关税动荡和AI焦虑拖累美股走低 软件股领跌

Group 1 - Concerns over the potential impact of AI on corporate profits and ongoing tariff uncertainties have led to a decline in the US stock market, with bonds rising [1][4] - The S&P 500 index fell nearly 1%, with software stocks leading the decline, particularly DoorDash and American Express [1][4] - Bitcoin briefly dropped below $65,000, while gold prices increased [1][4] Group 2 - Following the US Supreme Court's ruling to abolish President Trump's "reciprocal" tariffs, the White House responded with a new 15% global tariff [3][6] - The EU has frozen the approval process for trade agreements with the US until further clarity on tariff plans is provided, adding economic uncertainty to transatlantic relations [3][6] - Michael Landsberg from Landsberg Bennett Private Wealth Management indicated that tariff disputes may continue to disrupt the market for the remainder of the year, but volatility is expected to be less than the initial shock experienced in April of last year [3][6] Group 3 - US Treasury yields have declined, despite traders fully pricing in the Federal Reserve's next rate cut expected in September [3][6] - Federal Reserve Governor Christopher Waller stated that his support for a rate cut in the next meeting will depend on upcoming employment data [3][6] - A winter storm is affecting the New York area, but both the New York Stock Exchange and Nasdaq plan to operate normally on Monday [3][6]