“对等关税2.0”开战,三大美指齐跌,比特币强势不减,黄金三连涨,白银涨超3%

华尔街日报Published on 2025-07-11Last updated on 2025-07-28

特朗普暗示对大多数贸易伙伴征收更高关税,美股三大指数下跌、未再创新高,本周均收低,科技七巨头则表现韧性收涨。关税引发通胀担忧,美债收益率和美元齐升。贵金属表现优异,黄金三连涨,白银则创下近14年高点。原油反弹上行,市场猜测特朗普计划制裁俄罗斯原油。

美股三大指数齐跌,加密货币概念股普涨,主要行业ETF普跌:

  • 美股盘前,据央视新闻报道,当地时间7月10日,美国总统特朗普宣布,将自8月1日起,对自加拿大进口的商品征收35%关税。报道称,特朗普还表示,他计划对多数贸易伙伴征收15%或20%的统一关税。

  • 央视新闻,美国总统特朗普透露,将于下周一(当地时间7月14日)就俄罗斯问题发表“重大声明”。市场猜测特朗普计划制裁俄罗斯原油,原油反弹上涨2.7%、收复昨日跌幅,美股开盘油气能源板块低开高走。

  • 美股早盘,关税威胁范围扩大,美股开盘下跌,主要行业ETF普跌。道指跌0.5%,区域银行、金融全指板块跌超1%。比特币则延续强势,盘中涨近5%。加密货币概念股普涨,嘉楠科技一度涨约7%,MARA盘中涨约4%。

  • 美股盘中,关税引发通胀担忧,美债收益率和美元齐升。10 年期美债收益率上涨近6个基点。美元指数震荡于97关口上方,本周反弹累涨1%、脱离三年来的低点。黄金三连涨、盘中涨逾1.3%。白银表现更佳,一度涨近3.6%,创下近14年高点。

周五美股三大指数齐跌、未再创新高,本周均收低。标普500终结连创新高走势,道指下跌近280点,罗素小盘股指数表现不佳、跌幅靠前。科技七巨头表现韧性,英伟达收涨0.5%、市值站稳4万亿美元上方。

美股基准股指:

  • 标普500指数收跌0.33%,报6259.75点,本周累跌0.31%。

  • 道琼斯工业平均指数收跌279.13点,跌幅0.63%,报44371.51点,本周累跌1.02%。

  • 纳指收跌0.22%,报20585.53点,本周累跌0.08%。纳斯达克100指数收跌0.21%,本周累跌0.38%。

  • 罗素2000指数收跌1.26%,本周累跌0.63%。

  • 恐慌指数VIX收涨3.93%,报16.40,本周累涨0.12%。

美股行业ETF:

  • 太阳能ETF收跌2.13%,区域银行、金融全指板块跌超1%,标普医药收跌0.88%。标普能源和油气ETF则涨0.46%和0.62%。

科技七巨头:

  • 谷歌A收涨1.45%,本周累涨0.37%。亚马逊收涨1.24%,本周累涨0.72%。特斯拉收涨1.17%,本周累跌0.58%。

  • 英伟达收涨0.5%,本周累涨3.5%。微软收涨0.37%,本周累涨0.9%。苹果收跌0.59%,本周累跌1.12%。Meta收跌1.34%,本周累跌0.21%。

芯片股:

  • 费城半导体指数收跌0.21%,本周累涨0.87%。

  • AMD收涨1.57%,本周累涨6.17%。台积电ADR涨0.28%,本周累跌1.87%。

中概股:

  • 纳斯达克金龙中国指数收跌0.43%,报7436.34点,本周累涨0.65%。

  • 信也科技涨2.81%,逸仙电商涨2.78%,亿航智能涨2.37%,唯品会涨1.27%。再鼎医药跌3.96%,文远知行跌3.50%,名创优品跌1.93%。

其他个股:

  • 礼来制药涨0.3%,本周累涨1.58%。巴菲特旗下伯克希尔哈撒韦B类股则收跌0.5%,本周累跌1.88%。

特朗普关税威胁令市场承压,欧洲主要国家股指普跌。欧洲股市创三个月最大跌幅,泛欧股指跌超1%。

泛欧欧股:

  • 欧洲STOXX 600指数收跌1.01%,本周累涨1.15%。

  • 欧元区STOXX 50指数收跌1%,本周累涨1.79%。

各国股指:

  • 德国DAX 30指数收跌0.82%,本周累涨1.97%。

  • 法国CAC 40指数收跌0.92%,本周累涨1.73%。

  • 英国富时100指数收跌0.38%,本周累涨1.34%。

周五长端美债领跌,30年期收益率全天大幅上行,美债因通胀担忧两周连跌。

美债:

  • 纽约尾盘,美国10年期美债收益率涨5.96个基点,报4.4093%,日内交投于4.3379%-4.4253%区间,本周累涨6.36个基点。

  • 两年期美债收益率涨1.29个基点,报3.885%,日内交投于3.8575%-3.9122%区间,本周累涨0.5个基点。

德债:

  • 德国10年期国债收益率涨2个基点,报2.725%,日内交投于2.683%-2.734%之间,本周累涨11.8个基点。

  • 两年期德债收益率涨1个基点,报1.9%,日内交投于1.872%-1.911%区间,本周累涨8.4个基点。

关税威胁推动美元上涨,日元表现落后。美国针对加拿大的新关税令加元承压,但加拿大强劲的就业报告缓解了部分跌势。英国经济连续第二个月萎缩,英镑创八个月来最长连跌纪录。

美元:

  • 纽约尾盘,ICE美元指数涨0.29%,本周累涨0.91%。

  • 彭博美元指数涨0.2%,本周累涨超0.7%。

非美货币:

  • 纽约尾盘,欧元兑美元跌0.1%,本周累跌0.75%。

  • 英镑兑美元跌0.68%至1.34891,本周累跌1.16%。

  • 美元兑加元涨0.28%至1.36943,盘中一度升至1.3731,本周累涨0.64%。

日元:

  • 纽约尾盘,美元兑日元涨0.83%,收于147.45,本周累涨2%,创今年以来单周最大涨幅。日元周五在G10货币中表现最弱。

离岸人民币:

  • 纽约尾盘,美元兑离岸人民币跌0.05%,本周累涨0.13%。

加密货币:

  • 纽约尾盘,现货比特币收涨3.71%,报117628美元。周一至周五累计上涨8.27%。

市场猜测特朗普计划制裁俄罗斯原油,油价涨超2%。

原油:

  • WTI 8月原油期货收涨1.88美元,涨幅超2.8%,报68.45美元/桶。

  • 布伦特9月原油期货收涨1.72美元,涨幅超2.5%,报70.36美元/桶。

天然气:

  • NYMEX 8月天然气期货收跌0.69%,报3.3140美元/百万英热单位。

黄金三连涨、盘中涨逾1.3%。白银一度涨近3.6%,银价升至2011年来最高,期银涨近5%。

黄金:

  • 纽约尾盘,现货黄金最终涨0.94%,报3355.7美元/盎司,日内交投区间为3322.03-3368.73美元,本周累涨0.62%。

  • COMEX黄金期货最终涨1.35%,报3370.5美元/盎司,本周累涨0.72%。

白银:

  • 纽约尾盘,现货白银最终涨3.8%,报38.406美元/盎司,日内交投区间为36.915-38.539美元,本周累涨3.98%。

  • COMEX白银期货最终涨4.77%,报39.085美元/盎司,本周累涨5.25%。

其他金属:

  • 纽约尾盘,COMEX铜期货跌0.13%,报5.5840美元/磅。

  • LME期铜收跌40美元,报9660美元/吨。

  • LME期镍收跌92美元,报15198美元/吨。LME期锡收涨90美元,报33649美元/吨。LME期锌收跌38美元,报每2738美元/吨。

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439 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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