<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>早餐新聞：六月反彈打破恐懼</h2>
<p>###2025 年 7 月 1 日</p>
<table>
<thead>
<tr>
<th>週一市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500 指數</strong><br/>6,205 (+0.52%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>20,370 (+0.47%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>44,095 (+0.63%)</td>
</tr>
<tr>
<td><strong>比特幣</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>來源：Jester AI 創建的圖像。</p>
<h2>1. 納斯達克年初至今轉為正值，歐洲股票表現優異</h2>
<p>標準普爾 500 指數在六月上漲了 4.53%，納斯達克上漲了 5.86%，投資者的風險情緒因地緣政治緊張局勢緩解而改善。科技板塊表現突出，六月的 8.2% 回報與上半年的表現相匹配，這意味着所有的收益都來自於最後一個月。</p>
<ul>
<li><strong>“我們認為這將是更廣泛的復甦”：</strong> 摩根士丹利首席投資官 Mike Wilson（MS 0.12%）認為，市場在未來幾個月可能會進一步上漲，主要受益於美國聯邦儲備委員會更多的降息。</li>
<li><strong>美元大幅下跌助推國際股票飆升：</strong> 部分原因是美元在 1973 年以來的首次半年內出現了最劇烈的下跌，非美國股票表現優於市場。這包括西班牙（+42.8%）、意大利（+35.7%）和德國（+35.2%）。</li>
</ul>
<h2>2. 亞馬遜達成機器人里程碑</h2>
<p><strong>亞馬遜</strong>（AMZN -1.59%）在運營中部署了第百萬台機器人，同時推出了一種新的生成性人工智能基礎模型，以改善機器人車隊的行駛，進一步提升效率和盈利能力。</p>
<ul>
<li><strong>“他們離實現機器人全面集成又近了一步”：</strong> Interact Analysis 的研究經理 Reuben Scriven 概述了近年來技術的進步，企業現在即將使用的機器人數量超過倉庫中的人類。</li>
<li><strong>亞馬遜全球交付中 75% 以某種方式由機器人輔助：</strong> 自動化有助於提高生產力，但也帶來了勞動力縮減的擔憂，過去五年每個設施的員工人數有所下降。</li>
</ul>
<h2>3. 歐盟接近達成貿易協議</h2>
<p>歐盟對在下週截止日期之前與美國達成貿易協議的信心日益增強，有報道稱委員會樂於接受統一的 10% 關税率，前提是美國降低關鍵行業的税率。</p>
<ul>
<li><strong>汽車和鋼鐵成為焦點：</strong> 汽車及相關零部件目前的進口關税為 25%，鋼鐵和鋁為 50%。去年，歐盟向美國出口了 622 億美元的汽車和零部件，成為其最大目的地，突顯了任何關税對該行業的關鍵影響。</li>
<li><strong>貿易截止日期前的情景規劃：</strong> 官員們在 7 月 9 日之前提出了四種潛在情景，包括可能的時間延長、不平衡的美國提議，甚至特朗普總統完全退出談判的情況。</li>
</ul>
<h2>4. 蘋果考慮外部人工智能幫助</h2>
<p>彭博社報道，<strong>蘋果</strong>（AAPL 2.22%）正在考慮使用第三方人工智能技術來推動新版本的 Siri，Anthropic 和 OpenAI 均在保密討論中。</p>
<ul>
<li><strong>重大逆轉可能有助於啓動停滯不前的人工智能努力：</strong> 蘋果在人工智能方面落後，但利用第三方模型可能是快速趕上競爭對手的方式。Fool 分析師 Jason Moser 昨天提到 “無論領導層決定做什麼，時間都不是他們的朋友；我懷疑我們很快會看到合作關係。”</li>
<li><strong>蘋果否認駁回智能手機反壟斷案件的動議：</strong> 美國聯邦法官駁回了去年提出的訴訟上訴，指控蘋果使第三方設備難以與其自身競爭，這意味着蘋果現在必須面對該案件。</li>
</ul>
<h2>5. 你的看法</h2>
<p>32 年前的昨天，《Motley Fool》通訊的第一期郵寄給了首批訂閲者。</p>
<p>如果你在 93 年夏天處於工作年齡，你的投資旅程在哪裏？與朋友和家人討論，或成為會員，聽聽你的同伴們在説什麼。</p>

蘋果

亞馬遜

<p>六月份的市場反彈使標準普爾 500 指數上漲了 4.53%，納斯達克指數上漲了 5.86%，這得益於投資者情緒的改善和地緣政治緊張局勢的緩解。亞馬遜部署了其第百萬個機器人，提高了效率，而歐盟與美國的貿易協議也接近達成。蘋果正在考慮為 Siri 引入第三方人工智能，以在人工智能競爭中迎頭趕上。總體而言，市場前景依然樂觀，預計美聯儲可能會降息</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>早餐新聞：六月反彈打破恐懼</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>週一市場</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>標準普爾 500 指數</strong><br/>6,205 (+0.52%)</td>
</tr>
<tr>
<td><strong>納斯達克</strong><br/>20,370 (+0.47%)</td>
</tr>
<tr>
<td><strong>道瓊斯</strong><br/>44,095 (+0.63%)</td>
</tr>
<tr>
<td><strong>比特幣</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>來源：Jester AI 創建的圖像。</p>
</div><h2>1. Nasdaq Now Positive YTD, European Stocks Excel</h2>
<div class="lb-trans"><h2>1. 納斯達克年初至今轉為正值，歐洲股票表現優異</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>標準普爾 500 指數在六月上漲了 4.53%，納斯達克上漲了 5.86%，投資者的風險情緒因地緣政治緊張局勢緩解而改善。科技板塊表現突出，六月的 8.2% 回報與上半年的表現相匹配，這意味着所有的收益都來自於最後一個月。</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>“我們認為這將是更廣泛的復甦”：</strong> 摩根士丹利首席投資官 Mike Wilson（MS 0.12%）認為，市場在未來幾個月可能會進一步上漲，主要受益於美國聯邦儲備委員會更多的降息。</li>
<li><strong>美元大幅下跌助推國際股票飆升：</strong> 部分原因是美元在 1973 年以來的首次半年內出現了最劇烈的下跌，非美國股票表現優於市場。這包括西班牙（+42.8%）、意大利（+35.7%）和德國（+35.2%）。</li>
</ul>
</div><h2>2. Amazon Reaches Robot Milestone</h2>
<div class="lb-trans"><h2>2. 亞馬遜達成機器人里程碑</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>亞馬遜</strong>（AMZN -1.59%）在運營中部署了第百萬台機器人，同時推出了一種新的生成性人工智能基礎模型，以改善機器人車隊的行駛，進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>“他們離實現機器人全面集成又近了一步”：</strong> Interact Analysis 的研究經理 Reuben Scriven 概述了近年來技術的進步，企業現在即將使用的機器人數量超過倉庫中的人類。</li>
<li><strong>亞馬遜全球交付中 75% 以某種方式由機器人輔助：</strong> 自動化有助於提高生產力，但也帶來了勞動力縮減的擔憂，過去五年每個設施的員工人數有所下降。</li>
</ul>
</div><h2>3. EU Close to Agreeing Trade Deal</h2>
<div class="lb-trans"><h2>3. 歐盟接近達成貿易協議</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>歐盟對在下週截止日期之前與美國達成貿易協議的信心日益增強，有報道稱委員會樂於接受統一的 10% 關税率，前提是美國降低關鍵行業的税率。</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>汽車和鋼鐵成為焦點：</strong> 汽車及相關零部件目前的進口關税為 25%，鋼鐵和鋁為 50%。去年，歐盟向美國出口了 622 億美元的汽車和零部件，成為其最大目的地，突顯了任何關税對該行業的關鍵影響。</li>
<li><strong>貿易截止日期前的情景規劃：</strong> 官員們在 7 月 9 日之前提出了四種潛在情景，包括可能的時間延長、不平衡的美國提議，甚至特朗普總統完全退出談判的情況。</li>
</ul>
</div><h2>4. Apple Considers External AI Help</h2>
<div class="lb-trans"><h2>4. 蘋果考慮外部人工智能幫助</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>彭博社報道，<strong>蘋果</strong>（AAPL 2.22%）正在考慮使用第三方人工智能技術來推動新版本的 Siri，Anthropic 和 OpenAI 均在保密討論中。</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>重大逆轉可能有助於啓動停滯不前的人工智能努力：</strong> 蘋果在人工智能方面落後，但利用第三方模型可能是快速趕上競爭對手的方式。Fool 分析師 Jason Moser 昨天提到 “無論領導層決定做什麼，時間都不是他們的朋友；我懷疑我們很快會看到合作關係。”</li>
<li><strong>蘋果否認駁回智能手機反壟斷案件的動議：</strong> 美國聯邦法官駁回了去年提出的訴訟上訴，指控蘋果使第三方設備難以與其自身競爭，這意味着蘋果現在必須面對該案件。</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》通訊的第一期郵寄給了首批訂閲者。</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 年夏天處於工作年齡，你的投資旅程在哪裏？與朋友和家人討論，或成為會員，聽聽你的同伴們在説什麼。</p>
</div>

Breakfast News: June Rally Defies Fears

- 6 月，S&P 500 上漲 4.53%，納斯達克上漲 5.86%，投資者風險情緒改善。  
- 亞馬遜部署第 100 萬台機器人，提升效率，但員工數量持續下降。  
- 歐盟與美國貿易協議接近達成，可能接受統一 10% 關税率。  

早餐新聞：六月的市場反彈無視市場恐懼