“买入美国”又杀回来了！纳指重返牛市！

Group 1 - Wall Street bets on the easing of US-China trade tensions, signaling an end to the comprehensive tariff war [2][5] - The S&P 500 index surged by 3.3%, and the Nasdaq 100 index returned to a bull market, led by large tech stocks [2] - Safe-haven assets declined, with gold dropping over $90, and the dollar rising more than 1%, marking its largest single-day gain since Trump's election victory [2] Group 2 - The easing of tariffs between the US and China exceeded expectations, establishing a framework for continued discussions, which is what the stock market hopes for [6] - Investors are now focused on whether temporary solutions can evolve into lasting agreements, indicating a shift in sentiment towards risk assets [6] - The temporary pause in trade tensions provides US companies with more time to adapt and plan for contingencies [6] Group 3 - Morgan Stanley strategists noted that while investor sentiment towards the US stock market is improving, it is premature to sound the alarm [6] - The firm identified four factors necessary for a sustained rally, with progress made on two: optimism around a trade agreement with China and stable earnings revisions [6] - Upcoming economic data, including inflation, retail sales, and earnings reports, will be crucial in maintaining market momentum [6]