欧元/美元 (EURUSD) 加自选

美国股市周四大部分时间收盘，投资者忽视了特朗普总统的最新关税威胁，专注于强劲的企业业绩和创纪录的涨幅。标准普尔500指数上涨近0.3%，创下历史新高，道琼斯指数上涨192点，纳斯达克100指数下跌0.1%。尽管特朗普宣布对从巴西进口的商品征收50%的关税，并确认从8月1日起对铜和其他商品征收类似关税，但市场仍然乐观。英伟达（0.7%）股价继续上涨，成为第一家市值超过4万亿美元的上市公司，进一步激发了人们对人工智能驱动技术的热情。特斯拉股价上涨4.7%，原因是机器人出租车扩张的消息以及xAI即将在其车辆上推出Grok聊天机器人。达美航空公司（Delta Air Lines）股价上涨12%，此前该公司重申了其全年盈利预测，理由是贸易协议的知名度有所提高，而联合航空（United Airlines）和美国航空（American Airlines）等同行也上涨了。每周申请失业救济人数降至22.7万人，表明劳动力市场稳定但降温。

US stocks closed mostly on Thursday as investors looked past President Trump's latest tariff threats and focused on strong corporate results and record-setting gains. The S&P 500 rose nearly 0.3%, hitting a fresh record, the Dow gained 192 points, while the Nasdaq 100 lost 0.1%. Despite Trump announcing a 50% tariff on imports from Brazil and confirming similar duties on copper and other goods starting August 1, markets remained upbeat. Nvidia (0.7%) shares continued to gain after becoming the first public company to surpass a $4 trillion valuation, fueling further enthusiasm around AI-driven tech. Tesla climbed 4.7% on news of robotaxi expansion and the upcoming rollout of xAI’s Grok chatbot in its vehicles. Delta Air Lines jumped 12% after it reaffirmed its full-year earnings forecast, citing improved visibility around trade deals, while peers like United and American Airlines also rallied. Weekly jobless claims fell to 227,000, signaling a steady but cooling labor market.

美国股市周四上涨，投资者对特朗普总统不断升级的关税威胁不屑一顾，转而关注乐观的收益和经济数据。标准普尔500指数上涨0.4%，纳斯达克100指数上涨0.1%，均有望创下历史新高，而道琼斯指数上涨270点。尽管特朗普宣布对铜进口征收50%的关税，并以不公平的贸易行为和政治紧张局势为由对巴西征收报复性关税，但市场情绪仍然保持弹性。达美航空恢复2025年盈利预期后，航空股飙升，股价上涨12%，而联合航空和美国航空等同行也出现反弹。特斯拉股价上涨2.5%，因有消息称robotaxi正在扩张，xAI的Grok聊天机器人即将在其汽车中推出。与此同时，Nvidia在达到4万亿美元的估值后上涨了0.7%。投资者还消化了美联储的最新会议纪要，该纪要显示，官员们在很大程度上支持今年晚些时候降息，而失业救济申请人数低于预期，进一步提振了乐观情绪。

US stocks advanced on Thursday as investors shrugged off escalating tariff threats from President Trump and focused instead on upbeat earnings and economic data. The S&P 500 rose 0.4% and the Nasdaq 100 added 0.1%, both on track for record close, while the Dow gained 270 points. Market sentiment remained resilient despite Trump announcing a 50% tariff on copper imports and retaliatory duties on Brazil, citing unfair trade practices and political tensions. Airline stocks soared after Delta reinstated its 2025 profit outlook, pushing shares up 12%, while peers like United and American Airlines also rallied. Tesla climbed 2.5% on news of robotaxi expansion and the upcoming rollout of xAI’s Grok chatbot in its vehicles. Meanwhile, Nvidia was up 0.7% after reaching a $4 trillion valuation. Investors also digested the latest Fed minutes, which showed officials largely favor rate cuts later this year, while jobless claims came in below expectations, further bolstering optimism.

美联储的沃勒表示，稳定币可能会降低支付价格。美联储理事克里斯托弗·沃勒周四表示，稳定币将加强支付系统的竞争，这是一件好事。

Fed's Waller says stablecoins could lower payment prices.Federal Reserve Governor Christopher Waller said Thursday stablecoins will bolster competition in the payments system, and that that was a good thing.

欧洲股市周四收盘大多走高，市场继续评估美国是否会降低对欧盟关税的暗示。由于对银行的敞口较大，STOXX 50指数小幅跌破平线，收于5440点，泛欧STOXX 600指数上涨0.5%，收于553点。欧盟贸易负责人塞夫科维奇表示，与华盛顿的框架贸易协定取得了良好进展，可能在几天内达成协议。这一积极势头提振了非必需消费品行业的股价，LVMH、开云、欧莱雅和爱马仕的股价上涨了1.6%至3.5%。在欧元区以外，在美国总统特朗普威胁对铜征收50%的关税后，伦敦的矿商股价大幅上涨，这推高了贱金属的价格。力拓、嘉能可和英美资源集团各上涨4%。此外，WPP上涨2.6%，此前宣布董事会成员兼微软全球企业首席运营官Cindy Rose将成为其下一任首席执行官。

European stocks closed mostly higher on Thursday as markets continued to assess hints on whether the US will reduce its tariff rates on the EU. The STOXX 50 inched below the flatline to close at 5,440 due to its large exposure to banks, and the pan-European STOXX 600 gained 0.5% to close at 553. EU trade chief Sefcovic said that good progress had been made on a framework trade agreement with Washington, with a deal potentially achievable within days. The positive momentum lifted shares in the consumer discretionary sector, with LVMH, Kering, L'Oreal, and Hermes adding between 1.6% and 3.5%. Outside the Eurozone, miners in London rose sharply after US President Trump threatened 50% tariffs on copper, which lifted prices for base metals. Rio Tinto, Glencore, and Anglo American added 4% each. Also, WPP gained 2.6% after announcing that board member and Microsoft COO for Global Enterprise, Cindy Rose, will become its next CEO.