HK, US stocks top stories
Everyone wants to learn from Nvidia's "chip-for-financing," Google and AMD both want to support "AI cloud"$175 billion "tariff refund"! For U.S. stocks, it is "fiscal stimulus"; for U.S. Treasuries, it is "increased debt"; for gold and silver, it is "uncertainty returning."The U.S. Supreme Court rejected tariffs, U.S. stocks closed higher, bonds and the dollar came under pressure, concerns about stagflation pushed gold back to 5,100, and silver surged 8%Trump hints that illegally imposed tariffs will not be refunded, and the U.S. Treasury Secretary states that tariff revenue will "basically remain unchanged" this yearU.S. GDP and PCE data combined with the Supreme Court ruling on Trump's tariffs, U.S. Treasury yields "bottomed out and rebounded" on FridayAnthropic releases Claude security tool, cybersecurity stocks plummetThe U.S. Treasury Department makes concessions and plans to revise the tax proposal for sovereign wealth funds, which was previously warned against by the private equity industryDon't celebrate too early for the U.S. Supreme Court overturning Trump's tariffs? Wall Street expects the market reaction may be short-livedAfter the Supreme Court ruling, Trump opts for a substitute choice: impose a 10% global tariffDalio Family Office heavily invests in gold! After completely exiting Bridgewater, it first reveals its U.S. stock holdings, which have increased to $500 million