特朗普说“他们想谈判”，世界终于松了一口气

Market Performance - US stock market opened high with all three major indices closing up: Nasdaq increased by 1.52%, S&P 500 rose by 0.94%, and Dow Jones gained 0.75% [1] - Philadelphia Semiconductor Index surged over 3%, reaching its highest closing since late February [1] - Major tech stocks saw broad gains, with Meta and Intel rising nearly 3%, while Apple, Tesla, Nvidia, Netflix, and Google increased by over 1% [1] - Kering Group experienced a significant rise of over 12%, marking its largest single-day gain since November 2008 [1] - Most popular Chinese stocks also saw gains, with the Nasdaq Golden Dragon China Index up by 2.07% [1] Geopolitical Developments - President Trump confirmed that Iran signaled a desire to ease tensions through intermediaries, indicating a potential for negotiations [2] - The easing of geopolitical tensions and progress in trade negotiations contributed to a recovery in investor risk appetite, leading to a rise in the "Tech Seven" stocks [2] Trade Agreements - Trump expressed optimism about reaching a trade agreement with Canada in the coming weeks during the G7 summit [3] - A new US-UK trade agreement was signed, which Trump described as fair and beneficial, expected to create numerous jobs and increase revenue [3] - The agreement includes measures to ease trade in automobiles, agricultural products, and aerospace, although steel tariff concerns remain unresolved [3][4] Debt Ceiling and Economic Policy - The Senate Republicans proposed a revised economic plan that raises the debt ceiling by $5 trillion, compared to the House's $4 trillion proposal [6] - The revised plan aims to maintain consistency with the House version to avoid delays that could risk a default [6] - Key changes include making certain corporate tax cuts permanent and reducing the proposed tax rate on university endowments [7] - Analysts from Morgan Stanley noted that while the plan may increase the deficit, its impact on economic growth could be limited [8]