在纽约，道琼斯指数周三上涨508点，涨幅1.14%。默克（2.88%）、联合健康（2.54%）和高盛（2.33%）领涨。

In New York, the Dow Jones Index gained 508 points or 1.14 percent on Wednesday. Gains were led by Merck (2.88%), UnitedHealth (2.54%) and Goldman Sachs (2.33%).

美国股市周三上涨，受对新贸易协定的乐观情绪和强劲的企业势头提振。标准普尔500指数上涨0.8%，创下历史新高，纳斯达克指数上涨0.7%。道琼斯指数飙升505点，距离其历史最高点仅一步之遥。市场对美国和日本最终达成包括15%互惠关税的贸易协议的消息表示欢迎，特朗普总统表示与欧盟的谈判也取得了类似进展。有报道称，美欧协议即将达成，反映了日本的框架，进一步提振了市场情绪。通用电气Vernova股价上涨14.5%，此前该公司上调了预期并公布了强劲的季度业绩。通用动力公司因盈利超过预期而上涨6.5%，AT&T股价因盈利超出预期而上涨1.2%。相反，德州仪器股价下跌13%，此前该公司指出关税威胁损害了其指导方针。特斯拉和Alphabet在收盘铃响后不久发布收益报告之前，都相对接近持平。

US stocks rallied on Wednesday, buoyed by optimism over new trade agreements and strong corporate momentum. The S&P 500 climbed 0.8% to notch a fresh record high, the Nasdaq rose 0.7%. The Dow Jones surged 505 points, coming within striking distance of its own all-time high. Markets cheered news of a finalized trade deal between the US and Japan that included reciprocal 15% tariffs, with President Trump signaling similar progress in talks with the European Union. Reports suggested a US-EU deal was close, mirroring the Japan framework, further lifting sentiment. GE Vernova jumped 14.5% after raising its guidance and reporting strong quarterly results. General Dynamics jumped 6.5% on its earnings beat and AT&T shares rose 1.2% on beating profit expectations. Conversely, Texas Instruments slumped 13% after noting that tariff threats hurt its guidance. Both Tesla and Alphabet were relatively close to the flatline ahead of their earnings reports due shortly after the closing bell.

美国国债拍卖130亿美元20年期债券，收益率高达4.935%。在最近没有拍卖之后，拍卖非常强劲。国内买家远高于六个月的平均水平。

U.S. Treasury auctions of $13 billion of 20 year bonds at a high yield of 4.935%.Very strong auction after an absence of auctions of late. The domestic buyers were well above the six month average.

周三，随着投资者消化美国贸易政策的最新发展，美元指数进一步跌至97.4点。报告显示，美国将把对欧盟的关税从之前的30%降至15%。如果后续行动得以实施，此举将与日本在新协议后适用的关税税率降低相一致，而日本承诺在美国投资5500亿美元。虽然这些发展支持了美国的增长，但与日本的资本流动不变，以及贸易谣言后欧元的升值限制了对DXY的支持。财政部长贝森特表示，目前与中国的关税休战可能会在8月12日到期之前延长，这加剧了这一趋势。在货币政策方面，联邦公开市场委员会最近一次会议的纪要显示，一些成员认为关税会引发通货膨胀，促使美联储暂时推迟进一步降息。

The dollar index fell further to the 97.4 mark on Wednesday as investors digested the latest developments to US trade policy. Reports indicated that the US is set to lower tariffs on the EU to 15% from the previous threats of 30%. If followed through, the move would be consistent with the decrease in the tariff rate applied to Japan following their fresh deal, while Japan pledged to invest $550 billion in the US. While the developments supported US growth, unchanged capital flows with Japan and boost on the euro following trade rumors limited support for the DXY. Adding to the trend, Treasury Secretary Bessent signaled that the current tariff truce with China is likely to be extended ahead of its August 12th expiration. On the monetary policy front, minutes from the latest FOMC meeting revealed that several members view tariffs as inflationary, prompting the Fed to hold off on further rate cuts for now.