美越关税协议点燃“非理性繁荣”？标普500四日三破记录 小盘股强势反弹

Group 1 - The US stock market reached new highs, driven by optimism surrounding a trade agreement with Vietnam, which includes a 20% tariff on goods exported to the US and a 40% tariff on goods deemed to be transshipped through Vietnam [1][3] - The S&P 500 index rose by 0.5%, with energy, materials, and information technology sectors leading the gains, while utilities and healthcare sectors underperformed [1] - The Nasdaq 100 index increased by 0.7%, and the Russell 2000 index saw a rise of 1.3% [1] Group 2 - The S&P 500 index achieved its third historical high in four trading days, indicating a strong market momentum and pushing Barclays' measure of "irrational exuberance" to a two-digit level for the first time since February [4] - The trend of global stock markets shifting from US dominance to international markets slowed down in June, suggesting that the US market may continue to perform well in the short term [4] - The Russell 2000 index surged as investors flocked to small-cap stocks, although it has not reached a new high in 913 days, marking one of the longest periods since the 1970s [4] Group 3 - OpenAI has agreed to lease significant computing resources from Oracle's data center, highlighting the urgent demand for advanced AI products [5] - Tesla's stock surged as the reported decline in vehicle sales was not as severe as the most pessimistic analysts had feared [5] - Health insurance company Centene's stock plummeted by 40% after it withdrew its 2025 earnings forecast, citing market trends that did not align with expectations, potentially impacting $1.8 billion in revenue [5]