Stocks climbed on July 23, 2023, fueled by optimism that the United States would secure more trade agreements ahead of an approaching tariff deadline. The market was energized by news of recent and upcoming deals, helping push key indexes toward new highs. The Dow Jones Industrial Average rose by 507.85 points (1.14%) to close at 45,010.29, narrowly missing a record by just four points. The S&P 500 gained 0.78% to finish at a record high of 6,358.91, marking its 12th all-time closing high this year and sett ...

贸易政策 - 美国总统宣布将向超过150个国家发送信件 告知潜在关税税率 可能设定为10%或15% [1] - 主要针对与美国贸易量较小的国家 且税率将统一适用 [1] - 新关税计划将于8月1日生效 原定7月9日的截止日期延长三周 [2] 地区影响 - 亚太地区小型国家可能受益 10%-15%的税率低于此前威胁水平 提供一定可预测性 [3] - 加拿大面临35%的特定商品关税 最终结果尚未确定 [4] - 欧盟贸易协议前景不明朗 特朗普对结果持无所谓态度 [4] ETF投资机会 - 低市盈率增长型ETF可能受益 因关税威胁较预期缓和 [5] - Invesco S&P 500 Pure Growth ETF(RPG)市盈率25.99倍 费用率35个基点 [6] - Vanguard U S Momentum Factor ETF(VFMO)市盈率24.4倍 费用率13个基点 [7] - First Trust Mid Cap Growth AlphaDEX Fund(FNY)市盈率25.48倍 费用率70个基点 [8] - Invesco S&P MidCap 400 Pure Growth ETF(RFG)市盈率20.06倍 费用率35个基点 [9]