美财政赤字风险上升，美债面临抛售压力

Market Overview - The U.S. stock market showed mixed results with the Dow Jones remaining flat, the S&P 500 down by 0.04%, and the Nasdaq up by 0.28% [1][3] - The approval of Trump's tax reform plan by the House of Representatives raised concerns about increasing U.S. fiscal deficit, leading to selling pressure in the long-term U.S. Treasury market [1][8] Treasury Yields - The 30-year U.S. Treasury yield reached approximately 5.15%, marking a new high since October 2023, before retreating during the trading session [8][10] - The rise in long-term Treasury yields may exacerbate market concerns regarding the economy, as these rates serve as benchmarks for consumer loans such as mortgages [10] Sector Performance - Large technology stocks mostly rose, with the U.S. Technology Seven Index increasing by 0.6%. Notable individual stock performances included Tesla up nearly 2%, Google up over 1%, and Amazon up nearly 1% [5] - Bank stocks generally rose, with Goldman Sachs up 0.77% and Morgan Stanley up 0.76%, while energy stocks fell across the board, with ExxonMobil down 0.68% and Chevron down 0.21% [7] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 1.18% and notable drops in stocks like Xpeng Motors down over 7% [7] Commodity Prices - Gold prices fell, with London gold down 0.6% to $3,294.49 per ounce, and COMEX gold futures down 0.56% to $3,295.10 per ounce [12] - International oil prices also continued to decline, with WTI crude futures down 1.23% and ICE Brent crude down 1.29% [13]