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从“避险”到“Risk on”!华尔街为何一夜转态?
Jin Rong Jie·2025-06-24 06:41

Group 1 - The U.S. stock market experienced significant gains, with the Dow Jones Industrial Average rising by 0.89%, recovering losses from earlier in the year, and the Nasdaq and S&P 500 indices increasing by 0.94% and 0.96% respectively [1] - Tesla's stock surged over 8% following the launch of RoboTaxi in Texas, contributing to the overall market rally [1] - The performance of the "Magnificent Seven" tech stocks has lagged behind the broader market, with a cumulative decline of 3.73% year-to-date, while Tesla's decline has narrowed to 13.66% [2] Group 2 - Apple has faced pressure on its stock price due to regulatory fines and declining product demand, with year-to-date declines of 19.34% [3] - Amazon and Google also recorded year-to-date declines of 4.98% and 12.62% respectively [3] - Meta and Microsoft have outperformed, with year-to-date gains of 19.50% and 15.75% respectively, driven by Meta's aggressive investment in AI infrastructure and acquisitions [3][4] Group 3 - Meta plans to introduce advertising on its WhatsApp platform to increase revenue and alleviate the burden of its substantial capital expenditures [4] - The market remains optimistic about Meta's future prospects due to its strategic investments in AI and potential revenue streams [4] Group 4 - The easing of geopolitical risks may shift market focus back to the Federal Reserve's interest rate decisions and the fundamentals of listed companies, impacting capital investment and industry layout [5]