Morning Market News Digest And Comments 早盘市场新闻摘要及评论

Pacific Time 7:45AM : Dow +173.40，  S&P 500 +24.07， Nasdaq +122.45， Russell 2000 +17.67,WTI crude oil -0.04%，Gold+0.61%， US dollar index-0.35%, 10 Year Treasury yield 2.097%-0.026

Oversea markets: Shanghai+0.86%, Japan+1.2%, Hong Kong +2.27%, Germany unchanged%, UK+0.50%, France+0.20%.

Weak sectors: GDXJ, GDX, SLV, IYR, IBB Strong sectors:SMH, IYT, XLY, XRT, XLF, IGV, SOCL, FDN

Major US stock indexes opened up and has been rising. US-Mexico reached agreement and tariff to Mexican products will not be applied and speculation of interest rate by the Fed on July are helping stocks.  Dow, S&P 500 and Nasdaq Composite have recovered above their 50 day moving averages . The Dow is now only 3.2% from its all time high level of 26952. US stock market trend has now reversed from down back to up but the question is with what good news to push major indexes to all time high not to mention Dow Triple Tops. US-China trade war and Q2 earnings are still causing  investor concern. Investors have been buying hedge since last Friday as evidenced by the strength of fear gauge ETFs VXX, UVXY and TVIX. It is still time to be cautious about the stock market.

。President Donald Trump announced Sunday that proposed tariffs on Mexican imports would be suspended indefinitely. Trump said in a Twitter post that he has “full confidence” that Mexico will crack down on migration from Central America, after the two neighbors reached a consensus. ---CNBC

。President Trump did a surprise interview on CNBC this morning covering everything from China trade to the Raytheon-UTX deal. Most notably were his comments about The Fed, slamming them as a "disruptive force" and said they haven't listened to him, "made a mistake," by raising rates too much and doing QT. And China, where Trump accused them of currency manipulation and said he expected to meet Xi at the G20 but if Xi doesn't go then he will unleash the new tariffs.---Zero Hedge

。The Chinese government summoned major technology companies last week, including notable semiconductor firms, according to a new report from the NYT. The purpose was to warn them that they will face repercussions if they respond too aggressively to U.S. trade restrictions that ban sales of American technology to Chinese companies. Among the firms called in were chipmakers Intel (INTC), Qualcomm (QCOM), ARM Holdings (ARMHF) and SK Hynix (HXSCF), as well as Microsoft (MSFT), Samsung Electronics (SSNLF), Dell Technologies (DELL), Nokia (NOK) and Cisco Systems (CSCO). ---Wall Street Breakfast

。Bank of America Merrill Lynch raises its AMD (AMD) price target from $35 to $40 ahead of this week's E3 appearance. Firm maintains a Buy rating. ---Seeking Alpha

。Analog Devices – The chipmaker’s stock also got a double upgrade, this one from Goldman Sachs. Goldman upgraded Analog Devices to “buy” from “sell,” saying the end of a cyclical correction is near and that the company has “idiosyncratic” revenue drivers. ---CNBC

。Shares of GM (GM) and Ford (F), two companies that had a lot to lose in a trade battle with Mexico because of their production there, up strongly. ---CNBC

。Roth Capital upgrades Tesla (NASDAQ:TSLA) to a Buy rating from Neutral.The firm assigns a price target of $238 to the EV automaker to rep upside potential of about 16%. ---Seeking Alpha




太平洋时间早上7:45：道指+173.40，标准普尔500指数+24.07，纳斯达克+122.45，罗素2000 + 17.67，WTI原油-0.04％，黄金+ 0.61％，美元指数-0.35％，10年期国债收益率2.097％ - 0.026

海外市场：上海+ 0.86％，日本+ 1.2％，香港+ 2.27％，德国不变％，英国+ 0.50％，法国+ 0.20％。

弱势行业：GDXJ，GDX，SLV，IYR，IBB强行业：SMH，IYT，XLY，XRT，XLF，IGV，SOCL，FDN

美国主要股指开盘上涨并继续走高。美国与墨西哥达成协议，墨西哥产品的关税不会增加及美联储7月份减息的想法正在帮助股市。道琼斯指数，标准普尔500指数和纳斯达克综合指数均收于50日移动均线上方。道琼斯指数目前仅距离26952的历史高位3.2％。美国股市走势现在已经从下跌反转线上。但问题在于会有什么好消息将主要股指推向历史高位，更不用说道琼斯的三重顶了。美中贸易战及第二季财报的担忧仍会继续困扰投资人。自上周五以来，投资者一直在购买避险工具，恐惧指标ETF VXX，UVXY和TVIX的强势证明了这一点。现在仍然需要对股市保持谨慎。

。唐纳德特朗普总统周日宣布，对墨西哥进口产品的拟议关税将无限期暂停。特朗普在一篇Twitter帖子中表示，在两个邻国达成共识后，他由信心墨西哥将打击中美洲的移民问题。 --- CNBC

。特朗普总统今天早上在CNBC进行了一次意外采访，内容涉及从中国贸易到雷神-UTX交易的所有事宜。最引人注目的是他对美联储的评论，将他们视为“破坏性力量”并表示他们没有听取他的意见，“犯了一个错误”，通过提高利率和做QT。特朗普指责中国操纵货币，并表示他希望在二十国集团会见习近平，但如果习近平不去，那么他将释放新的关税.---Zero Hedge

。根据纽约时报的一份新报告，中国政府上周召集了大型科技公司，包括着名的半导体公司。其目的是警告他们，如果他们对美国禁止向中国公司销售美国技术的贸易限制做出过于激烈的回应，他们将面临反击。被召集的其中一些公司包括芯片制造商英特尔（INTC），高通（QCOM），ARM控股（ARMHF）和SK海力士（HXSCF），以及微软（MSFT），三星电子（SSNLF），戴尔科技（DELL），诺基亚（NOK）和思科系统公司（CSCO）。 ---Wall Street Breakfast

。在本周的E3亮相之前，美国银行美林证券将AMD（AMD）的目标价从35美元上调至40美元。公司维持买入评级。 ---Seeking Alpha

。芯片制造商ADI公司的股票（ADI）被高盛调升两级。高盛将ADI公司从“卖出”升级为“买入”，称周期性修正的结束已经接近，该公司有“特殊的”收入驱动因素。 --- CNBC

。通用汽车（GM）和福特（F）这两家公司在与墨西哥的贸易战中因其生产而遭受重创的股票今天大幅上扬。 --- CNBC

。罗斯资本将特斯拉（TSLA）的评级从中性上调至买入评级。该公司为EV汽车制造商分配了238美元的价格目标，约有16％的上涨潜力。---Seeking Alpha