Group 1 - The US stock market experienced a collective rise, with the Dow Jones and S&P 500 indices achieving a nine-day winning streak, driven by stronger-than-expected non-farm employment data [1][2] - Major US technology stocks saw an overall increase, with the Tech Giants Index rising by 0.89%, while individual stocks like Meta and Nvidia rose by 4.34% and 2.59% respectively [4] - Chinese assets also performed actively, with the Nasdaq Golden Dragon China Index rising by 3.51% and several individual stocks showing significant gains, such as Xiaoma Zhixing up over 21% [4] Group 2 - The latest non-farm employment data indicated an increase of 177,000 jobs in April, surpassing the expected 130,000, while the unemployment rate remained steady at 4.2% [6][7] - Following the employment report, Goldman Sachs and Barclays adjusted their forecasts, delaying the anticipated Federal Reserve interest rate cut from June to July [1][7] - The market shows significant divergence regarding the total number of rate cuts expected this year, fluctuating between three to four cuts, each by 25 basis points [7]
数据超预期！美股反弹
Zhong Guo Zheng Quan Bao·2025-05-03 01:54