UnitedHealth Group Inc. (UNH) 加自选

周五，美国股指小幅上涨，此前主要股指在前一交易日涨跌互现。周四，标准普尔500指数和纳斯达克综合指数分别上涨0.07%和0.18%，均创下历史新高。与此同时，道琼斯指数下跌0.7%，但本周整体仍保持上涨。强劲的企业盈利和积极的贸易发展提振了市场。Alphabet在超过第二季度预期并将2025年的资本支出指导提高了100亿美元后上涨了1%，增强了投资者对其人工智能战略的信心。相比之下，特斯拉股价下跌8.2%，首席执行官埃隆·马斯克警告称，未来几个季度将更加艰难。在政策方面，人们普遍预计美联储将在下周的会议上保持利率稳定。特朗普总统在对美联储总部进行历史性访问后，软化了对主席杰罗姆·鲍威尔的语气，表示他没有解雇他的计划。

US stock futures edged higher on Friday after the major averages ended mixed in the previous session. On Thursday, the S&P 500 and Nasdaq Composite gained 0.07% and 0.18%, respectively, both setting fresh record highs. Meanwhile, the Dow slipped 0.7% but remains higher for the week overall. Markets have been buoyed by strong corporate earnings and positive trade developments. Alphabet rose 1% after surpassing Q2 expectations and raising its 2025 capital spending guidance by $10 billion, reinforcing investor confidence in its AI strategy. In contrast, Tesla tumbled 8.2% as CEO Elon Musk warned of tougher quarters ahead. On the policy front, the Federal Reserve is widely expected to hold interest rates steady at next week’s meeting. President Trump, following a historic visit to the Fed’s headquarters, softened his tone on Chair Jerome Powell, stating he has no plans to dismiss him.

日元和澳元预测：东京通胀降温，美国和中国成为焦点。东京通胀有所缓解，但仍高于目标，随着美元/日元对疲软数据的反应和美国耐用品订单的临近，日本央行仍将加息。

Japanese Yen and Aussie Dollar Forecasts: Tokyo Inflation Cools, US and China in Focus.Tokyo inflation eases but remains above target, keeping BoJ rate hikes on the table as USD/JPY reacts to softer data and US durable goods orders loom.

2025年7月，东京Ku地区的核心消费者价格同比上涨2.9%，连续第二个月有所回落，仅略低于市场预期的3%。尽管经济放缓，但通胀率仍远高于日本央行2%的目标，使人们对今年晚些时候再次加息的预期保持不变。日本央行将于下周举行会议，决定货币政策，市场预计其季度展望中将上调本财年的通胀预测。尽管如此，增长担忧依然存在。5月，由于美国关税上调的拖累，央行下调了GDP预测，使未来加息的道路变得更加复杂。然而，最近签署的一项美日贸易协议，其中包括对日本对美国出口征收15%的关税，减少了围绕经济前景的一些不确定性。

Core consumer prices in Tokyo’s Ku-area rose 2.9% year-on-year in July 2025, easing for the second straight month and falling just below market expectations of 3%. Despite the slowdown, inflation remains well above the Bank of Japan’s 2% target, keeping expectations alive for another rate hike later this year. The BOJ will meet next week to decide on monetary policy, with markets anticipating an upward revision to its inflation forecast for the current fiscal year in its quarterly outlook. Still, growth concerns persist. In May, the central bank lowered its GDP projections due to the drag from higher US tariffs, complicating the path for future rate increases. However, a recently signed US-Japan trade deal, which includes a 15% tariff on Japanese exports to the US, has reduced some of the uncertainty surrounding the economic outlook.

特朗普表示，澳大利亚已同意接受美国牛肉。特朗普：“多年后，澳大利亚同意接受美国牛肉！很长一段时间以来，尽管我们是好朋友，但他们实际上禁止我们的牛肉。

Trump says Australia has agreed to accept US beef.Trump: "After many years Australia has agreed to accept American Beef! For a long time, and even though we are great friends, they actually banned our Beef.