Core Insights - Amazon plans to invest over €1.4 billion in the Netherlands over the next three years, marking its largest investment in the country since starting operations in 2020 [1] - The investment aims to develop artificial intelligence for entrepreneurs selling products on the Amazon platform, while also supporting Amazon Web Services (AWS) and retail operations [1] - The initiative is expected to enhance infrastructure and assist small and medium-sized enterprises in expanding their customer reach both locally and globally [1]

关税大限将至，特朗普重大转变。 美东时间7月31日，特朗普宣布，美国与墨西哥的关税协议将延长90天，即墨西哥将继续支付25%的芬太尼 关税、25%的汽车关税以及50%的钢铁、铝和铜关税。而在此之前，特朗普一直强调和多国的"对等关税"定 于8月1日生效。 除了25%的整体关税外，墨西哥商品还面临25%的汽车进口关税以及50%的金属类商品（如钢铁、铝、铜） 关税。特朗普加征的汽车关税和金属关税针对的是所有外国商品。 特朗普此前威胁将墨西哥进口商品的统一关税税率从25%提高至30%，新关税税率原定于周五生效，这一天 也是特朗普所设定的贸易谈判最后期限。 然而，特朗普在当地时间7月31日上午表示，他将暂缓对墨西哥实施任何新的关税措施，原因是他与墨西哥总 统克劳迪娅·辛鲍姆进行了一次"非常成功"的电话会谈。 此外， 特朗普签署了一项行政命令，将对加拿大的关税从25%提高至35%，更高的关税将于2025年8月1日 生效。美国白宫还表示，为逃避加拿大35%的关税而转运的货物将被征收40%的转运关税。 美元兑加元短线 走高。美国股指期货保持下跌。 在关税大限前夕，全球贸易谈判进入白热化阶段。美国白宫表示，特朗普将于周四（美东 ...

美东时间7月31日，特朗普宣布，美国与墨西哥的关税协议将延长90天，即墨西哥将继续支付25%的芬太尼关税、25%的汽车关税以及50%的钢铁、铝和铜 关税。而在此之前，特朗普一直强调和多国的"对等关税"定于8月1日生效。 此外，特朗普签署了一项行政命令，将对加拿大的关税从25%提高至35%，更高的关税将于2025年8月1日生效。美国白宫还表示，为逃避加拿大35%的关 税而转运的货物将被征收40%的转运关税。美元兑加元短线走高。美国股指期货保持下跌。 在关税大限前夕，全球贸易谈判进入白热化阶段。美国白宫表示，特朗普将于周四（美东时间7月31日）签署一项行政命令，对贸易伙伴实施新的关税税 率，措施周五（美东时间8月1日）生效。白宫新闻秘书卡罗琳·莱维特称，签署会在"今天下午某个时间或今晚晚些时候"。 市场层面，美股三大指数午盘后全线跳水，最终集体收跌，道指跌超330点，跌幅达0.74%。有分析指出，在美联储议息会议后，投资者重新评估货币政 策路径，加剧了市场不安，市场开始怀疑9月是否还会降息。此外，白宫定于周五对包括印度和巴西在内的主要贸易伙伴加征更高关税，也打压了市场情 绪。 特朗普宣布：延长 据央视新闻，当地时 ...

关税大限将至，特朗普重大转变。 美东时间7月31日，特朗普宣布，美国与墨西哥的关税协议将延长90天，即墨西哥将继续支付25%的芬太尼关 税、25%的汽车关税以及50%的钢铁、铝和铜关税。而在此之前，特朗普一直强调和多国的"对等关税"定于8 月1日生效。 此外， 特朗普签署了一项行政命令，将对加拿大的关税从25%提高至35%，更高的关税将于2025年8月1日生 效。美国白宫还表示，为逃避加拿大35%的关税而转运的货物将被征收40%的转运关税。 美元兑加元短线走 高。美国股指期货保持下跌。 在关税大限前夕，全球贸易谈判进入白热化阶段。美国白宫表示，特朗普将于周四（美东时间7月31日）签署 一项行政命令，对贸易伙伴实施新的关税税率，措施周五（ 美东时间 8月1日）生效。白宫新闻秘书卡罗琳·莱 维特称，签署会在"今天下午某个时间或今晚晚些时候"。 市场层面，美股三大指数午盘后全线跳水，最终集体收跌，道指跌超330点，跌幅达0.74%。有分析指出，在 美联储议息会议后，投资者重新评估货币政策路径，加剧了市场不安，市场开始怀疑9月是否还会降息。此 外，白宫定于周五对包括印度和巴西在内的主要贸易伙伴加征更高关税，也打压了市 ...

Economic Data - The impact of U.S. tariff policies is becoming evident, with June's Consumer Price Index (CPI) showing structural changes despite appearing weak. The core Personal Consumption Expenditures (PCE) index is expected to significantly outperform the core CPI [2] - Analysts predict that the June core PCE month-over-month growth could reach between 0.29% and 0.34%, which may influence the Federal Reserve's decision on interest rate cuts [2][3] - The June core CPI increased by only 0.2% month-over-month, below expectations, but core commodity prices have shown a notable increase for the first time since February, particularly in household goods and clothing affected by tariffs [2] Employment Data - The U.S. non-farm payroll data for July is set to be released, with analysts forecasting an addition of 110,000 jobs, a decrease from the previous 147,000. The unemployment rate is expected to rise from 4.1% to 4.2% [3] - The June non-farm payroll report indicated that job growth was primarily driven by government employment, while private sector job growth showed signs of cooling [4] Technology Sector Earnings - Major technology companies are set to report earnings, with Microsoft and Meta releasing results on July 30, and Apple and Amazon on July 31. These earnings reports are crucial for the stock market's performance [5] - The S&P 500 index has risen by 8.3% this year, with a forward P/E ratio of 22, making the upcoming earnings reports from these tech giants critical for market valuations [6] - Apple is facing challenges due to lagging AI advancements and poor iPhone sales, with investors focusing on iPhone sales, service revenue, AI strategy, and tariff risks [6][8] - Amazon's earnings will be scrutinized for its cloud business (AWS), advertising revenue, e-commerce sales, Prime membership income, and capital expenditure plans amid tariff concerns [8] - Meta's stock has surged by 16.8% this year, with investors interested in its advertising revenue, capital expenditures, and AI initiatives [10] - Microsoft has seen its stock price rise significantly, with a market cap exceeding $3.8 trillion. Investors will focus on its cloud business growth and partnership with OpenAI [12] Federal Reserve Meeting - The Federal Reserve's interest rate decision is anticipated on July 31, with a high probability (97.9%) of maintaining current rates. The market expects a 64.7% chance of a 25 basis point cut in September and a 49.6% chance in October [15][17] - There is internal division within the Federal Reserve regarding future rate cuts, with some members advocating for immediate cuts due to labor market concerns, while others prefer to wait for more economic data [18]