Events begin to pick up this morning for the ongoing trading week. Following a fairly dormant period of the last week and a half or so, we’re finally getting down to some real nitty-grit. Pre-markets are bouncing around a bit at this hour, but looking to push fully into the green ahead of the opening bell. The Dow is down -34 points, but the S&P 500, Nasdaq and small-cap Russell 2000 are all up: +25 points, +160 and +5 points, respectively.CPI for June In-Line with Warmer ExpectationsThe latest Consumer Pri ...

市场表现 - 道指下跌34点 标普500上涨25点 纳斯达克上涨160点 罗素2000上涨5点 市场整体呈现分化走势 [1] 通胀数据 - 6月CPI环比上涨0.3% 符合预期 较上月0.1%升温20个基点 [2] - 核心CPI环比上涨0.2% 较上月0.1%略有上升 [2] - 年化通胀率升至2.7% 为2月以来最高水平 核心CPI同比上涨2.9% 低于预期10个基点 [3] - 美联储可能容忍未来通胀率升至3% 与现任主席鲍威尔潜在更替相关 [4] 制造业数据 - 7月纽约州制造业指数跃升至+5.5 远超预期的-9.0 创2月以来新高 结束连续四个月下滑 [5] 银行业绩 - 摩根大通Q2每股收益4.96美元 超预期10% 营收449.1亿美元超预期2.5% 年内股价累计上涨20.4% [7] - 花旗集团Q2每股收益1.96美元 大幅超越预期的1.61美元 营收216.7亿美元超预期 [8] - 富国银行Q2每股收益1.54美元 高于预期的1.41美元 营收208.2亿美元略超预期0.57% 但净利息收入不及预期 [8]

Pre-market futures are notably lower than Friday afternoon’s close on all major indexes, though they are beginning to climb out of the muck of fresh tariff threats as early trading warms up to start a new trading week. We had gotten back up to or near record market highs last week before new tariff threats from President Trump threw a damp towel over stock market heat.Last Friday, Trump threatened to slap a new +35% tariff on all Canadian imports to the U.S. On Saturday, he went even further — a new +30% ta ...

The U.S. inflation rate expectations are heating up, bringing the instrument that tracks inflation-linked government bonds to my stoplight. Since my previous coverage on the iShares 0-5 Year TIPS Bond ETF ( STIP ) , the fund deliveredAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation ...

市场整体表现 - 华尔街在5月出现强劲反弹，此前两个月经历了剧烈波动 [1] - 市场信心提升源于中美贸易协议预期、特朗普政府推迟对欧盟征收50%关税，以及与其他主要贸易伙伴的持续谈判 [1] - 6月市场涨势可能延续，因美国商务部数据显示通胀率持续下降：4月PCE通胀环比增长0.1%，同比增长2.1%，创2025年以来最低水平 [4] - 核心PCE通胀（剔除食品和能源）环比增长0.1%，同比增长2.5%，逐步接近美联储2%的目标 [4] 推荐股票概览 - 推荐5只6月增长股：AppLovin Corp (APP)、Amphenol Corp (APH)、Intuit Inc (INTU)、Carvana Co (CVNA)、Stantec Inc (STN)，均获Zacks Rank 1评级 [3] - 这些股票上月均实现两位数回报，且增长评分为A或B [2][3] 个股分析 AppLovin Corp (APP) - 公司为移动应用开发者提供软件平台，覆盖营销、变现、分析和发布功能 [7] - AXON 2.0技术和游戏工作室战略扩张推动收入增长，AI营销平台Audience+拓展至DTC和电商领域 [8] - 预计今年营收增长24.3%，盈利增长85.2%，30天内盈利预期上调23.4% [10] Amphenol Corp (APH) - 提供基于AI/ML的高密度高速连接器和电缆解决方案 [11] - 多元化业务模式覆盖国防、商用航空、工业和移动设备领域，Andrew收购预计2025年增厚每股收益0.09美元 [12][13] - 预计今年营收增长32.3%，盈利增长40.7%，30天内盈利预期上调3.1% [13] Intuit Inc (INTU) - 在线生态和桌面业务收入稳定，Mailchimp、薪酬和支付服务驱动增长 [14] - Credit Karma业务在信用卡、汽车保险和个人贷款领域表现强劲，云订阅模式转型助力长期收入稳定 [15] - 生成式AI工具"Intuit Assist"整合至TurboTax等产品，预计本财年营收增长14.8%，盈利增长18% [16][17] Carvana Co (CVNA) - 收购ADESA美国业务强化物流网络和翻新能力，预计2025年Q2零售单元销量同比环比双增长 [18][19] - 目前仅占美国碎片化汽车零售市场1%份额，线上购车趋势带来巨大扩张空间 [19] - 预计今年营收增长31.4%，盈利增长超100%，30天内盈利预期上调24.1% [20] Stantec Inc (STN) - 提供基础设施项目的规划、工程、建筑设计等专业咨询服务 [22][23] - 采用基于服务费的商业模式，预计今年营收增长11.1%，盈利增长18.6%，30天内盈利预期上调2.4% [24]