史上最快“填坑”！美股暴涨23%再创历史新高

Group 1 - The S&P 500 and Nasdaq Composite indices reached new highs due to recent developments in trade disputes and U.S. congressional budget negotiations, as investors increasingly overlook economic threats from the trade war and Middle East instability [1] - As of Friday, the S&P 500 index rebounded 23% from the lows caused by tariffs in April, adding nearly $10 trillion in market capitalization, indicating a rapid recovery towards record closing levels [3] - U.S. Commerce Secretary and Treasury Secretary indicated that the U.S. is close to reaching several trade agreements, with hopes to complete negotiations with multiple countries by early September [3] Group 2 - The core PCE price index, favored by the Federal Reserve, rose 0.2% month-over-month, slightly above market expectations, suggesting inflationary pressures may be emerging [3] - A chief investment officer noted that strong PCE data contrasts with the trend of soft inflation data in recent months, indicating potential price increases from tariffs may be starting to manifest in the economy [4] - Bank of America strategists warned that a shift from tariffs to tax cuts and interest rate cuts could lead to a high risk of "bubbles" in the second half of the year [4] Group 3 - The upcoming earnings season will be a significant test for the current market rally, with Wall Street expecting a 2.8% year-over-year growth in S&P 500 earnings for the second quarter, marking the smallest increase in two years [4]