今夜，大涨！

Core Viewpoint - The article highlights a significant rise in technology stocks, which has positively influenced major U.S. stock indices, particularly the Nasdaq Composite Index, leading to an overall market uptrend [2][6]. Market Performance - On July 2, major U.S. indices saw gains, with the Nasdaq rising approximately 0.8% and the S&P 500 increasing about 0.3% [2]. - The Nasdaq Composite Index reached a high of 20,382.19 during trading, closing at 20,361.53, reflecting a gain of 158.65 points or 0.79% [4]. Key Stock Movements - Notable technology stocks experienced significant increases: - Tesla rose over 4% due to better-than-expected sales performance [6][7]. - Apple saw an increase of nearly 2% following an analyst upgrade [6][7]. - TSMC and Nvidia also reported gains of over 3% and 2%, respectively [6][7]. Employment Data Impact - The market was initially pressured by a report indicating a decrease of 33,000 jobs in the private sector, marking the first decline since March 2023 [8]. - Analysts suggest that if upcoming official employment data reflects similar weakness, it could prompt the Federal Reserve to consider interest rate cuts [8][9]. Federal Reserve Outlook - There is an increasing market expectation for a potential interest rate cut by the Federal Reserve, with the probability rising to about 25% for a cut in July [8][10]. - U.S. Treasury Secretary Scott Bessenet indicated that the Fed might act sooner than expected if employment data continues to show weakness [10][11].