“特普会” 前夕，美国官员连抛威胁言论，这一市场风向骤转

Market Performance - US stock indices collectively rose, with the Dow Jones up 1.04%, Nasdaq slightly up 0.14%, and S&P 500 climbing 0.32% [1] - Individual stock performance varied, with Apple, Amazon, and Berkshire Hathaway increasing by 1.6%, 1.39%, and 1.53% respectively, while Nvidia, Microsoft, and Tesla saw slight declines of 0.88%, 1.64%, and 0.47% [1] Chinese Stocks - Chinese concept stocks experienced significant gains, with the Nasdaq Golden Dragon China Index rising over 2% [2] - Notable increases included Alibaba and Baidu both up over 3%, NetEase up over 2%, JD.com up over 1%, Ctrip up over 4%, Bilibili up over 6%, and both Li Auto and NIO up over 3% [2] Geopolitical Impact - Ahead of the "Trump-Putin" meeting, US Treasury Secretary Mnuchin indicated potential for increased sanctions on Russia depending on the meeting's outcome, criticizing European allies for their passive stance [3] - Following Trump's comments, oil prices initially rose but then fell, with Brent crude dropping to nearly $65.00 and WTI crude falling below $62.00, reflecting market sensitivity to geopolitical developments [4] Economic Insights - Goldman Sachs reported that the burden of tariff costs is shifting towards US consumers, with their share expected to rise from 22% to 67% by October, potentially leading to a PCE inflation rate of 3.2% by December [5] - The current PCE inflation rate is 2.6%, with core PCE at 2.8%, both exceeding the Federal Reserve's 2% target, contributing to the Fed's reluctance to lower interest rates [5] - Goldman Sachs' chief economist defended the findings against Trump's criticism, asserting that consumers will bear a significant portion of tariff costs, and emphasized that the Fed's focus remains on the labor market [6]