Affected by the repeated impacts of the Trump administration's tariff policies, the U.S. stock market has recently fallen into turbulence. Although the temporary suspension of tariffs on some technology products has boosted market sentiment, the threat of new tariffs still makes investors cautious. The three major stock indices fluctuated multiple times during trading on Monday, ultimately closing slightly higher (S&P 500 up 0.79%, Dow Jones up 0.78%, Nasdaq up 0.64%).
Significant industry differentiation: chip giant Nvidia rose 3% at the start but turned down 0.2%, reflecting market concerns over new chip tariffs; meanwhile, Ford Motor Company surged over 4% due to expectations of automotive tariff exemptions. **Chinese concept stocks performed brightly**, with the Nasdaq Golden Dragon China Index soaring 3.23%, led by Alibaba, Xpeng Motors, and others, highlighting the capital's speculation on the differences in U.S.-China policies.
Federal Reserve Board Member Waller stated that tariff inflation may be 'temporary,' suggesting a possible interest rate cut, leading to a decline in U.S. Treasury yields. In terms of commodities, a weaker dollar has helped crude oil and copper prices rebound, while gold fluctuates at high levels. The current market volatility is mainly due to policy uncertainty, and investors need to be wary of the 'black swan' impact of tariffs on global supply chains and inflation.#美国半导体关税 #美股过山车