贝森特称，他有信心和中国达成贸易协定（安抚市场）。 双方之间还有一些技术细节需要商定，我相信这一定会达成，但还没有完全确定（双方可能还在接 触）。 尚未与特朗普讨论此事（还没有定论）。 昨晚美国股市小幅下跌，单看跌幅算不上新闻，但与当天开盘对比，就能感觉到不同寻常。 - 道琼斯指数跌0.74%（开盘涨0.2%），标普500指数跌0.37%（开盘涨0.8%），纳斯达克指数跌0.03% （开盘涨1.5%）——也就是说其回吐了盘中的所有涨幅。 美股开盘上涨的原因值得一提——美国财长贝森特在开盘前接受CNBC采访——这一句话有两个重点， 一个是"开盘前"、一个是"交易员们实时看的CNBC"，时机和平台都不是巧合，很明显这些话是说给市 场听的，为了护盘。 当时CNBC把这篇文章放在头条，标题是《贝森特称"已准备好与中国达成协议"》。文章字数很短，翻 译成中文也不到400字，措辞很保守（不明说、不否定、不承诺）、传递的信息很有限——这是"故意留 模糊"，是为了引导预期，而不是确认落地。 文章要点： 此消息令美股开盘即涨。不过，随着关税最后期限临近，以及对加拿大发出关税威胁，市场回吐涨幅。 交易员的反应不是"兴奋买入"，而 ...

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 收盘：道指下跌330点标普500三连跌 市场关注特朗普关税措施 7月31日美股成交额前20：Figma上市首日大涨250% 周四热门中概股涨跌不一 阿里巴巴涨2.82%，台积电跌0.53% 国际油价周四下跌约1% 美墨延长贸易协议与原油库存意外增加双重施压 黄金价格上涨 现货黄金上涨0.5% 欧股月度涨幅收窄 汽车和矿业板块承压 宏观 美国总统特朗普称美国将对俄罗斯实施制裁 特朗普称加拿大计划承认巴勒斯坦国不是阻碍美加贸易谈判的因素 联邦上诉法院提出尖锐质疑 特朗普大部分关税面临严峻法律考验 白宫称特朗普将在午夜前设定新关税 尚未收到美国贸易来函的国家将于午夜前收到通知 墨西哥总统辛鲍姆：美墨加协议受保护 将再与特朗普磋商 特朗普将墨西哥关税税率延长90天 为双方留出更多谈判时间 亚马逊第二季度营收1677亿美元 净利润同比增长35% 特朗普致信全球17家制药巨头 敦促其大幅削减美国药品价格 高盛首席执行官David Solomon周四将在白宫与特朗普会晤 高通发布2029年战略目标：AI驱动下汽车与物联网业务营收目标220亿美元 ...

苹果(AAPL.O)首席财务官：毛利率的预测包括与关税相关的11亿美元成本。 ...

苹果(AAPL.O)CEO库克表示，有证据表明，在第三财季关税公布之际，消费者提前购买了产品。 ...

特朗普将在今天（7月31日）签署与关税相关的行政命令。 道指跌84点跌幅0.19%，费城半导体指数维持2.5%的跌幅。 白宫新闻秘书Leavitt宣称，日本和韩国已经"定制"贸易协议。 未达成协议的国家将在（美东时间7月31日）午夜前听到来自美国总统特朗普的关税消息。 ...

美国白宫：今天晚上之前，未收到我们消息的国家将通过行政命令或信件收到关税通知。 ...

Group 1 - Microsoft and Meta reported strong earnings, leading to significant pre-market gains of 9% and 11.13% respectively, with a combined market value increase of $537.6 billion [1][3] - The Nasdaq 100 futures rose by 1.40%, S&P 500 futures by 0.96%, and Dow futures by 0.26%, indicating a return of volatility in the market [1] - The upcoming earnings reports from Apple and Amazon are anticipated, with their combined market capitalization reaching $5.5 trillion [3] Group 2 - The U.S. June PCE price index rose by 2.6% year-on-year, with the core PCE index increasing by 2.8%, both exceeding expectations [3] - The implementation of "Trump tariffs" is set to increase U.S. inflation pressure, with Canada and Mexico facing potential tariffs of 35% and 30% respectively [4] - The U.S. Federal Circuit Court is set to hear oral arguments regarding the Trump tariffs, which may escalate to the Supreme Court [4] Group 3 - Figma is set to debut on the NYSE with an IPO price of $33, reflecting strong market demand [6][7] - Ford warned of a $3 billion impact on its annual performance due to tariffs, with an $800 million hit in Q2 [7] - Moderna announced a 10% workforce reduction in response to declining vaccine sales [7] Group 4 - Eli Lilly's Mounjaro showed an 8% reduction in cardiovascular risks compared to Trulicity, but market reaction was lukewarm, with shares initially dropping over 5% [8] - Anheuser-Busch InBev's stock fell over 10% pre-market due to a larger-than-expected decline in Q2 sales [9] - Qualcomm's shares dropped 4.5% as the company warned of losing a major client, Apple, due to its shift to in-house modem production [9]

Group 1 - In July, U.S. employers announced layoffs of 62,075, a 29% increase from June's 47,999 and a 140% increase compared to 25,855 in the same month last year [1][3][5] - The July layoffs represent the second highest for this month in the past decade, only surpassed by the peak during the COVID-19 pandemic in 2020 [3] - Year-to-date, U.S. employers have announced 806,383 layoffs, a 75% increase from 460,530 in the same period last year, and already surpassing the total layoffs of 761,358 for the entire year of 2024 [5] Group 2 - Over the past month, layoffs attributed to artificial intelligence exceeded 10,000, with tariffs also being a significant factor [5] - Major tech companies, including Intel and Microsoft, have announced significant layoffs, with Microsoft planning to cut 9,000 employees despite strong performance [5] - Microsoft CEO Satya Nadella emphasized the need to reimagine the company's mission in the AI era, urging remaining employees to learn new skills to remain relevant [5] Group 3 - In July, U.S. automotive manufacturers announced layoffs of 4,975, primarily due to tariffs, marking the highest monthly figure since November 2024 [6] - The retail sector has seen a dramatic increase in layoffs, with 80,487 announced in the first seven months of the year, a 249% increase from 23,077 in the same period last year [6] - Factors such as tariffs, inflation, and ongoing economic uncertainty are impacting retailers, leading to layoffs and store closures [6]

Core Viewpoint - President Trump continues to criticize Federal Reserve Chairman Jerome Powell, claiming he is unfit for the position and is causing significant economic losses for the country [1][3]. Group 1: Federal Reserve's Monetary Policy - The Federal Reserve decided to maintain the federal funds rate target range at 4.25% to 4.50%, marking the fifth consecutive meeting without a change [1]. - Market expectations align with the Fed's decision, as the probability of maintaining rates in September is 60.8%, while the likelihood of a 25 basis point cut is 39.2% [3]. - Analysts from Deutsche Bank predict that the Fed may signal a willingness to cut rates in the near future, which could lead to a weaker dollar [6]. Group 2: Trump's Criticism and Economic Implications - Trump labeled Powell as "Mr. Too Late," accusing him of being ineffective and politically motivated, which he claims is detrimental to the economy [1][3]. - Trump also criticized the renovation of the Federal Reserve building, calling it one of the most corrupt projects in history [3]. - He emphasized the importance of tariffs for national protection, stating that without them, the country would face dire consequences [7].

特朗普称，鲍威尔根本不适合担任美联储主席一职，他正在让国家损失数万亿美元。 特朗普再次提到美联储大楼翻新事件，他说鲍威尔进行着建筑史上最错误、最腐败的建筑翻新。"换句 话说，'太迟先生'是一个彻头彻尾的失败者，我们的国家正在为此付出代价！" 美联储主席鲍威尔在本周三的会议上宣布维持利率不变，并暗示9月份降息的可能性还很低。 尽管美国总统特朗普此前多次公开呼吁美联储大幅降息，甚至威胁要解雇美联储主席鲍威尔，但这些行 动均未奏效。本次利率决议结果符合市场预期，美联储连续第五次"按兵不动"。 特朗普在社交媒体上表示："'太迟先生'杰罗姆·鲍威尔又是老样子！他行动太迟了，而且实际上，他太 愤怒、太愚蠢、太政治化了。" 【导读】特朗普再次抨击鲍威尔，称其不适合担任美联储主席 7月31日，美联储公布7月份货币政策会议决议，将联邦基金利率目标区间维持在4.25%至4.50%之间不 变。 CME"美联储观察"数据显示，美联储9月维持利率不变的概率达60.8%，降息25个基点的概率为39.2%； 美联储10月维持利率不变的概率为37.5%，累计降息25个基点的概率为47.5%，累计降息50个基点的概 率为15%。 据悉，特朗普 ...