美股极速“变脸”：押注特朗普打赢贸易战

Group 1 - The core viewpoint of the articles suggests that despite a significant rebound in the stock market since April, driven by optimistic corporate earnings and strong macroeconomic data, there is skepticism regarding the sustainability of this optimism due to ongoing trade tensions and the lack of a concrete trade agreement [1][2][3] - The S&P 500 index has risen 13% since its low of 4982 points on April 8, indicating a strong market performance, but experts warn that investors may be overly optimistic about the resolution of trade issues [1] - Analysts from BCA Research and Goldman Sachs express concerns that the market's current pricing reflects an overly favorable outlook on economic growth, with expectations of growth exceeding 1% this year, which contrasts with more cautious predictions [3] Group 2 - The articles highlight that President Trump has indicated progress in trade negotiations, yet no formal agreements have been reached, and he has emphasized the lack of urgency in signing any deals [3][4] - Trump's upcoming press conference is anticipated to announce a significant trade agreement with a major country, potentially the UK, marking the first agreement since the imposition of high tariffs on multiple countries [4] - The discussions around trade agreements involve various proposals from the U.S.'s top trading partners, with indications that a deal could be reached soon, although the specifics remain unclear [3][4]