【周三居韭屋】日本欧盟让利，特斯拉暴雷！Google靠AI狂飙、鲍威尔能扛住川普逼降息压力吗？
2025-07-30 14:06:28
💡美国和日欧达成关税协议，美股短线庆祝，但日本、欧洲大幅让利，压力隐现；川普边监工联准会边施压降息，FOMC本质週预计维持利率不变，市场焦点转向财报与政策动向。
💡特斯拉财报疲弱但在预期中，股价先跌后弹。市场看重其AI与Robotaxi转型潜力，短线震盪、长线仍具想像空间，操作上可把握区间高卖低买或等待突破契机。
💡Google财报亮眼，AI与订阅驱动营收全面成长，资本支出上修带旺云端与核能概念股。股价大涨但估值仍低于同业，反垄断风险压抑中长线投资吸引力。
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