Market Performance - The three major US stock indices rose collectively, with the Dow Jones up 2.37%, Nasdaq up 3.5%, and S&P 500 up 2.59% [1] - Popular Chinese concept stocks also saw significant gains, with the Golden Dragon Index rising over 4% [1] Trade and Tariffs - The focus of US companies has shifted from artificial intelligence (AI) to tariffs, with the term "tariffs" mentioned over 350 times in S&P 500 earnings calls, compared to less than 200 mentions of "artificial intelligence" [5] Drug Pricing Policy - President Trump announced a new drug pricing policy aimed at reducing prescription drug prices by 30% to 80%, primarily affecting Medicaid, which covers about 10% of the market [4] Company News - Berkshire Hathaway has become the fourth largest holder of US short-term government bonds, with holdings estimated at $314 billion, surpassing even the Federal Reserve [7]
美股三大指数集体走高，纳指涨超3%
Feng Huang Wang Cai Jing·2025-05-12 14:55