隔夜美股集体收涨中概股爆发 A股后市如何？

Group 1 - The U.S. stock market saw significant gains on May 12, with the Nasdaq rising by 4.35%, the S&P 500 by 3.26%, and the Dow Jones by 2.81%, driven by a surge in Chinese assets and a notable increase in the Nasdaq China Golden Dragon Index by 5.40% [1] - Major Chinese stocks experienced substantial increases, with Jia Yuda rising by 67.71%, Century Internet by 21.31%, and Shengda Technology by 18.92%, while several others rose over 10% [1] - The release of the "Joint Statement" from the U.S.-China Geneva Economic and Trade Talks, which significantly lowered bilateral tariff levels, has positively impacted global markets, leading to a broad rise in stock markets worldwide [1] Group 2 - Analysts express optimism regarding the Chinese equity market, anticipating a rebound in sectors previously affected by trade tensions, with a focus on technology and dividend strategies for the year [2] - The export chain and technology sectors are viewed favorably, with expectations of a positive adjustment in fundamental outlooks and the elimination of extreme scenarios [3] - The reduction of tariffs is expected to directly benefit export-oriented companies, with a potential for a "pulse-like" recovery in the export chain, particularly for sectors with previously low expectations [3]