7月30日（周四），美国三大股指涨跌不一、欧洲主要股指均下跌。

1、美国股市：标普500指数收盘下跌12.20点，跌幅0.37%，报3246.24点；纳斯达克指数收盘上涨44.90点，涨幅0.43%，报10587.81点；道琼斯指数收盘下跌225.90点，跌幅0.85%，报26313.65点。

2、欧洲股市：德国DAX指数收盘下跌450.96点，跌幅3.52%，报12371.30点；英国富时100指数收盘下跌138.56点，跌幅2.26%，报5992.90点；法国CAC40指数收盘下跌105.80点，跌幅2.13%，报4852.94点。

3、亚太股市：今日恒生指数收于 24710.59 点，下跌 0.69%；日经225指数跌0.26%，报22339.23点。韩国KOSPI指数涨0.17%，报2267.01点；富时新加坡STI指数收于2529.82点，下跌1.92%。

4、商品市场：COMEX 8月黄金期货收跌0.6%，结束之前连续九个交易日上涨的趋势，报1942.30美元/盎司；LME期铜下跌0.7%，报6,430.50美元/吨；CBOT大豆期货价格收于895.50美分/蒲式耳，上涨0.25%；LME期铝下跌0.3%，报1,720.00美元/吨。

5、外汇市场：美元指数报94.78410，下跌0.20%；欧元/美元上涨0.47%，报1.1847美元；美元/日元下跌0.18%，报104.73日元。

6、互联互通：7月30日北向合计净卖出 63.38 亿元，其中沪股通净卖出 15.75 亿元， 深股通净卖出 47.63 亿元;南向合计净买入 55.78 亿元，沪港通下 港股通净买入 26.03 亿元，深港通下港股通净买入 29.75 亿元。

【最新资讯及观点】

1、美国二季度GDP暴跌34.8% 或创1940年来最糟水平

据彭博社报道，预计美国今年第二季度GDP将暴跌34.8％，或创1940年以来最糟纪录。虽然市场分析认为美国经济下半年有希望反弹，但随着美国南部和西部疫情渐趋严峻，有许多州已暂停甚至取消了经济重启计划。巴克莱美国经济学家指出，若经济继续恶化，美国GDP将在第四季度出现萎缩。

2、欧盟下周对谷歌收购Fitbit交易展开反垄断调查

多位知情人士今日称，欧盟下周将对谷歌21亿美元收购Fitbit交易展开全面的反垄断调查。今年2月，欧洲数据保护委员会警告称，这一交易可能会给用户带来隐私方面的风险。Fitbit的健身追踪器可以监测用户的日常步数、燃烧卡路里和行驶距离等数据，收购Fitbit后，谷歌将获得其大量用户健康数据。欧洲数据保护委员会认为，这种情形令人担忧。其中一位知情人士称，在8月4日初步审查结束后，欧盟委员会将对这笔交易展开反垄断调查。在为期4个月的调查中，预计欧盟将深入评估数据在医疗保健领域的使用。对此，欧盟委员会拒绝发表评论。

3、欧盟第二次更新开放外部边界国别名单 对中国仍为附带条件开放

当地时间30日，欧盟第二次更新开放外部边界国别名单，建议成员国从7月31日起对11个国家开放外部边界。根据欧盟理事会当天发布的公告，这11个国家为澳大利亚、加拿大、格鲁吉亚、日本、摩洛哥、新西兰、卢旺达、韩国、泰国、突尼斯和乌拉圭。欧盟对中国附带的条件仍为“互惠对等”，即欧盟成员国仅在中国对欧盟开放边界的情况下对中国开放边界。

4、美四大科技巨头盘后总市值飙升2500亿美元 突破5万亿

就在他们的CEO接受国会议员“拷问”一天之后，美国最大四家科技公司的总市值周四盘后暴增了2500亿美元，突破5万亿美元。亚马逊、Facebook、苹果和谷歌母公司Alphabet盘后发布的财报均好于市场预期，推动他们的股价大涨。这四家公司二季度的总销售额达到2000亿美元。亚马逊实现净利润53亿美元，创历史新高。目前这四大科技巨头的总市值已突破5万亿美元，占标普500总市值的约五分之一。

【原文选读】

Bloomberg: U.S. Economy’s Rebound Looks Shakier After Worst Quarter Yet

新冠疫情对美国经济造成的冲击程度在周四一览无遗。政府数据显示，二季度国内生产总值(GDP)创出纪录最大降幅，7月中旬有1,700万人向州政府申领失业救济金。,股票手机开户准备什么
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尽管GDP下滑（折合年率萎缩幅度达到惊人的32.9%）在广泛预期中，但申请失业救济数据却出人意料。持续申领失业救济人数增加将近90万，成了经济复苏因美国大部分地区疫情重燃而受到破坏的最新证据。

(Bloomberg) — The full scope of the pandemic’s toll on the U.S. economy was on display Thursday, when government officials reported that gross domestic product shrank the most on record in the second quarter and 17 million Americans claimed state unemployment benefits in mid-July.

While the GDP drop — an astounding 32.9% when annualized — was widely anticipated at this point, the jobless claim figure was not. The almost 900,000 increase in the number of people claiming continued benefits provides the latest evidence that the nascent recovery from the collapse is being undermined by the resurgence of the virus across much of the U.S.

That’s particularly visible in rising continued claims from California, the most populous state, that may reflect renewed shutdowns and job losses. These figures indicate that even though third-quarter GDP could very well show a sharp initial rebound and give the appearance of a strong recovery, the gains could be short-lived.

And the outlook may get even worse. Crucial lifelines in the pandemic, like the extra $600 in weekly unemployment benefits, are expiring, and lawmakers have made little progress on agreeing to another stimulus package. Support from Congress has buoyed the economy in recent months, and further action will be critical in determining the path of the recovery.

“You’ve got this triple whammy coming through,” said James Knightley, chief international economist at ING Financial Markets. “One is the fear factor from Covid-19 on the rise and how that changes people’s behavior. Secondly, you’ve got unemployment rising because states are reversing course on their reopenings. And then, third, you’ve got the income squeeze” with expiring benefits.

All of this is bad news for President Donald Trump, who was already trailing his rival, Democrat Joe Biden, in polls ahead of the Nov. 3 election. Minutes after the GDP report was released, Trump suggested in a tweet that the vote be delayed until the pandemic eases and people can “safely vote” in person rather than by mail.

While Trump doesn’t have the authority to make such a decision — only Congress does and its leaders immediately rejected the idea — the tweet in part underscores the angst of a president who saw a decade-long economic expansion end abruptly under his watch. U.S. stocks sank after Thursday’s economic data, though it’s still up more than 40% from its pandemic low in March.

In addition to the continuing-claims figures, initial filings for benefits rose slightly last week to 1.43 million, the second straight increase and still more than double the worst week during the last recession. Seasonal adjustments are making the numbers trickier to interpret, however — unadjusted initial claims actually fell for a second week to the lowest of the pandemic.

Even so, the claims figures join other high-frequency data on mobility and shifts worked, the kinds of numbers that have caught the concern of Federal Reserve Chairman Jerome Powell and his colleagues, who reiterated Wednesday they will keep interest rates near zero for the foreseeable future.