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深夜 暴涨超200%!
Zheng Quan Shi Bao·2025-05-28 14:32

Group 1: Market Overview - The US stock indices opened slightly higher on May 28, with the Dow Jones up 0.05%, S&P 500 up 0.01%, and Nasdaq down 0.03% [2] - Investor focus has shifted from trade war tensions to the latest tax reform bill in the US [2] - Major tech stocks showed mixed performance, with Nvidia down 0.2% ahead of its earnings report [2] Group 2: Trade War Developments - Signs of easing in the US tariff war emerged, with President Trump postponing high tariffs on the EU [3] - The EU and the US are engaged in ongoing discussions regarding tariff policies and cooperation in various sectors [3] - ASEAN leaders expressed concerns about the uncertainty brought by Trump's tariff plans and emphasized the need for trade diversification [3] Group 3: Tax Reform Concerns - The latest tax reform bill is projected to increase the US deficit by $3.8 trillion over the next decade, with $2.2 trillion occurring in the first five years [5] - Analysts from Deutsche Bank and Morgan Stanley highlighted the potential for the deficit to exceed 6% of GDP in the coming years due to the tax reform [5] - The tax reform is seen as a continuation of previous tax cuts, and failure to pass it could lead to significant tax increases and economic recession [5] Group 4: Nvidia's Earnings Report - Nvidia is set to release its earnings report, with analysts optimistic about a revenue expectation of $43.28 billion for the quarter, a 66% year-over-year increase [6] - The company's stock has risen over 40% since April, and the performance of its new Blackwell chip is a key focus for investors [6] - Concerns regarding Nvidia's gross margin due to rising costs from increased production capacity are also highlighted [6] Group 5: General Sentiment in Tech Sector - Overall, tech companies have reported strong earnings, contributing to a positive sentiment in the sector [7] - Nvidia's performance is expected to further solidify the overall trend in the tech sector if it continues to show strength [7]