【全球財經】2025/7/3

特朗普“大漂亮”法案眾議院受阻，共和黨內訌升級！
https://wallstreetcn.com/articles/3750269#from=ios

“小非農”爆冷！美國6月ADP就業人數驟降至-3.3萬人，為2023年3月以來最差
https://wallstreetcn.com/articles/3750293#from=ios

6月非農恐“遇冷”？瑞銀花旗預警：就業市場降溫或加速降息
https://wallstreetcn.com/articles/3750274#from=ios

美國財長貝森特：美聯儲可能在9月或更早降息
https://wallstreetcn.com/articles/3750315#from=ios

〈貴金屬盤後〉小非農就業爆冷轉跌 強化Fed降息預期 金價上漲
https://news.cnyes.com/news/id/6048150?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

〈紐約匯市〉美元上漲 就業數據支撐降息預期
https://news.cnyes.com/news/id/6048171?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

〈能源盤後〉伊朗暫停與聯合國核子監督機構合作 原油跳漲3%
https://news.cnyes.com/news/id/6048061?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

“伊核計劃被推遲約1至2年”，美國防部再稱摧毀伊朗核設施
https://wallstreetcn.com/articles/3750311#from=ios

美國與越南達成貿易協議 標普500、那指收盤再創新高
https://news.tvbs.com.tw/money/2920959?openExternalBrowser=1

特朗普稱美越達成貿易協議，美國對越南商品征關稅至少20%
https://wallstreetcn.com/articles/3750306#from=ios

百度搜索十年來最大改版：支持超千字文本輸入、推出智能框、升級AI助手
https://wallstreetcn.com/articles/3750268#from=ios

特朗普訪「鱷魚惡魔島」移民拘留中心：逃跑走直線或遭吞食｜有片
https://www.hk01.com/article/60252855

Del Monte地捫食品美國申請破產保護　百年企業擬續營運尋新買家
https://www.hk01.com/article/60252933\

特朗普會不會成為九三閲兵座上賓？
https://www.hk01.com/article/60252817

美參議員撐大而美法案投關鍵一票　被質問只顧自己選民語塞｜有片
https://www.hk01.com/article/60252789

David Lake談特朗普・四｜要求歐洲獨立將失去美國影響力
https://www.hk01.com/article/60252454

特朗普「大而美」法案將為美增加26萬億赤字？　一文看懂箇中細節
https://www.hk01.com/article/60252964

特朗普7月9日「關稅倒數」：談的是投降條款，不是貿易協議？
https://www.hk01.com/article/60252747

法國總理貝魯上任僅半年遭不信任動議　主因養老金改革談判破裂
https://www.hk01.com/article/60252777

特朗普：馬斯克假如失去政府合約　或不得不關閉旗下公司返回南非
https://www.hk01.com/article/60252699

馬斯克續批大而美指共和黨變「肥豬黨」　特朗普：會考慮驅逐他
https://www.hk01.com/article/60252853

美國際開發署正式關閉　魯比奧：對外政策優先考慮貿易而非援助
https://www.hk01.com/article/60252692

7月5日預言｜盲眼龍婆也預測2025大地震　「4大災難」已說中這些
https://www.hk01.com/article/60252728

鮑威爾預料關稅對美國物價影響夏天顯現　承認若無關稅早已減息
https://www.hk01.com/article/60252652

東方匯理：對中國資產取態中性偏正向　今年青睞A股勝H股1
https://www.hk01.com/article/60251706

台海有戰事｜賴清德的「團結國家十講」非常危險
https://www.hk01.com/article/60252894

賴清德「雜質說」掀起輿論　國台辦：行分裂之實的台獨自白
https://www.hk01.com/article/60252731

爭奪未來能源主導權之戰：中國正在領先
There’s a Race to Power the Future. China Is Pulling Away.
https://cn.nytimes.com/science/20250702/china-clean-energy-power/zh-hant/dual/

川普的美國正變得越來越像中國
Trump’s America Is Beginning to Look More Like China
https://cn.nytimes.com/opinion/20250702/america-china-similarities-differences/zh-hant/dual/

港幣保衛戰開打！HIBOR利率波動真相曝光，港股下半年將創新高？
https://news.cnyes.com/news/id/6046218?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

香港金管局出手穩匯價，賣25.5億美元阻資金外流！
https://money.udn.com/money/story/5603/8845308?from=ednappsharing

Fed主席鮑爾示警關稅通膨將現蹤，預期夏季數據升溫！
https://news.cnyes.com/news/id/6046191?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

川普施壓降息，鮑爾：聯準會必須完全不涉政治！
https://www.ctee.com.tw/news/20250702700655-430701

Fed早該降息至1%！川普再轟鮑爾頑固蠢驢，鮑爾回擊：就是川普關稅害的！
https://news.cnyes.com/news/id/6046549?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

鮑爾：若非關稅 Fed早就降息！
https://www.ctee.com.tw/news/20250702700110-439901

美財長貝森特：聯準會最快9月降息！川普關稅未引爆通膨風險！
https://news.cnyes.com/news/id/6046420?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

附和川普施壓，財長貝森特：相信Fed會9月前降息！
https://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=d5f222d8-b3f7-4504-83f8-7128505e8565

美6月ISM製造業指數連4個月萎縮，成本飆升再掀通膨疑慮！
https://news.cnyes.com/news/id/6046194?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

美5月職缺意外飆升至776.9萬，創7個月來新高！
https://news.cnyes.com/news/id/6046195?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

JOLTS：美國飯店業職缺率暴增、創2020年來最大漲點！
https://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=d58ea42e-fd14-4c1b-a819-8426b72be9d3

大摩美國消費者調查：關稅影響趨緩，財務安全感與宏觀經濟預期矛盾！
https://news.cnyes.com/news/id/6046472?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

川普政府擬鬆綁SEC監管，DOGE瞄準SPAC與私募基金規則！
https://news.cnyes.com/news/id/6046017?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

新台幣本周見28價位，機率增！
https://www.ctee.com.tw/news/20250702700033-439901

15個月首見，製造業景氣陷藍燈！
https://www.ctee.com.tw/news/20250702700045-439901

關稅變數多，我PMI指數再陷緊縮！
https://www.ctee.com.tw/news/20250702700043-439901

關稅寬限期延長無望？川普：我沒有在思考這個！
https://money.udn.com/money/story/5599/8844519?from=ednappsharing

川普鬆口，延後稅改法期限！
https://money.udn.com/money/story/10511/8844279?from=ednappsharing

沒誠意談判國，川普擬自訂關稅！
https://www.ctee.com.tw/news/20250702700041-439901

川普對美日達成協議表示懷疑，威脅可能徵30%～35%高關稅！
https://news.cnyes.com/news/id/6046338?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

日本汽車恐成犧牲品？川普施壓東京陷「保農讓車」兩難！
https://news.cnyes.com/news/id/6046071?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

關稅成本難再扛，日本汽車廠啟動美國漲價潮 ！
https://news.cnyes.com/news/id/6046363?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

日本高層：不會為談判犧牲農業！
https://www.ctee.com.tw/news/20250702700126-439901

日本消費者信心改善、上修評估；逾9成看漲物價 https://www.moneydj.com/KMDJ/News/NewsViewer.aspx?a=f135506a-29ee-4359-8324-28d2c8268fd5

川普關稅讓日銀觀望？植田和男談升息「不急」！
https://news.cnyes.com/news/id/6046288?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

何時再升息，日本央行說分明！
https://www.ctee.com.tw/news/20250702700877-430701

歐元兌美元飆升：創逾20年最長連漲，選擇權市場看多熱度不減！
https://news.cnyes.com/news/id/6046005?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

景氣逐步回穩！歐元區6月製造業PMI升近3年新高，但德法表現分歧！
https://news.cnyes.com/news/id/6046075?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

歐元區6月通膨達2%目標！歐洲央行可望暫緩降息！
https://news.cnyes.com/news/id/6046018?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

上半年股市誰贏家？謝金河點名4國靠「這產業」翻盤，台股卻掉隊！
https://www.ctee.com.tw/news/20250702700623-430201

美參院驚險通過大而美法案，范斯投關鍵票打破僵局！
https://money.udn.com/money/story/10511/8844502?from=ednappsharing

美參議院逾24小時不斷電開會，又大又美法案成功闖關！
https://udn.com/news/story/6813/8844468

川普「大而美法案」參院驚險過關仍難安心 眾院恐添變數！
https://news.cnyes.com/news/id/6046276?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

美參院通過大而美法案，川普：將迎來爆炸性經濟成長！
https://money.udn.com/money/story/10511/8844517?from=ednappsharing

遭川普大而美法案大砍支出，美醫療保健系統恐將面臨大變革！
https://news.cnyes.com/news/id/6046383?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

馬斯克斥大而美法案支出瘋狂，川普：拿最多的就是他！Doge該吃了他！
https://news.cnyes.com/news/id/6046425?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

馬斯克再轟大而美法案，川普回嗆將調查他的公司拿了多少政府補助！
https://money.udn.com/money/story/10511/8844278?from=ednappsharing

特斯拉重挫5%，川普喊效率部應調查馬斯克！
https://news.cnyes.com/news/id/6046348?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

美元指數半年跌10%，各國央行總裁：短期內美元主導地位仍難撼動！
https://news.cnyes.com/news/id/6046424?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

壓力測試輕鬆過關，美國大銀行加碼股利和庫藏股！
https://news.cnyes.com/news/id/6046357?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

華爾街多家大型銀行增發股利，大小摩實施庫藏股！
https://money.udn.com/money/story/5599/8844819?from=ednappsharing

華爾街「聰明錢」十年來最大規模押注銀行股！
https://news.cnyes.com/news/id/6046370?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

美參院稅改案重創綠能但留下緩衝，綠能股大漲！
https://money.udn.com/money/story/123398/8844676?from=ednappsharing

加州通過歷史性住房改革：為此放棄嚴格環保主張！
https://news.cnyes.com/news/id/6045867?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp

紐約市長民主黨初選，曼達尼獲過半票數達陣！
https://money.udn.com/money/story/10511/8844518?from=ednappsharing

若曼達尼抗拒驅逐非法移民，川普：我們會逮捕他！
https://money.udn.com/money/story/5599/8844492?from=ednappsharing

台積電將爽領大紅包！美參院加碼半導體蓋廠優惠，2026年前動工適用！
https://money.udn.com/money/story/5599/8844601?from=ednappsharing

震撼彈！傳英特爾考慮棄守18A製程，押寶14A與台積電爭搶蘋果、輝達大客戶！
https://www.ctee.com.tw/news/20250702701042-430704

祖克伯重金挖角，誓打造AI夢之隊！
https://www.ctee.com.tw/news/20250702700121-439901

華爾街日報：中國迅速侵蝕美國在全球AI競賽的領先地位！
https://money.udn.com/money/story/5599/8845314?from=ednappsharing

韓6月CPI站回2%警戒線，通膨怪獸又蠢動！
https://www.moneydj.com/kmdj/news/newsviewer.aspx?a=9a4710d2-cdc9-4f37-8947-8e20bf38bf5e

南韓出口反彈，寫最旺6月！
https://money.udn.com/money/story/5599/8844285?from=ednappsharing

中國市場陷價格戰，官媒評過度競爭已讓品質下降！
https://money.udn.com/money/story/5603/8845370?from=ednappsharing

陸百城二手房價，跌跌不休！
https://money.udn.com/money/story/5603/8844370?from=ednappsharing

習近平：推動統一大市場！
https://money.udn.com/money/story/5603/8844371?from=ednappsharing

陸對歐、英、韓不鏽鋼續徵反傾銷稅！
https://money.udn.com/money/story/5603/8844373?from=ednappsharing

中稀土出口太慢？美財長：希望流通速度能更快！
https://www.ctee.com.tw/news/20250702700823-430801

應對中國稀土出口限制，印度將啟動本土稀土增產計劃！
https://www.ctee.com.tw/news/20250702700871-430701

重心轉向亞洲，盧比歐會澳洲、印度和日本外長！
https://money.udn.com/money/story/5599/8844720?from=ednappsharing

英國會議員：中國是威脅，英政府不應核可巨型使館！
https://money.udn.com/money/story/5599/8844512?from=ednappsharing

大陸「70後」高官陳之常跨省履新，任包頭市委書記！
https://money.udn.com/money/story/5603/8845179?from=ednappsharing

韓聯社：中方擬邀請李在明出席抗戰勝利紀念活動！
https://money.udn.com/money/story/5599/8845185?from=ednappsharing

烏情報首長：俄助北韓設無人機產線，加劇南北韓局勢！
https://money.udn.com/money/story/5599/8844643?from=ednappsharing

川普：以色列同意60天停火條件，籲哈瑪斯接受提案！
https://money.udn.com/money/story/5599/8844623?from=ednappsharing

美國駐以色列大使：或許美軍該派B-2轟炸機攻擊葉門胡塞！
https://news.cnyes.com/news/id/6047147?utm_campaign=share_button&utm_medium=news_article&utm_source=cnyesnewsapp