美国股市在下午的交易中走高，标准普尔500指数和纳斯达克指数徘徊在历史高点附近，因为投资者消化了一系列交易更新和收益结果。标准普尔500指数上涨0.4%，创下连续第五个收盘纪录，为一年多来最长的连续收盘纪录，而纳斯达克指数也创下盘中新高。围绕贸易谈判的乐观情绪推动了反弹，特朗普总统将于周日会见欧盟委员会主席乌尔苏拉·冯德莱恩，希望达成美欧协议。在8月1日关税最后期限之前，还与日本、印度尼西亚和菲律宾达成了协议，尽管与加拿大的谈判陷入僵局。Alphabet和Verizon的强劲盈利提振了市场情绪，而英特尔在警告亏损并宣布裁员后对科技股构成压力。交易员们还展望了下周的美联储会议和一系列收益，包括苹果、Meta和微软。三大股指均有望实现超过1%的周涨幅。

US stocks were higher in the afternoon trading, with the S&P 500 and Nasdaq hovering near record highs as investors digested a flurry of trade updates and earnings results. The S&P 500 climbed 0.4%, heading for a fifth straight record close—its longest streak in over a year—while the Nasdaq also hit an intraday high. Optimism around trade talks helped fuel the rally, with President Trump set to meet European Commission President Ursula von der Leyen on Sunday amid hopes for a US-EU deal. Agreements were also reached with Japan, Indonesia, and the Philippines ahead of the August 1 tariff deadline, though talks with Canada have stalled. Strong earnings from Alphabet and Verizon boosted sentiment, while Intel weighed on tech after warning of losses and announcing layoffs. Traders also looked ahead to next week’s Fed meeting and a packed slate of earnings, including Apple, Meta, and Microsoft. All three major indexes were on pace to post weekly gains of over 1%.

特朗普：强势美元听起来不错，但弱势美元会让你赚得更多。美国总统唐纳德·特朗普周五表示，他喜欢强势美元，但弱势美元“会赚更多的钱”。

Trump: strong dollar sounds good but 'you make a hell of a lot more' with a weaker one.U.S. President Donald Trump said on Friday he liked a strong dollar but "you make a hell of a lot more money" with a weaker one.

美联储展望：9月即将降息。美联储正在逐步恢复其削减周期，但现在还不是时候。6月份的会议的特点是FOMC内部意见分歧——很少有与会者认为今年降息是合适的，而其他人则赞成在7月份就降息。

Fed Preview: September Cut on the Horizon.The Fed is inching towards resuming its cutting cycle but now is not yet the time. The June meeting was characterized by divided views across the FOMC – few participants did not see cutting rates this year as appropriate at all, while others favoured cutting already in July.

下周，随着8月1日全面关税的最后期限临近，投资者将密切关注美国与其主要伙伴，特别是欧盟之间的贸易谈判。这也将是财报最繁忙的一周，微软、苹果、亚马逊和Meta等大型企业将公布财报，波音、PayPal、Visa和万事达卡等其他主要公司也将公布财报。本周还充斥着美联储、日本央行、中国央行和巴西央行的关键货币政策决定。在数据方面，美国经济日历很重，包括第二季度GDP的预估、月度就业报告、个人消费支出数据和ISM制造业采购经理人指数。在其他地方，注意力也将转向欧元区、德国、法国、意大利和西班牙的初步GDP和通胀数据；中国PMI；墨西哥、台湾和香港的GDP和加拿大的月度GDP。

Next week, investors will closely monitor trade negotiations between the US and its key partners, particularly the EU, as the August 1st deadline for sweeping tariffs approaches. It will also be the busiest week for earnings, with megacaps Microsoft, Apple, Amazon, and Meta set to report, alongside other major firms such as Boeing, PayPal, Visa, and Mastercard. The week is also packed with key monetary policy decisions from the Fed, the BoJ, the BoC, and the Central Bank of Brazil. On the data front, the US economic calendar is heavy, featuring the advance estimate of Q2 GDP, the monthly jobs report, the PCE release, and the ISM Manufacturing PMI. Elsewhere, attention will also turn to preliminary GDP and inflation figures from the Eurozone, Germany, France, Italy, and Spain; China's PMIs; GDP from Mexico, Taiwan, and Hong Kong and monthly GDP from Canada.