今早一打开美股行情，不少朋友可能都皱了眉——道指直接跌了330多点，纳指跌了快1%，连标普500也跟着往下走，这好好的盘面怎么突然就沉了？我 是帮主郑重，干了20年财经记者，也习惯从中长线视角扒市场逻辑，今天就跟大家像唠家常一样，说说这波下跌的来龙去脉，不绕弯子，只讲实在的。 总的来说，今天美股跌，就是"贸易端的不确定性"和"个别权重股的财报雷"凑到一块儿了，属于短期情绪的集中释放。但咱们做中长线投资，别被这单日 的涨跌带偏——后续科技七巨头的财报能不能持续超预期、美中官员在马来西亚的会晤有没有进展、对俄制裁具体会影响哪些板块，这些才是真能改变 趋势的"硬信号"。我会接着跟踪这些动态，等有新的长线逻辑，再第一时间跟大家慢慢唠。 除了贸易，财报端也出了"小雷"。先说半导体行业的德州仪器，昨天发的财报没达标不说，连第四季度的盈利预测都透着疲软，这一下不仅自己股价跌， 还把安森美、AMD这些半导体同行都带下去了，整个板块都蔫了。更糟的是Netflix，因为跟巴西税务机构闹了纠纷，财报也没达到预期，股价直接跌了 10%——这俩都是能影响大盘的权重股，它们一拉胯，道指、纳指能不跟着跌吗？ 不过也不是全没亮点，有个叫直觉 ...

Group 1 - The core viewpoint of the article highlights the ongoing negotiations between China and the U.S. regarding tariff reductions and export controls, particularly focusing on rare earth elements and semiconductor regulations [1][3][5] - The second round of ministerial talks took place in London on June 9, following discussions in Switzerland, with key participants from both countries addressing issues related to rare earth export controls and semiconductor restrictions [1][2] - The U.S. Treasury Secretary and other officials participated in the talks, emphasizing the need for China to lift its rare earth export controls, which were implemented in April [1][2] Group 2 - The article notes that the U.S. has imposed a 30% tariff on imports from China, while China has responded with tariffs ranging from 10% to 15% on U.S. products, including agricultural goods [7] - There is uncertainty regarding whether the export controls will be modified as a result of the negotiations, with both sides showing reluctance to make concessions [7][4] - The Chinese Ministry of Commerce has approved a certain number of compliant export applications, indicating a strategic use of export controls as a negotiation tool [4][5]