美元/波兰兹罗提 (USDPLN) 加自选

随着降息可能性上升，美元走弱，关税不确定性挥之不去。周二，美元出现波动，因为美联储降息的可能性越来越大，影响了市场情绪，而投资者评估了上周美国关税的更广泛经济影响。

Dollar weakens as rate cut odds rise, tariff uncertainties linger.The U.S. dollar wavered on Tuesday as the rising odds of Federal Reserve rate cuts weighed on sentiment, while investors assessed the broader economic impact of U.S. tariffs unleashed last week.

周二，随着投资者消化最新一轮企业盈利，美国股指期货上涨。在盘后交易中，Palantir股价飙升超过4%，此前这家人工智能软件公司超过了第二季度的盈利预期，并上调了对其人工智能平台强劲需求的预期。相比之下，Hims&Hers Health在未达到第二季度收入预期后下跌了约13%。现在，人们的注意力转向了周二公布的AMD、辉瑞、Snap、Rivian和Yum！品牌。周一，道琼斯指数上涨1.34%，标准普尔500指数上涨1.47%，纳斯达克综合指数上涨1.95%，华尔街从上周的回落中反弹。在7月就业报告疲软和对前几个月数据的向下修订之后，对美联储9月可能降息的乐观情绪再次高涨，推动了这一反弹。

US stock futures ticked higher on Tuesday as investors digested the latest round of corporate earnings. In after-hours trading, Palantir surged over 4% after the AI software company beat second-quarter earnings expectations and raised its outlook on robust demand for its AI Platform. In contrast, Hims & Hers Health sank roughly 13% after missing Q2 revenue estimates. Attention now turns to earnings results due Tuesday from major names including AMD, Pfizer, Snap, Rivian, and Yum! Brands. On Monday, the Dow rose 1.34%, the S&P 500 added 1.47%, and the Nasdaq Composite jumped 1.95%, with Wall Street rebounding from last week’s pullback. The rally was driven by renewed optimism for a potential Fed rate cut in September following a weak July jobs report and downward revisions to previous months’ data.

在纽约，道琼斯指数周一上涨585点，涨幅1.34%。涨幅最大的是英伟达（3.57%）、华特迪士尼（2.42%）和3M（2.38%）。

In New York, the Dow Jones Index went up by 585 points or 1.34 percent on Monday. Top gainers were Nvidia (3.57%), Walt Disney (2.42%) and 3M (2.38%).

美国股市周一大幅反弹，标准普尔500指数上涨1.5%，结束了连续四天的下跌，道琼斯指数上涨585点，纳斯达克指数飙升1.9%，因为投资者在周五的抛售后抢购股票。在7月就业报告疲软和对前几个月的向下修正后，人们对美联储9月降息的重新希望推动了反弹。作为回应，特朗普总统解雇了劳工统计局局长，并表示他将在本周任命一位继任者，以及即将离任的美联储理事阿德里安娜·库格勒的继任者。与此同时，10%至41%的最新关税增加了压力，尽管瑞士和欧盟表示愿意进行谈判。科技巨头领涨，交易员专注于强劲的收益，迄今为止，82%的标普500指数公司报告的业绩好于预期。Palantir在财报公布前上涨4.2%，Nvidia上涨3.5%，亚马逊下跌1.5%。反过来，伯克希尔哈撒韦公司在周末公布收益后下跌了3%。

Stocks in the US rebounded sharply Monday, with the S&P 500 rising 1.5%, snapping four-day losing streak, the Dow jumping 585 points and the Nasdaq surging 1.9%, as investors snapped up shares following Friday’s sell-off. The bounce was fueled by renewed hopes for a Fed rate cut in September following a weak July jobs report and downward revisions to prior months. President Trump fired the head of the Bureau of Labor Statistics in response and said he’ll name a replacement this week, along with a successor for outgoing Fed Governor Adriana Kugler. Meanwhile, updated tariffs of 10% to 41% added pressure, though Switzerland and the EU signaled openness to negotiate. Tech megacaps led gains as traders focused on strong earnings, with 82% of S&P 500 companies reporting better-than-expected results so far. Palantir jumped by 4.2% ahead of its earnings after the bell, Nvidia jumped 3.5% while Amazon fell 1.5%. In turn, Berkshire Hathaway lost 3% after its earnings release over the weekend.