隔夜美股全复盘(5.29) | 英伟达盘后一度涨逾5%，Q1营收超预期

Market Overview - US stock indices closed lower, with the Dow down 0.58%, Nasdaq down 0.51%, and S&P down 0.56% [1] - The VIX index increased by 1.85% to 19.31, indicating rising market volatility [1] - The US dollar index rose by 0.29% to 99.9, while the yield on the 10-year Treasury bond increased by 0.719% to 4.48% [1] - Spot gold decreased by 0.36% to $3288.44 per ounce, and Brent crude oil rose by 0.88% to $64.31 [1] Industry & Stocks - All sectors of the S&P 500, except for real estate, closed lower, with utilities, materials, and energy down 1.4%, 1.36%, and 1.27% respectively [4] - Chinese concept stocks mostly declined, with KWEB down 0.92%, Alibaba down 2.33%, and Pinduoduo down 4.95% [4] - Major tech stocks also saw declines, with Microsoft down 0.72%, Nvidia down 0.51%, and Tesla down 1.65% [4] Company Highlights - Nvidia reported Q1 revenue of $44.1 billion, a 69% year-over-year increase, exceeding market expectations [6][7] - Nvidia's data center revenue was $39.1 billion, slightly below the expected $39.3 billion [6][7] - Tesla plans to launch its Robotaxi service in Austin, Texas on June 12, marking a significant milestone in its autonomous vehicle strategy [8] - UBS reported that BYD and Xiaomi have surpassed Tesla as the preferred brands among Chinese consumers [8] - GameStop announced the purchase of 4,710 BTC, costing over $500 million at recent prices [5][16] Tariff Developments - BMW, Mercedes, and Volkswagen are negotiating with the US Commerce Department regarding tariffs, aiming for an agreement by early July [10] - The EU trade chief will discuss tariff policies with US officials, focusing on cooperation in sectors like aviation and semiconductors [10] - Japan plans to allocate approximately 3.88 billion yen to subsidize energy bills for households and businesses in response to US tariffs [12] - Japan has proposed purchasing billions of dollars in US semiconductor products as part of ongoing tariff negotiations [13] Military and Geopolitical Updates - NATO plans to increase the number of brigade-level forces, with Germany being asked to contribute an additional 40,000 troops [14][15] - Germany announced an additional military aid package of approximately 5 billion euros to Ukraine [15]