美股，逼近历史新高！

Core Viewpoint - The Nasdaq and S&P 500 indices are approaching historical highs, despite recent economic indicators showing significant declines in various metrics [2][4]. Group 1: Market Performance - On June 27, the Nasdaq index rose by 0.97%, the Dow Jones by 0.94%, and the S&P 500 by 0.8%, with both the Nasdaq and S&P 500 reaching their second-highest closing levels in history [4]. - Major tech stocks saw widespread gains, with Netflix and Meta up by 2.46%, Amazon by 2.42%, and Microsoft, Google, and Intel all rising over 1%. However, Apple and Tesla experienced declines [5]. - Nvidia's stock increased by 0.46%, reaching a new historical high, driven by rapid growth in its cloud computing services, with UBS analysts projecting annual revenue could exceed $10 billion [5]. Group 2: Economic Indicators - The U.S. Commerce Department reported a 0.5% contraction in real GDP for Q1, reversing a 2.4% growth in Q4 2024, marking the first economic shrinkage in three years [9]. - Consumer spending growth in Q1 was only 0.5%, significantly lower than the 1.2% initial estimate and the 4% growth in Q4 2024, representing the slowest growth rate in over four years [9]. - Federal government spending decreased at an annualized rate of 4.6%, the largest decline since 2022 [9]. Group 3: Employment and Inflation - As of June 14, the number of Americans filing for unemployment benefits rose to 1.974 million, exceeding market expectations and reaching the highest level since November 2021, indicating pressure on the job market due to tariff impacts [10]. - Federal Reserve officials expressed caution regarding interest rate cuts, emphasizing the need for more data to assess the inflationary impact of tariffs and the overall economic outlook [7].