Fortune | FORTUNE 11小时前
Samsung’s chip business just scored its biggest deal from a single customer ever, courtesy of Elon Musk
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美国股市在本周初表现平稳,此前美国与欧盟就汽车等产品税率达成了一项较低的协议,但许多细节仍待敲定。能源和科技股表现活跃,特斯拉与三星达成芯片供应协议。本周市场将迎来大量企业财报,包括苹果、亚马逊等科技巨头,以及美联储的利率决议。此外,消费者信心、就业数据、经济增长率和通胀数据也将陆续公布,为市场带来潜在波动。全球股市方面,欧洲股市涨跌不一,亚洲股市喜忧参半,中国股市受贸易谈判消息提振上涨。

🚗 🇺🇸 欧盟与美国就汽车等产品达成较低税率协议,为市场带来短期稳定,但具体细节仍需进一步明确,为后续市场走势埋下不确定性。

💡 能源和科技板块表现亮眼,欧洲将增加美国能源产品采购以减少对俄罗斯的依赖,推动相关公司股价上涨;特斯拉与三星的芯片供应协议也提振了市场情绪。

📈 本周是财报季的关键时期,苹果、亚马逊、Meta和微软等大型科技公司将发布业绩报告,其表现将对整体市场指数产生显著影响。

📉 美联储即将公布利率决议,市场普遍预计将维持利率不变,但总统特朗普的降息呼声以及潜在的政策分歧可能引发市场关注。

📊 多项重要经济数据将陆续发布,包括消费者信心、就业数据、经济增长初值以及通胀数据,这些数据将为美联储的政策决策提供重要参考,并影响市场对经济前景的判断。

NEW YORK (AP) — U.S. stocks are hanging near record highs Monday after the United States agreed to tax cars and other products coming from the European Union at a 15% rate, lower than President Donald Trump had earlier threatened. Many details are still to be worked out, however, and Wall Street is heading into a week full of potential flashpoints that could shake markets.

The S&P 500 added another 0.1% in early trading after setting an all-time high every day last week. The Dow Jones Industrial Average fell 19 points, or less than 0.1%, as of 9:35 a.m. Eastern time, and the Nasdaq composite is 0.3% higher, coming off its own record.

Stocks of U.S. companies that produce and move liquefied natural gas helped drive the market after the head of the European Commission said the bloc’s members would buy $750 billion of U.S. energy products over the next three years. That would help lessen Europe’s reliance on Russia for natural gas. Cheniere Energy climbed 4.2%, while NextDecade rose 3.4%.

Tesla added 0.2% after its CEO, Elon Musk, said it signed a deal with Samsung Electronics that could be worth more than $16.5 billion to provide chips for the electric-vehicle company. Samsung’s stock in South Korea jumped 6.8%.

Many more fireworks may be ahead this week. “This is about as busy as a week can get in the markets,” according to Chris Larkin, managing director, trading and investing, at E-Trade from Morgan Stanley.

Hundreds of U.S. companies are lined up and ready to report how much profit they made during the spring, with nearly a third of all the businesses in the S&P 500 index scheduled to deliver updates. That includes market heavyweights Apple, Amazon, Meta Platforms and Microsoft. Those companies have grown so huge that their stock movements can almost solely dictate what the overall S&P 500 index does. Microsoft alone is worth roughly $3.8 trillion,

On Wednesday, the Federal Reserve will announce its latest decision on interest rates.

Trump has been loudly and angrily calling for the Fed to cut interest rates, a move that could help give the economy a boost. But Fed Chair Jerome Powell has been insisting that he wants to wait for more data about how Trump’s tariffs are affecting the economy and inflation before the Fed makes its next move. Lower interest rates also can give inflation more fuel, and the economy only recently came out of its scarring run where inflation briefly topped 9%.

The widespread expectation on Wall Street is that the Fed will wait until September to resume cutting interest rates, though a couple of Trump’s appointees could dissent in the vote. The Fed has been on hold with interest rates this year since cutting them several times at the end of 2024.

This week will also feature several potentially market-moving updates about the economy. On Tuesday will come reports on how confident U.S. consumers are feeling and how many jobs openings U.S. employers were advertising. Wednesday will show the first estimate of how quickly the U.S. economy grew during the spring, and economists expect to see a slowdown from the first three months of the year.

On Thursday, the latest measure of inflation that the Federal Reserve prefers to use will arrive. A modest reading could give the Fed more leeway to cut interest rates in the short term, while a hotter-than-expected figure could make it more cautious.

And Friday will bring an update on how many more workers U.S. employers hired during June than they fired.

Treasury yields held relatively steady in the bond market ahead of all that action. The yield on the 10-year Treasury was remaining at 4.40%, where it was late Friday. The two-year Treasury yield, which more closely tracks expectations for Fed action, edged up to 3.92% from 3.91%.

In stock markets abroad, indexes were mixed in Europe amid mostly modest movements following the announcement of the trade deal’s framework.

Chinese stocks rose as officials from the world’s second-largest economy prepare to meet with a U.S. delegation in Sweden for trade talks. Stocks climbed 0.7% in Hong Kong and 0.1% in Shanghai.

Indexes were mixed across the rest of Asia, where Japan’s Nikkei 225 fell 1.1% for one of the world’s bigger losses. Doubts surfaced over what exactly last week’s trade truce between Japan and Trump entails, especially Japan’s $550 billion pledge of investment in the U.S.

Terms of the deal are still being negotiated, and nothing has been formalized in writing, said an official who insisted on anonymity to detail the terms of the talks. The official suggested the goal was for a $550 billion fund to make investments at Trump’s direction.

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