深夜暴击，特朗普关税大棒挥向越南

Market Performance - The major U.S. stock indices showed mixed results, with the Dow Jones slightly down by 0.02%, while the S&P 500 and Nasdaq reached new historical closing highs, increasing by 0.47% and 0.94% respectively [1] - Large tech stocks rebounded, with Tesla and Oracle both rising over 5%, while Nvidia and Apple increased by more than 2% [1] - Marvell Technology saw a decline of over 2.5% due to reports of Microsoft scaling back its ambitions in AI chip development [1] Trade Agreement with Vietnam - Former President Trump announced a trade agreement with Vietnam, imposing a 20% tariff on goods imported from Vietnam, which is an increase from the current 10% [2] - The agreement includes a higher 40% tariff on goods that are transshipped through Vietnam from other countries [2] - Vietnam has agreed to eliminate tariffs on U.S. products, effectively opening its market to U.S. exports [2] Employment Data and Federal Reserve Outlook - ADP employment data revealed a decrease of 33,000 jobs in the private sector for June, marking the largest decline since March 2023, contrasting with an expected increase of 98,000 jobs [3] - The report indicated a rise in goods-producing jobs by 32,000, while service-providing jobs fell by 66,000, particularly in professional services, education, health services, and financial services [3] - Following the ADP report, the likelihood of a Federal Reserve rate cut in July increased to approximately 23%, up from 20% the previous day, with traders betting on at least two rate cuts by the end of 2025 [4]