Core Viewpoint - The article discusses the impact of President Trump's announcement of high tariffs on imports from 14 countries, leading to a significant drop in U.S. stock markets and raising concerns about inflation and interest rates [1][3]. Group 1: Market Reactions - The Dow Jones Industrial Average fell by 422.17 points, or 0.94%, closing at 44,406.36 points, while the Nasdaq dropped by 0.92% to 20,412.52 points, and the S&P 500 decreased by 0.79% to 6,229.98 points [1]. - The announcement of tariffs has led to increased uncertainty in the market, with analysts suggesting that the market may begin to question its current pricing scenarios if tariff uncertainties rise [2] [3]. Group 2: Interest Rates and Economic Outlook - The tariffs have complicated the Federal Reserve's path for interest rate cuts, with the market currently pricing in a 95% chance of no rate change in July and nearly 60% probability of a cut in September [4]. - Rising U.S. Treasury yields were noted, with the 10-year yield increasing by 4 basis points to 4.39% and the 2-year yield rising by 1.3 basis points to 3.91% [2]. Group 3: Individual Stock Movements - Tesla shares fell by 6.8% following comments from Elon Musk expressing dissatisfaction with Trump's tax and spending policies [5]. - Major tech stocks experienced declines, with Apple down 1.6%, Google down 1.5%, and Nvidia down 0.6%, while Amazon saw a slight increase of 0.03% [6]. - Dow Chemical's stock dropped by 3.4% after the company announced plans to sell several assets, incurring costs between $630 million and $790 million [7]. - Uber's stock rose by 3.2% after Wells Fargo raised its target price from $100 to $120, maintaining an overweight rating [8]. Group 4: Commodity Prices - International oil prices rebounded by over 1%, with WTI crude oil increasing by 1.39% to $67.93 per barrel and Brent crude rising by 1.87% to $69.58 per barrel, driven by strong demand [9]. - Gold prices saw a slight increase, with COMEX gold futures for July delivery rising by 0.02% to $3,332.20 per ounce [10].
关税突发！美股跳水，原油反弹
第一财经·2025-07-07 23:44