Workflow
昨夜暴涨,多次熔断!
证券时报·2025-07-04 00:39

Market Overview - The U.S. stock market saw all three major indices rise, with the S&P 500 up 0.83%, Nasdaq up 1.02%, and Dow Jones up 0.77%, reaching all-time closing highs [1][3] - For the week, the S&P 500 rose 1.7%, Nasdaq increased by 1.6%, and Dow Jones gained 2.3% [1] Employment Data - The U.S. Labor Department reported a non-farm payroll increase of 147,000 in June, surpassing the expected 110,000, with the unemployment rate dropping to 4.1% [3] - Average hourly earnings rose by 0.2% month-over-month and 3.7% year-over-year, indicating reduced inflationary pressures [3] - Government employment saw a significant increase of 73,000, primarily due to state and local government jobs, especially in education [3] - Initial jobless claims fell by 4,000 to 233,000, marking a six-week low, which was below economists' expectations [4] Federal Reserve Outlook - Following the employment data release, the probability of a rate cut by the Federal Reserve in July decreased from 23.8% to 4.7%, with expectations shifting towards a potential cut in September instead [5] Technology Sector - Nvidia's stock reached a historic high, closing up 1.33% and briefly surpassing a market capitalization of $3.9 trillion [8] - OpenAI announced it would continue to rely on Nvidia GPUs and AMD AI accelerators for model training, citing their proven performance and existing supply agreements [8] Banking Sector - Major banks saw collective gains, with Citigroup up over 2%, JPMorgan up nearly 2%, and Goldman Sachs, Wells Fargo, and Morgan Stanley also rising [9] Energy Sector - Energy stocks showed mixed results, with ExxonMobil up 1% while ConocoPhillips and Occidental Petroleum saw slight declines [10] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.4%, with notable gains in certain Chinese stocks, including Brain Rejuvenation Technology, which surged nearly 122% [10] Federal Reserve Leadership - U.S. Treasury Secretary indicated that the selection process for the next Federal Reserve Chair will begin in the fall, with several candidates being considered [12][14]