美国6月零售销售的反弹幅度超过预期，表明经济活动略有改善，这也为美联储在评估进口关税对通胀的影响时推迟降息提供了理由。 隔夜要点 – 美国股市标普500指数和纳斯达克指数周四双双创下历史新高，因为投资者对强劲的经济数据和财报表示欢迎，这些数据和财报显示美 国消费者仍然愿意消费。美国多数年期公债收益率小幅上涨，稍早一度急升，强劲的经济数据支持了美联储在恢复降息方面的迟疑态 度。美元全线反弹，此前在周三走势震荡，当时特朗普否认了有关他计划解雇美联储主席鲍威尔的报导。油价上涨，之前无人机连续第 四天袭击伊拉克库尔德斯坦油田，表明该动荡地区的风险持续存在。金价小幅下跌，受累于美元走强，与此同时，市场等待关税进展更 加明朗之际，投资者情绪仍谨慎。 | 股市指数 | 收报 | 日变动% | 年初至今变动% | | --- | --- | --- | --- | | 纳斯达克指数 | 20885.65 | 0.75 | 8.16 | | 标普500指数 | 6297.36 | 0.54 | 7.07 | | 道琼斯工业均指 | 44484.49 | 0.52 | 4.56 | | 恒生指数 | 24498.95 | (0. ...

Group 1 - The core viewpoint is that the notion of the Federal Reserve being free from political pressure is a "myth," and bets on interest rate cuts will drive U.S. stocks higher [2][3] - The current situation is compared to the historical conflict between President Lyndon Johnson and Fed Chairman Bill Martin in 1965, highlighting the ongoing tension regarding the Fed's independence [2][3] - Analysts warn that if former President Trump were to dismiss Fed Chairman Powell, it could disrupt financial markets and lead to significant legal confrontations [3] Group 2 - Executives from JPMorgan, Bank of America, and Goldman Sachs emphasize the importance of the Federal Reserve's independence, noting that any new chair must gain support from the Federal Open Market Committee (FOMC) for interest rate adjustments [4] - There is a divergence in rate expectations among policymakers regarding the outlook for interest rate cuts for the remainder of the year, primarily due to differing views on how Trump's tariffs will impact inflation [4] - The market is expected to soon recognize Powell's effective "exit" and begin pricing in the policies of the next potential chair, with a "dovish race" anticipated among candidates like Hassett, Waller, or Walsh [4]

以太坊突破3600美元/枚，为1月7日以来新高，日内涨3.60%。 ...

2025 年 7 月 18 日星期五 【实时热点】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 【美国债市】 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | --- | --- | --- | | 波罗的海干散货 | 1906.00 | 2.14 | 纳斯达克指数 | 20885.65 | 0.75 | | CME比特币期货 | 119735.00 | 0.09 | 道琼斯工业指数 | 44484.49 | 0.52 | | ICE布油 | 69.65 | 1.65 | 美元指数 | 98.64 | 0.36 | | 伦敦金现 | 3338.85 | -0.21 | 标普500 | 6297.36 | 0.54 | | 美元兑人民币(CFETS) | 7.18 | 0.03 | 日经225 | 39901.19 | 0.60 | | 香港重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | | 恒生指数 | 24498.95 | -0 ...

以太坊日内涨超5%，突破3600美元，创今年1月以来新高。 ...

最近这几天，鑫慷嘉平台爆雷事件在网上引起了大家的热议。网传，这一平台共计200万名投资者参与其中，涉案金额高达130亿元。 很多网友纷纷表示，这次的爆雷事件真是让自己"开了眼"，因为大家见过诈骗跑路的，但没见过跑路了还得意洋洋羞辱受骗人的。 在平台创始人黄鑫跑路到海外之后，他在会员交流群中以一种"人生导师"的姿态向平台受骗者说，"每个人的智商与财富是匹配的，他只是拿走了不属于 符合那些受骗人智商的财富"，甚至还希望受骗人能感谢、感恩他，确实也是够奇葩的。 新闻报道称，鑫慷嘉平台盗用迪拜黄金与商品交易所（DGCX）的名义，谎称自己是DGCX交易所的中国分站（但实际并无授权与相关资质）。平台以虚 拟货币投资为幌子， 声称投资人通过鑫慷嘉平台可以参与境外黄金、原油投资，每日可获得本金1%的超高收益，通过稳定币USDT进行资金结算。 除了离谱的收益率之外，鑫慷嘉还构建了"军事化"的传销架构：将全国划分为四大战区，按照团队人数确定级别和分成比例，从"班长"到"司令员"共设9 个级别，最高级别直推一人可获得150枚USDT奖励，是非常典型的"传销模式"。 「 那么，这个平台究竟是用什么手段诈骗的呢？ 总之，事已至此，受骗 ...

Market Performance - The three major U.S. stock indices closed higher, with the S&P 500 and Nasdaq reaching all-time closing highs [2][3] - The S&P 500 index rose by 0.54% to 6297.36 points, while the Nasdaq increased by 0.75% to 20885.65 points [3] Corporate Earnings - Approximately 50 S&P 500 companies have reported earnings, with 88% exceeding analyst expectations [1] - Market analysts believe that the recent earnings reports are a significant catalyst for the current market performance [3] Economic Indicators - U.S. retail sales in June increased by 0.6%, surpassing the expected growth of 0.1% [6] - The number of initial jobless claims fell by 7,000 to 221,000, marking the fifth consecutive week of decline [6] Federal Reserve Commentary - New York Fed President John Williams stated that the current interest rate stance is "completely appropriate" and expressed caution regarding potential rate cuts [5][7] - Williams indicated that tariffs could further increase inflation, affecting consumer goods prices [6][7] Cryptocurrency and Alternative Investments - President Trump is preparing to open up cryptocurrency, gold, and private equity to the $9 trillion U.S. retirement market, potentially transforming savings management [1][9] - An executive order may soon be signed to allow alternative investments in 401(k) plans, which currently focus on traditional stocks and bonds [9] - This move is expected to accelerate the mainstream adoption of cryptocurrencies in investment portfolios [9] Legislative Developments - The U.S. House of Representatives passed the "Genius Act" aimed at significant regulatory reform for cryptocurrencies, which is expected to be signed into law by President Trump [8] - A broader cryptocurrency market structure bill, the "Clarity Act," has also been passed and will be reviewed by the Senate [8]

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 特朗普被确诊患静脉疾病 美国白宫新闻秘书莱维特17日表示，总统特朗普近日出现腿部肿胀，并被诊断患有一种静脉疾病。莱维 特当天在记者会上说，对特朗普腿部的超声检查显示，他患有慢性静脉功能不全。"这是一种常见疾 病，尤其在70岁以上人群中更为普遍。"莱维特说，没有发现心力衰竭、肾功能障碍等严重疾病的迹 象。 京东回应外卖"0元购"大战：完全没参与 7月17日，对于近期外卖行业补贴大战一事，京东对第一财经回应表示，此次外卖"0元购"，"18-18"等 外卖恶性补贴是严重内卷的表现，属于恶性竞争，京东完全没有参与。京东方面称，京东自今年三月以 来关注三方面：降低行业佣金；给骑手缴纳五险一金，签订正式劳动合同；推动品质外卖，让大家吃的 放心。 美国众议院通过加密货币法案 当地时间7月17日，美国国会众议院以308票赞成、122票反对的结果通过了《指导与建立美国稳定币国 家创新法案》（简称《天才法案》）（Genius Act），旨在对加密货币监管进行重大立法改革。该法案 将提交美国总统特朗普，预计将由特朗普签署成为法律。此外，众议院当日还以294票赞 ...

Group 1 - The U.S. Senate passed a bill to cut $9 billion in foreign aid and public broadcasting funding, escalating bipartisan conflicts [1] - The U.S. House of Representatives approved the "Genius Act," aimed at significant legislative reform for cryptocurrency regulation, which will be submitted to President Trump for signing [1] - The House also passed the "Clarity Act," which seeks to establish a broader regulatory framework for digital assets, now awaiting Senate review [1] Group 2 - President Trump is preparing to open cryptocurrency, gold, and private equity investments to the $9 trillion U.S. retirement market, potentially transforming savings management for Americans [2] - An executive order is expected to be signed soon, allowing alternative investments in 401k plans, including digital assets and private equity funds [2] - The Federal Reserve Chairman emphasized the importance of transparency regarding the renovation of the Federal Reserve building, indicating ongoing reviews since 2017 [2] Group 3 - Initial jobless claims in the U.S. decreased by 7,000 to 221,000, marking the lowest level since mid-April and the fifth consecutive week of decline [3] - U.S. retail sales in June increased by 0.6%, surpassing market expectations of 0.1%, with a rebound across 10 out of 13 retail categories, primarily driven by automotive sales [3] - The U.S. housing market index for July was reported at 33, slightly above June's 32, aligning with market expectations [3] Group 4 - Japan's automobile exports to the U.S. fell by 26.7% year-on-year in June, contributing to an 11.4% decline in total exports to the U.S. for the month [4] Group 5 - The Dow Jones Industrial Average rose by 229.71 points to 44,484.49, a gain of 0.52%, while the S&P 500 and Nasdaq also saw increases of 0.54% and 0.75%, respectively [6] - COMEX gold futures decreased by 0.41% to $3,345.40 per ounce, while silver futures increased by 0.83% to $38.44 per ounce [6] - Crude oil prices rose, with light crude futures up by $1.16 to $67.54 per barrel, reflecting a 1.75% increase [6]

美国众议院周四通过稳定币法案（即《GENIUS法案》），为这一与美元挂钩的加密货币代币建立监管 框架，该法案将提交给美国总统特朗普，预计他将签署使其成为法律。 众议院去年曾通过一项稳定币法案，但当时由民主党占多数的参议院未对该法案进行审议。 特朗普在总统竞选期间获得加密货币行业资金支持后，一直寻求全面改革美国加密货币政策。然而，国 会山对特朗普各类加密货币项目的紧张情绪，曾一度威胁到数字资产行业今年的立法希望，因为民主党 人对特朗普及其家人推广个人加密货币项目日益不满。 特朗普的加密货币项目包括1月推出的迷因币$TRUMP，以及他部分持股的加密货币公司"世界自由金 融"（World Liberty Financial）。 众议院议员还通过了另外两项加密货币法案，下一步将提交参议院审议。其中一项法案为加密货币制定 了监管框架（即《CLARITY法案》），另一项则禁止美国发行央行数字货币。 《GENIUS法案》和《CLARITY法案》均获得了显著的两党支持。民主党议员与共和党人一起以308票 赞成、122票反对通过了稳定币法案。 稳定币是一种旨在维持恒定价值（通常与美元1:1挂钩）的加密货币，常被加密货币交易者用 ...