【特斯拉与黄金和标准普尔 500 指数一同下跌，而比特币创下有史以来最高的周收盘价】
Tesla stock opened the week with a red candle, falling to $315.35, a 0.095% dip that lined up with a broader selloff across US equities and metals.
特斯拉股价本周开盘下跌，至 315.35 美元，跌幅为 0.095%，与美国股市和金属的普遍抛售相一致。
The drop hit as Bitcoin blew through resistance and ended the June 29 week with its highest weekly close ever. The action split risk markets in two. Stocks went down, crypto went up.
比特币突破阻力位，并在6月29日当周创下历史最高单周收盘价，导致市场出现暴跌。这一走势将风险市场一分为二。股市下跌，加密货币上涨。
As per usual, the trigger came straight out of Washington after President Donald Trump confirmed on Sunday that new tariffs will begin August 1, not July 9 as markets had priced in.
与往常一样，美国总统唐纳德·特朗普周日确认，新关税将于 8 月 1 日开始实施，而不是市场预期的 7 月 9 日，这一消息直接来自华盛顿。
The news sent US stock futures into a tailspin Sunday night. The Dow Jones Industrial Average dropped 146 points, down 0.32%. S&P 500 futures lost 0.39% and Nasdaq 100 futures fell 0.42%. Trump didn’t make the announcement alone.
这一消息导致美国股指期货周日晚间暴跌。道琼斯工业平均指数下跌146点，跌幅0.32%。标准普尔500指数期货下跌0.39%，纳斯达克100指数期货下跌0.42%。特朗普并非唯一宣布这一消息的人。
Standing beside him was Commerce Secretary Howard Lutnick, who told reporters, “Tariffs go into effect Aug. 1. But the president is setting the rates, and the deals, right now.” Trump nodded in agreement, ending the market’s weekend hopes. The update came after days of guessing by investors and left Wall Street hanging just as they were coming off a strong week.
站在他旁边的是商务部长霍华德·卢特尼克，他告诉记者：“关税将于8月1日生效。但总统现在正在制定税率和协议。” 特朗普点头表示同意，这打破了市场周末的希望。此前投资者连续几天都在猜测，而这一消息让刚刚度过强劲一周的华尔街陷入了困境。
Bitcoin makes history as ETF inflows build
随着 ETF 资金流入增加，比特币创造了历史
Bitcoin managed to stay above $108,500 before closing Sunday at over $109,000, according to data from CoinGecko. Over the past month, nearly 50,000 BTC moved into US spot ETFs, signaling strong institutional demand.
根据 CoinGecko 的数据，比特币价格一度维持在 108,500 美元以上，周日收盘价超过 109,000 美元。过去一个月，近 50,000 个 BTC 流入美国现货 ETF，表明机构需求强劲。
Based on their flow-to-price model, the next major target sits at $117,000. That model has tracked closely with price action in previous cycles, especially during aggressive ETF accumulation. Market analysts are calling it “whale games,” as large buyers quietly accumulate while retail watches from the sidelines.
根据他们的资金流向价格模型，下一个主要目标价位是11.7万美元。该模型与以往周期的价格走势密切相关，尤其是在ETF积极增持期间。市场分析师称之为“鲸鱼游戏”，即大买家悄悄增持，而散户则在场外观望。
While Bitcoin moved up, metals moved down. Gold, which had gained almost 2% last week, gave back ground and hovered around $3,325 per ounce on Monday. It’s still up over 25% in 2025 and is sitting just under $170 shy of its April record.
比特币上涨的同时，贵金属价格却下跌。上周上涨近2%的黄金价格周一回落，徘徊在每盎司3325美元左右。2025年，黄金价格仍上涨逾25%，目前距离4月份的历史最高纪录仅差不到170美元。
ETF inflows and central bank demand have kept gold up this year, but short-term traders pulled back after the White House announcement.
今年以来，ETF 资金流入和央行需求推动金价上涨，但白宫宣布这一消息后，短期交易者开始撤离。
S&P 500 loses steam after tariff delay creates confusion
关税推迟引发混乱，标普 500 指数失去动力
Treasury Secretary Scott Bessent confirmed the new tariff date during an appearance on CNN’s “State of the Union” earlier Sunday. “If there’s no deal, tariffs go back to April 2 levels on August 1,” he said. That announcement set expectations that major duties could return unless a breakthrough is made in trade talks. Most investors had planned around tariffs starting this week. That now looks wrong.
美国财政部长斯科特·贝森特（Scott Bessent）周日早些时候在CNN的“国情咨文”节目中确认了新的关税日期。他表示：“如果无法达成协议，关税将于8月1日恢复到4月2日的水平。” 这一声明引发了人们的预期：除非贸易谈判取得突破，否则主要关税可能会恢复。大多数投资者原本预计关税将于本周开始生效。但现在看来，情况并非如此。
The original 90-day pause from April’s “reciprocal” tariffs was set to expire Tuesday, with an EU agreement deadline hitting Wednesday. If no deal is struck with the European Union, tariffs up to 50% on EU goods are expected.
4月份“互惠”关税原定90天的暂停期将于周二到期，欧盟协议的最后期限为周三。如果未能与欧盟达成协议，预计欧盟商品将被征收高达50%的关税。
Last week’s stock rally came from the belief that Trump wouldn’t actually follow through with the most extreme tariff threats. That optimism collapsed. Still, some traders are holding out hope. They believe US firms will beat weak earnings expectations if they can show they’re ready to handle tariffs.
上周股市上涨源于人们相信特朗普不会真正兑现最极端的关税威胁。这种乐观情绪破灭了。不过，一些交易员仍抱有希望。他们相信，如果美国公司能够证明自己准备好应对关税，其盈利将超过疲软的预期。
The US Dollar Index dipped slightly to 96.90, while China’s Renminbi fell 0.07% to 7.1656. The Japanese Yen also slipped to 0.0069, with a minor move of +0.0000090. Other currencies, including the euro, pound, and ruble, are also trading just below neutral.
美元指数小幅下跌至96.90，人民币下跌0.07%至7.1656。日元也下跌至0.0069，小幅上涨0.0000090。欧元、英镑和卢布等其他货币也略低于中性水平。
Silver, unlike gold, ripped to $37.225, the highest price seen in nearly 14 years. That spike stood out in a market dominated by selling pressure.
与黄金不同，白银价格飙升至37.225美元，创下近14年来的最高价。在抛售压力主导的市场中，这一飙升显得格外突出。
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