标普500指数7月22日（周二）开盘上涨0.15点，涨幅0.00%，报6305.75点； 纳斯达克综合指数7月22日（周二）开盘下跌21.17点，跌幅0.10%，报20953.00点； 道琼斯指数7月22日（周二）开盘上涨48.63点，涨幅0.11%，报44371.7点。 ...

标普500指数期货削减跌幅，变为持平。 ...

标普500指数期货由下跌转为平盘。 ...

Core Viewpoint - Jefferies has raised the S&P 500 index target price for the end of 2025 to 5600 points, corresponding to a price-to-earnings ratio of approximately 20 times, while cautioning about historical seasonal patterns and macroeconomic indicators [1] Economic Outlook - The U.S. economy is facing stagflation risks, with GDP growth expected to slow to 1.9% by July 2025 according to UN forecasts [1] - Core CPI and unemployment rates are projected to rise to 3% and 4.4%, respectively [1] - The Trump administration's tariffs, effective from April 2025, are disrupting global supply chains and causing a sharp decline in export growth in the Asia-Pacific region [1] Earnings and Valuation - The S&P 500 index's current valuation is considered high, with expected earnings growth of only 5% year-over-year for 2025, which is seen as insufficient compared to the current valuation levels [1] Sector Allocation - Jefferies recommends an overweight position in communication services (XLC.US) and utilities (XLU.US), while maintaining a neutral stance on real estate, information technology, financials (XLF.US), industrials (XLI.US), and healthcare (XLV.US) [2] - A reduction in holdings is suggested for energy (XLE.US), consumer discretionary (XLY.US), and materials (XLB.US) sectors, reflecting a preference for stable cash flow areas amid macroeconomic uncertainty [2] Geopolitical Considerations - Trump's tariff policies are reshaping global trade dynamics, forcing traditional allies like the EU and Japan to adjust their strategies, with Japan even postponing planned talks to resist defense spending pressures [2] - Geopolitical instability and policy reversals are increasing market concerns regarding cyclical sectors such as non-essential consumer goods [2]

道琼斯指数7月21日（周一）收盘下跌19.12点，跌幅0.04%，报44323.07点； 标普500指数7月21日（周一）收盘上涨8.81点，涨幅0.14%，报6305.60点； 纳斯达克综合指数7月21日（周一）收盘上涨78.52点，涨幅0.38%，报20974.17点。 ...

白宫新闻秘书Leavitt称，美国总统特朗普继续参与贸易协议（的谈判）。 8月1日之前，"你们还将看到"更多的关税信函。 标普500指数目前涨0.28%，道指涨0.14%，纳指涨0.49%。 ...

Core Viewpoint - The U.S. stock market is approaching new highs as it enters a busy earnings week, with major companies like Tesla and Alphabet set to report their earnings [1] Group 1: Market Performance - On Monday, the U.S. stock market rose, with the S&P 500 and Nasdaq reaching historical highs [1] - The strong risk appetite among investors has driven the stock prices of the "seven giants" upward [1] Group 2: Analyst Insights - Mark Hackett from Nationwide noted that while the S&P 500 continues to set new records, the calmness of the market is the most significant observation, as investor reactions to major news have diminished [1] - The VIX index is currently below its long-term average, indicating lower market volatility [1] - Hackett also pointed out that the S&P 500 has not experienced a 1% or greater fluctuation in nearly a month [1] Group 3: Investment Strategies - Morgan Stanley advises investors to remain bullish on U.S. stocks [1] - Goldman Sachs strategists, including David Kostin, mentioned that the recent weakness of the dollar has positively impacted S&P 500 earnings, partially offsetting the pressure from tariffs [1]

智通财经7月21日电，标普500指数涨幅扩大，现涨0.5%，最新报6367点，再创记录新高。 ...

标普500指数和纳指盘中齐创历史新高，现涨0.38%和0.67%。 ...

道琼斯指数7月21日（周一）开盘上涨80.29点，涨幅0.18%，报44422.48点； 标普500指数7月21日（周一）开盘上涨13.59点，涨幅0.22%，报6310.38点； 纳斯达克综合指数7月21日（周一）开盘上涨76.72点，涨幅0.37%，报20972.38点。 ...