智通财经网·2025-05-13 23:31Group 1 - The US stock market has turned positive for the year, driven by a rebound led by tech giants amid easing inflation and a pause in the global trade war [1][3] - The S&P 500 index rose 0.7% and the Nasdaq 100 index surged 1.6%, with both indices achieving positive cumulative gains for 2025 [1] - The "seven giants" including Nvidia, Apple, and Meta saw an 8% increase this week, marking the largest two-day gain since early April [1] Group 2 - The release of the US April CPI data, which was lower than expected, ignited market optimism, leading to full pricing of a potential Fed rate cut in September [1] - JPMorgan has lifted its US economic growth forecast and removed recession warnings following the improved inflation data [1] - The semiconductor sector performed strongly, with Nvidia announcing a partnership with AMD for a project in Saudi Arabia, resulting in a 3% rise in the Philadelphia Semiconductor Index [3] Group 3 - UnitedHealth's stock plummeted 18% after a sudden leadership change, dragging down the healthcare sector within the S&P 500 [4] - The company suspended its full-year earnings guidance due to higher-than-expected medical spending, affecting peers like Elevance Health and CVS [4] Group 4 - Hertz faced its largest single-day drop in over a year, with a 17% decline due to worse-than-expected first-quarter losses [6] - 3D Systems' stock fell 27% after reporting first-quarter product revenue below analyst expectations [6] - First Solar's stock surged 23% following a favorable tax proposal for the solar industry, while Plug Power dropped 10% due to a proposal to eliminate hydrogen production tax credits [6]