<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>早餐新闻：六月反弹打破恐惧</h2>
<p>###2025 年 7 月 1 日</p>
<table>
<thead>
<tr>
<th>周一市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500 指数</strong><br/>6,205 (+0.52%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>20,370 (+0.47%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>44,095 (+0.63%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$107,625 (+0.14%)</td>
</tr>
</tbody>
</table>
<p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/6863b91caccfb900668f5634/original.png/query-MTc1MTM2NTkxNQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/6863b91caccfb900668f5634/original.png/query-MTc1MTM2NTkxNQ"/></p>
<p>来源：Jester AI 创建的图像。</p>
<h2>1. 纳斯达克年初至今转为正值，欧洲股票表现优异</h2>
<p>标准普尔 500 指数在六月上涨了 4.53%，纳斯达克上涨了 5.86%，投资者的风险情绪因地缘政治紧张局势缓解而改善。科技板块表现突出，六月的 8.2% 回报与上半年的表现相匹配，这意味着所有的收益都来自于最后一个月。</p>
<ul>
<li><strong>“我们认为这将是更广泛的复苏”：</strong> 摩根士丹利首席投资官 Mike Wilson（MS 0.12%）认为，市场在未来几个月可能会进一步上涨，主要受益于美国联邦储备委员会更多的降息。</li>
<li><strong>美元大幅下跌助推国际股票飙升：</strong> 部分原因是美元在 1973 年以来的首次半年内出现了最剧烈的下跌，非美国股票表现优于市场。这包括西班牙（+42.8%）、意大利（+35.7%）和德国（+35.2%）。</li>
</ul>
<h2>2. 亚马逊达成机器人里程碑</h2>
<p><strong>亚马逊</strong>（AMZN -1.59%）在运营中部署了第百万台机器人，同时推出了一种新的生成性人工智能基础模型，以改善机器人车队的行驶，进一步提升效率和盈利能力。</p>
<ul>
<li><strong>“他们离实现机器人全面集成又近了一步”：</strong> Interact Analysis 的研究经理 Reuben Scriven 概述了近年来技术的进步，企业现在即将使用的机器人数量超过仓库中的人类。</li>
<li><strong>亚马逊全球交付中 75% 以某种方式由机器人辅助：</strong> 自动化有助于提高生产力，但也带来了劳动力缩减的担忧，过去五年每个设施的员工人数有所下降。</li>
</ul>
<h2>3. 欧盟接近达成贸易协议</h2>
<p>欧盟对在下周截止日期之前与美国达成贸易协议的信心日益增强，有报道称委员会乐于接受统一的 10% 关税率，前提是美国降低关键行业的税率。</p>
<ul>
<li><strong>汽车和钢铁成为焦点：</strong> 汽车及相关零部件目前的进口关税为 25%，钢铁和铝为 50%。去年，欧盟向美国出口了 622 亿美元的汽车和零部件，成为其最大目的地，突显了任何关税对该行业的关键影响。</li>
<li><strong>贸易截止日期前的情景规划：</strong> 官员们在 7 月 9 日之前提出了四种潜在情景，包括可能的时间延长、不平衡的美国提议，甚至特朗普总统完全退出谈判的情况。</li>
</ul>
<h2>4. 苹果考虑外部人工智能帮助</h2>
<p>彭博社报道，<strong>苹果</strong>（AAPL 2.22%）正在考虑使用第三方人工智能技术来推动新版本的 Siri，Anthropic 和 OpenAI 均在保密讨论中。</p>
<ul>
<li><strong>重大逆转可能有助于启动停滞不前的人工智能努力：</strong> 苹果在人工智能方面落后，但利用第三方模型可能是快速赶上竞争对手的方式。Fool 分析师 Jason Moser 昨天提到 “无论领导层决定做什么，时间都不是他们的朋友；我怀疑我们很快会看到合作关系。”</li>
<li><strong>苹果否认驳回智能手机反垄断案件的动议：</strong> 美国联邦法官驳回了去年提出的诉讼上诉，指控苹果使第三方设备难以与其自身竞争，这意味着苹果现在必须面对该案件。</li>
</ul>
<h2>5. 你的看法</h2>
<p>32 年前的昨天，《Motley Fool》通讯的第一期邮寄给了首批订阅者。</p>
<p>如果你在 93 年夏天处于工作年龄，你的投资旅程在哪里？与朋友和家人讨论，或成为会员，听听你的同伴们在说什么。</p>

苹果

亚马逊

<p>六月份的市场反弹使标准普尔 500 指数上涨了 4.53%，纳斯达克指数上涨了 5.86%，这得益于投资者情绪的改善和地缘政治紧张局势的缓解。亚马逊部署了其第百万个机器人，提高了效率，而欧盟与美国的贸易协议也接近达成。苹果正在考虑为 Siri 引入第三方人工智能，以在人工智能竞争中迎头赶上。总体而言，市场前景依然乐观，预计美联储可能会降息</p>

<p><img src="https://imageproxy.pbkrs.com/https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png" alt="" original-src="https://m.foolcdn.com/media/dubs/images/email-header-breakfast-news.max-800x600.png"/></p>
<h2>Breakfast News: June Rally Defies Fears</h2>
<div class="lb-trans"><h2>早餐新闻：六月反弹打破恐惧</h2>
</div><h3>July 1, 2025</h3>
<div class="lb-trans"><p>###2025 年 7 月 1 日</p>
</div><table>
<thead>
<tr>
<th>Monday's Markets</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>S&amp;P 500</strong><br/>6,205 (+0.52%)</td>
</tr>
<tr>
<td><strong>Nasdaq</strong><br/>20,370 (+0.47%)</td>
</tr>
<tr>
<td><strong>Dow</strong><br/>44,095 (+0.63%)</td>
</tr>
<tr>
<td><strong>Bitcoin</strong><br/>$107,625 (+0.14%)</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>周一市场</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>标准普尔 500 指数</strong><br/>6,205 (+0.52%)</td>
</tr>
<tr>
<td><strong>纳斯达克</strong><br/>20,370 (+0.47%)</td>
</tr>
<tr>
<td><strong>道琼斯</strong><br/>44,095 (+0.63%)</td>
</tr>
<tr>
<td><strong>比特币</strong><br/>$107,625 (+0.14%)</td>
</tr>
</tbody>
</table>
</div><p><img src="https://imageproxy.pbkrs.com/https://braze-images.com/appboy/communication/assets/image_assets/images/6863b91caccfb900668f5634/original.png/query-MTc1MTM2NTkxNQ" alt="" original-src="https://braze-images.com/appboy/communication/assets/image_assets/images/6863b91caccfb900668f5634/original.png?1751365915"/></p>
<p>Source: Image Created by Jester AI.</p>
<div class="lb-trans"><p>来源：Jester AI 创建的图像。</p>
</div><h2>1. Nasdaq Now Positive YTD, European Stocks Excel</h2>
<div class="lb-trans"><h2>1. 纳斯达克年初至今转为正值，欧洲股票表现优异</h2>
</div><p>The S&amp;P 500 notched a 4.53% gain for June, with the Nasdaq up 5.86%, as investor risk sentiment improved with easing geopolitical tensions. The tech sector led the way, with June's 8.2% return matching the performance for the first half of the year, meaning all of the gains came during the last month.</p>
<div class="lb-trans"><p>标准普尔 500 指数在六月上涨了 4.53%，纳斯达克上涨了 5.86%，投资者的风险情绪因地缘政治紧张局势缓解而改善。科技板块表现突出，六月的 8.2% 回报与上半年的表现相匹配，这意味着所有的收益都来自于最后一个月。</p>
</div><ul>
<li><strong>&#34;We think this is going to be a broader recovery&#34;:</strong> Mike Wilson, chief investment officer at <strong>Morgan Stanley</strong>(MS 0.12%), believes the market could head even higher in coming months, driven by more interest rate cuts from the U.S. Federal Reserve.</li>
<li><strong>Steep U.S. dollar fall helps international stocks surge:</strong> In part thanks to the sharpest first half-year decline in the dollar since 1973, non-U.S. stocks have been outperforming. This includes Spain (+42.8%), Italy (+35.7%), and Germany (+35.2%).</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“我们认为这将是更广泛的复苏”：</strong> 摩根士丹利首席投资官 Mike Wilson（MS 0.12%）认为，市场在未来几个月可能会进一步上涨，主要受益于美国联邦储备委员会更多的降息。</li>
<li><strong>美元大幅下跌助推国际股票飙升：</strong> 部分原因是美元在 1973 年以来的首次半年内出现了最剧烈的下跌，非美国股票表现优于市场。这包括西班牙（+42.8%）、意大利（+35.7%）和德国（+35.2%）。</li>
</ul>
</div><h2>2. Amazon Reaches Robot Milestone</h2>
<div class="lb-trans"><h2>2. 亚马逊达成机器人里程碑</h2>
</div><p><strong>Amazon</strong>(AMZN -1.59%) has deployed its one millionth robot in operations, as it launches a new generative AI foundation model to improve robot fleet travel in a bid to further boost efficiency and profitability.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>（AMZN -1.59%）在运营中部署了第百万台机器人，同时推出了一种新的生成性人工智能基础模型，以改善机器人车队的行驶，进一步提升效率和盈利能力。</p>
</div><ul>
<li><strong>&#34;They're one step closer to that realization of the full integration of robotics&#34;:</strong> Reuben Scriven, a research manager at Interact Analysis, outlined the advancement of tech in recent years, with the business now on the cusp of using more robots than humans in its warehouses.</li>
<li><strong>75% of Amazon's global deliveries are robot assisted in some way:</strong> Automation helps to improve productivity but does come with a concern of a shrinking workforce, with the number of employees per facility having fallen for the past five years.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>“他们离实现机器人全面集成又近了一步”：</strong> Interact Analysis 的研究经理 Reuben Scriven 概述了近年来技术的进步，企业现在即将使用的机器人数量超过仓库中的人类。</li>
<li><strong>亚马逊全球交付中 75% 以某种方式由机器人辅助：</strong> 自动化有助于提高生产力，但也带来了劳动力缩减的担忧，过去五年每个设施的员工人数有所下降。</li>
</ul>
</div><h2>3. EU Close to Agreeing Trade Deal</h2>
<div class="lb-trans"><h2>3. 欧盟接近达成贸易协议</h2>
</div><p>The European Union is becoming increasingly confident of striking a trade deal with the U.S. before the deadline next week, with reports the commission is happy to accept a universal 10% tariff rate if the U.S. lowers rates on key sectors.</p>
<div class="lb-trans"><p>欧盟对在下周截止日期之前与美国达成贸易协议的信心日益增强，有报道称委员会乐于接受统一的 10% 关税率，前提是美国降低关键行业的税率。</p>
</div><ul>
<li><strong>Autos and steel in the spotlight:</strong> Autos and related parts currently have a 25% import levy, with steel and aluminum at 50%. Last year, the bloc exported $62.2 billion worth of cars and parts to the U.S., its largest destination, highlighting the key impact of any tariff on the sector.</li>
<li><strong>Scenario planning ahead of trade deadline:</strong> Officials set out four potential scenarios ahead of July 9, including a potential timing extension, an unbalanced U.S. offer, and even the case of President Trump walking away from the talks completely.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>汽车和钢铁成为焦点：</strong> 汽车及相关零部件目前的进口关税为 25%，钢铁和铝为 50%。去年，欧盟向美国出口了 622 亿美元的汽车和零部件，成为其最大目的地，突显了任何关税对该行业的关键影响。</li>
<li><strong>贸易截止日期前的情景规划：</strong> 官员们在 7 月 9 日之前提出了四种潜在情景，包括可能的时间延长、不平衡的美国提议，甚至特朗普总统完全退出谈判的情况。</li>
</ul>
</div><h2>4. Apple Considers External AI Help</h2>
<div class="lb-trans"><h2>4. 苹果考虑外部人工智能帮助</h2>
</div><p>Bloomberg reports <strong>Apple</strong>(AAPL 2.22%) is mulling using third-party AI technology to power a new version of Siri, with both Anthropic and OpenAI in the running as part of confidential discussions.</p>
<div class="lb-trans"><p>彭博社报道，<strong>苹果</strong>（AAPL 2.22%）正在考虑使用第三方人工智能技术来推动新版本的 Siri，Anthropic 和 OpenAI 均在保密讨论中。</p>
</div><ul>
<li><strong>Major reversal could help to kick-start flailing AI effort:</strong> Apple has been behind the curve on AI, but tapping into third- party models could be a fast way to catch up with competitors. Fool analyst Jason Moser yesterday mentioned &#34;whatever leadership decides to do, time isn't their buddy; my suspicion is we'll see a partnership soon.&#34;</li>
<li><strong>Apple denied motion to dismiss smartphone antitrust case:</strong> A U.S. federal judge rejected an appeal on a lawsuit raised last year alleging Apple makes it difficult for third-party devices to compete with its own, meaning it will now have to face the case.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>重大逆转可能有助于启动停滞不前的人工智能努力：</strong> 苹果在人工智能方面落后，但利用第三方模型可能是快速赶上竞争对手的方式。Fool 分析师 Jason Moser 昨天提到 “无论领导层决定做什么，时间都不是他们的朋友；我怀疑我们很快会看到合作关系。”</li>
<li><strong>苹果否认驳回智能手机反垄断案件的动议：</strong> 美国联邦法官驳回了去年提出的诉讼上诉，指控苹果使第三方设备难以与其自身竞争，这意味着苹果现在必须面对该案件。</li>
</ul>
</div><h2>5. Your Take</h2>
<div class="lb-trans"><h2>5. 你的看法</h2>
</div><p>32 years ago yesterday, the first issue of The Motley Fool newsletter went into the mail to its first base of subscribers.</p>
<div class="lb-trans"><p>32 年前的昨天，《Motley Fool》通讯的第一期邮寄给了首批订阅者。</p>
</div><p>If you were of working age in summer '93, where were you in your investing journey? Discuss with friends and family, or become a member to hear what your fellow Fools are saying.</p>
<div class="lb-trans"><p>如果你在 93 年夏天处于工作年龄，你的投资旅程在哪里？与朋友和家人讨论，或成为会员，听听你的同伴们在说什么。</p>
</div>

Breakfast News: June Rally Defies Fears

- 6 月，S&P 500 上涨 4.53%，纳斯达克上涨 5.86%，投资者风险情绪改善。  
- 亚马逊部署第 100 万台机器人，提升效率，但员工数量持续下降。  
- 欧盟与美国贸易协议接近达成，可能接受统一 10% 关税率。  

早餐新闻：六月的市场反弹无视市场恐惧