—— Meta Hires More Apple AI Talent to Boost Superintelligence Team; Amex Spending Rises in Q2 as Affluent Clients Keep Spending; US Housing Starts Rebound in June on Multifamily Surge; University of California Dumps Hedge Funds; Crypto Market Cap Tops $4 Trillion; Amazon Warehouse-Backed Bonds Drop on Repayment Concerns 1. Meta Hires More Apple AI …
Tag Archives: Market Beats
Market Beats | Uber Partners With Lucid and Nuro to Launch 20,000 Robotaxis; US Retail Sales Rebound in June, Easing Consumer Spending Concerns; Harvard Bonds Look Cheap After Clash With Trump Administration; Morgan Stanley’s Mike Wilson Says Bull Market Is Forming Despite Short-Term Dip; Amazon Cuts Cloud Jobs Amid Rising AI Costs; Vanbarton Gets $250M Loan to Convert Former NYC Archdiocese HQ
—— Uber Partners With Lucid and Nuro to Launch 20,000 Robotaxis; US Retail Sales Rebound in June, Easing Consumer Spending Concerns; Harvard Bonds Look Cheap After Clash With Trump Administration; Morgan Stanley’s Mike Wilson Says Bull Market Is Forming Despite Short-Term Dip; Amazon Cuts Cloud Jobs Amid Rising AI Costs; Vanbarton Gets $250M Loan to …
Market Beats | US Clears Some AI Chip Sales to China; Apple Signs $500 Million Rare Earth Deal; Citigroup Profit Surges 25% in Q2; US Inflation Hits 2.7% in June; China’s Q2 GDP Grows 5.2%
—— US Clears Some AI Chip Sales to China; Apple Signs $500 Million Rare Earth Deal; Citigroup Profit Surges 25% in Q2; US Inflation Hits 2.7% in June; China’s Q2 GDP Grows 5.2% 1. US Clears Some AI Chip Sales to China The US government has granted Nvidia Corp. and Advanced Micro Devices Inc. permission …
Market Beats | Trump Threatens 35% Tariff on Canadian Goods, Eyes Global Hikes; Zara Founder Ortega Buys Paris Luxury Hotel; Bain Capital Weighs Exit From Canada Goose Stake
—— Trump Threatens 35% Tariff on Canadian Goods, Eyes Global Hikes; Zara Founder Ortega Buys Paris Luxury Hotel; Bain Capital Weighs Exit From Canada Goose Stake 1. Trump Threatens 35% Tariff on Canadian Goods, Eyes Global Hikes President Donald Trump threatened to impose a 35% tariff on select Canadian imports and floated a broader increase …
Market Beats | Nvidia Hits $4 Trillion Market Value, First in History; Trump’s Surprise 50% Copper Tariff Sends US Futures Soaring; Cocoa Powder Joins Cocoa Butter in Record Surge; Meta Invests $3.5 Billion in EssilorLuxottica; Goldman Sachs to Require Junior Bankers to Confirm Loyalty Quarterly; X CEO Linda Yaccarino Resigns After Two Years at the Helm
—— Trump’s Surprise 50% Copper Tariff Sends US Futures Soaring; Cocoa Powder Joins Cocoa Butter in Record Surge; Meta Invests $3.5 Billion in EssilorLuxottica; Goldman Sachs to Require Junior Bankers to Confirm Loyalty Quarterly; X CEO Linda Yaccarino Resigns After Two Years at the Helm 1. Trump’s Surprise 50% Copper Tariff Sends US Futures Soaring …
Market Beats | Apple’s AI Chief Joins Meta; US Universities Face $1 Billion Hit from Falling International Enrollment; Douglas Elliman Struggles Amid Agent Exodus and Prolonged Losses; Amazon Prime Day Sales Dip in Opening Hours Despite Extended Format; Rishi Sunak Returns to Goldman Sachs as Senior Adviser; Intel Cuts Over 500 Jobs in Oregon as Part of Major Layoffs
—— Apple’s AI Chief Joins Meta; US Universities Face $1 Billion Hit from Falling International Enrollment; Douglas Elliman Struggles Amid Agent Exodus and Prolonged Losses; Amazon Prime Day Sales Dip in Opening Hours Despite Extended Format; Rishi Sunak Returns to Goldman Sachs as Senior Adviser; Intel Cuts Over 500 Jobs in Oregon as Part of …
Market Beats | Trump to Announce Trade Deals and Tariff Warnings; Camp Mystic Flood Tragedy: 27 Campers and Counselors Confirmed Dead; Tesla Shares Drop as Elon Musk Launches New Political Party; CoreWeave to Acquire Core Scientific in $9B All-Stock Deal; Hong Kong Hits Record High in Company Listing Applications; Amazon and Walmart Set Up Summer Sales Showdown; Mercedes-Benz Q2 Sales Drop 9% as Tariffs Hit US and China Demand
—— Trump to Announce Trade Deals and Tariff Warnings; Camp Mystic Flood Tragedy: 27 Campers and Counselors Confirmed Dead; Tesla Shares Drop as Elon Musk Launches New Political Party; CoreWeave to Acquire Core Scientific in $9B All-Stock Deal; Hong Kong Hits Record High in Company Listing Applications; Amazon and Walmart Set Up Summer Sales Showdown; …
每日微报 | 加拿大六大机场遭炸弹威胁；美就业数据超预期提振经济信心；阿克曼呼吁库默退出市长竞选；6月美国服务业就业指数下滑；市场波动冲击大型对冲基金；特朗普税改法案通过众议院
—— 加拿大六大机场遭炸弹威胁；美就业数据超预期提振经济信心；阿克曼呼吁库默退出市长竞选；6月美国服务业就业指数下滑；市场波动冲击大型对冲基金；特朗普税改法案通过众议院 1. 加拿大六大机场遭炸弹威胁 加拿大航空交通管理局（NAV CANADA）周四表示，包括渥太华、蒙特利尔、埃德蒙顿、温尼伯、卡尔加里和温哥华在内的多地机场因收到炸弹威胁而临时实施地面停飞措施，航班受到不同程度延误。 NAV CANADA在社交平台X上称：“今天早上我们收到有关多个机场设施的炸弹威胁通知，所有相关地区员工均安全。” 渥太华警方表示，正在调查首都机场的“安全事件”。根据机场官网信息，多趟航班已延误一小时以上。 蒙特利尔特鲁多国际机场发言人埃里克·弗利斯特表示，该机场的威胁已被解除：“今早对航班有轻微影响，目前事件已结束，运营已恢复正常。” ______ 2. 美就业数据超预期提振经济信心 周四公布的美国就业数据超出了预期，提振了投资者对美国经济健康状况的信心，美股股指期货小幅上涨。 截至纽约时间上午8:38，标普500指数期货上涨0.2%，纳斯达克100指数期货上涨0.3%。Cboe波动率指数（VIX）跌至16.4。 美国劳工统计局数据显示，6月非农就业人数增加14.7万人，前两个月数据略有上修。失业率则从5月的4.2%降至4.1%。 Miller Tabak公司首席市场策略师马特·迈利（Matt Maley）表示：“这对经济来说是好消息，但对希望7月降息的投资者而言则是坏消息，因此期货市场反应并不大幅上扬也就不奇怪了。” 另外，美国众议院预计将在周四通过总统特朗普提出的税收和支出法案，从而赶在7月4日最后期限前完成立法。 在过去四个交易日中，标普500指数已有三次创下历史新高，反映出市场对贸易局势改善的乐观情绪 ______ 3. 阿克曼呼吁库默退出市长竞选 亿万富翁投资人比尔·阿克曼（Bill Ackman）呼吁前纽约州州长安德鲁·库默退出纽约市长选举，让现任市长埃里克·亚当斯（Eric Adams）在11月大选中对阵民主党皇后区州议员佐赫兰·曼达尼（Zohran Mamdani）。 阿克曼在社交平台X发文称，他本周分别与亚当斯和库默会面后得出结论，认为亚当斯“已准备好迎战”，而库默“没有战斗的意志”。 “纽约市居民最关心的是公共安全、生活成本、生活质量以及本地经济，”阿克曼说。他指出亚当斯在这些方面取得了“令人印象深刻的成就”。 曾是民主党人的阿克曼如今支持特朗普总统，他形容亚当斯“充满能量和清晰度”，而库默则显得“情绪低落” ______ 4. 6月美国服务业就业指数下滑 6月份，美国服务业几乎停滞，仅以微弱幅度扩张，业务活动和新订单有所回升，但就业指数则创下三个月来最大跌幅。 根据美国供应管理协会（ISM）周四公布的数据，其服务业指数从5月的49.8升至50.8，略高于荣枯线（50）并符合彭博经济学家调查预期。该指数5月曾出现近一年以来首次收缩。 6月的业务活动指数重新回到扩张区域，新订单也实现温和增长。然而，就业分项指数却显示出用工紧缩，跌幅为三个月以来最大。 ISM服务业商业调查委员会主席史蒂夫·米勒表示：“6月PMI重返扩张令人欣慰，但增长缓慢以及经济不确定性仍是受访企业常提及的问题。” 当月有10个服务行业实现增长，包括运输与仓储、公用事业以及娱乐业；6个行业出现萎缩，主要是农业和建筑业 ______ 5. 市场波动冲击大型对冲基金 由于特朗普政府的贸易战引发市场剧烈波动，全球知名对冲基金Citadel与Millennium在2025年上半年表现不如一些规模较小的同行。 据知情人士透露，Citadel的旗舰基金Wellington今年上半年仅上涨2.5%，Millennium的涨幅为2.2%。相比之下，小型对冲基金Balyasny和ExodusPoint分别录得7.3%和9.3%的回报。 Ken Griffin领导的Citadel（管理资产约660亿美元）和Izzy Englander领导的Millennium（管理约750亿美元）是多经理（multi-manager）基金领域的领导者。这一模式在近年来吸引了大量全球机构投资者，因其通过多个独立交易小组（pods）管理风险、运用多策略、杠杆放大收益，被视为回报稳健的选择。 不过，今年以来，这些行业“巨头”反而被管理规模分别为250亿美元和110亿美元的Balyasny和ExodusPoint所超越。 较小的基金在面对市场不确定性时更具灵活性，是其跑赢大市的重要因素 ______ 6. 特朗普税改法案通过众议院 美国众议院周四以218票对214票通过了一项总额高达3.4万亿美元的财政法案，标志着总统唐纳德·特朗普在重塑国内政策方向上取得重大胜利。该法案削减税收、压缩社会福利开支，并推翻了拜登政府在清洁能源转型方面的诸多政策。 此举使特朗普得以兑现自己在7月4日前签署立法的承诺。据白宫发言人卡罗琳·莱维特表示，签署仪式将于周五下午5点举行。 在法案通过过程中，众议院共和党领导层耗费数小时争取部分持反对意见的议员，最终仅有两位共和党人（肯塔基州的托马斯·马西和宾夕法尼亚州的布莱恩·菲茨帕特里克）与民主党人一同投下反对票。 …
Market Beats | Bomb Threats Trigger Flight Delays at Six Major Canadian Airports; US Job Growth Beats Expectations; Ackman Urges Cuomo to Exit NYC Mayoral Race; US Services Sector Barely Expands in June; Citadel and Millennium Trail Smaller Rivals; Trump Secures $3.4 Trillion Fiscal Overhaul
—— Bomb Threats Trigger Flight Delays at Six Major Canadian Airports; US Job Growth Beats Expectations; Ackman Urges Cuomo to Exit NYC Mayoral Race; US Services Sector Barely Expands in June; Citadel and Millennium Trail Smaller Rivals; Trump Secures $3.4 Trillion Fiscal Overhaul 1. Bomb Threats Trigger Flight Delays at Six Major Canadian Airports Several …
Market Beats | Microsoft Cuts 9,000 Jobs in Second Major Layoff; Tesla’s Global Sales Drop for Second Straight Quarter; Trump Says Trade Deal Reached With Vietnam to Avert Tariffs; Witkoff Sells Miami Beach Waterfront Lot for Over $24M; Armani Sales Drop 5% in 2024 Amid China Slowdown; BYD Shelves Mexico Plant Plans
—— Microsoft Cuts 9,000 Jobs in Second Major Layoff; Tesla’s Global Sales Drop for Second Straight Quarter; Trump Says Trade Deal Reached With Vietnam to Avert Tariffs; Witkoff Sells Miami Beach Waterfront Lot for Over $24M; Armani Sales Drop 5% in 2024 Amid China Slowdown; BYD Shelves Mexico Plant Plans 1. Microsoft Cuts 9,000 Jobs …