特斯拉大跌！发生了什么？

Core Viewpoint - The article discusses the mixed performance of the US stock market, highlighting the impact of large technology stocks on market declines while cyclical sectors like energy and materials showed strength [1][2]. Group 1: Market Performance - On the trading day, the Dow Jones Industrial Average rose by 400.17 points, or 0.91%, closing at 44,494.94 points, while the S&P 500 index fell by 6.94 points, or 0.11%, to 6,198.01 points, and the Nasdaq Composite dropped by 166.85 points, or 0.82%, to 20,202.89 points [1]. - The market showed significant sector divergence, with energy, materials, and industrial sectors leading, while technology and consumer discretionary sectors lagged [1]. - The Dow Jones Transportation Index surged by 2.9%, marking its largest single-day gain since mid-May, indicating cautious optimism regarding economic prospects [1]. Group 2: Technology Sector - Technology stocks were the main contributors to the market decline, particularly momentum stocks that had previously seen significant gains, leading to concentrated sell-offs [1]. - Tesla's stock fell by 5.4%, reaching a three-week low, following President Trump's comments about potentially terminating federal subsidies for Musk's companies, raising concerns about policy risks [1][2]. - Nvidia and Netflix saw declines of over 2% and 3%, respectively, while Apple managed a 1% increase, indicating mixed performance within the tech sector [2]. Group 3: Economic Indicators - The US Senate passed a large tax and spending bill pushed by Trump, which, despite raising concerns about deficits, is expected to inject some policy easing into the market [3]. - The US job openings unexpectedly rose in May, indicating resilience in the labor market [3]. - The ISM reported that the manufacturing PMI for June increased from 48.5 to 49.0, slightly above market expectations, suggesting stabilization in manufacturing activity, although it remains in contraction territory [3]. Group 4: Commodities - Precious metals saw a general increase due to a decline in the dollar and heightened risk aversion, with COMEX gold futures rising by 1.27% to $3,349.8 per ounce, setting a new historical high [4]. - Crude oil prices experienced slight increases, with WTI and Brent crude rising by 0.52% and 0.55%, respectively, closing at $65.45 and $67.11 per barrel, as the market awaits new supply guidance from OPEC [4].