马红漫：全球大涨！可以数钱了？

Group 1 - The US stock market experienced significant gains, with the Nasdaq rising by 1.43%, the Dow Jones by 1.19%, and the S&P 500 by 1.11%, marking new closing highs since early March and late February respectively [5][6] - Chinese concept stocks also surged, with the Nasdaq Golden Dragon China Index increasing by 3.31%, the largest single-day gain since May 13 [5] - The market sentiment was positively influenced by a rebound in the Hong Kong technology sector, which contributed to the overall bullish atmosphere [5] Group 2 - The Federal Reserve Chairman Jerome Powell's recent remarks were perceived as hawkish, indicating a reluctance to lower interest rates unless inflation is controlled, despite acknowledging potential price increases due to tariffs starting in June [6][7] - The A-share market also saw a rise, reaching 3400 points, with a consistent bullish outlook maintained despite previous dips below 3300 [8][9] - The government issued a document aimed at boosting consumption and financial support, which was seen as a small positive signal rather than a major catalyst for market movement [11][12] Group 3 - The 中证A500 index is highlighted as a balanced investment tool, featuring a mix of traditional and emerging industries, and has outperformed the 沪深300 index since its launch [13] - The banking sector has been a strong performer, with recommendations made for investors to consider this sector for potential gains [13][14] - The overall market environment suggests that while significant bullish trends are present, investors should be cautious about adding to positions at higher levels, particularly above 3400 points for A-shares [10][12]