今夜，大涨！创新高！

Market Performance - The US stock market continued to rise, driven by positive economic data and strong corporate earnings reports [4][5] - The S&P 500 index increased by 0.45%, the Dow Jones Industrial Average rose nearly 200 points (0.4%), and the Nasdaq Composite index gained approximately 0.7% [5] Corporate Earnings - Approximately 50 companies in the S&P 500 have reported earnings, with 88% exceeding analyst expectations, boosting investor confidence [6] - PepsiCo's stock surged nearly 7% following better-than-expected earnings [8] Economic Indicators - Initial jobless claims for the week ending July 12 were reported at 221,000, a decrease of 7,000 from the previous week, indicating a robust job market [6] - Retail sales in June increased by 0.6% month-over-month, significantly above the Dow Jones estimate of 0.2%, alleviating concerns about consumer spending [6] Consumer Spending - Strong retail sales data suggests that consumers are still actively spending, which supports ongoing economic expansion [6] - Analysts believe that as long as the economy continues to grow and unemployment remains low, consumer spending will persist, driving profit growth and supporting stock market gains [6] Technology Sector - Major tech companies, including Oracle and Nvidia, reached new all-time highs, with Oracle's market capitalization rising to $700 billion after a 50% increase in stock price this year [11] - TSMC's optimistic outlook contributed to a 3% increase in its stock price, enhancing market confidence in global AI spending [10] Federal Reserve Independence - Former Fed Governor Kevin Walsh expressed confidence that the next Fed Chair will maintain the independence of the Federal Reserve, even under potential political pressure [12] - Walsh emphasized the importance of independent monetary policy execution and suggested a new agreement between the Fed and the Treasury to manage the balance sheet reduction process [13][14]