特朗普关税“被叫停”,亚洲股市集体大涨,美股期货上涨,美元涨,黄金跳水
Hua Er Jie Jian Wen·2025-05-29 03:36

Core Viewpoint - The U.S. Federal Court has blocked President Trump's tariff policy, leading to a surge in global market optimism and a reversal of the "sell America" trading strategy. Nvidia's strong earnings forecast also boosted investor sentiment [1][11]. Market Reactions - U.S. stock futures rebounded strongly, with S&P 500 futures and Nasdaq 100 futures rising by 1.7% and 2.1% respectively [2]. - Asian stock markets saw significant gains, with Japan's Nikkei 225 index rising by 1.2% [4]. - The U.S. dollar index climbed to its highest point in over a week, while the Japanese yen depreciated by 0.8% against the dollar [4]. Bond Market - The yield on 10-year U.S. Treasury bonds increased by 2 basis points following the tariff news [10]. Currency Market - The U.S. dollar had previously fallen over 7% since its peak in February due to the negative market sentiment caused by the tariff policy. The recent court ruling has led to a more positive outlook for trade, resulting in a rebound of the dollar [6][7]. Company-Specific Developments - Nvidia's CEO provided a robust sales forecast, indicating that the AI computing market is still in a phase of "exponential growth," which led to a nearly 5% jump in Nvidia's stock during after-hours trading [11]. - Conversely, HP's stock fell approximately 8% in after-hours trading due to lower-than-expected profit forecasts and a downward revision of its annual earnings outlook [11]. - Companies like Cadence Design Systems and Synopsys experienced significant stock declines due to news of chip restrictions from the Trump administration [11].

特朗普关税“被叫停”,亚洲股市集体大涨,美股期货上涨,美元涨,黄金跳水 - Reportify