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20250702 Market Journal



U.S. Stock Markets: The S&P 500 and Nasdaq pulled back from recent highs, with the S&P 500 down 0.11% to 6,198.01 and the Nasdaq dropping 0.82% to 20,202.89. Meanwhile, the Dow Jones Industrial Average rose 0.91% to 44,494.94. A significant factor was a sharp decline in Tesla stock, driven by escalating tensions between Elon Musk and President Trump over trade policies and a proposed tax bill. Investors are also monitoring a looming July 9 tariff deadline and Federal Reserve Chair Jerome Powell’s comments on potential interest rate cuts.

Senate Passes Budget Bill: The U.S. Senate passed a major tax and spending bill, dubbed the “One Big Beautiful Bill,” with Vice President JD Vance casting the deciding vote in a 50-50 tie. The bill, which includes provisions to eliminate electric vehicle tax credits, now awaits House approval. This development contributed to market volatility, particularly impacting Tesla, while solar stocks like Sunrun (+10%), Enphase Energy (+4%), and SolarEdge Technologies (+7%) saw gains.

Cryptocurrency Markets: The crypto market saw a dip, with Bitcoin and Ethereum declining due to profit-taking and macroeconomic concerns. However, Chainlink (LINK) surged 105% in large transaction volume, reaching $54.8 million, despite a slight price drop of 0.89% to $13.10. Other cryptocurrencies like Algorand, XRP, and Bitcoin Cash traded in the green.

Global Markets: European markets were mixed, with the FTSE 100 up 0.28% at 8,785.33, while the STOXX 600 fell 0.21% to 540.25. In Asia, Japan’s Nikkei 225 dropped 1.24% to 39,986.33 after hitting an 11-month high, and the Topix index declined 0.73% to 2,832.07. Investors are assessing the global impact of U.S. tariff policies as a 90-day tariff reprieve nears its end.


Other Notable Moves:

Wolfspeed ($WOLF) filed for Chapter 11 bankruptcy, but its shares surged over 100%.

AMC secured a $220 million debt deal amid a thriving 2025 box office.

BitMine raised $250 million for an Ethereum treasury strategy, and Arbitrum jumped 17% on speculation of a Robinhood partnership.

The first U.S. Solana (SOL) ETF with staking launched, marking a historic milestone.

Commodities and Bonds: Bond yields rose as job openings data reduced expectations for Federal Reserve rate cuts. Crude oil was up 0.38% to $64.86, and gold rose 0.66% to $3,329.60. The U.S. dollar remained at its lowest level since 2022.

Investors are closely watching trade talks, tariff developments, and Federal Reserve signals, with volatility expected as these issues unfold. For real-time updates, platforms like Reuters, Yahoo Finance, or Bloomberg can provide ongoing coverage.

Note: Market data reflects the latest available figures from sources within the last 24 hours as of July 2, 2025, 08:39 AM +08. Always verify with primary financial sources for trading decisions.

Market Performance



GMT+8 20270702 2:27pm

美国股市:标普500指数和纳斯达克指数从近期高点回落,标普500指数下跌0.11%至6,198.01,纳斯达克指数下跌0.82%至20,202.89。而道琼斯工业平均指数上涨0.91%至44,494.94。特斯拉股价大幅下跌,成为主要因素,原因是埃隆·马斯克与特朗普总统在贸易政策和拟议税收法案上的紧张关系加剧。投资者还在关注7月9日即将到来的关税截止日期以及美联储主席杰罗姆·鲍威尔关于可能降息的评论。

参议院通过预算法案:美国参议院通过了一项被称为“一大美丽法案”的重大税收和支出法案,副总统JD·万斯在50比50的平局中投下决定性一票。该法案包括取消电动车税收抵免条款,现等待众议院批准。这一进展导致市场波动,特别是对特斯拉的影响,而太阳能股票如Sunrun(+10%)、Enphase Energy(+4%)和SolarEdge Technologies(+7%)则出现上涨。

加密货币市场:加密货币市场出现回落,比特币和以太坊因获利回吐和宏观经济担忧而下跌。然而,Chainlink(LINK)的大额交易量激增105%,达到5480万美元,尽管其价格小幅下跌0.89%至13.10美元。其他加密货币如Algorand、XRP和Bitcoin Cash则表现为正。

全球市场:欧洲市场表现不一,富时100指数上涨0.28%至8,785.33,而STOXX 600指数下跌0.21%至540.25。在亚洲,日本日经225指数在触及11个月高点后下跌1.24%至39,986.33,Topix指数下跌0.73%至2,832.07。投资者正在评估美国关税政策的全球影响,因为90天的关税宽限期即将在7月9日结束。

其他值得注意的动态:

Wolfspeed($WOLF)申请了第11章破产保护,但其股价飙升超过100%。

AMC获得2.2亿美元债务交易,2025年票房蓬勃发展。

BitMine筹集2.5亿美元用于以太坊储备策略,Arbitrum因与Robinhood合作的猜测而上涨17%。

美国首个支持质押的Solana(SOL)ETF推出,标志着历史性里程碑。

大宗商品和债券:就业岗位数据降低了美联储降息预期,债券收益率上升。原油上涨0.38%至64.86美元,黄金上涨0.66%至3,329.60美元。美元保持在2022年以来最低水平。

投资者正在密切关注贸易谈判、关税进展和美联储信号,随着这些问题的展开,预计市场将保持波动。如需实时更新,可参考路透社、雅虎财经或彭博社等平台。

注意:市场数据反映截至2025年7月2日上午8:39(+08时区)的最新可用数据。请始终通过主要金融来源验证数据以作出交易决策。

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