CPI意外回落，对美股利好还是利空？

Group 1 - The core point of the article is the unexpected drop in the Consumer Price Index (CPI) for April, which rose by 2.3% year-on-year, lower than the market expectation of 2.4%, marking the lowest level since 2021 [1] - The market reaction to the CPI data was mixed, with the Dow Jones index falling by 0.64% while the Nasdaq index surged by 1.6%, indicating a divergence in market sentiment [4] - The unexpected CPI drop may strengthen expectations for a Federal Reserve interest rate cut, but the Fed is likely to remain cautious and observe the impact of tariffs on prices before making any decisions [1][4] Group 2 - The rise in the Nasdaq index was primarily driven by news that the U.S. would allow Middle Eastern countries to purchase advanced chips from Nvidia, which boosted Nvidia's stock by over 6% [4] - There is a general expectation of a weaker dollar in the coming years, leading to a reduced allocation recommendation for U.S. stocks to around 50% by overseas investment banks [5]