美国三大股指分化，纳指收盘涨0.28%，标普500微跌0.04%；科技龙头普遍上涨，特斯拉涨1.92%，谷歌、亚马逊、英伟达等跟涨。热门中概股承压，纳斯达克金龙指数跌1.18%，阿里巴巴、百度、网易、腾讯、比亚迪等集体调整。市场聚焦美联储降息路径，若通胀粘性超预期，降息时点或进一步推迟。瑞银证券认为，在贸易关税有望下调的背景下，预计2025年下半年美国GDP增速将加快。相关ETF：纳斯达克ETF（...
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