智通财经网·2025-06-04 12:01Market Overview - US stock index futures are all up, with Dow futures rising by 0.15%, S&P 500 futures by 0.17%, and Nasdaq futures by 0.14% [1] - European indices also show positive movement, with Germany's DAX up 0.59%, UK's FTSE 100 up 0.12%, France's CAC40 up 0.55%, and the Euro Stoxx 50 up 0.46% [2][3] - WTI crude oil increased by 0.06% to $63.45 per barrel, while Brent crude rose by 0.08% to $65.68 per barrel [3][4] Economic Context - The US economy demonstrates resilience against tariff impacts, with expectations of minimal volatility in the S&P 500 index following the upcoming non-farm payroll report [4] - The S&P 500 index has surged by 6.3% over the past month, marking its best May performance since 1990, and is close to its historical high [5] - Despite concerns over tariffs and rising federal deficits, the stock market remains strong, with a year-to-date increase of 1.74% and a rebound of 19.8% from the April low [5] Corporate Developments - Hewlett Packard Enterprise (HPE) reported Q2 revenue of $7.63 billion, exceeding analyst expectations, and adjusted its annual earnings guidance upward to $1.78-$1.90 per share [10] - Jia Yin Technology (JFIN) achieved Q1 revenue of approximately $1.78 billion, a year-on-year increase of 20.4%, and announced a dividend policy update [11] - Dollar Tree (DLTR) reported Q1 revenue growth of 5.4% to $4.6 billion but warned of a 50% drop in adjusted EPS for Q2 due to tariff pressures [12] - CrowdStrike (CRWD) faced a significant stock drop after Q2 revenue guidance fell short of market expectations, despite a strong Q1 performance [13] - Nvidia (NVDA) reclaimed the title of the world's most valuable company with a market cap of $3.446 trillion, driven by the AI boom [14] - Tesla (TSLA) reported a 15% year-on-year decline in May wholesale sales in China, marking the eighth consecutive month of sales drop [14] Regulatory and Policy Changes - President Trump signed an order increasing tariffs on imported steel and aluminum from 25% to 50%, effective June 4 [6] - The UK received a five-week window to negotiate a steel agreement with the US, avoiding immediate tariff increases [7] - The US Treasury is considering expanding bond buybacks as a form of quantitative easing in response to rising bond yields [7]