发表时间：2025.07.08     作者：Jingyi     来源：Bloomberg     阅读：3

Search and rescue workers dig through debris following the flash flooding in Hunt, Texas. Photographer: Jim Vondruska/Getty Images 图片来自彭博推送

Jingyi 主要翻译，百度翻译助攻。

德州洪水造成 82 人死亡，暴雨洪水使得全女生的夏令营毁坏了，数十人失踪（百度翻译），发生在 Kerrville（德州地名）。地区保持进一步淹没可能，以及预测对洪水的检测要持续到周一晚上。有些政客提出疑问（政客总是喜欢提出疑问），关于天气预报的准确度，以及在以下事件中可能扮演是角色，即国家灾难天气预测，如何阻止这场灾难 —— 这件事情中的角色。

inundation 洪水

最近的贸易新闻。特朗普宣称，任何和“反美”政策相关的金砖四国，包括巴西、俄罗斯、印度、中国，以及南非，都要面临额外的 10% 的关税。这项警告，随着美国准备向 12-15 个国家写信，设置他们的关税程度。国债部门的秘书 Scott 暗示，一些国家很可能展期以终结协议。

股市下跌（百度翻译），本周风险厌恶情绪高涨，美元获益。贸易紧张也成了焦点（百度），聚焦在投资等待着结果，关于关税谈判结果，截止日期 7.9。特朗普和马斯克的长期不和，加剧了，因特斯拉 CEO 组织了新的“美国党（America Party）”，暗示了可能支持总统选举。特朗普立即反击，攻击这种行为可笑。对于特斯拉股票也起负面作用，分析师 Danial 称这项举措和投资人意愿“完全反向”，在特斯拉有一系列麻烦的时候（at the time，百度翻译）。

feud 长期不和

在公司新闻，苹果揭示了 5.8 亿美元的罚款，向欧盟罚款，这项罚款被称作史无前例的，监管者要求其 APP Store 整改，因其不算合法。同时，TikTok 发展了新的关于针对美国用户的版本，并计划销售（同时的，百度翻译）。

彭博环保西雅图新闻，7.14-16 号有一项活动欢迎伙伴们参加，关于热话题的探讨，如何探索具有挑战的环保问题，未来的创新问题。演讲者 Patagonia CEO Ryan Gellert，以及奥斯卡获奖者（Academy Award-winning actor） Jane Fonda，还有其他人。有兴趣的伙伴可以关注彭博新闻。

随着标普500达到历史高点，小资本公司（小盘股，百度翻译）的股份涨得最快，这些公司债务更多、利润更少。这波涨势主要由投机者刺激。

这些都发生在两项华尔街主要交易之后，两个主要看涨事项。快速积累今年最大的输家，以及短期的利润，特别是小公司。译者注，没看懂，可能是讽刺某些人只看短期利益，上半年就知道谁输了。

但是，顶峰很接近。彭博智库说到，他们从四月开始恐慌模式，6月开始狂热（百度）。狂热程度的表现形式，市场开始冷却，小公司股票开始被大量交易。

印度高频交易蓝筹（high-frequency trading bonanza），见证了全球公司这几年来获得的超额的利润，现在，Jane Street 提出解决方案（crackdown），暗示了意外之财可能要终止了。

Texas’s catastrophic flooding killed at least 82 people, with scores still missing after torrential rains and floods devastated an all-girls summer camp in Kerrville. The area remains at risk of further inundation and forecasters extended a flood watch into Monday evening. Some politicians have already raised questions over the accuracy of weather forecasts and the possible role of staffing cuts at the National Weather Service for the disaster.

Trade latest. Donald Trump said that any country aligning with the “anti-American” policies of the BRICS group of countries that includes Brazil, Russia, India, China and South Africa will face an additional 10% tariff. The warning comes as the US prepares to send letters to 12-15 countries today setting out their new tariff levels. Treasury Secretary Scott Bessent indicated some nations may be given an extension to finalize agreements.

Stocks retreated and the dollar gained in a risk-averse start to the week. Trade tensions are back in focus as investors await outcomes from tariff negotiations ahead of the July 9 deadline.

The feud between Trump and Elon Musk escalated as the Tesla CEO formed a new “America Party” and hinted it may even back a presidential candidate. Trump was quick to hit back, deriding the effort as “ridiculous.” It was yet more bad news for Tesla shares, with Wedbush analyst Daniel Ives calling Musk’s move “exactly the opposite” of what investors want, at time when Tesla faces plenty of troubles.

In corporate news, Apple appealed a $580 million fine from the European Union, calling the penalty “unprecedented” and the regulator’s required changes to its App Store as “unlawful.” Meanwhile, TikTok is developing a new version of its app for US users ahead of a planned sale, The Information reported.

Bloomberg Green Seattle: Join us July 14-16 for two days of compelling conversations where we’ll explore the urgent environmental challenges of today and the innovative ideas shaping tomorrow. Featured speakers include Ryan Gellert, CEO of Patagonia, Academy Award-winning actor Jane Fonda and many more. Click here for details.

As the S&P 500 Index hit record highs, shares of small-cap companies—which often carry a higher debt load and are less profitable—surged even more, fueled by speculative bets.

Those came after two of Wall Street’s major trading desks made the same bold call: Pile into this year’s biggest losers for quick, short-term profits—particularly smaller companies.

But the peak may be near. Bloomberg Intelligence says its gauge of investor sentiment has swung from panic mode in April to “approaching manic” in June, a level where markets tend to cool off and smaller stocks start to trail larger ones.

India’s high-frequency trading bonanza saw global firms make outsized profits for years. Now, a crackdown on Jane Street suggests the windfall may be coming to an end.

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