智通财经APP获悉，周四，三大指数高开低走最终收跌。标普500指数连续第三个交易日下滑。周四盘 中，纳指最高上涨至21457.48点，标普500指数上涨至6427.02点，二者均创盘中历史新高。 在8月1日关税最后期限到来前，美国总统唐纳德-发布了一系列新关税措施，包括调整铜进口关税，针 对巴西、韩国、印度商品的新关税，以及终止对海外小额商品的免税政策。 特朗普还宣布将从周五起对印度出口至美国的商品征收25%的关税，并威胁称如果印度继续从俄罗斯采 购能源，还将追加处罚。 【美股】截至收盘，道指跌330.30点，跌幅为0.74%，报44130.98点；纳指跌7.23点，跌幅为0.03%，报 21122.45点；标普500指数跌23.51点，跌幅为0.37%，报6339.39点。设计软件巨头Figma(FIG.US)盘后续 涨超27%，IPO首日收涨250%，收报115.5美元，总市值达563亿美元。 【亚太股市】日经225指数涨超1%，韩国KOSPI指数跌0.28%，印尼综合指数跌0.87%。 【外汇】衡量美元对六种主要货币的美元指数当天上涨0.15%，在汇市尾市收于99.968。截至纽约汇市 尾市，1欧元兑换 ...

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]

当前全球金融市场正处于一个关键的转折点，由贸易保护主义抬头所引发的结构性变革，正以前所未有 的速度重塑着经济格局。美国与亚洲经济体之间一系列贸易协议的签署，非但未能为市场带来期盼已久 的稳定，反而将"15%关税"这一概念推升为新的贸易常态，对全球企业的盈利能力和供应链的韧性构成 深远挑战。 这不仅仅是数字上的变化，更是对全球化进程的一次严峻考验，其影响正逐步渗透至股票、外汇、债券 乃至大宗商品等各个金融市场。 从宏观层面来看，这15%的"新零点"关税，意味着企业的运营成本将永久性上升，而利润空间则不可避 免地受到侵蚀。对于高度依赖出口的亚洲经济体而言，这无疑是雪上加霜。 中国制造业采购经理人指数（PMI）的疲软，已清晰地预示着未来出口将面临显著下行压力。尽管部分 企业为规避关税而采取了"抢跑"策略，使得短期数据可能呈现出一定的韧性，但这仅仅是昙花一现，真 正的疲软将在未来数月内显现。 这种外部需求的减弱，预计将首先体现在美国经济数据的走弱上，进而通过贸易渠道传导至全球，对亚 洲出口商构成直接冲击，最终影响全球经济增长前景。 在这样的背景下，各国央行，特别是日本央行（BOJ）和美联储（Fed），正陷入两难的政策 ...

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].

国际商会：随着企业清空库存，价格上涨的影响或将显现 金十数据7月31日讯，国际商会称，与关税相关的价格上涨可能会在第三季度末开始产生影响，因为届 时企业可能已经清空了在新关税实施之前囤积的美国库存。今年，从汽车到药品、奶酪和葡萄酒，所有 生产企业都加快了向美国交货的速度，以赶在美国总统特朗普征收关税之前。国际商会副秘书长安德鲁 •威尔逊周四估计，企业有大约四个月的库存，比平均水平多一个月左右，这在一定程度上推迟了价格 上涨。他表示，"你可以预期，第三季末将会出现问题。"威尔逊此前预测，与关税相关的价格上涨将在 第四季度或明年初体现在美国的通胀中。周四，美国公布的数据显示6月通胀上升，因关税开始推高部 分商品的成本，支持了分析师对下半年物价压力将加剧的预期。 ...