Core Viewpoint - The U.S. stock market is experiencing a significant rally, driven by a series of better-than-expected macroeconomic data, alleviating concerns about an economic slowdown [2][11]. Economic Data Summary - The U.S. non-farm payrolls for June showed an increase of 147,000, significantly above expectations, while the unemployment rate unexpectedly dropped to 4.1% [11]. - The ISM non-manufacturing index for June reported at 50.8, slightly above the expected 50.5, indicating continued growth in the services sector [12]. - Industrial orders in May increased by 8.2%, marking the largest monthly gain since 2014, with non-defense orders rising by 7.5% [13]. Trade Negotiations Summary - U.S. Treasury Secretary Janet Yellen met with EU negotiators, expressing hope for a principle trade agreement before the upcoming deadline [16]. - Yellen warned that if trade negotiations do not progress, tariffs may revert to previous levels [17]. - The market remains focused on the U.S. Congress's deliberations regarding President Trump's comprehensive tax and spending plan, with a procedural vote passing in the House [21][22]. Stock Market Performance Summary - Major U.S. stock indices, including the Nasdaq and S&P 500, reached all-time highs, with the Nasdaq up 0.97% and the S&P 500 up 0.81% [7]. - Solar stocks showed strong performance, with Sunrun rising over 18% and First Solar increasing over 8% [8]. - Notably, the stock of Brain Rejuvenation Technology surged over 170% in a single day, marking a year-to-date increase of 21,300% [10].
深夜!暴涨、熔断,发生了什么?
券商中国·2025-07-03 15:30