a decrease in market risk appetite [1] - President Donald Trump's plan to increase the U.S. military budget boosted global defense stocks [1] - Wall Street strategists are searching for new engines to drive the U.S. stock market bull run amid concerns over a potential slowdown in AI trade [1] Group 2 - Hedge Fund Telemetry LLC founder Thomas Thornton noted that typical growth momentum at the beginning of the year may be slowing down [1] - Trump's active presence on social media has negatively impacted housing-related stocks and large enterprises involved in home purchases [1] - Goldman Sachs has identified companies that could benefit from the growth of middle-class consumer spending, including healthcare providers, materials producers, and essential consumer goods manufacturers [1]