美元指数 (DXY) 加自选

美国股市周一收盘微涨，投资者权衡特朗普总统再次发出的关税威胁与对即将公布的收益和通胀数据的乐观情绪。标准普尔500指数上涨0.1%，道琼斯指数上涨88点，纳斯达克指数上涨0.3%，受Meta和Netflix等科技股上涨的支撑。特朗普宣布计划从8月1日开始对来自欧盟和墨西哥的商品征收30%的关税，但继续谈判的希望有助于缓解投资者的担忧。市场也在为一波第二季度财报做准备，摩根大通和富国银行等主要银行将于周二开始公布财报。与此同时，投资者正在等待6月份的CPI报告，该报告可能会揭示早些时候的关税如何影响通胀，并影响对美联储下一步行动的预期。在大型应用中，英伟达、微软、苹果和博通股价下跌，而Meta和Alphabet则上涨。特斯拉股价上涨1%，此前埃隆·马斯克表示股东将对该公司对xAI的投资进行投票。

US stocks closed slightly higher on Monday as investors weighed renewed tariff threats from President Trump against optimism over upcoming earnings and inflation data. The S&P 500 added 0.1%, the Dow rose 88 points, and the Nasdaq gained 0.3%, supported by gains in tech stocks such as Meta and Netflix. Trump announced plans to impose 30% tariffs on goods from the EU and Mexico starting August 1, but hopes for continued negotiations helped ease investor concerns. Markets are also bracing for a wave of second-quarter earnings reports, with major banks such as JPMorgan Chase and Wells Fargo set to report starting Tuesday. At the same time, investors await the June CPI report, which could reveal how earlier tariffs are affecting inflation and shape expectations for the Fed's next move. Among megacaps, Nvidia, Microsoft, Apple, and Broadcom traded lower, while Meta and Alphabet posted gains. Tesla rose 1% after Elon Musk said shareholders would vote on the company’s investment in xAI.

周一，美国股市小幅上涨，因为投资者忽略了特朗普总统再次发出的关税威胁，转而关注未来的关键事件，包括第二季度财报季的开始和6月份通胀数据的发布。标准普尔500指数上涨0.2%，道琼斯指数上涨50多点，纳斯达克指数上涨0.4%，受Meta和Netflix等科技股上涨的支撑。特朗普宣布从8月1日起对来自欧盟和墨西哥的商品征收30%的关税，引发了人们对全球贸易和通货膨胀的担忧。摩根大通和富国银行等主要银行本周公布收益，投资者正在寻找经济强劲的迹象。周二的CPI报告可能会显示关税驱动的通货膨胀，并指导美联储的政策。在大市值中，英伟达、微软、苹果和博通的股价下跌，而Meta和Alphabet上涨，亚马逊徘徊在持平线附近。特斯拉股价上涨2.1%，此前埃隆·马斯克表示股东将对该公司对xAI的投资进行投票。

Stocks in the US were slightly higher on Monday as investors looked past renewed tariff threats from President Trump and focused instead on key events ahead, including the kickoff of second-quarter earnings season and the release of June inflation data. The S&P 500 added 0.2%, the Dow rose by over 50 points, and the Nasdaq climbed 0.4%, supported by gains in tech stocks such as Meta and Netflix. Trump’s announcement of 30% tariffs on goods from the European Union and Mexico starting August 1 sparked concerns about global trade and inflation. Major banks like JPMorgan and Wells Fargo report earnings this week as investors look for signs of economic strength. Tuesday’s CPI report may show tariff-driven inflation and guide Fed policy. Among megacaps, Nvidia, Microsoft, Apple, and Broadcom traded lower, while Meta and Alphabet posted gains and Amazon hovered near the flatline. Tesla rose 2.1% after Elon Musk said shareholders would vote on the company’s investment in xAI.

美联储的哈马克认为没有降息的紧迫性，专注于通货膨胀。在福克斯商业频道的一次采访中，克利夫兰联储主席贝丝·哈马克表示，鉴于当前美国经济的强劲，她认为降息的紧迫性不大。哈马克表示，美联储“非常接近中性利率”，并指出，除非“劳动力方面出现实质性疲软”，否则她认为没有令人信服的理由放松政策。

Fed's Hammack sees no urgency to cut rates, focuses on inflation.In a Fox Business interview, Cleveland Fed President Beth Hammack signaled that she sees little urgency for rate cuts given the current strength of the US economy. Hammack said Fed is “pretty close to where the neutral rate is,” and noted that unless there's “material weakening on the labor side,” she doesn't see a compelling case for policy easing.

周一，随着特朗普总统周末宣布对来自欧盟和墨西哥的进口商品征收30%的关税，贸易紧张局势加剧，美国的三大平均水平在持平线上徘徊，该关税将于8月1日生效。这两个贸易伙伴的领导人承诺继续与美国进行谈判，希望达成一项可以减少关税上调的协议。与此同时，投资者正在为明天公布的关键CPI报告做准备，预计随着企业开始转嫁更高的进口成本，通胀将有所回升。健康和能源是表现最差的行业，而通信服务表现优异。在企业方面，大型企业的表现喜忧参半，英伟达（-0.7%）、微软（-0.3%）、苹果（-0.7%”）和博通（-0.3%”）的股价下跌，而Meta（0.4%）和Alphabet（0.8%）的股价上涨，亚马逊的股价持平。此外，特斯拉股价上涨约2.1%，此前埃隆·马斯克表示将对特斯拉的xAI投资进行股东投票。

The three major averages in the US swung around the flatline on Monday, as trade tensions intensified following President Trump’s weekend announcement of a 30% tariff on imports from the EU and Mexico, set to take effect on August 1. Leaders from both trading partners have pledged to continue negotiations with the US in hopes of reaching an agreement that could reduce the tariff hike. Meanwhile, investors are bracing for a key CPI report due tomorrow, which is expected to show a pickup in inflation as companies begin passing on higher import costs. Health and energy were the worst performing sectors while communication services outperformed. On the corporate front, megacaps were mixed, with Nvidia (-0.7%), Microsoft (-0.3%), Apple (-0.7%) and Broadcom (-0.3%) falling while Meta (0.4%) and Alphabet (0.8%) were in the green and Amazon traded around the flatline. Also, Tesla gained about 2.1% after Elon Musk suggested there will be a shareholder vote on Tesla's xAI investment.